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PIMCO Corporate & Income Opportunity Fund
PTY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.6M +$1.9M +133,026 +6%
LPL Financial
2
LPL Financial
California
$29.1M +$1.76M +123,269 +6%
XF
3
XML Financial
Maryland
$20.2M +$1.32M +92,709 +7%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.7M +$6.33M +442,988 +62%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.3M -$1.44M -100,487 -9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.2M +$855K +59,859 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.32M +$1.26M +88,526 +16%
PI
8
PFG Investments
New York
$8.89M -$55K -3,850 -0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.69M +$92.3K +6,460 +1%
Bank of America
10
Bank of America
North Carolina
$7.61M +$424K +29,664 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.55M +$888K +62,177 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.62M +$262K +18,350 +4%
AWM
13
Axxcess Wealth Management
California
$6.14M -$1.13M -78,865 -16%
CFGS
14
Concourse Financial Group Securities
Alabama
$6.07M +$352K +24,604 +6%
PAG
15
Private Advisor Group
New Jersey
$5.91M +$809K +56,620 +16%
AWM
16
Accel Wealth Management
Iowa
$5.28M +$719K +50,339 +16%
Wells Fargo
17
Wells Fargo
California
$4.22M +$1.21M +84,404 +40%
SFC
18
SYM Financial Corp
Indiana
$4.2M – – –
EWM
19
Evergreen Wealth Management
Michigan
$4.19M +$422K +29,550 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.83M +$67.2K +4,701 +2%
Truist Financial
21
Truist Financial
North Carolina
$3.52M -$340K -23,760 -9%
SWP
22
Strategic Wealth Partners
Ohio
$3.2M +$52K +3,637 +2%
KAS
23
Kestra Advisory Services
Texas
$3.11M -$1.83K -128 -0.1%
DAS
24
Dynamic Advisor Solutions
Arizona
$3.02M +$90.7K +6,347 +3%
GSEP
25
Golden State Equity Partners
California
$2.51M -$98.9K -6,923 -4%
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