Purchases and Sales Made in Q1 2025 in Pimco Energy & Tactical Credit Opportunities Fund (NRGX)
This table provides information about the institutional ownership of Pimco Energy & Tactical Credit Opportunities Fund (NRGX) during Q1 2025. 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 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.09MNew |
N/A
|
2.09M
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
732K+ 10.74% |
N/A
|
7.54M
$147M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
384K+ 98.24% |
N/A
|
775K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
311KNew |
N/A
|
311K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
148K+ 9.94% |
N/A
|
1.64M
$32M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
135K+ 40.77% |
N/A
|
466K
$9.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.7K+ 13.85% |
N/A
|
819K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
66K+ 17.57% |
N/A
|
441K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
55K+ 4.71% |
N/A
|
1.22M
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
47.4KNew |
N/A
|
47.4K
$923K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
46.7K+ 4.52% |
N/A
|
1.08M
$21M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46K+ 10.71% |
N/A
|
476K
$9.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.8KNew |
N/A
|
39.8K
$774K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.7K+ 24.48% |
N/A
|
187K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.8K+ 120.12% |
N/A
|
38.1K
$742K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.4KNew |
N/A
|
17.4K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.1K+ 42.89% |
N/A
|
57.1K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.6K+ 34.9% |
N/A
|
64K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
14KNew |
N/A
|
14K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.46K+ 4.86% |
N/A
|
204K
$3.98M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.38K+ 42.38% |
N/A
|
31.5K
$614K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.55KNew |
N/A
|
8.55K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.34KNew |
N/A
|
8.34K
$162K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.14K+ 4.18% |
N/A
|
203K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.62K+ 1.49% |
N/A
|
520K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.78K+ 756.6% |
N/A
|
4.28K
$83.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 19.05% |
N/A
|
19.7K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.85K+ 31.93% |
N/A
|
11.8K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$47.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.73K+ 11.55% |
N/A
|
16.7K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.46K+ 9.37% |
N/A
|
17K
$331K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.25K+ 6.34% |
N/A
|
20.9K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22K+ 8.62% |
N/A
|
15.3K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
870+ 3.55% |
N/A
|
25.4K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
779+ 2.73% |
N/A
|
29.3K
$571K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
779+ 2.73% |
N/A
|
29.3K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
614+ 0.8% |
N/A
|
77.7K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
N/A
|
500
$9.74K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
328+ 32.8% |
N/A
|
1.33K
$25.9K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
219+ 2.73% |
N/A
|
8.25K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
213+ 2.43% |
N/A
|
9K
$175K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 23.53% |
N/A
|
525
$10.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
95+ 0.94% |
N/A
|
10.2K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
24+ 0.12% |
N/A
|
19.3K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-173- 0.22% |
N/A
|
79.1K
$1.54M
|