We are live on ! Find out more
PTY icon

PIMCO Corporate & Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.5M +$3.99M +274,564 +12%
LPL Financial
2
LPL Financial
California
$32.1M +$3.09M +212,384 +10%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$22.6M +$5.96M +409,927 +35%
XF
4
XML Financial
Maryland
$20.9M +$779K +53,557 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.2M -$70.3K -4,830 -0.5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.1M -$58.5K -4,019 -0.4%
Raymond James Financial
7
Raymond James Financial
Florida
$10.1M +$10.3M +705,963 New
Osaic Holdings
8
Osaic Holdings
Arizona
$9.22M -$93.6K -6,438 -1%
PI
9
PFG Investments
New York
$8.77M -$106K -7,259 -1%
Bank of America
10
Bank of America
North Carolina
$8.13M +$529K +36,362 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.84M +$171K +11,765 +2%
CFGS
12
Concourse Financial Group Securities
Alabama
$7.42M +$1.28M +88,232 +21%
PAG
13
Private Advisor Group
New Jersey
$6.77M +$881K +60,603 +15%
AWM
14
Axxcess Wealth Management
California
$6.39M +$264K +18,158 +4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.26M -$351K -24,127 -5%
AWM
16
Accel Wealth Management
Iowa
$5.7M +$431K +29,648 +8%
EWM
17
Evergreen Wealth Management
Michigan
$4.31M +$128K +8,820 +3%
IAA
18
Independent Advisor Alliance
North Carolina
$4.29M +$4.18M +287,706 +2,712%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.88M +$53.9K +3,709 +1%
Truist Financial
20
Truist Financial
North Carolina
$3.75M +$240K +16,499 +7%
DAS
21
Dynamic Advisor Solutions
Arizona
$3.26M +$249K +17,105 +8%
KAS
22
Kestra Advisory Services
Texas
$3.19M +$85.9K +5,905 +3%
SWP
23
Strategic Wealth Partners
Ohio
$3.04M -$228K -15,700 -7%
GSEP
24
Golden State Equity Partners
California
$2.5M -$4.97K -342 -0.2%
SAM
25
Smith Asset Management
Florida
$2.36M +$2.39M +163,988 New