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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Verus Capital Partners, LlcSell-19,435-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+1,516,862+241.8%2,144,104$25.86MQ1 2026Jul 08, 2026
Kerr Financial Planning CorpSell-5-2.3%209$2.55KQ1 2026Jul 01, 2026
Western Wealth Management, LlcSell-1,253-4.1%29,118$351.17KQ1 2026May 19, 2026
Bank Of America CorpSell-39,576-11.3%311,995$3.76MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-28,439-88.8%3,600$43.42KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+5,862+14.6%45,970$554.40KQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+1,898+8.2%24,977$301.00KQ1 2026May 18, 2026
Rivernorth Capital Management, LlcSell-955,954-76.9%286,356$3.45MQ1 2026May 15, 2026
Guggenheim Capital LlcBuy+204,329+49.8%615,024$7.42MQ1 2026May 15, 2026
Logan Stone Capital, LlcSell-164,211-17.3%784,874$9.47MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+99,549+22.2%548,471$7.08MQ1 2026May 15, 2026
Shay Capital LlcBuy+74,470—74,470$898.11KQ1 2026May 15, 2026
Morgan StanleyBuy+63,243+2.5%2,579,936$31.11MQ1 2026May 15, 2026
Everest Financial Group LlcBuy+39,822—39,822$479.05KQ1 2026May 15, 2026
Quarry LpBuy+34,426—34,426$415.18KQ1 2026May 15, 2026
Iht Wealth Management, LlcBuy+33,651—33,651$405.84KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+31,005+132.1%54,484$657.08KQ1 2026May 15, 2026
Readystate Asset Management LpBuy+29,494+72.0%70,430$849.39KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-27,041-30.6%61,275$738.98KQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+26,849+33.6%106,712$1.29MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+16,237+2.8%600,310$7.24MQ1 2026May 15, 2026
United Capital Financial Advisors, LlcSell-15,688-61.1%10,000$114.20KQ1 2026May 15, 2026
Boothbay Fund Management, LlcBuy+14,694—14,694$177.21KQ1 2026May 15, 2026
Xtx Topco LtdBuy+14,664+10.9%148,788$1.79MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+13,252+112.2%25,067$302.30KQ1 2026May 15, 2026
Osbon Capital Management LlcBuy+8,987—8,987$108.38KQ1 2026May 15, 2026
Focus Partners WealthBuy+6,614+53.1%19,077$230.08KQ1 2026May 15, 2026
Nomura Holdings IncSell-5,000-25.3%14,800$178.49KQ1 2026May 15, 2026
Smith Asset Management Co., LlcBuy+2,821+1.7%165,202$1.99MQ1 2026May 15, 2026
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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.