Who owns Pimco Energy & Tactical?

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Analyze quarterly positions in Pimco Energy & Tactical with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Pimco Energy & Tactical stock

Who bought or sold Pimco Energy & Tactical this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Saba Capital Management 7.0M $144M 2% Dec 2023
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Rivernorth Capital Management 1.9M $40M 0% Dec 2023
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Morgan Stanley 1.4M $28M -4% Sep 2023
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Thomas J. Herzfeld Advisors 1.2M $25M 20% Dec 2023
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Williams Jones Wealth Management 1.2M $25M 100% Sep 2023
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Punch & Associates Investment Management 1.1M $22M -1% Dec 2023
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UBS Group 892k $18M -47% Dec 2023
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Cohen & Steers Capital Management 854k $17M 371% Sep 2023
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Royal Bank of Canada 723k $15M 117% Dec 2023
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Advisors Asset Management 520k $11M -3% Dec 2023
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Hollencrest Securities 456k $9.3M 0% Dec 2023
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Bank of America Corporation 452k $9.3M -9% Dec 2023
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Pathstone Holdings 438k $9.0M 100% Dec 2023
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Stifel Financial 436k $8.9M 65% Dec 2023
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Wells Fargo & Company 340k $7.0M -6% Dec 2023
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Almitas Capital 333k $6.8M 9% Dec 2023
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Envestnet Asset Management 240k $4.8M 29% Sep 2023
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Relative Value Partners 221k $4.5M 94% Dec 2023
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Financial Network Investment Corporation 215k $4.3M -37% Sep 2023
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Advisor Partners Ii 200k $4.0M 100% Sep 2023
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Alpine Partners VI 103k $2.1M 100% Dec 2023
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Transcend Wealth Collective 87k $1.8M 0% Dec 2023
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Wedbush Morgan Securities 80k $1.6M 2% Dec 2023
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First Foundation Advisors 67k $1.4M -8% Dec 2023
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Rockefeller Capital Management 62k $1.3M -2% Dec 2023
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Country Trust Bank 47k $957k 0% Dec 2023
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Sit Investment Associates 46k $909k 1072% Sep 2023
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Cambridge Investment Research Advisors 45k $931k -5% Dec 2023
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HighTower Advisors 45k $934k 100% Dec 2023
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Aprio Wealth Management 38k $776k -47% Dec 2023
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O'shaughnessy Asset Management 38k $776k -47% Dec 2023
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Invesco 36k $721k -18% Sep 2023
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Kayne Anderson Capital Advisors, L.p 36k $735k 100% Dec 2023
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Harbour Investments 34k $705k 0% Dec 2023
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Advisor Group Holdings 34k $691k 21% Dec 2023
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Deschutes Portfolio Strategy 30k $614k 100% Dec 2023
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Branch Banking & Trust Company 29k $595k -57% Dec 2023
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Tocqueville Asset Management 28k $563k 0% Dec 2023
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Evoke Wealth 26k $529k 100% Dec 2023
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Brian McDonald 23k $453k 100% Sep 2023
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Islay Capital Management 19k $394k 0% Dec 2023
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Wealth Enhancement Advisory Services 19k $379k 61% Dec 2023
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Raymond James & Associates 18k $377k -68% Dec 2023
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Walleye Trading Advisors 18k $376k 100% Dec 2023
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Mml Investors Services 18k $353k -37% Sep 2023
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Spire Wealth Management 18k $345k -2% Dec 2023
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Phraction Management 15k $307k 0% Dec 2023
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First Trust Advisors 14k $280k -52% Sep 2023
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Raymond James Financial Services Advisors 14k $285k 100% Dec 2023
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Cornerstone Wealth Management 13k $264k 100% Dec 2023
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Commonwealth Equity Services 13k $261k 9% Dec 2023
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Susquehanna International 13k $250k -17% Sep 2023
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Hilltop Holdings 12k $245k -2% Dec 2023
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Hanson McClain Advisors 7.0k $143k 0% Dec 2023
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Steward Partners Investment Advisory 6.5k $133k 43% Dec 2023
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Ancora Advisors 5.0k $102k 0% Dec 2023
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Blue Bell Private Wealth Management 3.8k $78k 100% Dec 2023
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Pnc Financial Services 3.0k $61k -25% Dec 2023
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Vestor Capital Corp 2.5k $51k 0% Dec 2023
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Goss Wealth Management 1.5k $30k -94% Sep 2023
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Northwestern Mutual Wealth Management Company 1.5k $30k 142% Sep 2023
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Principal Securities 1.5k $30k 100% Dec 2023
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Bessemer 1.0k $21k 100% Dec 2023
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Jpmorgan Chase & Co 500.00 $10k 0% Dec 2023
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Princeton Global Asset Management 393.00 $8.0k 0% Dec 2023
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Focused Wealth Management 350.00 $7.2k 0% Dec 2023
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Ronald Blue Trust 250.00 $5.0k 100% Dec 2023
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Advisory Services Network 104.00 $2.1k 100% Dec 2023
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Who sold out of Pimco Energy & Tactical?

Fund or Company Name Date Sold Shares Held Valued At
Atlas Wealth Sep 2023 958k $19B
Allspring Global Investments Holdings Sep 2023 338k $6.7M
ICON Advisers Sep 2023 67k $1.3M
HC Advisors Sep 2023 61k $1.2M
Multi-Financial Securities Jun 2023 18k $276k
LPL Financial Jun 2023 17k $260k
Sea Otter Advisors Sep 2023 15k $306k
Perigon Wealth Management Sep 2023 12k $230k
FNY Investment Advisers Sep 2023 3.2k $63k