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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
840+ 1.08% |
N/A
|
78.6K
$1.53M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.48K- 12.57% |
N/A
|
10.3K
$201K
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$469K
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.27K+ 5.11% |
N/A
|
67.3K
$1.31M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.92K- 8.62% |
N/A
|
52.1K
$1.02M
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-55.7K- 3.4% |
N/A
|
1.59M
$30.9M
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-31.2K- 65.8% |
N/A
|
16.2K
$316K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-365- 2.19% |
N/A
|
16.3K
$317K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-84.4K- 41.31% |
N/A
|
120K
$2.34M
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-59.4K- 13.45% |
N/A
|
382K
$7.44M
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 48.04% |
N/A
|
1.3K
$25.3K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.03K+ 32.87% |
N/A
|
20.3K
$396K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-605- 2.06% |
N/A
|
28.7K
$559K
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
143+ 1.73% |
N/A
|
8.39K
$163K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 2.98% |
N/A
|
38.6K
$751K
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 4.07% |
N/A
|
2.56K
$49.8K
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-680- 5.01% |
N/A
|
12.9K
$251K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.5KNew |
N/A
|
8.5K
$166K
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-486- 2.51% |
N/A
|
18.8K
$367K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 6.5% |
N/A
|
33.6K
$654K
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-6.04K- 1.94% |
N/A
|
305K
$5.94M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.45K- 3.19% |
N/A
|
44K
$857K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
204+ 0.8% |
N/A
|
25.6K
$498K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$241K
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
45.1KNew |
N/A
|
45.1K
$879K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.1K+ 10.73% |
N/A
|
11.3K
$220K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.45K- 3.46% |
N/A
|
180K
$3.51M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.71K+ 39.59% |
N/A
|
16.6K
$324K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.63K+ 1.05% |
N/A
|
828K
$16.1M
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
759New |
N/A
|
759
$14.8K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-478- 1.91% |
N/A
|
24.6K
$479K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-500- 11.67% |
N/A
|
3.78K
$73.7K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.77K+ 11.74% |
N/A
|
16.9K
$329K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.11K+ 19.62% |
N/A
|
25K
$488K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$33.6K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
779+ 2.73% |
N/A
|
29.3K
$571K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-174K- 55.04% |
N/A
|
142K
$2.77M
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-19K- 1.49% |
N/A
|
1.26M
$24.5M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-452- 21.21% |
N/A
|
1.68K
$32.7K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.34KNew |
N/A
|
8.34K
$162K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46K+ 10.71% |
N/A
|
476K
$9.26M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94.6K- 11.24% |
N/A
|
747K
$14.6M
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-33.2K- 3.07% |
N/A
|
1.05M
$20.4M
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
55K+ 4.71% |
N/A
|
1.22M
$23.8M
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-238K- 12.06% |
N/A
|
1.73M
$33.8M
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
14KNew |
N/A
|
14K
$273K
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.46K- 9.87% |
N/A
|
40.7K
$794K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-130K- 12.95% |
N/A
|
871K
$17M
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
732K+ 10.74% |
N/A
|
7.54M
$147M
|