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 | 7.5M | $187M | -1% | Sep 2025 |
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| Rivernorth Capital Management | 1.6M | $40M | 0% | Sep 2025 |
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| Thomas J. Herzfeld Advisors | 1.3M | $25M | -17% | Dec 2025 |
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| Punch & Associates Investment Management | 1.1M | $20M | -1% | Dec 2025 |
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| Royal Bank of Canada | 981k | $25M | 2% | Sep 2025 |
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| Cohen & Steers Capital Management | 963k | $18M | -9% | Dec 2025 |
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| UBS Group | 963k | $18M | -6% | Dec 2025 |
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| Wells Fargo & Company | 876k | $17M | 3% | Dec 2025 |
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| Williams Jones Wealth Management | 864k | $16M | -12% | Dec 2025 |
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| Envestnet Asset Management | 775k | $15M | -12% | Dec 2025 |
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| Hollencrest Securities | 482k | $9.0M | 1% | Dec 2025 |
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| Stifel Financial | 440k | $8.3M | -21% | Dec 2025 |
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| City of London Investment Management Company | 359k | $6.7M | 7% | Dec 2025 |
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| Advisors Asset Management | 321k | $6.0M | 6% | Dec 2025 |
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| Cambridge Investment Research Advisors | 194k | $3.6M | 10% | Dec 2025 |
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| Almitas Capital | 151k | $2.8M | 100% | Dec 2025 |
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| Altium Capital Management | 151k | $2.8M | 100% | Dec 2025 |
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| Colony | 145k | $2.7M | 100% | Dec 2025 |
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| Toronto-Dominion Bank | 105k | $2.6M | 100% | Sep 2025 |
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| First Trust Advisors | 103k | $1.9M | 15% | Dec 2025 |
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| Rsm Us Wealth Management | 98k | $1.8M | -18% | Dec 2025 |
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| Smith, Moore & Co. | 80k | $1.5M | -3% | Dec 2025 |
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| Advisor Group Holdings | 79k | $1.5M | 14% | Dec 2025 |
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| Vestmark Advisory Solutions | 76k | $1.4M | 100% | Dec 2025 |
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| Mount Yale Investment Advisors | 76k | $1.7M | 0% | Dec 2025 |
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| Rareview Capital | 75k | $1.8M | 20% | Dec 2025 |
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| Rockefeller Capital Management | 68k | $1.3M | 12% | Dec 2025 |
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| Raymond James Financial | 63k | $1.2M | -12% | Dec 2025 |
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| Invesco | 57k | $1.1M | 11% | Dec 2025 |
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| Family Management Corporation | 46k | $862k | 100% | Dec 2025 |
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| LPL Financial | 45k | $837k | 59% | Dec 2025 |
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| Jane Street | 45k | $836k | 213% | Dec 2025 |
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| Cfo Capital Management | 43k | $801k | 100% | Dec 2025 |
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| Cetera Investment Advisers | 41k | $767k | -13% | Dec 2025 |
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| Tocqueville Asset Management | 36k | $682k | 0% | Dec 2025 |
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| First Foundation Advisors | 35k | $661k | -28% | Dec 2025 |
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| Allspring Global Investments Holdings | 35k | $654k | 54% | Dec 2025 |
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| Sanctuary Advisors | 34k | $638k | 0% | Dec 2025 |
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| HighTower Advisors | 32k | $591k | -15% | Dec 2025 |
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| Virtue Asset Management | 29k | $547k | 100% | Dec 2025 |
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| Aprio Wealth Management | 29k | $536k | -2% | Dec 2025 |
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| O'shaughnessy Asset Management | 29k | $536k | -2% | Dec 2025 |
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| Landscape Capital Management | 26k | $483k | 100% | Dec 2025 |
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| Stolper | 24k | $459k | 2% | Dec 2025 |
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| WCG Wealth Advisors | 24k | $450k | 100% | Dec 2025 |
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| Harbour Investments | 23k | $437k | -5% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 23k | $432k | -8% | Dec 2025 |
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| 1607 Capital Partners | 22k | $536k | 0% | Sep 2025 |
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| Wedbush Morgan Securities | 21k | $385k | -21% | Dec 2025 |
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| Virtu Financial | 18k | $340k | 100% | Dec 2025 |
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| Essex Financial Services | 18k | $333k | 0% | Dec 2025 |
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| Oppenheimer & Co | 17k | $312k | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 16k | $308k | 2% | Dec 2025 |
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| Janney Montgomery Scott | 16k | $307k | -24% | Dec 2025 |
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| Cornerstone Wealth Management | 16k | $300k | -3% | Dec 2025 |
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| Islay Capital Management | 16k | $298k | -16% | Dec 2025 |
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| XTX Topco | 15k | $286k | 100% | Dec 2025 |
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| Savvy Advisors | 15k | $283k | 0% | Dec 2025 |
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| Brian McDonald | 15k | $282k | -10% | Dec 2025 |
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| CSS | 14k | $253k | 0% | Dec 2025 |
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| Regal Investment Advisors | 13k | $242k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 13k | $235k | 1% | Dec 2025 |
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| Arkadios Wealth Advisors | 12k | $225k | 100% | Dec 2025 |
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| Susquehanna International | 11k | $212k | 10% | Dec 2025 |
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| Hanson McClain Advisors | 11k | $197k | 0% | Dec 2025 |
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| Adapt Wealth Advisors | 10k | $196k | 5% | Dec 2025 |
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| Spirepoint Private Client | 10k | $194k | 100% | Dec 2025 |
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| MAI Wealth Advisors | 10k | $188k | 0% | Dec 2025 |
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| Harris Associates L.P | 10k | $188k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 6.8k | $129k | 0% | Dec 2025 |
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| Lloyd Advisory Services | 6.1k | $114k | 100% | Dec 2025 |
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| Ancora Advisors | 5.0k | $94k | 0% | Dec 2025 |
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| KERR FINANCIAL PLANNING Corp | 5.0k | $92k | 100% | Dec 2025 |
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| Halbert Hargrove Global Advisors | 4.5k | $85k | 0% | Dec 2025 |
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| Us Bancorp | 3.8k | $71k | 0% | Dec 2025 |
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| Kestra Advisory Services | 3.2k | $60k | 100% | Dec 2025 |
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| Noble Wealth Management PBC | 2.0k | $38k | 0% | Dec 2025 |
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| Mpwm Advisory Solutions | 2.0k | $37k | 100% | Dec 2025 |
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| Goss Wealth Management | 1.8k | $33k | 2% | Dec 2025 |
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| Cornerstone National Bank & Trust | 1.5k | $28k | 0% | Dec 2025 |
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| Plante Moran Financial Advisors | 1.3k | $25k | 100% | Dec 2025 |
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| Spire Wealth Management | 875.00 | $16k | -87% | Dec 2025 |
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| Blue Bell Private Wealth Management | 659.00 | $12k | 44% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 625.00 | $12k | 0% | Dec 2025 |
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| Union Bankshares | 600.00 | $11k | 0% | Dec 2025 |
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| IFP Advisors | 525.00 | $9.9k | 0% | Dec 2025 |
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| Vestor Capital Corp | 354.00 | $47k | -86% | Dec 2025 |
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| Jpmorgan Chase & Co | 300.00 | $7.5k | 100% | Sep 2025 |
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| Strategic Wealth Partners | 200.00 | $5.0k | 100% | Sep 2025 |
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| Highline Wealth Partners | 150.00 | $2.8k | 100% | Dec 2025 |
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Who sold out of Pimco Energy & Tactical?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 163k | $4.1M |
| Prevail Innovative Wealth Advisors | Sep 2025 | 16k | $395k |
| Tanglewood Legacy Advisors | Sep 2025 | 13k | $335k |
| Baird Financial | Sep 2025 | 13k | $319k |
| Dymon Asia Capital | Sep 2025 | 12k | $294k |
| Convergence Financial | Sep 2025 | 9.2k | $230k |
| Warren Street Wealth Advisors | Sep 2025 | 9.0k | $224k |
| Wiley Bros.-aintree Capital | Sep 2025 | 8.9k | $222k |
| IFG Advisory | Sep 2025 | 8.6k | $213k |
| HPM Partners | Sep 2025 | 8.5k | $213k |
| Cynosure Management | Sep 2025 | 8.5k | $213k |
| Financial Perspectives | Sep 2025 | 3.2k | $81k |
| Parallel Advisors | Sep 2025 | 1.7k | $43k |
| FNY Investment Advisers | Sep 2025 | 500.00 | $12k |