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 145 filers reported holding PIMCO CORPORATE & INCOME OPP in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Accel Wealth Management 156,889$2,432,0001.26%
SYM FINANCIAL Corp 176,037$2,702,0001.16%
Certified Advisory Corp 117,235$1,800,0000.38%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 329,499$5,097,0000.37%
ROCKY MOUNTAIN ADVISERS, LLC 20,000$307,0000.34%
BEAM WEALTH ADVISORS, INC. 18,860$290,0000.33%
Kellett Wealth Advisors, LLC 19,189$295,0000.23%
Penserra Capital Management LLC 486,078$7,461,0000.18%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 58,244$914,0000.16%
SFI Advisors, LLC 17,157$263,0000.16%
View complete list of PIMCO CORPORATE & INCOME OPP shareholders