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 6 filers reported holding PIMCO CORPORATE & INCOME OPP in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
PFG Investments, LLC 1,560,709$20,398,4653.83%
Evergreen Wealth Management, LLC 254,746$3,329,5262.63%
Accel Wealth Management 249,053$3,255,1281.81%
XML Financial, LLC 962,185$12,575,7571.51%
SYM FINANCIAL Corp 306,591$4,007,1440.71%
Cresta Advisors, Ltd. 63,571$830,8730.64%
Golden State Equity Partners 176,395$2,305,4800.64%
All Season Financial Advisors, Inc. 46,979$614,0190.62%
CAHILL FINANCIAL ADVISORS INC 241,085$3,150,9790.52%
Semus Wealth Partners LLC 39,120$511,2940.48%
View complete list of PIMCO CORPORATE & INCOME OPP shareholders