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, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-38.7K- 0.51% |
N/A
|
7.49M
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 2.13% |
N/A
|
735K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.8K+ 2.61% |
N/A
|
583K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
29.1KNew |
N/A
|
29.1K
$567K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.7K+ 37.86% |
N/A
|
60.7K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-154K- 12.75% |
N/A
|
1.05M
$20.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-10.1K- 0.95% |
N/A
|
1.06M
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
126+ 1.44% |
N/A
|
8.9K
$173K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
813+ 1.19% |
N/A
|
68.9K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
75.5KNew |
N/A
|
75.5K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
105KNew |
N/A
|
105K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27+ 1.58% |
N/A
|
1.74K
$33.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.1K+ 18.35% |
N/A
|
71.9K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
16.7K+ 37.08% |
N/A
|
61.9K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
200New |
N/A
|
200
$3.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-41.4K- 4.04% |
N/A
|
983K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
5.3K+ 0.33% |
N/A
|
1.59M
$31M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 40.06% |
N/A
|
47K
$916K
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
30.4K+ 9.96% |
N/A
|
335K
$6.53M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.76K- 13.78% |
N/A
|
48.6K
$946K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 92.46% |
N/A
|
2.5K
$48.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
471+ 1.64% |
N/A
|
29.2K
$568K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-540- 3.86% |
N/A
|
13.5K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18K+ 2.16% |
N/A
|
853K
$16.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 24.27% |
N/A
|
12.8K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.8K+ 32.0% |
N/A
|
36.3K
$707K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.3K+ 113.47% |
N/A
|
51.4K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
45+ 0.27% |
N/A
|
16.7K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-17K- 1.63% |
N/A
|
1.02M
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-15.9K- 1.0% |
N/A
|
1.57M
$30.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
471+ 1.64% |
N/A
|
29.2K
$568K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.3K- 1.83% |
N/A
|
177K
$3.44M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.5K+ 33.49% |
N/A
|
89.8K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.05% |
N/A
|
24.6K
$479K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.53K+ 4.49% |
N/A
|
82.1K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
14+ 0.07% |
N/A
|
18.9K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.71K+ 37.9% |
N/A
|
28K
$546K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.28K+ 1.14% |
N/A
|
558K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-733- 0.61% |
N/A
|
119K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.9KNew |
N/A
|
9.9K
$193K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-31K- 15.97% |
N/A
|
163K
$3.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.22KNew |
N/A
|
9.22K
$180K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300New |
N/A
|
300
$5.84K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-78.6K- 20.58% |
N/A
|
303K
$5.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.1KNew |
N/A
|
15.1K
$294K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
246+ 0.96% |
N/A
|
25.8K
$503K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 4.45% |
N/A
|
36.9K
$718K
|
|