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
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-25K- 2.38% |
N/A
|
1.02M
$20M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.2K- 3.64% |
N/A
|
720K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-31.2K- 65.8% |
N/A
|
16.2K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-39.2K- 3.63% |
N/A
|
1.04M
$20.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-55.7K- 3.4% |
N/A
|
1.59M
$30.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-59.4K- 13.45% |
N/A
|
382K
$7.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-84.4K- 41.31% |
N/A
|
120K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-146K- 8.43% |
N/A
|
1.59M
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-184K- 14.67% |
N/A
|
1.07M
$20.9M
|