We are live on ! Find out more
PTY icon

PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$7.21K +$6.36K +500 +510%
SAM
202
Smartleaf Asset Management
Massachusetts
$7.04K
BWAM
203
Boyd Watterson Asset Management
Ohio
$6.03K
AAM
204
Advisors Asset Management
Colorado
$6.03K +$6.36K +500 New
BHWM
205
Beaird Harris Wealth Management
Texas
$5.73K +$6.04K +475 New
KFG
206
Kingdom Financial Group
Arizona
$5.42K +$5.71K +449 New
LAS
207
Lloyd Advisory Services
Georgia
$5.42K +$5.71K +449 New
MCA
208
McGuire Capital Advisors
Oklahoma
$5.26K
AUB
209
Atlantic Union Bankshares
Virginia
$5.13K +$5.41K +425 New
ASN
210
Advisory Services Network
Georgia
$3.65K +$3.86K +303 New
HWP
211
Highline Wealth Partners
California
$3.62K
PWA
212
Physician Wealth Advisors
Utah
$3.62K
AA
213
Ancora Advisors
Ohio
$3.62K +$3.82K +300 New
GWM
214
Geneos Wealth Management
Colorado
$3.02K -$7.63K -600 -71%
SIS
215
Sound Income Strategies
Florida
$2.75K
KFP
216
Kerr Financial Planning
California
$2.55K -$64 -5 -2%
WSFS
217
Wilmington Savings Fund Society
Delaware
$2.41K
S
218
SignatureFD
Georgia
$2.41K +$2.54K +200 New
HI
219
Hoey Investments
Pennsylvania
$1.82K
SIS
220
Strategic Investment Solutions
Illinois
$1.21K +$1.27K +100 New
SIC
221
Salem Investment Counselors
North Carolina
$302 +$318 +25 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$24
MG
223
Marex Group
-$3.51M -271,902 Closed
LCM
224
Landscape Capital Management
New Jersey
-$1.1M -85,254 Closed
JWCA
225
J.W. Cole Advisors
Florida
-$800K -61,981 Closed