Companies / PIMCO CORPORATE & INCOME OPPORTUNITY FUND / Institutional holders
Back to PIMCO CORPORATE & INCOME OPPORTUNITY FUND

PIMCO Corporate & Income Opportunity Fund

Institutional holders · 13F as of Mar 31, 2026

218 holders

HolderValueShares% of shares
HANTZ FINANCIAL SERVICES, INC.$08—
Coston, McIsaac & Partners$8656—
PIN OAK INVESTMENT ADVISORS INC$151,206—
CX Institutional$191,474—
MassMutual Private Wealth & Trust, FSB$242—
FNY Investment Advisers, LLC$413,200—
Kingdom Financial Group LLC.$484—
CWM, LLC$826,355—
WEDBUSH SECURITIES INC$18115,012—
THRIVENT FINANCIAL FOR LUTHERANS$29422,815—
PARK AVENUE SECURITIES LLC$29524,429—
CENTAURUS FINANCIAL, INC.$29823,079—
Capital Analysts, LLC$40831,652—
ST GERMAIN D J CO INC$46436—
Tower Research Capital LLC (TRC)$80062—
Janney Montgomery Scott LLC$85871,157—
Coastline Trust Co$1.3K100—
HOEY INVESTMENTS, INC$1.9K151—
Wilmington Savings Fund Society, FSB$2.6K200—
KERR FINANCIAL PLANNING Corp$2.8K214—
Sound Income Strategies, LLC$2.9K226—
HIGHLINE WEALTH PARTNERS LLC$3.9K300—
Physician Wealth Advisors, Inc.$3.9K300—
TRUST CO OF VERMONT$4.9K383—
MCGUIRE CAPITAL ADVISORS INC$5.6K436—
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$6.0K500—
Advisors Asset Management, Inc.$6.0K500—
Cambridge Investment Research Advisors, Inc.$6.4K498,639—
Root Financial Partners, LLC$6.5K500—
ASSETMARK, INC$7.2K598—
Smartleaf Asset Management LLC$7.8K602—
Indiana Trust & Investment Management Co$8.4K649—
Fortitude Family Office, LLC$9.0K700—
MARK SHEPTOFF FINANCIAL PLANNING, LLC$9.0K700—
Moisand Fitzgerald Tamayo, LLC$9.6K745—
FLAGSHIP HARBOR ADVISORS, LLC$9.7K752—
AllSquare Wealth Management LLC$10.1K700—
Crewe Advisors LLC$11.0K850—
Geneos Wealth Management Inc.$11.0K850—
PENSION & WEALTH MANAGEMENT ADVISORS, INC.$11.1K768—
Princeton Global Asset Management LLC$16.8K1,300—
CoreCap Advisors, LLC$16.8K1,300—
Pinnacle Wealth Planning Services, Inc.$18.0K1,500—
CIBC Private Wealth Group LLC$19.4K1,500—
Merrithew & Thorsten Inc$19.7K1,527,984—
Bogart Wealth, LLC$20.6K1,600—
EASTERN BANK$21.7K1,800—
Align Financial, LLC$22.6K22,575—
Heritage Wealth Advisors$24.8K1,920—
WEBSTER BANK, N. A.$26.5K2,200—
← PrevPage 1 of 5Next →