Bogart Wealth, LLC - PIMCO CORPORATE & INCOME OPP ownership

PIMCO CORPORATE & INCOME OPP's ticker is PTY and the CUSIP is 72201B101. A total of 143 filers reported holding PIMCO CORPORATE & INCOME OPP in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of PIMCO CORPORATE & INCOME OPP
ValueSharesWeighting
Q2 2024$22,896
-3.8%
1,6000.0%0.00%0.0%
Q1 2024$23,792
+12.3%
1,6000.0%0.00%0.0%
Q4 2023$21,184
-68.7%
1,600
-71.6%
0.00%
-80.0%
Q4 2022$67,685
+2.6%
5,636
+0.7%
0.01%
-16.7%
Q3 2022$66,000
+1550.0%
5,598
+1694.2%
0.01%
Q2 2022$4,000
-20.0%
312
+2.6%
0.00%
Q1 2022$5,0000.0%304
+2.0%
0.00%
Q4 2021$5,0000.0%298
+2.1%
0.00%
-100.0%
Q3 2021$5,000
-16.7%
292
+2.1%
0.00%0.0%
Q2 2021$6,000
+20.0%
286
+1.8%
0.00%0.0%
Q1 2021$5,0002810.00%
Other shareholders
PIMCO CORPORATE & INCOME OPP shareholders Q1 2023
NameSharesValueWeighting ↓
ROCKY MOUNTAIN ADVISERS, LLC 20,000$314,0001.47%
Cetera Investment Advisers 124,720$1,957,0000.54%
Covenant Asset Management, LLC 43,735$687,0000.46%
FIRST FOUNDATION ADVISORS 302,993$4,757,0000.29%
OARSMAN CAPITAL, INC. 37,616$591,0000.28%
WealthPLAN Partners, LLC 4,000$63,000,0000.22%
LUCAS CAPITAL MANAGEMENT 17,700$278,0000.21%
GOULD ASSET MANAGEMENT LLC /CA/ 23,228$365,0000.18%
INVESTMENT PARTNERS, LTD. 10,854$170,0000.16%
Cornerstone Wealth Management, LLC 33,460$530,0000.13%
View complete list of PIMCO CORPORATE & INCOME OPP shareholders