PTY — PIMCO Corporate & Income Opp 机构持仓 · 2026年Q3
谁持有 PIMCO Corporate & Income Opp(PTY)?2026年Q3(报告期截至 2026-09-30)共有 17 家机构在 SEC 13F 申报中报告持有,合计 742.93 万美元。前几大持有机构:Noble Wealth Management PBC(400.00 万美元)、First Heartland Consultants, Inc.(120.00 万美元)、Fell Capital Management(61.27 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $4.0M | 363,339 | 增持 |
| 2 | First Heartland Consultants, Inc. | $1.2M | 106,987 | 增持 |
| 3 | FELL CAPITAL MANAGEMENT /ADV | $612,707 | 55,650 | 减持 |
| 4 | Elm3 Financial Group, LLC | $388,082 | 35,248 | 减持 |
| 5 | Williams & Novak, LLC | $326,997 | 29,700 | 新建仓 |
| 6 | INTEGRATED CAPITAL MANAGEMENT, INC. | $234,502 | 21,299 | 新建仓 |
| 7 | Taylor & Morgan Wealth Management, LLC | $222,228 | 20,184 | 减持 |
| 8 | Farther Finance Advisors, LLC | $155,447 | 14,119 | 减持 |
| 9 | McAlister, Sweet & Associates, Inc. | $130,304 | 11,835 | 增持 |
| 10 | CoreCap Advisors, LLC | $108,999 | 9,900 | 持平 |
| 11 | Versant Capital Management, Inc | $27,525 | 2,500 | 持平 |
| 12 | EASTERN BANK | $19,818 | 1,800 | 持平 |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $18,167 | 1,650 | 新建仓 |
| 14 | GILPIN WEALTH MANAGEMENT, LLC | $6,166 | 560 | 新建仓 |
| 15 | MassMutual Private Wealth & Trust, FSB | $22 | 2 | 持平 |
| 16 | CX Institutional | $0 | 0 | 清仓 |
| 17 | Bank of New Hampshire | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30