Latest Institutional Transactions on Pimco Energy & Tactical Credit Opportunities Fund (NRGX)
This table provides information on the latest institutional transactions involving Pimco Energy & Tactical Credit Opportunities Fund (NRGX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
524+ 33.06% |
N/A
|
2.11K
$41.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-586K- 8.53% |
N/A
|
6.27M
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
95.7K+ 10.59% |
N/A
|
999K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-22.7K- 51.24% |
N/A
|
21.6K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.12K- 2.3% |
N/A
|
47.4K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.83K+ 6.06% |
N/A
|
154K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 2.72% |
N/A
|
7.15K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 3.0% |
N/A
|
56.5K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
208KNew |
N/A
|
208K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
15.1K+ 1.14% |
N/A
|
1.34M
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.84K+ 0.57% |
N/A
|
503K
$9.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-16.7K- 1.45% |
N/A
|
1.14M
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-34K- 1.74% |
N/A
|
1.92M
$37.4M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.4K+ 6.02% |
N/A
|
958K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
708+ 4.79% |
N/A
|
15.5K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.26K+ 0.52% |
N/A
|
1.22M
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 2.68% |
N/A
|
430K
$8.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
411K+ 34.58% |
N/A
|
1.6M
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.68KNew |
N/A
|
8.68K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
28.3K+ 37.11% |
N/A
|
105K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17.8K+ 61.98% |
N/A
|
46.4K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.3K- 22.72% |
N/A
|
55.4K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.18K- 23.77% |
N/A
|
19.8K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.99K+ 8.94% |
N/A
|
24.3K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
670+ 1.08% |
N/A
|
62.9K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27- 0.07% |
N/A
|
39.9K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1K- 6.86% |
N/A
|
13.6K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.29K- 10.34% |
N/A
|
28.5K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
107+ 7.76% |
N/A
|
1.49K
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8.61K+ 0.56% |
N/A
|
1.53M
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16.8K+ 30.34% |
N/A
|
72K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.1K+ 20.1% |
N/A
|
24.5K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.99K+ 36.93% |
N/A
|
14.8K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57.2K+ 12.95% |
N/A
|
499K
$9.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
276New |
N/A
|
276
$5.38K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-55.7K- 13.2% |
N/A
|
367K
$7.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
12+ 0.06% |
N/A
|
19.3K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.76K+ 2.33% |
N/A
|
165K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.3K+ 8.94% |
N/A
|
758K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.69K- 20.27% |
N/A
|
26.3K
$512K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.6K+ 12.01% |
N/A
|
14.9K
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
287+ 1.5% |
N/A
|
19.4K
$378K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1K+ 10.53% |
N/A
|
10.5K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-116- 0.98% |
N/A
|
11.7K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-809- 5.81% |
N/A
|
13.1K
$256K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.09K+ 13.14% |
N/A
|
18K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.04K+ 7.54% |
N/A
|
14.8K
$289K
|