Institutional Ownership Pimco Energy & Tactical Credit Opportunities Fund (NRGX)
This table provides information about the institutional ownership of Pimco Energy & Tactical Credit Opportunities Fund (NRGX). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $448 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
13,569
shares
|
$264,324
0.02% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,121
shares
|
$255,597
0.0% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
12,922
shares
|
$251,720
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
12,504
shares
|
$243,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
11,900
shares
|
$231,812
0.0% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,741
shares
|
$228,714
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,702
shares
|
$227,954
0.01% of portfolio
|
Q2 2024
Reduced 19.3%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,575
shares
|
$225,481
0.01% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
10,500
shares
|
$204,540
0.0% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
9,683
shares
|
$188,624
0.05% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,000
shares
|
$175,320
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$175,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
8,681
shares
|
$169,105
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,947
shares
|
$154,807
0.01% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,147
shares
|
$139,223
0.0% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$97,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
2,500
shares
|
$48,700
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,109
shares
|
$41,083
0.0% of portfolio
|
Q3 2024
Added 33.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,485
shares
|
$28,927
0.0% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
625
shares
|
$12,175
0.0% of portfolio
|
Q4 2023
Reduced 58.75%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
500
shares
|
$9,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
500
shares
|
$9,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
393
shares
|
$7,655
0.0% of portfolio
|
Q3 2023
Reduced 96.42%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
276
shares
|
$5,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
225
shares
|
$4,383
0.0% of portfolio
|
Q3 2022
New holding
|