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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
411K+ 34.58% |
N/A
|
1.6M
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
208KNew |
N/A
|
208K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
95.7K+ 10.59% |
N/A
|
999K
$19.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.3K+ 8.94% |
N/A
|
758K
$14.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57.2K+ 12.95% |
N/A
|
499K
$9.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.4K+ 6.02% |
N/A
|
958K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
28.3K+ 37.11% |
N/A
|
105K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17.8K+ 61.98% |
N/A
|
46.4K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16.8K+ 30.34% |
N/A
|
72K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
15.1K+ 1.14% |
N/A
|
1.34M
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 2.68% |
N/A
|
430K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.83K+ 6.06% |
N/A
|
154K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.68KNew |
N/A
|
8.68K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8.61K+ 0.56% |
N/A
|
1.53M
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.26K+ 0.52% |
N/A
|
1.22M
$23.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.1K+ 20.1% |
N/A
|
24.5K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.99K+ 36.93% |
N/A
|
14.8K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.76K+ 2.33% |
N/A
|
165K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.84K+ 0.57% |
N/A
|
503K
$9.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.09K+ 13.14% |
N/A
|
18K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.99K+ 8.94% |
N/A
|
24.3K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 3.0% |
N/A
|
56.5K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.6K+ 12.01% |
N/A
|
14.9K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.06K+ 15.44% |
N/A
|
7.95K
$155K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.04K+ 7.54% |
N/A
|
14.8K
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1K+ 10.53% |
N/A
|
10.5K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
708+ 4.79% |
N/A
|
15.5K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
670+ 1.08% |
N/A
|
62.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
524+ 33.06% |
N/A
|
2.11K
$41.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
287+ 1.5% |
N/A
|
19.4K
$378K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
276New |
N/A
|
276
$5.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
107+ 7.76% |
N/A
|
1.49K
$28.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
12+ 0.06% |
N/A
|
19.3K
$376K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
209KNew |
N/A
|
209K
$4.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
17.8KNew |
N/A
|
17.8K
$346K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$245K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
N/A
|
10K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.61KNew |
N/A
|
9.61K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9KNew |
N/A
|
9K
$175K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
9KNew |
N/A
|
9K
$175K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
829+ 0.96% |
N/A
|
87.5K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
726+ 5.84% |
N/A
|
13.2K
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
700+ 6.25% |
N/A
|
11.9K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99.4KNew |
$1.91M - $2.02M
|
99.4K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
42.9KNew |
$825K - $870K
|
42.9K
$836K
|
|