PIMCO CORPORATE & INCOME OPP (PTY) Institutional Ownership Changes & 13F Activity
PIMCO CORPORATE & INCOME OPP (PTY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Rivernorth Capital Management, Llc, Guggenheim Capital Llc, Logan Stone Capital, Llc, and Equitable Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Verus Capital Partners, Llc | Sell | -19,435 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,516,862 | +241.8% | 2,144,104 | $25.86M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Sell | -5 | -2.3% | 209 | $2.55K | Q1 2026 | Jul 01, 2026 |
| Western Wealth Management, Llc | Sell | -1,253 | -4.1% | 29,118 | $351.17K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -39,576 | -11.3% | 311,995 | $3.76M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -28,439 | -88.8% | 3,600 | $43.42K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +5,862 | +14.6% | 45,970 | $554.40K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +1,898 | +8.2% | 24,977 | $301.00K | Q1 2026 | May 18, 2026 |
| Rivernorth Capital Management, Llc | Sell | -955,954 | -76.9% | 286,356 | $3.45M | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Buy | +204,329 | +49.8% | 615,024 | $7.42M | Q1 2026 | May 15, 2026 |
| Logan Stone Capital, Llc | Sell | -164,211 | -17.3% | 784,874 | $9.47M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +99,549 | +22.2% | 548,471 | $7.08M | Q1 2026 | May 15, 2026 |
| Shay Capital Llc | Buy | +74,470 | — | 74,470 | $898.11K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +63,243 | +2.5% | 2,579,936 | $31.11M | Q1 2026 | May 15, 2026 |
| Everest Financial Group Llc | Buy | +39,822 | — | 39,822 | $479.05K | Q1 2026 | May 15, 2026 |
| Quarry Lp | Buy | +34,426 | — | 34,426 | $415.18K | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Buy | +33,651 | — | 33,651 | $405.84K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +31,005 | +132.1% | 54,484 | $657.08K | Q1 2026 | May 15, 2026 |
| Readystate Asset Management Lp | Buy | +29,494 | +72.0% | 70,430 | $849.39K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -27,041 | -30.6% | 61,275 | $738.98K | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +26,849 | +33.6% | 106,712 | $1.29M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +16,237 | +2.8% | 600,310 | $7.24M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Sell | -15,688 | -61.1% | 10,000 | $114.20K | Q1 2026 | May 15, 2026 |
| Boothbay Fund Management, Llc | Buy | +14,694 | — | 14,694 | $177.21K | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Buy | +14,664 | +10.9% | 148,788 | $1.79M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +13,252 | +112.2% | 25,067 | $302.30K | Q1 2026 | May 15, 2026 |
| Osbon Capital Management Llc | Buy | +8,987 | — | 8,987 | $108.38K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +6,614 | +53.1% | 19,077 | $230.08K | Q1 2026 | May 15, 2026 |
| Nomura Holdings Inc | Sell | -5,000 | -25.3% | 14,800 | $178.49K | Q1 2026 | May 15, 2026 |
| Smith Asset Management Co., Llc | Buy | +2,821 | +1.7% | 165,202 | $1.99M | Q1 2026 | May 15, 2026 |
Frequently asked questions about PTY activity
Which institutional owners are buying PTY?
Institutional owners buying PTY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PTY activity?
"Buy" means an investor increased their reported position in PTY compared to the prior reporting period. This reflects growing exposure to PIMCO CORPORATE & INCOME OPP (PTY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PTY increasing?
Institutional interest in PTY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PTY Institutional Insights
- PTY Overview
- PTY 13F Institutional Holders
- PTY Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PTY Insider Trading & SEC Form 4 Activity
- PTY Articles
- Top Institutional Investor Stock Rankings