Purchases and Sales Made in Q1 2023 in Pimco Energy & Tactical Credit Opportunities Fund (NRGX)

NRGX Quotes by TradingView

This table provides information about the institutional ownership of Pimco Energy & Tactical Credit Opportunities Fund (NRGX) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO Energy & Tactical Credit Opportunities Fund.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2023 Q1 2023
Saba Capital Management, L.P.

New York, NY
BUY
 -
1.12M
+ 33.75%
$15.3M - $17.8M
4.42M $86.2M
May 15, 2023 Q1 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
87.4K
+ 8.13%
$1.19M - $1.39M
1.16M $22.7M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
45.4K
+ 11.24%
$620K - $722K
449K $8.75M
May 15, 2023 Q1 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
BUY
 -
44.3K
+ 1.95%
$605K - $705K
2.32M $45.1M
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
31.8K
+ 7.59%
$434K - $506K
450K $8.77M
May 08, 2023 Q1 2023
Wolverine Asset Management LLC

BUY
 -
21K
New
$287K - $334K
21K $409K
Apr 13, 2023 Q1 2023
Allspring Global Investments Holdings, LLC

BUY
 -
19.8K
+ 2.26%
$271K - $315K
898K $17.5M
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
17.3K
+ 16.86%
$236K - $274K
120K $2.33M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
17.2K
+ 1965.83%
$235K - $274K
18.1K $352K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
13.2K
+ 0.78%
$181K - $210K
1.72M $33.5M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6K
+ 9.76%
$82K - $95.5K
67.5K $1.31M
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
5.96K
+ 57.12%
$81.4K - $94.8K
16.4K $319K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.58K
+ 0.58%
$35.2K - $41K
448K $8.73M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
65
+ 0.57%
$888 - $1.03K
11.4K $222K
May 10, 2023 Q1 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
11
+ 0.06%
$150 - $175
19.2K $375K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 10, 2023 Q1 2023
Private Advisor Group, LLC

SELL
 -
-195
- 1.17%
$2.66K - $3.1K
16.5K $320K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

SELL
 -
-312
- 2.58%
$4.26K - $4.96K
11.8K $230K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-361
- 2.8%
$4.93K - $5.74K
12.5K $244K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-400
- 39.02%
$5.46K - $6.36K
625 $12.2K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-510
- 3.15%
$6.97K - $8.11K
15.7K $305K
May 11, 2023 Q1 2023
Elequin Capital LP

New York, NY
SELL
 -
-589
- 23.8%
$8.05K - $9.37K
1.89K $36.7K
May 08, 2023 Q1 2023
Hc Advisors, LLC

SELL
 -
-612
- 1.05%
$8.36K - $9.74K
57.8K $1.13M
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

SELL
 -
-660
- 0.73%
$9.02K - $10.5K
89.6K $1.75M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1K
- 1.6%
$13.7K - $15.9K
61.7K $1.2M
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-1.25K
Closed
$17.1K - $19.9K
0 $0
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-1.3K
- 4.34%
$17.8K - $20.7K
28.7K $558K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-1.45K
- 3.72%
$19.8K - $23K
37.4K $729K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1.55K
- 10.31%
$21.2K - $24.7K
13.5K $263K
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-1.58K
- 2.16%
$21.5K - $25.1K
71.5K $1.39M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-2.46K
- 12.99%
$33.6K - $39.1K
16.5K $321K
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
May 15, 2023 Q1 2023
First Trust Advisors LP

Wheaton, IL
SELL
 -
-4.69K
- 13.54%
$64.1K - $74.6K
29.9K $583K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-5.2K
- 4.8%
$71K - $82.7K
103K $2.01M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-5.88K
- 1.84%
$80.3K - $93.6K
315K $6.13M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-6.73K
- 11.21%
$92K - $107K
53.3K $1.04M
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-7.26K
- 10.26%
$99.2K - $116K
63.5K $1.24M
May 15, 2023 Q1 2023
Cohen & Steers, Inc.

New York, NY
SELL
 -
-7.81K
- 4.13%
$107K - $124K
181K $3.53M
May 11, 2023 Q1 2023
Sit Investment Associates Inc

Minneapolis, MN
SELL
 -
-7.82K
- 66.63%
$107K - $124K
3.91K $76.2K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-8.17K
- 21.66%
$112K - $130K
29.5K $576K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-9.53K
- 2.73%
$130K - $152K
340K $6.62M
May 09, 2023 Q1 2023
Atlas Wealth LLC

Cincinnati, OH
SELL
 -
-21.7K
- 2.21%
$296K - $345K
961K $18.7M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-22.2K
- 46.84%
$304K - $354K
25.2K $491K
May 16, 2023 Q1 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
SELL
 -
-41K
- 5.23%
$560K - $652K
743K $14.5M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-125K
- 44.06%
$1.71M - $1.99M
159K $3.1M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
SELL
 -
-134K
- 7.84%
$1.84M - $2.14M
1.58M $30.8M

Track Institutional and Insider Activities on NRGX

Follow PIMCO Energy & Tactical Credit Opportunities Fund and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells NRGX shares.

Notify only if

Insider Trading

Get notified when an Pimco Energy & Tactical Credit Opportunities Fund insider buys or sells NRGX shares.

Notify only if

News

Receive news related to PIMCO Energy & Tactical Credit Opportunities Fund

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on NRGX