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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-844K- 52.81% |
N/A
|
754K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-378K- 30.98% |
N/A
|
842K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-129K- 83.81% |
N/A
|
25K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-123K- 24.74% |
N/A
|
375K
$7.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-80.9K- 77.3% |
N/A
|
23.8K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-64.9K- 4.84% |
N/A
|
1.27M
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-54K- 4.75% |
N/A
|
1.08M
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-49.9K- 13.62% |
N/A
|
317K
$6.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-40K- 2.61% |
N/A
|
1.49M
$29.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.6K- 5.09% |
N/A
|
720K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.4K- 6.45% |
N/A
|
195K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.24K- 9.41% |
N/A
|
79.3K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.21K- 4.67% |
N/A
|
45.2K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.15K- 8.86% |
N/A
|
22.1K
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.07K- 17.6% |
N/A
|
9.68K
$188K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-693- 4.69% |
N/A
|
14.1K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-500- 4.32% |
N/A
|
11.1K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-303- 1.15% |
N/A
|
26K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-289- 0.07% |
N/A
|
430K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-155- 0.25% |
N/A
|
62.7K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
N/A
|
19.4K
$378K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.3K- 96.37% |
N/A
|
425
$8.28K
|
|
|
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 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
|
|
| 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
|
|
| 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
|
|
| 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
|
|
| 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
|
|