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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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 | 6.8M | $178M | 9% | Dec 2024 |
|
| Rivernorth Capital Management | 2.0M | $52M | 0% | Dec 2024 |
|
| Thomas J. Herzfeld Advisors | 1.5M | $39M | -3% | Dec 2024 |
|
| Punch & Associates Investment Management | 1.3M | $33M | -5% | Dec 2024 |
|
| Cohen & Steers Capital Management | 1.2M | $31M | 5% | Dec 2024 |
|
| Williams Jones Wealth Management | 1.1M | $28M | -5% | Dec 2024 |
|
| UBS Group | 1.0M | $27M | 3% | Dec 2024 |
|
| Royal Bank of Canada | 1.0M | $26M | 4% | Dec 2024 |
|
| Morgan Stanley | 842k | $22M | -31% | Dec 2024 |
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| Sit Investment Associates | 754k | $20M | -53% | Dec 2024 |
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| Envestnet Asset Management | 720k | $19M | -5% | Dec 2024 |
|
| Stifel Financial | 513k | $13M | 2% | Dec 2024 |
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| Bank of America Corporation | 430k | $11M | 0% | Dec 2024 |
|
| Wells Fargo & Company | 391k | $10M | 606% | Dec 2024 |
|
| Advisors Asset Management | 375k | $9.8M | -25% | Dec 2024 |
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| Hollencrest Securities | 331k | $8.6M | 0% | Dec 2024 |
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| Pathstone Holdings | 317k | $8.3M | -14% | Dec 2024 |
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| Walleye Trading Advisors | 273k | $7.1M | 1162% | Dec 2024 |
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| Kovitz Investment Group Partners | 195k | $5.1M | -6% | Dec 2024 |
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| Rsm Us Wealth Management | 195k | $5.1M | 18% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 150k | $3.9M | 341% | Dec 2024 |
|
| Transcend Wealth Collective | 79k | $2.1M | -9% | Dec 2024 |
|
| Smith, Moore & Co. | 77k | $2.0M | 7% | Dec 2024 |
|
| First Foundation Advisors | 63k | $1.6M | 0% | Dec 2024 |
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| Rockefeller Capital Management | 57k | $1.5M | 0% | Dec 2024 |
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| Sanctuary Advisors | 55k | $1.4M | 0% | Dec 2024 |
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| First Trust Advisors | 47k | $1.2M | 2% | Dec 2024 |
|
| Country Trust Bank | 47k | $1.2M | 0% | Dec 2024 |
|
| Family Management Corporation | 45k | $1.2M | -5% | Dec 2024 |
|
| Advisor Group Holdings | 40k | $943k | 0% | Dec 2024 |
|
| Aprio Wealth Management | 29k | $745k | 0% | Dec 2024 |
|
| O'shaughnessy Asset Management | 29k | $745k | 0% | Dec 2024 |
|
| Tocqueville Asset Management | 28k | $719k | 0% | Dec 2024 |
|
| Harbour Investments | 26k | $679k | -1% | Dec 2024 |
|
| Alpine Partners VI | 25k | $653k | -84% | Dec 2024 |
|
| Wedbush Morgan Securities | 25k | $640k | 0% | Dec 2024 |
|
| Allspring Global Investments Holdings | 24k | $635k | 35% | Dec 2024 |
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| Rareview Capital | 24k | $560k | -77% | Dec 2024 |
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| Cetera Investment Advisers | 22k | $578k | -9% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 21k | $514k | 6% | Mar 2025 |
|
| Branch Banking & Trust Company | 20k | $519k | 0% | Dec 2024 |
|
| Islay Capital Management | 19k | $505k | 0% | Dec 2024 |
|
| Essex Financial Services | 18k | $464k | 0% | Dec 2024 |
|
| Raymond James Financial | 17k | $452k | 100% | Dec 2024 |
|
| Janney Montgomery Scott | 17k | $433k | 11% | Dec 2024 |
|
| Brian McDonald | 16k | $406k | 0% | Dec 2024 |
|
| Phraction Management | 15k | $391k | 0% | Dec 2024 |
|
| Cornerstone Wealth Management | 15k | $390k | 1% | Dec 2024 |
|
| LPL Financial | 14k | $368k | -5% | Dec 2024 |
|
| Regal Investment Advisors | 14k | $355k | 0% | Dec 2024 |
|
| Oppenheimer & Co | 12k | $311k | 0% | Dec 2024 |
|
| Hilltop Holdings | 11k | $289k | -4% | Dec 2024 |
|
| Hanson McClain Advisors | 11k | $290k | 0% | Dec 2024 |
|
| Spire Wealth Management | 10k | $264k | 27% | Dec 2024 |
|
| MAI Wealth Advisors | 10k | $261k | 100% | Dec 2024 |
|
| Commonwealth Equity Services | 9.7k | $253k | -18% | Dec 2024 |
|
| Warren Street Wealth Advisors | 9.0k | $221k | 0% | Mar 2025 |
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| Townsquare Capital | 9.0k | $235k | 0% | Dec 2024 |
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| Baird Financial | 8.9k | $233k | 100% | Dec 2024 |
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| Evoke Wealth | 8.8k | $234k | 1% | Dec 2024 |
|
| IFG Advisory | 8.6k | $223k | 100% | Dec 2024 |
|
| Cynosure Management | 8.0k | $210k | 100% | Dec 2024 |
|
| Catalina Capital Group | 7.8k | $203k | 100% | Dec 2024 |
|
| Steward Partners Investment Advisory | 7.1k | $187k | 0% | Dec 2024 |
|
| Ancora Advisors | 5.0k | $131k | 0% | Dec 2024 |
|
| Van Hulzen Asset Management | 4.5k | $118k | 100% | Dec 2024 |
|
| Financial Perspectives | 3.2k | $85k | 100% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 3.2k | $83k | 410% | Dec 2024 |
|
| Vestor Capital Corp | 2.5k | $65k | 0% | Dec 2024 |
|
| Goss Wealth Management | 2.1k | $56k | 1% | Dec 2024 |
|
| Continuum Advisory | 1.0k | $26k | 100% | Dec 2024 |
|
| Noble Wealth Management PBC | 925.00 | $23k | -95% | Mar 2025 |
|
| Thurston, Springer, Miller, Herd & Titak | 500.00 | $12k | 100% | Mar 2025 |
|
| Us Bancorp | 500.00 | $13k | 0% | Dec 2024 |
|
| Ameriflex Group | 440.00 | $12k | 100% | Dec 2024 |
|
| IFP Advisors | 425.00 | $11k | 0% | Dec 2024 |
|
Who sold out of Pimco Energy & Tactical?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| HighTower Advisors | Sep 2024 | 57k | $1.3M |
| 1607 Capital Partners | Sep 2024 | 13k | $305k |
| CI Private Wealth | Sep 2024 | 13k | $295k |
| True North Advisors | Sep 2024 | 9.7k | $228k |
| Sapient Capital | Dec 2024 | 8.3k | $220k |
| Bessemer | Sep 2024 | 1.5k | $35k |
| Farther Finance Advisors | Dec 2024 | 600.00 | $16k |
| FNY Investment Advisers | Sep 2024 | 500.00 | $11k |