Latest Institutional Purchases of Pimco Energy & Tactical Credit Opportunities Fund (NRGX)
This list provides information on the latest institutional transactions involving Pimco Energy & Tactical Credit Opportunities Fund (NRGX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.8K+ 19.51% |
N/A
|
568K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.7K+ 10.65% |
N/A
|
963K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.1K+ 7.75% |
N/A
|
835K
$16.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
45.1KNew |
N/A
|
45.1K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.8K+ 6.11% |
N/A
|
552K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.6K+ 59.41% |
N/A
|
60.7K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$419K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$241K
|
|
|
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
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
10KNew |
N/A
|
10K
$195K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.63K+ 1.05% |
N/A
|
828K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.5KNew |
N/A
|
8.5K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.03K+ 32.87% |
N/A
|
20.3K
$396K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.71K+ 39.59% |
N/A
|
16.6K
$324K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.11K+ 19.62% |
N/A
|
25K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.27K+ 5.11% |
N/A
|
67.3K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 6.5% |
N/A
|
33.6K
$654K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.77K+ 11.74% |
N/A
|
16.9K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$33.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.1K+ 10.73% |
N/A
|
11.3K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
840+ 1.08% |
N/A
|
78.6K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
759New |
N/A
|
759
$14.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
437+ 5.24% |
N/A
|
8.77K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
300New |
N/A
|
300
$5.84K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
204+ 0.8% |
N/A
|
25.6K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
143+ 1.73% |
N/A
|
8.39K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 4.07% |
N/A
|
2.56K
$49.8K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29+ 1.73% |
N/A
|
1.71K
$33.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.09MNew |
N/A
|
2.09M
$40.7M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
135K+ 40.77% |
N/A
|
466K
$9.07M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.4KNew |
N/A
|
17.4K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
14KNew |
N/A
|
14K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.55KNew |
N/A
|
8.55K
$167K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 19.05% |
N/A
|
19.7K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
328+ 32.8% |
N/A
|
1.33K
$25.9K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
213+ 2.43% |
N/A
|
9K
$175K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 23.53% |
N/A
|
525
$10.2K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
251K+ 1162.39% |
N/A
|
273K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
27.5KNew |
N/A
|
27.5K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
10KNew |
N/A
|
10K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.55KNew |
N/A
|
8.55K
$167K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.27KNew |
N/A
|
8.27K
$161K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.75KNew |
N/A
|
7.75K
$151K
|
|