Kellett Wealth Advisors, 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
Kellett Wealth Advisors, LLC ownership history of PIMCO CORPORATE & INCOME OPP
ValueSharesWeighting
Q4 2022$185,182
-6.9%
15,419
-6.5%
0.18%
-25.6%
Q3 2022$199,000
-12.7%
16,489
-9.3%
0.24%
-18.0%
Q2 2022$228,000
-22.7%
18,189
-5.2%
0.30%
+26.6%
Q1 2022$295,000
-13.7%
19,189
-7.3%
0.23%
-11.1%
Q4 2021$342,00020,6890.26%
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