Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.8K+ 19.51% |
N/A
|
568K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.7K+ 10.65% |
N/A
|
963K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.1K+ 7.75% |
N/A
|
835K
$16.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
45.1KNew |
N/A
|
45.1K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.8K+ 6.11% |
N/A
|
552K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.6K+ 59.41% |
N/A
|
60.7K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$419K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
10KNew |
N/A
|
10K
$195K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.63K+ 1.05% |
N/A
|
828K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.5KNew |
N/A
|
8.5K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.03K+ 32.87% |
N/A
|
20.3K
$396K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.71K+ 39.59% |
N/A
|
16.6K
$324K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.11K+ 19.62% |
N/A
|
25K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.27K+ 5.11% |
N/A
|
67.3K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 6.5% |
N/A
|
33.6K
$654K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.77K+ 11.74% |
N/A
|
16.9K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$33.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.1K+ 10.73% |
N/A
|
11.3K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
840+ 1.08% |
N/A
|
78.6K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
759New |
N/A
|
759
$14.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
437+ 5.24% |
N/A
|
8.77K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
300New |
N/A
|
300
$5.84K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
204+ 0.8% |
N/A
|
25.6K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
143+ 1.73% |
N/A
|
8.39K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 4.07% |
N/A
|
2.56K
$49.8K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29+ 1.73% |
N/A
|
1.71K
$33.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-92- 0.16% |
N/A
|
56.3K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-321- 1.89% |
N/A
|
16.7K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-365- 2.19% |
N/A
|
16.3K
$317K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-478- 1.91% |
N/A
|
24.6K
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-486- 2.51% |
N/A
|
18.8K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-500- 11.67% |
N/A
|
3.78K
$73.7K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-605- 2.06% |
N/A
|
28.7K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-605- 2.06% |
N/A
|
28.7K
$559K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-680- 5.01% |
N/A
|
12.9K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 2.98% |
N/A
|
38.6K
$751K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 48.04% |
N/A
|
1.3K
$25.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.45K- 3.19% |
N/A
|
44K
$857K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.48K- 12.57% |
N/A
|
10.3K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.92K- 8.62% |
N/A
|
52.1K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-6.04K- 1.94% |
N/A
|
305K
$5.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.45K- 3.46% |
N/A
|
180K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.95K- 17.06% |
N/A
|
33.8K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.3K- 4.58% |
N/A
|
194K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-14K- 1.15% |
N/A
|
1.21M
$23.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-14K- 0.19% |
N/A
|
7.53M
$147M
|