PIMCO Energy and Tactical Credit Opportunities Fund (NRGX) Institutional Ownership

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Current Institutional Ownership Percentage: 44.99%
Number of Institutional Buyers (last 12 months): 29
Total Institutional Inflows (last 12 months): $65.83M

Number of Institutional Sellers (last 12 months): 24
Total Institutional Outflows (last 12 months): $17.74M

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NRGX Institutional Buying and Selling by Quarter

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PIMCO Energy and Tactical Credit Opportunities Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/21/2023	Almitas Capital LLC	304,821	$6.05M	2.9%	+385.5%	0.000%
11/21/2023	Comerica Bank	22,825	$453K	0.0%	N/A	0.000%
11/16/2023	Harbour Investments Inc.	34,344	$681K	0.0%	-6.3%	0.000%
11/16/2023	First Foundation Advisors	73,009	$1.45M	0.1%	-38.7%	0.000%
11/16/2023	Morgan Stanley	1,406,324	$27.89M	0.0%	-3.7%	0.000%
11/15/2023	Royal Bank of Canada	332,952	$6.60M	0.0%	+2.4%	0.000%
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11/15/2023	Advisors Asset Management Inc.	534,190	$10.59M	0.2%	+19.8%	0.000%
11/14/2023	Saba Capital Management L.P.	6,887,083	$136.57M	3.3%	+35.2%	0.000%
11/14/2023	Thomas J. Herzfeld Advisors Inc.	1,034,397	$20.51M	7.9%	+43.0%	0.000%
11/14/2023	O Shaughnessy Asset Management LLC	72,025	$1.43M	0.0%	N/A	0.000%
11/13/2023	Stifel Financial Corp	264,067	$5.24M	0.0%	+1.4%	0.000%
11/13/2023	Invesco Ltd.	36,372	$721K	0.0%	-17.9%	0.000%
11/13/2023	Envestnet Asset Management Inc.	240,043	$4.76M	0.0%	+29.1%	0.000%
11/13/2023	PNC Financial Services Group Inc.	4,000	$79K	0.0%	N/A	0.000%
11/9/2023	UBS Group AG	1,688,167	$33.48M	0.0%	-0.5%	0.000%
11/7/2023	HC Advisors LLC	60,820	$1.21M	0.7%	+4.1%	0.000%
11/7/2023	Atlas Wealth LLC	957,836	$18.99M	3.5%	+1.2%	0.000%
10/27/2023	Allspring Global Investments Holdings LLC	337,694	$6.70M	0.0%	-62.2%	0.000%
10/26/2023	Punch & Associates Investment Management Inc.	1,097,199	$21.76M	1.4%	-1.0%	0.000%
10/26/2023	Advisor Partners II LLC	199,549	$3.96M	0.2%	N/A	0.000%
10/24/2023	Raymond James & Associates	57,265	$1.14M	0.0%	-7.4%	0.000%
10/23/2023	Commonwealth Equity Services LLC	11,637	$231K	0.0%	-5.0%	0.000%
10/10/2023	Aprio Wealth Management LLC	72,025	$1.43M	0.4%	N/A	0.000%
8/21/2023	Osaic Holdings Inc.	24,599	$388K	0.0%	-14.2%	0.000%
8/16/2023	Thomas J. Herzfeld Advisors Inc.	723,294	$11.40M	4.5%	-2.6%	0.000%
8/15/2023	Wells Fargo & Company MN	450,016	$7.09M	0.0%	+0.4%	0.000%
8/15/2023	Harbour Investments Inc.	36,653	$578K	0.0%	-2.1%	0.000%
8/15/2023	Quarry LP	22,868	$360K	0.1%	N/A	0.000%
8/15/2023	Rivernorth Capital Management LLC	2,384,662	$37.58M	1.9%	+3.0%	0.000%
8/15/2023	Royal Bank of Canada	325,297	$5.13M	0.0%	+3.4%	0.000%
8/15/2023	Rockefeller Capital Management L.P.	63,454	$1M	0.0%	-5.9%	0.000%
8/15/2023	Stifel Financial Corp	260,309	$4.10M	0.0%	+1.1%	0.000%
8/15/2023	Hilltop Holdings Inc.	24,800	$391K	0.0%	-3.3%	0.000%
8/14/2023	MML Investors Services LLC	28,076	$442K	0.0%	-5.0%	0.000%
8/11/2023	Cornerstone Advisors LLC	34,302	$541K	0.0%	N/A	0.000%
8/11/2023	Almitas Capital LLC	62,786	$1.05M	0.4%	N/A	0.000%
8/10/2023	Osaic Holdings Inc.	24,599	$388K	0.0%	-14.2%	0.000%
8/10/2023	HC Advisors LLC	58,438	$921K	0.5%	+1.2%	0.000%
8/10/2023	Private Advisor Group LLC	15,275	$255K	0.0%	-7.1%	0.000%
8/10/2023	Cetera Advisors LLC	17,500	$276K	0.0%	+11.6%	0.000%
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8/10/2023	Cetera Advisor Networks LLC	342,859	$5.40M	0.0%	+0.9%	0.000%
8/7/2023	Wolverine Asset Management LLC	82,490	$1.30M	0.0%	+292.4%	0.000%
8/4/2023	Envestnet Asset Management Inc.	185,967	$2.93M	0.0%	+16.8%	0.000%
8/4/2023	Princeton Global Asset Management LLC	10,989	$173K	0.1%	-6.8%	0.000%
8/2/2023	Perigon Wealth Management LLC	11,600	$183K	0.0%	N/A	0.000%
8/1/2023	Truist Financial Corp	114,534	$1.81M	0.0%	+11.1%	0.000%
7/24/2023	Allspring Global Investments Holdings LLC	893,827	$14.09M	0.0%	-0.4%	0.000%
7/18/2023	Allspring Global Investments Holdings LLC	893,827	$14.09M	0.0%	-0.4%	0.000%
7/13/2023	Cambridge Investment Research Advisors Inc.	47,604	$750K	0.0%	-10.8%	0.000%
5/18/2023	JPMorgan Chase & Co.	13,513	$197K	0.0%	-10.3%	0.000%
5/17/2023	Rockefeller Capital Management L.P.	67,454	$984K	0.0%	+9.8%	0.000%
5/16/2023	Thomas J. Herzfeld Advisors Inc.	742,833	$10.85M	4.0%	-5.2%	0.000%
5/16/2023	First Trust Advisors LP	29,942	$437K	0.0%	-13.5%	0.000%
5/16/2023	Harbour Investments Inc.	37,438	$547K	0.0%	-3.7%	0.000%
5/15/2023	Punch & Associates Investment Management Inc.	1,163,125	$16.98M	1.1%	+8.1%	0.000%
5/12/2023	Stifel Financial Corp	257,443	$3.76M	0.0%	+2.4%	0.000%
5/12/2023	Advisors Asset Management Inc.	450,419	$6.58M	0.1%	+7.6%	0.000%
5/12/2023	MML Investors Services LLC	29,545	$431K	0.0%	-21.7%	0.000%
5/12/2023	Bank of America Corp DE	448,945	$6.56M	0.0%	+11.2%	0.000%
5/12/2023	UBS Group AG	1,718,568	$25.09M	0.0%	+0.8%	0.000%
5/11/2023	Cambridge Investment Research Advisors Inc.	53,348	$779K	0.0%	-11.2%	0.000%
5/11/2023	Envestnet Asset Management Inc.	159,160	$2.32M	0.0%	-44.1%	0.000%
5/10/2023	Private Advisor Group LLC	16,450	$240K	0.0%	N/A	0.000%
5/10/2023	Tocqueville Asset Management L.P.	27,500	$402K	0.0%	-13.8%	0.000%
5/9/2023	Spire Wealth Management	18,076	$264K	0.0%	+1,965.8%	0.000%
5/9/2023	Atlas Wealth LLC	961,082	$14.03M	2.8%	-2.2%	0.000%
5/9/2023	Wedbush Securities Inc.	71,536	$1.04M	0.1%	-2.2%	0.000%
5/8/2023	Wolverine Asset Management LLC	21,021	$307K	0.0%	N/A	0.000%
5/5/2023	Truist Financial Corp	103,108	$1.51M	0.0%	-4.8%	0.000%
4/14/2023	Raymond James & Associates	61,740	$901K	0.0%	-1.6%	0.000%
4/13/2023	Allspring Global Investments Holdings LLC	897,563	$13.10M	0.0%	+2.3%	0.000%
3/6/2023	Rockefeller Capital Management L.P.	61,454	$918K	0.0%	+9.7%	0.000%
2/17/2023	Truist Financial Corp	108,308	$1.62M	0.0%	-0.9%	0.000%
2/16/2023	Harbour Investments Inc.	38,884	$581K	0.0%	-2.6%	0.000%
2/15/2023	Steward Partners Investment Advisory LLC	4,746	$71K	0.0%	-17.4%	0.000%
2/15/2023	Morgan Stanley	1,715,328	$25.63M	0.0%	-5.1%	0.000%
2/15/2023	First Manhattan Co.	2,000	$30K	0.0%	N/A	0.000%
2/15/2023	Almitas Capital LLC	31,550	$471K	0.2%	+24.6%	0.000%
2/14/2023	Susquehanna International Group LLP	11,797	$176K	0.0%	N/A	0.000%
2/14/2023	Cetera Advisor Networks LLC	349,458	$5.22M	0.0%	+0.8%	0.000%
2/14/2023	Cetera Advisors LLC	16,185	$242K	0.0%	-24.7%	0.000%
2/14/2023	Atlas Wealth LLC	982,764	$14.68M	4.0%	N/A	0.000%
2/13/2023	Advisors Asset Management Inc.	418,635	$6.25M	0.1%	+14.6%	0.000%
2/13/2023	First Republic Investment Management Inc.	10,691	$160K	0.0%	N/A	0.000%
2/13/2023	Wells Fargo & Company MN	445,681	$6.66M	0.0%	+10.7%	0.000%
2/13/2023	JPMorgan Chase & Co.	15,067	$225K	0.0%	N/A	0.000%
2/10/2023	Bank of America Corp DE	403,591	$6.03M	0.0%	+0.7%	0.000%
2/10/2023	Advisor Group Holdings Inc.	29,971	$446K	0.0%	-4.6%	0.000%
2/9/2023	Elequin Securities LLC	2,475	$37K	0.0%	N/A	0.000%
2/9/2023	First Trust Advisors LP	34,632	$517K	0.0%	+5.7%	0.000%
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2/9/2023	HighTower Advisors LLC	57,601	$861K	0.0%	N/A	0.000%
2/8/2023	Raymond James & Associates	62,742	$937K	0.0%	-3.0%	0.000%
2/8/2023	UBS Group AG	1,705,347	$25.48M	0.0%	+6.2%	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	60,081	$898K	0.0%	+1.7%	0.000%
2/7/2023	Commonwealth Equity Services LLC	12,872	$192K	0.0%	-37.3%	0.000%
2/7/2023	LPL Financial LLC	18,933	$283K	0.0%	+29.8%	0.000%
2/7/2023	Envestnet Asset Management Inc.	284,538	$4.25M	0.0%	+61.6%	0.000%
1/31/2023	Wedbush Securities Inc.	73,113	$1.09M	0.1%	-4.1%	0.000%
1/23/2023	Allspring Global Investments Holdings LLC	877,746	$13.11M	0.0%	+6.2%	0.000%
1/18/2023	Private Advisor Group LLC	16,645	$215.17M	0.0%	-71.4%	0.000%

(Data available from 1/1/2016 forward)

NRGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NRGX shares?: During the previous two years, 66 institutional investors and hedge funds held shares of PIMCO Energy and Tactical Credit Opportunities Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($136.57M), Rivernorth Capital Management LLC ($37.58M), UBS Group AG ($33.48M), Morgan Stanley ($27.89M), Punch & Associates Investment Management Inc. ($21.76M), Thomas J. Herzfeld Advisors Inc. ($20.51M), and Atlas Wealth LLC ($18.99M).Learn more on NRGX's institutional investors.
What percentage of PIMCO Energy and Tactical Credit Opportunities Fund stock is owned by institutional investors?: 44.99% of PIMCO Energy and Tactical Credit Opportunities Fund stock is owned by institutional investors. Learn more on NRGX's institutional investor holdings.
Which institutional investors have been buying PIMCO Energy and Tactical Credit Opportunities Fund stock?: Of the 54 institutional investors that purchased PIMCO Energy and Tactical Credit Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($2.65M), Atlas Wealth LLC ($994.50K), Allspring Global Investments Holdings LLC ($555.15K), Thomas J. Herzfeld Advisors Inc. ($461.95K), UBS Group AG ($443.32K), Almitas Capital LLC ($311.05K), and Envestnet Asset Management Inc. ($250.85K).

How much institutional buying is happening at PIMCO Energy and Tactical Credit Opportunities Fund?: Institutional investors have bought a total of 7,430,499 shares in the last 24 months. This purchase volume represents approximately $121.81M in transactions.
Which PIMCO Energy and Tactical Credit Opportunities Fund major shareholders have been selling company stock?: Of the 43 institutional investors that sold PIMCO Energy and Tactical Credit Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($563.61K), Rivernorth Capital Management LLC ($168.33K), Royal Bank of Canada ($160.63K), Morgan Stanley ($146.50K), Envestnet Asset Management Inc. ($137.30K), Almitas Capital LLC ($136.29K), and Wolverine Asset Management LLC ($95.30K).
How much institutional selling is happening at PIMCO Energy and Tactical Credit Opportunities Fund?: Institutional investors have sold a total of 2,064,314 shares in the last 24 months. This volume of shares sold represents approximately $33.49M in transactions.

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This page (NYSE:NRGX) was last updated on 4/18/2024 by MarketBeat.com Staff

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PIMCO Energy and Tactical Credit Opportunities Fund (NRGX) Institutional Ownership

NRGX Institutional Buying and Selling by Quarter

PIMCO Energy and Tactical Credit Opportunities Fund Major Shareholders & Ownership History

NRGX Institutional Ownership - Frequently Asked Questions

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PIMCO Energy and Tactical Credit Opportunities Fund (NRGX) Institutional Ownership

Institutional Ownership Changes (13F Filings) for PIMCO Energy and Tactical Credit Opportunities Fund (NYSE:NRGX)

NRGX Institutional Buying and Selling by Quarter

PIMCO Energy and Tactical Credit Opportunities Fund Major Shareholders & Ownership History

NRGX Institutional Ownership - Frequently Asked Questions