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
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
Allspring Global Investments Holdings, LLC

BUY
 -
2.09K
+ 13.14%
N/A
18K $350K
Oct 18, 2024 Q3 2024
Fny Investment Advisers, LLC

BUY
 -
500
New
N/A
500 $9.74K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
SELL
 -
-809
- 5.81%
N/A
13.1K $256K
Oct 16, 2024 Q3 2024
Cornerstone Wealth Management, LLC

BUY
 -
1.04K
+ 7.54%
N/A
14.8K $289K
Oct 15, 2024 Q3 2024
Spire Wealth Management

BUY
 -
1.06K
+ 15.44%
N/A
7.95K $155K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
N/A
0 $0
Oct 07, 2024 Q3 2024
Aprio Wealth Management, LLC

SELL
 -
-3.29K
- 10.34%
N/A
28.5K $556K
Q2 2024
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
443K
+ 57.58%
N/A
1.21M $23.6M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-6.04K
- 21.33%
N/A
22.3K $434K
Aug 20, 2024 Q2 2024
Truist Financial Corp

SELL
 -
-514
- 1.94%
N/A
26K $507K
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
36
+ 2.32%
N/A
1.59K $30.9K
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10K
New
N/A
10K $196K
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
546
+ 3.84%
N/A
14.8K $288K
Aug 14, 2024 Q2 2024
Alpine Global Management, LLC

New York, NY
SELL
 -
-4.4K
- 2.93%
N/A
146K $2.84M
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-5.08K
- 13.76%
N/A
31.8K $620K
Aug 14, 2024 Q2 2024
Walleye Capital LLC

Plymouth, MN
SELL
 -
-4.12K
- 8.51%
N/A
44.3K $863K
Aug 14, 2024 Q2 2024
Townsquare Capital LLC

BUY
 -
9K
New
N/A
9K $175K
Aug 14, 2024 Q2 2024
Family Management Corp

New York, NY
SELL
 -
-9.87K
- 16.9%
N/A
48.5K $945K
Aug 14, 2024 Q2 2024
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
38.5K
+ 3.0%
N/A
1.32M $25.8M
Aug 14, 2024 Q2 2024
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
204K
+ 20.72%
N/A
1.19M $23.1M
Aug 14, 2024 Q2 2024
Pathstone Holdings, LLC

Englewood, NJ
SELL
 -
-70.3K
- 14.26%
N/A
422K $8.23M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
23K
+ 5.81%
N/A
419K $8.15M
Aug 14, 2024 Q2 2024
Almitas Capital LLC

Santa Monica, CA
SELL
 -
-271K
- 83.57%
N/A
53.2K $1.04M
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-680
- 4.46%
N/A
14.6K $284K
Aug 14, 2024 Q2 2024
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
5.15K
+ 0.26%
N/A
1.95M $38M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
143K
+ 18.83%
N/A
904K $17.6M
Aug 14, 2024 Q2 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
55.3K
New
N/A
55.3K $1.08M
Aug 14, 2024 Q2 2024
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-89.4K
- 16.83%
N/A
442K $8.6M
Aug 14, 2024 Q2 2024
Saba Capital Management, L.P.

New York, NY
SELL
 -
-174K
- 2.47%
N/A
6.86M $134M
Aug 13, 2024 Q2 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
9.08K
+ 46.34%
N/A
28.7K $559K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-4.01K
- 9.11%
N/A
40K $778K
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
63
+ 4.79%
N/A
1.38K $26.8K
Aug 13, 2024 Q2 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
11K
+ 2.25%
N/A
500K $9.74M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
SELL
 -
-76K
- 51.44%
N/A
71.7K $1.4M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-42
- 0.08%
N/A
54.8K $1.07M
Aug 13, 2024 Q2 2024
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
191K
+ 14.34%
N/A
1.52M $29.7M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
114K
+ 14.44%
N/A
904K $17.6M
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
9.61K
New
N/A
9.61K $187K
Aug 13, 2024 Q2 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
18
+ 0.09%
N/A
19.3K $376K
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-6.8K
- 10.63%
N/A
57.2K $1.11M
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
500
+ 7.3%
N/A
7.35K $143K
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
138K
+ 24.62%
N/A
696K $13.6M
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
700
+ 6.25%
N/A
11.9K $232K
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.8K
New
N/A
10.8K $210K
Aug 06, 2024 Q2 2024
First Foundation Advisors

Irvine, CA
SELL
 -
-1.9K
- 2.96%
N/A
62.2K $1.21M

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