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 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
|
|