We are live on ! Find out more
PTY icon

PIMCO Corporate & Income Opportunity Fund
PTY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.5M +$2.33M +162,627 +8%
LPL Financial
2
LPL Financial
California
$27.2M +$1.01M +70,659 +4%
XF
3
XML Financial
Maryland
$18.7M +$1.8M +125,779 +11%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.6M +$1.62M +113,583 +12%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.2M +$801K +56,011 +7%
PCM
6
Penserra Capital Management
California
$10.7M +$237K +16,551 +2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$10.3M +$2.18M +152,443 +27%
PI
8
PFG Investments
New York
$8.89M -$1.32M -91,980 -13%
Osaic Holdings
9
Osaic Holdings
Arizona
$8M -$2.07M -144,823 -21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.55M +$3.38M +236,616 +81%
AWM
11
Axxcess Wealth Management
California
$7.23M +$7.23M +505,457 New
Bank of America
12
Bank of America
North Carolina
$7.15M +$3.95M +276,431 +124%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.62M -$54.7K -3,823 -0.8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.32M +$63.4K +4,430 +1%
CFGS
15
Concourse Financial Group Securities
Alabama
$5.68M +$33K +2,306 +0.6%
PAG
16
Private Advisor Group
New Jersey
$5.06M +$358K +25,049 +8%
AWM
17
Accel Wealth Management
Iowa
$4.53M +$357K +24,954 +9%
SFC
18
SYM Financial Corp
Indiana
$4.18M – – –
Truist Financial
19
Truist Financial
North Carolina
$3.84M +$3.15M +220,335 +458%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.75M +$57.9K +4,048 +2%
EWM
21
Evergreen Wealth Management
Michigan
$3.74M – – –
SWP
22
Strategic Wealth Partners
Ohio
$3.13M +$29.7K +2,075 +1%
KAS
23
Kestra Advisory Services
Texas
$3.09M +$256K +17,874 +9%
Wells Fargo
24
Wells Fargo
California
$2.99M +$1.16M +81,331 +64%
DAS
25
Dynamic Advisor Solutions
Arizona
$2.91M +$125K +8,730 +4%
1
2 3 4 5