Latest Institutional Transactions on Pimco Energy & Tactical Credit Opportunities Fund (NRGX)

NRGX Quotes by TradingView

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
Feb 07, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3
+ 0.01%
N/A
39.9K $778K
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
17.3K
New
N/A
17.3K $337K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
19.1K
New
N/A
19.1K $373K
Feb 04, 2025 Q4 2024
Convergence Financial, LLC

Columbia, MO
BUY
 -
7.75K
New
N/A
7.75K $151K
Feb 03, 2025 Q4 2024
Transcend Capital Advisors, LLC

SELL
 -
-8.24K
- 9.41%
N/A
79.3K $1.54M
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
3.24K
New
N/A
3.24K $63.1K
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
44
+ 0.22%
N/A
19.9K $387K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
187
+ 0.34%
N/A
55.3K $1.08M
Jan 29, 2025 Q4 2024
Allspring Global Investments Holdings, LLC

BUY
 -
6.34K
+ 35.3%
N/A
24.3K $473K
Jan 29, 2025 Q4 2024
Sapient Capital LLC

Indianapolis, IN
BUY
 -
8.27K
New
N/A
8.27K $161K
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
2.17K
+ 27.31%
N/A
10.1K $197K
Jan 24, 2025 Q4 2024
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
7.75K
New
N/A
7.75K $151K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
94
+ 0.63%
N/A
14.9K $291K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
1.65K
+ 11.06%
N/A
16.6K $323K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-1
- 0.01%
N/A
19.4K $378K
Q3 2024
Feb 04, 2025 Q3 2024
Ifp Advisors, Inc

SELL
 -
-11.3K
- 96.37%
N/A
425 $8.28K
Dec 03, 2024 Q3 2024
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
46.7K
+ 2.43%
N/A
1.97M $38.3M
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
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
524
+ 33.06%
N/A
2.11K $41.1K
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
Steward Partners Investment Advisory, LLC

SELL
 -
-200
- 2.72%
N/A
7.15K $139K
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
Walleye Capital LLC

Plymouth, MN
SELL
 -
-22.7K
- 51.24%
N/A
21.6K $421K
Nov 14, 2024 Q3 2024
Ubs Group Ag

BUY
 -
95.7K
+ 10.59%
N/A
999K $19.5M
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
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
Kovitz Investment Group Partners, LLC

BUY
 -
208K
New
N/A
208K $4.06M
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
1607 Capital Partners, LLC

Richmond, VA
BUY
 -
12.9K
New
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
Evoke Wealth, LLC

BUY
 -
8.68K
New
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
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
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
411K
+ 34.58%
N/A
1.6M $31.1M
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
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-1K
- 6.86%
N/A
13.6K $264K
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
 -
12.5K
New
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

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