Latest Institutional Sells of Pimco Energy & Tactical Credit Opportunities Fund (NRGX)
This list provides information on the latest institutional transactions involving Pimco Energy & Tactical Credit Opportunities Fund (NRGX) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-154K- 12.75% |
N/A
|
1.05M
$20.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-78.6K- 20.58% |
N/A
|
303K
$5.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-41.4K- 4.04% |
N/A
|
983K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-38.7K- 0.51% |
N/A
|
7.49M
$146M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-31K- 15.97% |
N/A
|
163K
$3.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-17K- 1.63% |
N/A
|
1.02M
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-15.9K- 1.0% |
N/A
|
1.57M
$30.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-10.1K- 0.95% |
N/A
|
1.06M
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.76K- 13.78% |
N/A
|
48.6K
$946K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.42K- 39.12% |
N/A
|
6.88K
$134K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.3K- 1.83% |
N/A
|
177K
$3.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.1K- 82.06% |
N/A
|
459
$8.94K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 4.45% |
N/A
|
36.9K
$718K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-824- 4.88% |
N/A
|
16.1K
$313K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-733- 0.61% |
N/A
|
119K
$2.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-540- 3.86% |
N/A
|
13.5K
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-345- 1.38% |
N/A
|
24.7K
$481K
|
|
| Q2 2025 | |||||||
|
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
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.95K- 17.06% |
N/A
|
33.8K
$658K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-680- 5.01% |
N/A
|
12.9K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-500- 11.67% |
N/A
|
3.78K
$73.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-174K- 55.04% |
N/A
|
142K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-18.2K- 95.17% |
N/A
|
925
$18K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.56K- 80.38% |
N/A
|
625
$12.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 4.2% |
N/A
|
6.85K
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-173- 0.22% |
N/A
|
79.1K
$1.54M
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-844K- 52.81% |
N/A
|
754K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-129K- 83.81% |
N/A
|
25K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-500- 4.32% |
N/A
|
11.1K
$216K
|
|
| Q3 2024 | |||||||
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.16K- 10.72% |
N/A
|
9.68K
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-809- 5.81% |
N/A
|
13.1K
$256K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-271K- 83.57% |
N/A
|
53.2K
$1.04M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-119K- 81.01% |
$2.3M - $2.42M
|
28K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.94K- 1.33% |
$56.5K - $59.6K
|
218K
$4.25M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 25.0% |
$18.3K - $20.6K
|
3K
$58.4K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10.6K- 96.42% |
$165K - $210K
|
393
$7.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.3K- 36.63% |
$160K - $204K
|
17.8K
$347K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 7.14% |
$16.5K - $18.5K
|
15.3K
$298K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.25KClosed |
$17.1K - $19.9K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-589- 23.8% |
$8.05K - $9.37K
|
1.89K
$36.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-118K- 62.49% |
$1.64M - $1.89M
|
70.7K
$1.38M
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-12.3K- 21.59% |
$156K - $195K
|
44.7K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-8.12K- 67.55% |
$103K - $129K
|
3.9K
$76K
|
|
|
Nov 02, 2022
Q3 2022
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-7.97K- 34.74% |
$101K - $126K
|
15K
$292K
|
|
| Q2 2022 | |||||||
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-13KClosed |
$162K - $210K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.82KClosed |
$84.8K - $110K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.53K- 5.42% |
$31.4K - $40.8K
|
44.1K
$859K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-413Closed |
$5.13K - $6.66K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
SELL
|
- |
-19.1KClosed |
$248K - $284K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16KClosed |
$209K - $239K
|
0
$0
|
|