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PIMCO Corporate & Income Opportunity Fund
PTY

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$36.2M +$2.05M +150,214 +6%
Morgan Stanley
2
Morgan Stanley
New York
$35.7M +$773K +56,750 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$27.3M +$3.06M +224,390 +13%
XF
4
XML Financial
Maryland
$21M +$288K +21,167 +1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.4M +$362K +26,532 +2%
Invesco
6
Invesco
Georgia
$16.4M +$16.1M +1,179,006 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13M -$2.04M -149,988 -14%
Osaic Holdings
8
Osaic Holdings
Arizona
$11M +$1.5M +110,393 +16%
Raymond James Financial
9
Raymond James Financial
Florida
$10.1M -$921K -67,612 -9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.58M +$1.1M +80,397 +13%
Bank of America
11
Bank of America
North Carolina
$8.86M +$794K +58,280 +10%
PI
12
PFG Investments
New York
$8.32M +$117K +8,607 +1%
PAG
13
Private Advisor Group
New Jersey
$8.04M +$1.17M +86,040 +17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.62M +$2.78M +203,813 +75%
AWM
15
Axxcess Wealth Management
California
$6.4M +$144K +10,553 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.05M -$260K -19,054 -4%
AWM
17
Accel Wealth Management
Iowa
$6.04M +$123K +9,034 +2%
Truist Financial
18
Truist Financial
North Carolina
$5.44M +$919K +67,435 +21%
SPIA
19
Steward Partners Investment Advisory
New York
$4.64M +$3.68M +270,013 +425%
EWM
20
Evergreen Wealth Management
Michigan
$4.55M +$125K +9,138 +3%
DAS
21
Dynamic Advisor Solutions
Arizona
$3.6M +$323K +23,703 +10%
EH
22
Equitable Holdings
New York
$3.33M +$1.15M +84,427 +54%
SWP
23
Strategic Wealth Partners
Ohio
$2.75M +$2.7M +198,042 New
KAS
24
Kestra Advisory Services
Texas
$2.69M +$8.11K +595 +0.3%
Wells Fargo
25
Wells Fargo
California
$2.68M -$1.73M -126,774 -40%
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