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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
$40.1M +$2.45M +173,959 +7%
Morgan Stanley
2
Morgan Stanley
New York
$37.5M +$358K +25,445 +1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$33.9M +$5.43M +385,602 +20%
XF
4
XML Financial
Maryland
$22.3M +$436K +30,977 +2%
Invesco
5
Invesco
Georgia
$17.9M +$869K +61,726 +5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$15.6M -$5.44M -386,606 -26%
Raymond James Financial
7
Raymond James Financial
Florida
$11.4M +$865K +61,477 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$11M -$219K -15,584 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.4M +$403K +28,617 +4%
PAG
10
Private Advisor Group
New Jersey
$10.3M +$1.89M +134,053 +23%
Bank of America
11
Bank of America
North Carolina
$9.6M +$396K +28,123 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.29M -$4.07M -289,051 -31%
PI
13
PFG Investments
New York
$8.52M -$118K -8,394 -1%
SPIA
14
Steward Partners Investment Advisory
New York
$8.03M +$3.13M +222,525 +67%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.3M +$411K +29,214 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.09M +$783K +55,645 +13%
AWM
17
Axxcess Wealth Management
California
$6.85M +$196K +13,927 +3%
AWM
18
Accel Wealth Management
Iowa
$6.79M +$508K +36,117 +8%
Truist Financial
19
Truist Financial
North Carolina
$6.02M +$365K +25,918 +7%
EWM
20
Evergreen Wealth Management
Michigan
$4.86M +$135K +9,586 +3%
EH
21
Equitable Holdings
New York
$4.67M +$1.18M +84,118 +35%
KAS
22
Kestra Advisory Services
Texas
$4.32M +$1.49M +105,821 +55%
DAS
23
Dynamic Advisor Solutions
Arizona
$3.88M +$147K +10,413 +4%
GC
24
Guggenheim Capital
Illinois
$3.15M +$2.27M +161,024 +283%
Wells Fargo
25
Wells Fargo
California
$2.93M +$140K +9,940 +5%
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