Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
105KNew |
N/A
|
105K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
75.5KNew |
N/A
|
75.5K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.6K+ 5.87% |
N/A
|
877K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
30.4K+ 9.96% |
N/A
|
335K
$6.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
29.1KNew |
N/A
|
29.1K
$567K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.3K+ 113.47% |
N/A
|
51.4K
$1M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
23.9KNew |
N/A
|
23.9K
$466K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.5K+ 33.49% |
N/A
|
89.8K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18K+ 2.16% |
N/A
|
853K
$16.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.6K+ 1.82% |
N/A
|
981K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
16.7K+ 37.08% |
N/A
|
61.9K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.7K+ 37.86% |
N/A
|
60.7K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 2.13% |
N/A
|
735K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.1KNew |
N/A
|
15.1K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.8K+ 2.61% |
N/A
|
583K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 40.06% |
N/A
|
47K
$916K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.1K+ 18.35% |
N/A
|
71.9K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.9KNew |
N/A
|
9.9K
$193K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.22KNew |
N/A
|
9.22K
$180K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.8K+ 32.0% |
N/A
|
36.3K
$707K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
8.75K+ 1.87% |
N/A
|
477K
$9.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.71K+ 37.9% |
N/A
|
28K
$546K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.28K+ 1.14% |
N/A
|
558K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
5.3K+ 0.33% |
N/A
|
1.59M
$31M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$87.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.53K+ 4.49% |
N/A
|
82.1K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.93K+ 14.91% |
N/A
|
22.6K
$440K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 24.27% |
N/A
|
12.8K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.67K+ 8.46% |
N/A
|
21.4K
$417K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 92.46% |
N/A
|
2.5K
$48.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
813+ 1.19% |
N/A
|
68.9K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
600New |
N/A
|
600
$11.7K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
471+ 1.64% |
N/A
|
29.2K
$568K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
471+ 1.64% |
N/A
|
29.2K
$568K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300New |
N/A
|
300
$5.84K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
246+ 0.96% |
N/A
|
25.8K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
200New |
N/A
|
200
$3.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
156+ 0.96% |
N/A
|
16.5K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
137+ 1.63% |
N/A
|
8.53K
$166K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
126+ 1.44% |
N/A
|
8.9K
$173K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65+ 0.52% |
N/A
|
12.5K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
45+ 0.27% |
N/A
|
16.7K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27+ 1.58% |
N/A
|
1.74K
$33.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
14+ 0.07% |
N/A
|
18.9K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.05% |
N/A
|
24.6K
$479K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-345- 1.38% |
N/A
|
24.7K
$481K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-540- 3.86% |
N/A
|
13.5K
$262K
|
|