PIMCO INCOME OPPORTUNITY FD shareholder history

Current and past PIMCO INCOME OPPORTUNITY FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 34340.00%0.00%0.00%Q2 2013Q3 202134
ROYAL BANK OF CANADA 34340.00%0.00%0.00%Q2 2013Q3 202134
MORGAN STANLEY 34340.00%0.00%0.00%Q2 2013Q3 202134
LPL Financial LLC 34340.00%0.01%0.02%Q2 2013Q3 202134
Invesco Ltd. 34340.00%0.00%0.00%Q2 2013Q3 202134
WELLS FARGO & COMPANY/MN 34340.00%0.00%0.00%Q2 2013Q3 202134
COHEN & STEERS, INC. 34340.01%0.04%0.05%Q2 2013Q3 202134
CITIGROUP INC 34340.00%0.00%0.00%Q2 2013Q3 202134
GUGGENHEIM CAPITAL LLC 33330.00%0.01%0.03%Q2 2013Q2 202133
CKW FINANCIAL GROUP 31310.00%0.01%0.04%Q1 2014Q3 202131
UBS Group AG 28280.00%0.00%0.01%Q4 2014Q3 202128
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
PNC FINANCIAL SERVICES GROUP, INC. 2010.00%0.00%0.00%Q3 2014Q3 202127
REILLY FINANCIAL ADVISORS, LLC 26260.00%0.00%0.00%Q2 2015Q3 202126
Raymond James Financial Services Advisors, Inc. 750.00%0.01%0.04%Q2 2013Q3 202124
Horizon Kinetics 23230.08%0.16%0.22%Q2 2013Q4 201823
Geneos Wealth Management Inc. 23230.00%0.01%0.01%Q1 2016Q3 202123
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1920.00%0.00%0.00%Q3 2015Q3 202121
North Star Investment Management Corp. 1290.00%0.00%0.01%Q2 2016Q3 202121
Cetera Investment Advisers 1460.01%0.06%0.12%Q3 2016Q3 202120
Bruderman Asset Management, LLC 20200.10%0.19%0.29%Q1 2015Q4 201920
MML INVESTORS SERVICES, LLC 19190.00%0.03%0.04%Q1 2017Q3 202119
Granite Investment Partners, LLC 950.01%0.02%0.04%Q3 2013Q4 201819
AUA CAPITAL MANAGEMENT, LLC 18180.01%0.01%0.01%Q4 2016Q1 202118
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Creative Planning 810.00%0.00%0.01%Q2 2013Q2 201917
HOLLENCREST CAPITAL MANAGEMENT 17170.03%0.04%0.07%Q4 2013Q4 201717
NATIONAL PLANNING CORP 17170.04%0.17%0.28%Q2 2013Q2 201717
Covington Capital Management 17170.00%0.00%0.00%Q3 2017Q3 202117
NEXT Financial Group, Inc 510.00%0.00%0.01%Q3 2014Q3 202116
BENJAMIN F. EDWARDS & COMPANY, INC. 16160.00%0.00%0.00%Q4 2016Q3 202016
FOUNDERS FINANCIAL SECURITIES LLC 710.11%0.24%0.36%Q1 2017Q3 202116
COMMONWEALTH EQUITY SERVICES, LLC 16160.01%0.01%0.02%Q4 2017Q3 202116
Sigma Planning Corp 15150.02%0.10%0.12%Q1 2018Q3 202115
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
IFP Advisors, Inc 14140.00%0.04%0.07%Q4 2015Q1 201914
Capital Investment Advisors, LLC 14140.10%0.15%0.20%Q4 2013Q1 201714
Cambridge Investment Research Advisors, Inc. 1120.00%0.00%0.01%Q1 2017Q3 202113
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2018Q3 202113
American Portfolios Advisors 13130.00%0.00%0.01%Q3 2018Q3 202113
IHT Wealth Management, LLC 530.00%0.05%0.14%Q2 2017Q3 202113
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.06%0.08%Q4 2018Q3 202112
CREDIT SUISSE AG/ 12120.00%0.00%0.00%Q1 2013Q4 201512
First Horizon Advisors, Inc. 750.00%0.00%0.01%Q1 2012Q3 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
RAYMOND JAMES & ASSOCIATES 710.00%0.00%0.00%Q3 2013Q2 202011
Pensionmark Financial Group, LLC 650.07%0.10%0.12%Q4 2018Q3 202111
EATON VANCE MANAGEMENT 11110.00%0.00%0.00%Q1 2019Q3 202111
Patriot Financial Group Insurance Agency, LLC 11110.00%0.02%0.04%Q1 2019Q3 202111
HORIZON KINETICS ASSET MANAGEMENT LLC 11110.04%0.07%0.09%Q1 2019Q3 202111
FNY Investment Advisers, LLC 710.00%0.02%0.08%Q2 2018Q3 202110
Investors Capital Advisory Services 10100.05%0.05%0.06%Q1 2014Q2 201610
Brick & Kyle, Associates 10100.03%0.03%0.04%Q4 2014Q1 201710
Janney Montgomery Scott LLC 990.00%0.00%0.00%Q3 2019Q3 20219
FMR LLC 410.00%0.00%0.00%Q3 2018Q3 20219
First Allied Advisory Services, Inc. 880.02%0.03%0.03%Q2 2013Q1 20158
Wagner Wealth Management, LLC 441.42%2.60%4.25%Q4 2017Q3 20218
SIT INVESTMENT ASSOCIATES INC 510.00%0.02%0.09%Q3 2015Q4 20178
Anfield Capital Management, LLC 880.38%0.52%0.76%Q4 2019Q3 20218
Penserra Capital Management LLC 880.00%0.00%0.00%Q4 2015Q3 20178
D.A. DAVIDSON & CO. 880.00%0.00%0.00%Q1 2014Q4 20158
OSAIC HOLDINGS, INC. 770.01%0.01%0.02%Q1 2020Q3 20217
STIFEL FINANCIAL CORP 770.00%0.00%0.00%Q4 2019Q2 20217
Gary Goldberg Planning Services Inc 770.08%0.10%0.12%Q2 2013Q4 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.04%Q2 2013Q4 20147
Tower Research Capital LLC (TRC) 110.00%0.00%0.01%Q2 2013Q3 20217
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q1 2020Q3 20217
JPMORGAN CHASE & CO 770.00%0.00%0.00%Q2 2013Q4 20147
VSR Financial Services, Inc. 770.08%0.09%0.10%Q1 2014Q3 20157
SeaBridge Investment Advisors LLC 770.34%0.38%0.40%Q1 2016Q3 20177
US BANCORP \DE\ 770.00%0.00%0.00%Q2 2013Q4 20147
MERCER GLOBAL ADVISORS INC /ADV 660.00%0.01%0.02%Q4 2019Q1 20216
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q2 2014Q3 20156
McAdams Wright Ragen, Inc. 660.02%0.02%0.03%Q2 2013Q3 20146
KMS FINANCIAL SERVICES, INC 660.13%0.19%0.26%Q2 2013Q3 20146
FIRST TRUST ADVISORS LP 420.00%0.00%0.00%Q3 2017Q1 20196
WFG Advisors, LP 660.00%0.00%0.00%Q2 2013Q3 20146
Koshinski Asset Management, Inc. 510.00%0.16%0.28%Q4 2014Q3 20216
B. Riley Wealth Management, Inc. 660.01%0.02%0.03%Q1 2014Q2 20156
Shaker Financial Services, LLC 210.17%0.55%1.60%Q2 2013Q1 20206
ParenteBeard Wealth Management, LLC 660.30%0.36%0.41%Q2 2013Q3 20146
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q4 2014Q1 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
DOLIVER ADVISORS, LP 110.12%0.45%0.74%Q2 2013Q1 20175
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.00%Q3 2013Q3 20215
Kestra Advisory Services, LLC 550.01%0.01%0.01%Q3 2020Q3 20215
Ledyard National Bank 550.00%0.00%0.00%Q4 2017Q4 20185
ROBINSON CAPITAL MANAGEMENT, LLC 550.57%0.86%1.28%Q4 2015Q4 20165
TCI Wealth Advisors, Inc. 550.00%0.01%0.02%Q4 2012Q4 20135
RIVERNORTH CAPITAL MANAGEMENT, LLC 310.02%0.27%0.61%Q2 2013Q3 20215
Belpointe Asset Management LLC 440.01%0.01%0.02%Q4 2020Q3 20214
J.P. Morgan Private Wealth Advisors LLC 440.01%0.01%0.01%Q2 2017Q1 20184
Atria Investments, Inc 440.02%0.02%0.03%Q2 2019Q1 20204
Trek Financial, LLC 440.06%0.08%0.09%Q2 2019Q1 20204
Graves Light Lenhart Wealth, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
MRA Advisory Group 440.24%0.27%0.28%Q4 2020Q3 20214
Insight Advisors, LLC/ PA 440.09%0.11%0.12%Q4 2020Q3 20214
Newbridge Financial Services Group, Inc. 440.02%0.04%0.05%Q3 2020Q2 20214
Ameritas Investment Company, LLC 310.01%0.01%0.01%Q4 2018Q1 20204
Good Life Advisors, LLC 440.04%0.05%0.06%Q4 2020Q3 20214
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2013Q1 20164
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
TFG Advisers LLC 440.11%0.13%0.15%Q1 2019Q4 20194
Vigilant Capital Management, LLC 440.01%0.01%0.01%Q1 2014Q4 20144
Citadel Advisors 110.00%0.00%0.00%Q2 2018Q1 20213
Financial Sense Advisors, Inc. 210.07%0.20%0.46%Q1 2020Q2 20213
Arete Wealth Advisors, LLC 210.03%0.04%0.04%Q3 2019Q4 20203
MARINER INVESTMENT GROUP LLC 330.07%0.16%0.27%Q3 2015Q1 20163
Virtu KCG Holdings LLC 330.00%0.01%0.01%Q2 2014Q4 20143
U S GLOBAL INVESTORS INC 330.02%0.02%0.02%Q3 2013Q1 20143
RMB Capital Management, LLC 210.04%0.04%0.05%Q4 2015Q1 20203
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2014Q2 20153
Syverson Strege & Co 330.03%0.03%0.04%Q1 2021Q3 20213
Spire Wealth Management 330.01%0.01%0.02%Q1 2021Q3 20213
Laurion Capital Management LP 210.01%0.02%0.03%Q4 2015Q3 20163
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q3 2017Q4 20172
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2013Q1 20142
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q4 2014Q1 20152
Elevated Capital Advisors, LLC 111.44%1.64%1.85%Q1 2019Q4 20192
Claraphi Advisory Network, LLC 110.04%0.06%0.08%Q3 2019Q1 20202
Thomas J. Herzfeld Advisors, Inc. 220.28%0.30%0.33%Q4 2015Q1 20162
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2014Q3 20142
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q2 2013Q1 20202
Foundations Investment Advisors, LLC 220.06%0.07%0.08%Q4 2019Q1 20202
CLEAR STREET MARKETS LLC 220.00%0.01%0.02%Q4 2013Q1 20142
Jackson Wealth Management, LLC 220.07%0.11%0.14%Q4 2014Q1 20152
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2013Q3 20132
Fortis Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
LOEB PARTNERS CORP 220.01%0.25%0.49%Q4 2018Q1 20192
Valley Brook Capital Group, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
Intersect Capital LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
AQR Capital Management 110.00%0.00%0.00%Q3 2014Q3 20141
VALLEY NATIONAL ADVISERS INC 110.01%0.01%0.01%Q3 2018Q3 20181
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Edge Wealth Management LLC 110.26%0.26%0.26%Q1 2016Q1 20161
Weiss Asset Management LP 110.11%0.11%0.11%Q4 2015Q4 20151
IEQ CAPITAL, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2014Q3 20141
Meristem Family Wealth, LLC 110.13%0.13%0.13%Q3 2021Q3 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
MJP ASSOCIATES INC /ADV 110.09%0.09%0.09%Q4 2020Q4 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2018Q2 20181
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2015Q1 20151
Kovack Advisors, Inc. 110.06%0.06%0.06%Q2 2018Q2 20181
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
COHEN & STEERS CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2015Q1 20151
Squarepoint Ops LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2020Q4 20201
Point View Wealth Management, Inc. 110.10%0.10%0.10%Q3 2018Q3 20181
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Inspire Advisors, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
Diversified, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Jacobi Capital Management LLC 110.02%0.02%0.02%Q3 2021Q3 20211
US GLOBAL INVESTORS FUNDS 110.02%0.02%0.02%Q4 2013Q4 20131
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q3 2020Q3 20201
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.16%0.16%0.16%Q1 2020Q1 20201
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2013Q4 20131
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q3 2021Q3 20211
M Holdings Securities, Inc. 110.06%0.06%0.06%Q3 2014Q3 20141
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
ClearBridge Investments 110.00%0.00%0.00%Q3 2017Q3 20171
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
TradeLink Global Equity LLC 110.12%0.12%0.12%Q4 2014Q4 20141
MBM Wealth Consultants, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Blume Capital Management, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Baird Financial Group, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
External links

This page lists all the filers that currently own PIMCO INCOME OPPORTUNITY FD or have owned PIMCO INCOME OPPORTUNITY FD in the past.