PTY · Insider trading · 13F holders · Congress trades
Pimco Corporate & Income Opp (PTY)
Who is buying and selling PTY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 19
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PTY at a glance
- No open-market insider purchases or sales of PTY were filed in the last 90 days.
- 19 13F filers hold PTY among their 50 largest positions, worth $76.2M combined. The biggest bets by portfolio weight are Merrithew & Thorsten Inc (15.3%), Evergreen Wealth Management, LLC (2.2%) and Noble Wealth Management PBC (1.8%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in PTY.
PTY insider trading
No open-market insider purchases or sales of PTY were filed in the last 90 days.
Who owns PTY? Hedge funds and superinvestors
19 13F filers hold PTY among their 50 largest positions, worth $76.2M combined. The biggest bets by portfolio weight are Merrithew & Thorsten Inc (15.3%), Evergreen Wealth Management, LLC (2.2%) and Noble Wealth Management PBC (1.8%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| XML Financial, LLCWealth manager | 1.4% | $19.8M | 1,801,376 | +2.7% shares | Q3 2026 |
| Merrithew & Thorsten IncWealth manager | 15.3% | $18.0M | 1,492,851 | -2.0% shares | Q2 2026 |
| Logan Stone Capital, LLCHedge fund | 1.7% | $8.1M | 675,432 | -13.9% shares | Q2 2026 |
| Accel Wealth ManagementWealth manager | 1.1% | $5.1M | 464,191 | +3.4% shares | Q3 2026 |
| Evergreen Wealth Management, LLCWealth manager | 2.2% | $4.7M | 388,873 | +6.4% shares | Q2 2026 |
| Noble Wealth Management PBCWealth manager | 1.8% | $4.0M | 363,339 | +9.1% shares | Q3 2026 |
| Thomas J. Herzfeld Advisors, Inc.Hedge fund | 0.9% | $3.0M | 252,532 | +1.0% shares | Q2 2026 |
| Beta Wealth Group, Inc.Wealth manager | 0.8% | $2.1M | 174,777 | -1.1% shares | Q2 2026 |
| AG Asset Advisory, LLCWealth manager | 1.6% | $2.0M | 164,641 | +8.0% shares | Q2 2026 |
| Smith Asset Management Co., LLCWealth manager | 1.5% | $1.8M | 165,436 | -1.2% shares | Q3 2026 |
| Walser Wealth Management Company, A Ltd Liability CoWealth manager | 0.7% | $1.8M | 161,417 | +16.3% shares | Q3 2026 |
| Plotkin Financial Advisors, LLCWealth manager | 0.6% | $1.5M | 127,711 | -2.8% shares | Q2 2026 |
| C2C Wealth Management, LLCWealth manager | 0.9% | $1.2M | 105,560 | -2.6% shares | Q3 2026 |
| Main Street Group, LTDWealth manager | 0.2% | $767K | 69,685 | +3.9% shares | Q3 2026 |
| Advisory Advocates, LLCWealth manager | 0.6% | $667K | 55,446 | — | Q2 2026 |
| Ghe, LLCWealth manager | 0.2% | $619K | 51,450 | -12.1% shares | Q2 2026 |
| Mission Hills Financial Advisory, LLCWealth manager | 0.3% | $617K | 51,272 | — | Q2 2026 |
| Integrated Capital Management, Inc.Hedge fund | 0.2% | $235K | 21,299 | — | Q3 2026 |
| McAlister, Sweet & Associates, Inc.Wealth manager | 0.1% | $130K | 11,835 | +0.2% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 10). Screen PTY in the grand portfolio →
PTY stock trades by members of Congress
No member of Congress has disclosed a trade in PTY.
PTY questions and answers
Are insiders buying PTY stock?
No open-market insider purchases or sales of PTY were filed in the last 90 days.
Which hedge funds own PTY?
19 13F filers hold PTY among their 50 largest positions, worth $76.2M combined. The biggest bets by portfolio weight are Merrithew & Thorsten Inc (15.3%), Evergreen Wealth Management, LLC (2.2%) and Noble Wealth Management PBC (1.8%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded PTY?
No member of Congress has disclosed a trade in PTY.
Who is the largest holder of PTY?
Among 13F filers, XML Financial, LLC reports the largest PTY position, $19.8M (1,801,376 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Merrithew & Thorsten Inc's: 15.3% of its portfolio.
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