PIMCO CORPORATE & INCOME OPP shareholder history

Current and past PIMCO CORPORATE & INCOME OPP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NWAM LLC 32130.01%0.08%0.17%Q2 2012Q3 202345
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
OARSMAN CAPITAL, INC. 42420.09%0.26%0.53%Q2 2013Q3 202342
Focused Wealth Management, Inc 41410.01%0.07%0.35%Q3 2013Q3 202341
LPL Financial LLC 26150.01%0.03%0.10%Q2 2013Q3 202341
D.A. DAVIDSON & CO. 23180.00%0.01%0.04%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 3190.00%0.00%0.00%Q2 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.06%0.10%0.13%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.00%0.01%Q3 2013Q3 202340
Cetera Advisor Networks LLC 22180.01%0.09%0.24%Q3 2013Q3 202340
AlphaMark Advisors, LLC 14110.00%0.02%0.03%Q2 2013Q2 202339
Private Advisor Group, LLC 2260.00%0.02%0.11%Q4 2013Q3 202338
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Sigma Planning Corp 22130.02%0.04%0.07%Q4 2014Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.03%0.11%Q2 2013Q4 202135
MARK SHEPTOFF FINANCIAL PLANNING, LLC 35350.00%0.00%0.01%Q1 2014Q3 202235
Homrich & Berg 34340.02%0.06%0.12%Q2 2013Q3 202134
STIFEL FINANCIAL CORP 23100.00%0.00%0.00%Q1 2014Q3 202333
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Raymond James Financial Services Advisors, Inc. 23100.00%0.01%0.02%Q2 2015Q3 202333
FIRST FOUNDATION ADVISORS 2750.01%0.14%0.88%Q2 2013Q4 202132
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2840.00%0.01%0.02%Q3 2015Q3 202332
Cetera Investment Advisers 2290.02%0.27%0.64%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.01%0.01%0.01%Q2 2016Q4 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 2830.00%0.00%0.01%Q2 2013Q4 202131
DEUTSCHE BANK AG\ 18120.00%0.00%0.00%Q3 2013Q1 202230
WHITTIER TRUST CO 30300.00%0.00%0.01%Q2 2015Q3 202230
Neuberger Berman Group LLC 2710.00%0.00%0.00%Q4 2013Q3 202330
ROCKY MOUNTAIN ADVISERS, LLC 30300.31%1.07%1.83%Q2 2015Q3 202230
COHEN & STEERS, INC. 29290.00%0.02%0.03%Q2 2013Q2 202029
First Allied Advisory Services, Inc. 18110.01%0.02%0.06%Q2 2013Q3 202029
Cornerstone Wealth Management, LLC 2530.06%0.16%0.61%Q3 2016Q3 202328
LUCAS CAPITAL MANAGEMENT 2310.10%0.18%0.29%Q1 2013Q4 202028
Covenant Asset Management, LLC 28280.10%0.27%0.59%Q4 2016Q3 202328
MML INVESTORS SERVICES, LLC 27270.01%0.01%0.03%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.05%Q2 2013Q4 201927
Allworth Financial LP 13130.00%0.00%0.01%Q1 2017Q3 202326
Stratos Wealth Partners, LTD. 26260.01%0.02%0.02%Q2 2017Q3 202326
LINCOLN NATIONAL CORP 25250.00%0.01%0.04%Q3 2017Q3 202325
GUGGENHEIM CAPITAL LLC 1260.00%0.00%0.01%Q2 2015Q3 202325
Wealth Alliance Advisory Group, LLC 24240.07%0.12%0.18%Q4 2017Q3 202324
Invesco Ltd. 2110.00%0.00%0.00%Q2 2013Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
North Star Investment Management Corp. 12120.00%0.00%0.01%Q2 2016Q2 202224
Financial Architects, Inc 1810.01%0.01%0.02%Q2 2013Q2 202024
CENTAURUS FINANCIAL, INC. 24240.02%0.13%0.31%Q4 2017Q3 202324
AMERIPRISE FINANCIAL INC 2310.00%0.00%0.00%Q2 2013Q3 202024
NEXT Financial Group, Inc 1410.00%0.01%0.03%Q2 2014Q4 202123
BANK OF MONTREAL /CAN/ 2210.00%0.00%0.00%Q2 2013Q2 201923
Bartlett & Co. LLC 960.00%0.00%0.00%Q2 2013Q4 202323
AdvisorNet Financial, Inc 23230.00%0.02%0.07%Q1 2018Q3 202323
SYM FINANCIAL Corp 23230.14%0.66%1.89%Q1 2018Q3 202323
OPTIMUM INVESTMENT ADVISORS 1140.00%0.04%0.15%Q3 2013Q4 202322
Wealthcare Advisory Partners LLC 1120.00%0.01%0.03%Q3 2017Q3 202321
Capital Investment Advisors, LLC 21210.02%0.12%0.30%Q4 2013Q4 201821
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.00%0.00%Q3 2015Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
IFP Advisors, Inc 1470.00%0.05%0.09%Q4 2015Q3 202321
WASHINGTON TRUST BANK 21210.01%0.02%0.02%Q1 2014Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.56%4.33%Q3 2018Q3 202321
American Portfolios Advisors 20200.01%0.02%0.04%Q4 2017Q3 202220
TFG Advisers LLC 20200.08%0.17%0.28%Q4 2018Q3 202320
GOULD ASSET MANAGEMENT LLC /CA/ 20200.13%0.17%0.22%Q3 2014Q2 201920
CAPTRUST FINANCIAL ADVISORS 950.00%0.02%0.06%Q2 2013Q3 202319
M&T BANK CORP 1720.00%0.00%0.01%Q4 2018Q3 202319
Horizon Kinetics 19190.01%0.01%0.01%Q2 2013Q4 201719
DAVENPORT & Co LLC 630.00%0.00%0.01%Q2 2013Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.06%0.18%0.35%Q2 2013Q3 201718
OPPENHEIMER & CO INC 1430.00%0.02%0.05%Q2 2013Q1 202217
INVESTMENT PARTNERS, LTD. 1310.05%0.14%0.18%Q4 2015Q3 202217
GILL CAPITAL PARTNERS, LLC 1610.10%0.16%0.27%Q4 2018Q4 202317
Penserra Capital Management LLC 980.00%0.12%0.29%Q4 2015Q3 202317
Apriem Advisors 1610.00%0.01%0.06%Q2 2013Q2 201817
Financial Advocates Investment Management 1340.02%0.10%0.28%Q2 2018Q3 202317
Texas Yale Capital Corp. 17170.02%0.05%0.08%Q2 2013Q2 201717
Mariner, LLC 1510.00%0.00%0.00%Q3 2019Q3 202316
HOEY INVESTMENTS, INC 16160.00%0.01%0.02%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
FNY Investment Advisers, LLC 710.00%0.02%0.06%Q2 2018Q3 202315
Parallel Advisors, LLC 870.00%0.01%0.04%Q1 2017Q3 202315
Patriot Financial Group Insurance Agency, LLC 15150.00%0.01%0.01%Q4 2016Q2 202015
Rockefeller Capital Management L.P. 15150.00%0.00%0.02%Q1 2020Q3 202315
D'Orazio & Associates, Inc. 15150.00%0.00%0.01%Q1 2018Q3 202115
Beacon Pointe Advisors, LLC 15150.01%0.24%0.72%Q1 2020Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 1050.00%0.03%0.08%Q4 2016Q3 202015
Princeton Global Asset Management LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
IFC Holdings Incorporated/FL 1320.02%0.03%0.05%Q2 2013Q4 201715
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.11%0.24%Q2 2013Q4 201615
Bruderman Asset Management, LLC 810.02%0.03%0.04%Q1 2015Q1 201914
Mosaic Family Wealth, LLC 14140.01%0.01%0.01%Q4 2015Q1 201914
Stonebridge Capital Advisors LLC 950.00%0.00%0.00%Q2 2019Q1 202314
AE Wealth Management LLC 1220.00%0.00%0.02%Q1 2020Q3 202314
Advisory Services Network, LLC 1020.00%0.00%0.01%Q4 2019Q3 202314
HighTower Advisors, LLC 1040.00%0.00%0.00%Q3 2015Q3 202314
ASSET ADVISORS CORP 14140.01%0.02%0.02%Q2 2013Q3 201614
BEAM WEALTH ADVISORS, INC. 13130.16%0.24%0.36%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.04%0.10%0.17%Q2 2013Q2 201613
Bank of New York Mellon Corp 540.00%0.00%0.00%Q2 2013Q2 202213
KEYBANK NATIONAL ASSOCIATION/OH 13130.00%0.00%0.00%Q1 2013Q1 201613
Kestra Advisory Services, LLC 13130.01%0.02%0.06%Q3 2020Q3 202313
WEBSTER BANK, N. A. 13130.00%0.02%0.03%Q3 2020Q3 202313
XML Financial, LLC 850.04%0.67%1.51%Q1 2020Q3 202313
Johnson Midwest Financial, LLC 12120.08%0.14%0.30%Q4 2020Q3 202312
AllSquare Wealth Management LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Certified Advisory Corp 1110.01%0.18%0.50%Q2 2020Q3 202312
Ahrens Investment Partners LLC 610.01%0.14%0.57%Q3 2018Q1 202312
ADVISORY RESEARCH INC 1110.01%0.02%0.03%Q2 2013Q3 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
SUNTRUST BANKS INC 12120.00%0.00%0.00%Q2 2013Q1 201612
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Accel Wealth Management 12120.96%1.34%1.81%Q4 2020Q3 202312
United Asset Strategies, Inc. 710.04%0.07%0.10%Q2 2014Q4 201712
TOTH FINANCIAL ADVISORY CORP 930.00%0.00%0.01%Q4 2017Q3 202312
MONETARY MANAGEMENT GROUP INC 12120.03%0.10%0.18%Q2 2013Q1 201612
Triton Wealth Management, PLLC 12120.09%0.14%0.28%Q1 2020Q4 202212
Danda Trouve Investment Management, Inc. 12120.06%0.08%0.14%Q4 2019Q3 202212
Fiera Capital Corp 11110.00%0.00%0.00%Q2 2016Q4 201811
Spire Wealth Management 11110.01%0.02%0.05%Q1 2021Q3 202311
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2017Q4 202211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 920.03%0.04%0.06%Q4 2018Q3 202111
Future Financial Wealth Managment LLC 11110.15%0.19%0.24%Q4 2020Q2 202311
Transamerica Financial Advisors, Inc. 11110.00%0.00%0.00%Q2 2013Q4 201511
Copperwynd Financial, LLC 1010.07%0.10%0.12%Q2 2018Q3 202311
HCR Wealth Advisors 11110.07%0.10%0.14%Q3 2019Q1 202211
Southland Equity Partners LLC 11110.05%0.07%0.12%Q1 2021Q3 202311
Tradition Wealth Management, LLC 740.00%0.00%0.01%Q4 2020Q3 202311
Koshinski Asset Management, Inc. 430.00%0.06%0.15%Q3 2018Q1 202210
Taylor Hoffman Wealth Management 910.02%0.10%0.18%Q4 2017Q2 202010
AVANTAX ADVISORY SERVICES, INC. 910.00%0.01%0.03%Q3 2020Q3 202310
FIFTH THIRD BANCORP 640.00%0.00%0.00%Q2 2013Q3 202110
SALEM INVESTMENT COUNSELORS INC 10100.02%0.03%0.03%Q2 2013Q3 201510
BDO Wealth Advisors, LLC 10100.07%0.14%0.21%Q1 2021Q2 202310
TRUIST FINANCIAL CORP 730.00%0.00%0.00%Q4 2019Q3 202310
Roble, Belko & Company, Inc 10100.00%0.00%0.00%Q1 2019Q2 202110
GSB Wealth Management, LLC 820.08%0.11%0.17%Q1 2021Q3 202310
Bard Financial Services, Inc. 10100.01%0.02%0.02%Q4 2020Q1 202310
Steward Partners Investment Advisory, LLC 810.00%0.00%0.02%Q1 2021Q3 20239
Regal Investment Advisors LLC 720.01%0.01%0.01%Q2 2013Q3 20159
Sheaff Brock Investment Advisors, LLC 540.02%0.02%0.03%Q4 2019Q3 20239
Ausdal Financial Partners, Inc. 990.04%0.05%0.06%Q3 2021Q3 20239
Tower Research Capital LLC (TRC) 310.00%0.01%0.05%Q2 2013Q1 20229
Global Retirement Partners, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
Versant Capital Management, Inc 990.01%0.01%0.01%Q4 2021Q4 20239
SteelPeak Wealth, LLC 990.01%0.02%0.05%Q4 2019Q4 20219
VERUS CAPITAL PARTNERS, LLC 720.08%0.13%0.29%Q4 2019Q3 20239
HARBOUR INVESTMENTS, INC. 420.00%0.01%0.02%Q1 2021Q3 20239
Kistler-Tiffany Companies, LLC 990.01%0.02%0.03%Q3 2014Q3 20169
Barrett Asset Management, LLC 990.00%0.00%0.01%Q2 2013Q2 20159
All Season Financial Advisors, Inc. 630.24%0.52%0.96%Q2 2021Q3 20239
SouthState Corp 990.00%0.00%0.00%Q3 2021Q3 20239
EVERETT HARRIS & CO /CA/ 990.01%0.01%0.03%Q2 2013Q2 20159
NORTHERN TRUST CORP 410.00%0.00%0.00%Q2 2014Q1 20239
Bogart Wealth, LLC 880.00%0.00%0.01%Q1 2021Q4 20228
Collaborative Wealth Managment Inc. 610.13%0.15%0.18%Q1 2021Q3 20238
SG Americas Securities, LLC 420.00%0.01%0.01%Q3 2013Q4 20158
NewEdge Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Gradient Investments LLC 530.00%0.00%0.01%Q3 2020Q3 20238
TCI Wealth Advisors, Inc. 410.00%0.00%0.01%Q4 2016Q1 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
PANAGORA ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2019Q2 20218
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.01%0.02%Q1 2019Q4 20208
REGIONS FINANCIAL CORP 510.00%0.00%0.00%Q4 2013Q1 20208
OneDigital Investment Advisors LLC 620.00%0.01%0.01%Q4 2018Q2 20218
Northwest Capital Management Inc 620.01%0.17%0.26%Q4 2017Q3 20238
Aurora Private Wealth, Inc. 880.44%0.49%0.54%Q4 2019Q3 20218
C2C Wealth Management, LLC 880.14%0.16%0.19%Q4 2021Q3 20238
SFI Advisors, LLC 880.16%0.21%0.26%Q4 2021Q3 20238
HB Wealth Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 410.00%0.00%0.00%Q3 2019Q3 20228
Gary Goldberg Planning Services Inc 880.02%0.05%0.07%Q1 2013Q4 20148
Belpointe Asset Management LLC 880.00%0.01%0.02%Q4 2021Q3 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q1 2017Q3 20187
EXENCIAL WEALTH ADVISORS, LLC 610.01%0.05%0.06%Q1 2013Q3 20237
Samalin Investment Counsel, LLC 770.14%0.23%0.36%Q1 2022Q3 20237
Ameritas Investment Company, LLC 310.00%0.04%0.13%Q4 2018Q3 20217
Integrity Financial Corp /WA 770.15%0.20%0.26%Q1 2022Q3 20237
Index Management Solutions, LLC 770.00%0.18%0.41%Q2 2013Q4 20147
20/20 Capital Management, Inc. 770.06%0.07%0.10%Q4 2019Q2 20217
Crewe Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CAHILL FINANCIAL ADVISORS INC 610.00%0.28%0.56%Q3 2021Q3 20237
Valeo Financial Advisors, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410.07%0.13%0.17%Q3 2021Q3 20237
PEAPACK GLADSTONE FINANCIAL CORP 770.01%0.01%0.01%Q4 2020Q2 20227
Sonora Investment Management, LLC 520.00%0.00%0.01%Q4 2019Q3 20217
Virtu Financial LLC 210.01%0.03%0.07%Q3 2017Q3 20237
Granite Investment Partners, LLC 770.01%0.01%0.01%Q1 2018Q3 20197
WFG Advisors, LP 770.01%0.03%0.04%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Bank of New Hampshire 770.03%0.03%0.04%Q1 2022Q3 20237
Cetera Advisors LLC 310.00%0.05%0.17%Q2 2013Q3 20217
FineMark National Bank & Trust 770.00%0.01%0.01%Q4 2013Q2 20157
Oakworth Capital, Inc. 510.00%0.01%0.01%Q4 2015Q3 20226
PRIVATE TRUST CO NA 660.01%0.02%0.02%Q2 2022Q3 20236
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Baird Financial Group, Inc. 310.00%0.01%0.02%Q1 2016Q4 20196
B. Riley Wealth Advisors, Inc. 310.00%0.17%0.59%Q2 2013Q4 20216
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2014Q2 20226
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Citadel Advisors 210.00%0.00%0.00%Q3 2015Q4 20226
SIT INVESTMENT ASSOCIATES INC 310.00%0.03%0.05%Q3 2013Q2 20176
Realta Investment Advisors 420.00%0.01%0.03%Q1 2019Q2 20236
TCTC Holdings, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Atria Wealth Solutions, Inc. 510.01%0.01%0.01%Q1 2022Q3 20236
Dynamic Advisor Solutions LLC 660.11%0.16%0.20%Q2 2022Q3 20236
Cooper Financial Group 420.07%0.12%0.18%Q1 2020Q1 20226
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Trutina Financial LLC 660.21%0.33%0.46%Q2 2013Q3 20146
Sutton Wealth Advisors Inc. 660.02%0.05%0.07%Q2 2022Q3 20236
Carmichael Hill & Associates, Inc. 660.01%0.01%0.01%Q4 2019Q1 20216
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
Savior LLC 550.00%0.02%0.04%Q4 2019Q4 20205
DOLIVER ADVISORS, LP 210.19%0.41%0.95%Q3 2014Q4 20165
Benchmark Capital Advisors 550.15%0.24%0.30%Q4 2017Q4 20185
Banco de Sabadell, S.A 550.00%0.00%0.01%Q4 2017Q4 20185
COBIZ WEALTH, LLC 550.04%0.04%0.05%Q2 2018Q2 20195
ROPES WEALTH ADVISORS LLC 550.01%0.01%0.02%Q3 2018Q3 20195
Sowell Financial Services LLC 210.00%0.02%0.04%Q1 2020Q1 20235
RMB Capital Management, LLC 210.03%0.07%0.14%Q1 2015Q3 20165
Addison Advisors LLC 410.00%0.00%0.01%Q4 2020Q1 20225
RAYMOND JAMES TRUST N.A. 550.01%0.01%0.02%Q3 2022Q3 20235
SEGALL BRYANT & HAMILL, LLC 550.01%0.01%0.01%Q1 2013Q1 20145
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.00%Q4 2013Q4 20145
MONROE BANK & TRUST/MI 550.01%0.06%0.12%Q2 2013Q2 20145
Laffer Tengler Investments, Inc. 550.00%0.00%0.00%Q3 2021Q3 20225
GHE, LLC 550.22%1.50%2.64%Q3 2022Q3 20235
OTA Financial Group L.P. 310.16%0.19%0.23%Q1 2014Q2 20195
SIGNATUREFD, LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Maryland Capital Management 550.02%0.09%0.34%Q2 2013Q2 20145
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q4 2013Q4 20155
Vident Investment Advisory, LLC 550.35%0.45%0.54%Q4 2015Q4 20165
RIVERNORTH CAPITAL MANAGEMENT, LLC 410.20%1.14%1.87%Q2 2013Q4 20185
Crescent Capital Consulting, LLC 550.04%0.05%0.06%Q4 2020Q4 20215
Kellett Wealth Advisors, LLC 550.18%0.24%0.30%Q4 2021Q4 20225
Laurion Capital Management LP 210.00%0.01%0.02%Q4 2015Q2 20185
CERTUITY, LLC 550.06%0.07%0.08%Q4 2020Q4 20215
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.02%0.02%0.03%Q2 2013Q2 20145
Western Wealth Management, LLC 550.05%0.06%0.08%Q3 2022Q3 20235
UBS ASSET MANAGEMENT AMERICAS INC 550.00%0.00%0.00%Q3 2017Q3 20185
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2016Q4 20214
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Evercore Wealth Management, LLC 440.00%0.00%0.00%Q1 2015Q4 20154
Brinker Capital Investments, LLC 440.00%0.00%0.00%Q3 2013Q2 20144
WealthPLAN Partners, LLC 210.00%0.07%0.22%Q4 2015Q1 20174
Avestar Capital, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
MUFG Americas Holdings Corp 310.00%0.00%0.00%Q3 2015Q1 20194
Evergreen Wealth Management, LLC 442.63%2.70%2.77%Q4 2022Q3 20234
Mascoma Wealth Management LLC 440.06%0.06%0.06%Q3 2018Q2 20194
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 440.00%0.00%0.00%Q1 2016Q4 20164
Ascendant Capital Management, LLC 440.40%0.82%1.11%Q4 2020Q3 20214
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q3 2013Q4 20144
CENTRAL TRUST Co 220.00%0.00%0.00%Q2 2015Q1 20204
Semus Wealth Partners LLC 440.48%0.52%0.58%Q4 2022Q3 20234
Bridge Advisory, LLC 310.08%0.15%0.27%Q4 2021Q4 20224
Newbridge Financial Services Group, Inc. 440.02%0.02%0.03%Q3 2020Q2 20214
Running Point Capital Advisors, LLC 440.07%0.08%0.09%Q1 2022Q4 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.02%Q1 2022Q4 20224
Gemmer Asset Management LLC 440.00%0.00%0.00%Q2 2014Q1 20154
Coston, McIsaac & Partners 440.00%0.00%0.00%Q4 2022Q3 20234
HWG Holdings LP 440.26%0.32%0.39%Q1 2019Q4 20194
CFO4Life Group, LLC 310.03%0.03%0.03%Q3 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.01%0.01%0.01%Q2 2013Q3 20154
ATHERTON LANE ADVISERS, LLC 440.02%0.79%1.71%Q2 2013Q1 20144
Joseph P. Lucia & Associates, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
GIRARD SECURITIES, INC. 440.18%0.20%0.21%Q4 2015Q3 20164
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q3 2021Q2 20224
Raleigh Capital Management Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
ISTHMUS PARTNERS, LLC 440.01%0.01%0.01%Q4 2014Q3 20154
Cornerstone Advisory, LLC 440.07%0.30%0.65%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.02%0.08%Q4 2014Q3 20184
Squarepoint Ops LLC 110.00%0.06%0.17%Q4 2015Q2 20183
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Strategic Financial Concepts, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
VALLEY NATIONAL ADVISERS INC 330.00%0.00%0.00%Q2 2021Q4 20213
Berkshire Money Management, Inc. 330.06%0.06%0.07%Q1 2016Q3 20163
V Wealth Advisors LLC 210.02%0.03%0.04%Q2 2021Q2 20223
NINE MASTS CAPITAL Ltd 210.00%0.08%0.14%Q2 2016Q2 20183
Carmel Capital Partners, LLC 330.12%0.24%0.36%Q2 2022Q4 20223
Kovack Advisors, Inc. 330.04%0.05%0.06%Q3 2017Q1 20183
Ameritas Advisory Services, LLC 210.00%0.01%0.02%Q4 2021Q1 20233
Cresta Advisors, Ltd. 330.64%1.72%2.32%Q1 2023Q3 20233
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Evanson Asset Management, LLC 330.04%0.05%0.06%Q3 2020Q1 20213
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2021Q4 20213
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Essex Financial Services, Inc. 210.04%0.05%0.06%Q4 2014Q1 20163
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2014Q2 20223
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q1 2022Q3 20233
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q3 2016Q3 20183
Financial Gravity Asset Management, Inc. 330.00%0.01%0.02%Q3 2019Q1 20203
Joel Isaacson & Co., LLC 330.02%0.03%0.03%Q3 2014Q1 20153
Prime Capital Investment Advisors, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Apex Capital Management 210.02%0.02%0.02%Q1 2014Q4 20143
Jacobi Capital Management LLC 330.00%0.00%0.01%Q2 2017Q4 20173
1834 INVESTMENT ADVISORS CO 330.00%0.00%0.00%Q4 2017Q2 20183
MPS Loria Financial Planners, LLC 210.03%0.03%0.04%Q2 2017Q3 20203
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q3 2020Q1 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
HRT FINANCIAL LP 110.01%0.05%0.12%Q2 2018Q2 20223
Cresset Asset Management, LLC 210.01%0.01%0.01%Q4 2018Q2 20223
TORONTO DOMINION BANK 330.00%0.00%0.00%Q1 2015Q3 20153
BESSEMER GROUP INC 210.00%0.00%0.00%Q1 2022Q3 20233
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q1 2023Q3 20233
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
PFG Investments, LLC 333.82%3.83%3.84%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Timber Creek Capital Management LLC 210.00%0.03%0.07%Q2 2013Q3 20153
Shulman DeMeo Asset Management LLC 330.08%0.09%0.10%Q4 2018Q2 20193
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q3 2021Q2 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
UMB Bank, n.a. 210.00%0.00%0.00%Q1 2022Q3 20233
Terra Nova Asset Management LLC 211.40%1.77%2.36%Q3 2018Q3 20213
Golden State Equity Partners 220.64%0.67%0.69%Q2 2023Q3 20232
Syverson Strege & Co 220.19%0.20%0.21%Q4 2020Q1 20212
Mirador Capital Partners LP 220.08%0.18%0.28%Q3 2019Q4 20192
Kingsview Wealth Management, LLC 220.03%0.04%0.04%Q4 2018Q1 20192
Kavar Capital Partners, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
TRENT CAPITAL MANAGEMENT INC /NC/ 110.33%0.42%0.50%Q4 2016Q2 20172
AVALON CAPITAL MANAGEMENT 220.35%0.36%0.37%Q1 2014Q2 20142
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q2 2023Q3 20232
Bouchey Financial Group Ltd 221.94%2.09%2.25%Q4 2013Q1 20142
CCM INVESTMENT ADVISERS LLC 220.03%0.03%0.04%Q2 2018Q3 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Simplicity Solutions, LLC 220.01%0.02%0.02%Q1 2020Q2 20202
Glassman Wealth Services 220.01%0.01%0.01%Q4 2014Q1 20152
ROBINSON CAPITAL MANAGEMENT, LLC 221.14%1.17%1.21%Q4 2015Q1 20162
Prospera Financial Services Inc 110.00%0.01%0.02%Q3 2020Q1 20222
Portfolio Strategies Inc 220.01%0.01%0.01%Q4 2016Q1 20172
TFB Advisors LLC 220.06%0.23%0.40%Q2 2023Q3 20232
Capital Analysts, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.01%Q4 2014Q1 20152
Bluesphere Advisors, LLC 220.23%0.25%0.27%Q4 2020Q1 20212
Jane Street Holding, LLC 220.00%0.01%0.01%Q2 2013Q3 20132
Sanctuary Wealth Management, L.L.C. 110.01%0.01%0.01%Q1 2010Q4 20222
USCA RIA LLC 220.03%0.03%0.03%Q2 2018Q3 20182
CLOUGH CAPITAL PARTNERS L P 220.00%0.01%0.01%Q2 2015Q3 20152
Merit Financial Group, LLC 220.01%0.02%0.03%Q1 2022Q2 20222
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Hoxton Financial, Inc. 110.01%0.01%0.01%Q2 2013Q4 20132
Mount Yale Investment Advisors, LLC 220.04%0.04%0.04%Q2 2018Q3 20182
LOEB PARTNERS CORP 220.00%0.07%0.14%Q4 2018Q1 20192
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.13%0.24%Q1 2020Q3 20222
Glovista Investments LLC 220.44%0.46%0.48%Q4 2013Q1 20142
BT Wealth Management LLC 220.06%0.06%0.06%Q1 2021Q2 20212
Lavaca Capital LLC 220.04%0.04%0.04%Q4 2018Q1 20192
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2021Q4 20222
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q3 2021Q4 20212
Sugarloaf Wealth Management, LLC 220.01%0.02%0.02%Q4 2019Q1 20202
COMMONS CAPITAL, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Heritage Wealth Advisors 220.00%0.00%0.00%Q2 2020Q3 20202
Equius Partners, Inc. 220.05%0.05%0.05%Q3 2022Q4 20222
Omnia Family Wealth, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Independent Wealth Network Inc. 220.09%0.11%0.12%Q2 2023Q3 20232
MARINER INVESTMENT GROUP LLC 220.05%0.42%0.80%Q2 2015Q3 20152
MOTCO 220.00%0.00%0.00%Q4 2020Q1 20212
Paloma Partners Management Co 110.01%0.01%0.02%Q2 2013Q2 20192
BOSTON PRIVATE BANK & TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
Consolidated Portfolio Review Corp 220.17%0.18%0.19%Q1 2023Q2 20232
Donald L. Hagan, LLC 110.02%0.02%0.02%Q3 2015Q1 20162
Parkside Financial Bank & Trust 220.03%0.03%0.03%Q2 2016Q3 20162
Torch Wealth Management LLC 110.01%0.01%0.01%Q4 2013Q4 20131
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q3 2023Q3 20231
PRING TURNER CAPITAL GROUP INC 110.01%0.01%0.01%Q4 2013Q4 20131
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
TruWealth Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
AQR Capital Management 110.00%0.00%0.00%Q3 2014Q3 20141
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sequoia Financial Advisors, LLC 110.21%0.21%0.21%Q4 2013Q4 20131
Nadler Financial Group, Inc. 110.12%0.12%0.12%Q1 2020Q1 20201
Osborn Williams & Donohoe LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Lattice Strategies LLC 110.11%0.11%0.11%Q3 2013Q3 20131
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Halpern Financial, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Alpine Global Management, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
INSTRUMENTAL WEALTH, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
TFO Wealth Partners, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Modus Advisors, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2020Q3 20201
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Elequin Capital, LP 110.16%0.16%0.16%Q4 2022Q4 20221
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
HOWE & RUSLING INC 110.01%0.01%0.01%Q1 2020Q1 20201
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Belmont Capital, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Redhawk Wealth Advisors, Inc. 110.10%0.10%0.10%Q3 2021Q3 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DT Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Forum Financial Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
WESTPORT RESOURCES MANAGEMENT INC 110.01%0.01%0.01%Q2 2013Q2 20131
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Watson Rebecca 110.05%0.05%0.05%Q2 2020Q2 20201
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Intersect Capital LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Opera Trading Capital 110.07%0.07%0.07%Q4 2018Q4 20181
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.08%0.08%0.08%Q2 2016Q2 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Johnson & White Wealth Management, LLC 114.17%4.17%4.17%Q4 2022Q4 20221
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
SECURITY NATIONAL TRUST CO 110.00%0.00%0.00%Q1 2020Q1 20201
Arlington Capital Management, Inc. 110.48%0.48%0.48%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2015Q1 20151
Smith Anglin Financial, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
AXS Investments LLC 110.05%0.05%0.05%Q3 2023Q3 20231
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SIGNET MANAGEMENT USA, LLC 110.06%0.06%0.06%Q4 2013Q4 20131
Virtue Capital Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
BOKF, NA 110.00%0.00%0.00%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Biltmore Capital Advisors LLC 110.06%0.06%0.06%Q4 2021Q4 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sawyer & Company, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
Jump Financial, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Bray Capital Advisors 110.01%0.01%0.01%Q2 2015Q2 20151
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Balentine LLC 110.01%0.01%0.01%Q4 2021Q4 20211
STOCK YARDS BANK & TRUST CO 110.02%0.02%0.02%Q4 2021Q4 20211
JANICZEK WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Independent Advisor Alliance 110.08%0.08%0.08%Q4 2019Q4 20191
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Horan Securities, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Capital Wealth Planning, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2016Q2 20161
Essex Savings Bank 110.00%0.00%0.00%Q4 2018Q4 20181
Brookstone Capital Management 110.01%0.01%0.01%Q2 2015Q2 20151
Checchi Capital Advisers, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
J.W. COLE ADVISORS, INC. 110.07%0.07%0.07%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Weiss Asset Management LP 110.04%0.04%0.04%Q4 2018Q4 20181
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2014Q3 20141
Jackson, Grant Investment Advisers, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2020Q2 20201
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
LIBERTY WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
External links

This page lists all the filers that currently own PIMCO CORPORATE & INCOME OPP or have owned PIMCO CORPORATE & INCOME OPP in the past.