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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
574K+ 140.04% |
$11M - $11.6M
|
984K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
205K+ 18.96% |
$3.94M - $4.16M
|
1.29M
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
135K+ 21.35% |
$2.61M - $2.75M
|
770K
$15M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
131KNew |
$2.51M - $2.65M
|
131K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 28.36% |
$2.37M - $2.5M
|
559K
$10.9M
|
|
|
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 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
93.5K+ 7.55% |
$1.8M - $1.9M
|
1.33M
$26M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
54.4K+ 12.42% |
$1.05M - $1.1M
|
493K
$9.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.7K+ 12.07% |
$1.01M - $1.07M
|
489K
$9.53M
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
47.1K+ 45.74% |
$905K - $955K
|
150K
$2.92M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
42.9KNew |
$825K - $870K
|
42.9K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.5K+ 5.18% |
$720K - $760K
|
761K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
30K+ 163.45% |
$578K - $609K
|
48.4K
$943K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.3KNew |
$545K - $575K
|
28.3K
$552K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.6KNew |
$377K - $397K
|
19.6K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
15.8K+ 0.82% |
$303K - $319K
|
1.95M
$37.9M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.2KNew |
$293K - $309K
|
15.2K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
14K+ 1.28% |
$269K - $284K
|
1.11M
$21.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.4KNew |
$239K - $252K
|
12.4K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11.2K+ 2.16% |
$216K - $228K
|
531K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2KNew |
$215K - $227K
|
11.2K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
11K+ 23.14% |
$211K - $223K
|
58.4K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.9K+ 286.18% |
$209K - $221K
|
14.7K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
10.8KNew |
$209K - $220K
|
10.8K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 30.47% |
$197K - $208K
|
44K
$856K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.51K+ 20.95% |
$183K - $193K
|
54.9K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.5KNew |
$144K - $152K
|
7.5K
$146K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.5K+ 35.71% |
$48.1K - $50.7K
|
9.5K
$185K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 3.04% |
$36.3K - $38.2K
|
64K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
756+ 5.88% |
$14.5K - $15.3K
|
13.6K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
364+ 5.61% |
$7K - $7.38K
|
6.85K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
355+ 2.56% |
$6.83K - $7.2K
|
14.2K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
306+ 30.33% |
$5.88K - $6.21K
|
1.32K
$25.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202+ 1.09% |
$3.88K - $4.1K
|
18.7K
$364K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 1.04% |
$308 - $324
|
1.55K
$30.2K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
8+ 0.04% |
$154 - $162
|
19.3K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.08MNew |
$19.8M - $22.2M
|
1.08M
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
147K+ 2.14% |
$2.7M - $3.03M
|
7.03M
$137M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
52.5KNew |
$959K - $1.08M
|
52.5K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
35.9KNew |
$656K - $739K
|
35.9K
$699K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
30KNew |
$548K - $617K
|
30K
$584K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.9KNew |
$255K - $287K
|
13.9K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$219K - $247K
|
12K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2KNew |
$205K - $231K
|
11.2K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.76KNew |
$178K - $201K
|
9.76K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5KNew |
$91.4K - $103K
|
5K
$97.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.46KNew |
$26.7K - $30.1K
|
1.46K
$28.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$4.57K - $5.15K
|
250
$4.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
104New |
$1.9K - $2.14K
|
104
$2.03K
|
|