Who owns Pimco Energy & Tactical?
- Ticker: PDX
- CUSIP Number: 69346n107
Tip: Access positions for across all investors
Analyze quarterly positions in Pimco Energy & Tactical with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Pimco Energy & Tactical this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |