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 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.1KNew |
N/A
|
15.1K
$294K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.6K+ 5.87% |
N/A
|
877K
$17.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
600New |
N/A
|
600
$11.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
156+ 0.96% |
N/A
|
16.5K
$320K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
8.75K+ 1.87% |
N/A
|
477K
$9.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-824- 4.88% |
N/A
|
16.1K
$313K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-345- 1.38% |
N/A
|
24.7K
$481K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.67K+ 8.46% |
N/A
|
21.4K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.42K- 39.12% |
N/A
|
6.88K
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.1K- 82.06% |
N/A
|
459
$8.94K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
137+ 1.63% |
N/A
|
8.53K
$166K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65+ 0.52% |
N/A
|
12.5K
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.93K+ 14.91% |
N/A
|
22.6K
$440K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$87.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
23.9KNew |
N/A
|
23.9K
$466K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.7K+ 10.65% |
N/A
|
963K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
10KNew |
N/A
|
10K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.95K- 17.06% |
N/A
|
33.8K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
300New |
N/A
|
300
$5.84K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-31.2K- 65.8% |
N/A
|
16.2K
$316K
|
|
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.71K+ 39.59% |
N/A
|
16.6K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
759New |
N/A
|
759
$14.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-500- 11.67% |
N/A
|
3.78K
$73.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$33.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-174K- 55.04% |
N/A
|
142K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.09MNew |
N/A
|
2.09M
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.56K- 80.38% |
N/A
|
625
$12.2K
|
|
|
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 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.4KNew |
N/A
|
17.4K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 23.53% |
N/A
|
525
$10.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.55KNew |
N/A
|
8.55K
$167K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-173- 0.22% |
N/A
|
79.1K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
328+ 32.8% |
N/A
|
1.33K
$25.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
440New |
N/A
|
440
$8.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-500- 4.32% |
N/A
|
11.1K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
27.5KNew |
N/A
|
27.5K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-129K- 83.81% |
N/A
|
25K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.55KNew |
N/A
|
8.55K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
10KNew |
N/A
|
10K
$195K
|
|