Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-586K- 8.53% |
N/A
|
6.27M
$122M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-55.7K- 13.2% |
N/A
|
367K
$7.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-22.7K- 51.24% |
N/A
|
21.6K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-16.7K- 1.45% |
N/A
|
1.14M
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.3K- 22.72% |
N/A
|
55.4K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.69K- 20.27% |
N/A
|
26.3K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.18K- 23.77% |
N/A
|
19.8K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.29K- 10.34% |
N/A
|
28.5K
$556K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.29K- 10.34% |
N/A
|
28.5K
$556K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.16K- 10.72% |
N/A
|
9.68K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.12K- 2.3% |
N/A
|
47.4K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1K- 6.86% |
N/A
|
13.6K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-809- 5.81% |
N/A
|
13.1K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 2.72% |
N/A
|
7.15K
$139K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-116- 0.98% |
N/A
|
11.7K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27- 0.07% |
N/A
|
39.9K
$778K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-271K- 83.57% |
N/A
|
53.2K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.8K- 10.63% |
N/A
|
57.2K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.23K- 42.45% |
N/A
|
8.45K
$165K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4K- 10.53% |
N/A
|
34K
$662K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.8K- 19.3% |
N/A
|
11.7K
$228K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-125K- 27.43% |
$2.4M - $2.54M
|
331K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-119K- 81.01% |
$2.3M - $2.42M
|
28K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.94K- 1.33% |
$56.5K - $59.6K
|
218K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-400- 3.34% |
$7.69K - $8.11K
|
11.6K
$225K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.7K- 51.52% |
$343K - $386K
|
17.6K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 25.0% |
$18.3K - $20.6K
|
3K
$58.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-890- 58.75% |
$16.3K - $18.3K
|
625
$12.2K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10.6K- 96.42% |
$165K - $210K
|
393
$7.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.3K- 36.63% |
$160K - $204K
|
17.8K
$347K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 7.14% |
$16.5K - $18.5K
|
15.3K
$298K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.41K- 13.83% |
$60.3K - $70.2K
|
27.5K
$536K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.25KClosed |
$17.1K - $19.9K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-589- 23.8% |
$8.05K - $9.37K
|
1.89K
$36.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-118K- 62.49% |
$1.64M - $1.89M
|
70.7K
$1.38M
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-12.3K- 21.59% |
$156K - $195K
|
44.7K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-8.12K- 67.55% |
$103K - $129K
|
3.9K
$76K
|
|
|
Nov 02, 2022
Q3 2022
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-7.97K- 34.74% |
$101K - $126K
|
15K
$292K
|
|
| Q2 2022 | |||||||
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-13KClosed |
$162K - $210K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.82KClosed |
$84.8K - $110K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.53K- 5.42% |
$31.4K - $40.8K
|
44.1K
$859K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-413Closed |
$5.13K - $6.66K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$305K - $349K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
SELL
|
- |
-19.1KClosed |
$248K - $284K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.8KClosed |
$232K - $266K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16KClosed |
$209K - $239K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-12.3KClosed |
$160K - $183K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-10.7KClosed |
$139K - $159K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$131K - $150K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10KClosed |
$130K - $149K
|
0
$0
|
|