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 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
14K+ 1.28% |
$269K - $284K
|
1.11M
$21.6M
|
|
| 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 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 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
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
200KNew |
$3.1M - $3.96M
|
200K
$3.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
67KNew |
$1.04M - $1.33M
|
67K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
5.41K+ 54.13% |
$84.1K - $107K
|
15.4K
$300K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$38.9K - $49.6K
|
2.5K
$48.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2.38K+ 4.08% |
$37K - $47.3K
|
60.8K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500New |
$7.77K - $9.92K
|
500
$9.74K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
61.5K+ 292.42% |
$861K - $969K
|
82.5K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
34.3KNew |
$481K - $541K
|
34.3K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
24KNew |
$336K - $378K
|
24K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
22.9KNew |
$320K - $360K
|
22.9K
$445K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6KNew |
$163K - $183K
|
11.6K
$226K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.83K+ 11.64% |
$25.6K - $28.8K
|
17.5K
$341K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
65+ 0.57% |
$888 - $1.03K
|
11.4K
$222K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.7KNew |
$148K - $171K
|
10.7K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2KNew |
$27.8K - $32K
|
2K
$39K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.8KNew |
$455K - $567K
|
35.8K
$697K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
13.9KNew |
$177K - $221K
|
13.9K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
225New |
$2.86K - $3.57K
|
225
$4.38K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
17New |
$216 - $269
|
17
$331
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1KNew |
$12.4K - $16.1K
|
1K
$19.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
800New |
$9.94K - $12.9K
|
800
$15.6K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
775+ 7.05% |
$10.1K - $11.6K
|
11.8K
$229K
|
|
| Q3 2020 | |||||||
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
34.7K+ 289.35% |
$212K - $259K
|
46.7K
$910K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
485New |
$7.44K - $8.54K
|
485
$9.45K
|
|
| Q3 2019 | |||||||
|
Oct 22, 2019
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
10.6KNew |
$185K - $214K
|
10.6K
$206K
|
|
|
Jan 30, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
98+ 0.74% |
$1.71K - $1.98K
|
13.3K
$260K
|
|
| Q1 2019 | |||||||
|
May 03, 2019
Q1 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
350New |
$7.04K - $7.5K
|
350
$6.82K
|
|