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 |
|---|---|---|---|---|---|---|---|
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94.6K- 11.24% |
N/A
|
747K
$14.6M
|
|
|
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
|
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
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
55K+ 4.71% |
N/A
|
1.22M
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.34KNew |
N/A
|
8.34K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.85K+ 31.93% |
N/A
|
11.8K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-130K- 12.95% |
N/A
|
871K
$17M
|
|
|
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
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-33.2K- 3.07% |
N/A
|
1.05M
$20.4M
|
|
|
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
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
66K+ 17.57% |
N/A
|
441K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
732K+ 10.74% |
N/A
|
7.54M
$147M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 20.56% |
N/A
|
45.5K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.56K- 80.38% |
N/A
|
625
$12.2K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.09MNew |
N/A
|
2.09M
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.46K+ 9.37% |
N/A
|
17K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
47.4KNew |
N/A
|
47.4K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
24+ 0.12% |
N/A
|
19.3K
$377K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.6K+ 34.9% |
N/A
|
64K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
148K+ 9.94% |
N/A
|
1.64M
$32M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
614+ 0.8% |
N/A
|
77.7K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.14K+ 4.18% |
N/A
|
203K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
384K+ 98.24% |
N/A
|
775K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
779+ 2.73% |
N/A
|
29.3K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
213+ 2.43% |
N/A
|
9K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 4.2% |
N/A
|
6.85K
$133K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.8K+ 120.12% |
N/A
|
38.1K
$742K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
46.7K+ 4.52% |
N/A
|
1.08M
$21M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.62K+ 1.49% |
N/A
|
520K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.8KNew |
N/A
|
39.8K
$774K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.4KNew |
N/A
|
17.4K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
219+ 2.73% |
N/A
|
8.25K
$161K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
311KNew |
N/A
|
311K
$6.06M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.78K+ 756.6% |
N/A
|
4.28K
$83.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-950- 3.65% |
N/A
|
25K
$488K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.28K- 10.01% |
N/A
|
56.4K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22K+ 8.62% |
N/A
|
15.3K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.46K+ 4.86% |
N/A
|
204K
$3.98M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.38K+ 42.38% |
N/A
|
31.5K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
870+ 3.55% |
N/A
|
25.4K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$47.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 23.53% |
N/A
|
525
$10.2K
|
|