# PIMCO CORPORATE & INCOME OPP (PTY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PTY/

- Reporting holders: 15
- Reported value: $7.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $4.0M | 363,339 | 1.8% | 7 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.2M | 106,987 | 0.1% | 2 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $612.7K | 55,650 | 0.5% | 4 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $388.1K | 35,248 | 0.3% | 8 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $327.0K | 29,700 | 0.2% | 1 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $234.5K | 21,299 | 0.2% | 1 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $222.2K | 20,184 | 0.1% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $155.4K | 14,119 | 0.0% | 9 |
| [McAlister, Sweet & Associates, Inc.](https://holderbook.com/funds/1774087-mcalister-sweet-associates-inc/) | $130.3K | 11,835 | 0.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $109.0K | 9,900 | 0.0% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $27.5K | 2,500 | 0.0% | 20 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $19.8K | 1,800 | 0.0% | 5 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $18.2K | 1,650 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $6.2K | 560 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $22 | 2 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $7.4M |
| Q2 2026 | 224 | $440.8M |
| Q1 2026 | 220 | $429.7M |
| Q4 2025 | 217 | $415.9M |
| Q3 2025 | 204 | $404.1M |
| Q2 2025 | 205 | $376.0M |
| Q1 2025 | 192 | $337.5M |
| Q4 2024 | 193 | $316.5M |
| Q3 2024 | 180 | $291.8M |
| Q2 2024 | 164 | $274.9M |
| Q1 2024 | 156 | $309.8M |
| Q4 2023 | 168 | $238.7M |