EXENCIAL WEALTH ADVISORS, LLC - PIMCO CORPORATE & INCOME OPP ownership

PIMCO CORPORATE & INCOME OPP's ticker is PTY and the CUSIP is 72201B101. A total of 154 filers reported holding PIMCO CORPORATE & INCOME OPP in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of PIMCO CORPORATE & INCOME OPP
ValueSharesWeighting
Q3 2023$1,090,424
-7.2%
83,430
-0.6%
0.05%
-1.9%
Q2 2023$1,174,481
+7.1%
83,892
-4.6%
0.05%
-5.3%
Q1 2023$1,096,707
+1.9%
87,948
-1.8%
0.06%
-1.7%
Q4 2022$1,076,161
+82.4%
89,605
+78.5%
0.06%
+61.1%
Q3 2022$590,000
+309.7%
50,194
+335.7%
0.04%
+350.0%
Q2 2022$144,000
+19.0%
11,521
+108.5%
0.01%
-84.3%
Q1 2013$121,0005,5250.05%
Other shareholders
PIMCO CORPORATE & INCOME OPP shareholders Q3 2023
NameSharesValueWeighting ↓
ROCKY MOUNTAIN ADVISERS, LLC 20,000$350,0001.24%
Cetera Investment Advisers 150,932$2,638,0000.37%
Covenant Asset Management, LLC 37,667$659,0000.35%
CENTAURUS FINANCIAL, INC. 934$53,407,0000.31%
HWG Holdings LP 16,750$293,0000.29%
TFG Advisers LLC 21,756$380,0000.27%
SYM FINANCIAL Corp 23,418$410,0000.26%
LUCAS CAPITAL MANAGEMENT 12,300$215,0000.25%
OARSMAN CAPITAL, INC. 30,445$532,0000.25%
Northwest Capital Management Inc 10,245$179,0000.22%
View complete list of PIMCO CORPORATE & INCOME OPP shareholders