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 | 6.9M | $153M | -2% | Jun 2024 |
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| Rivernorth Capital Management | 2.0M | $46M | 1% | Sep 2024 |
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| Thomas J. Herzfeld Advisors | 1.5M | $36M | 1% | Sep 2024 |
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| Morgan Stanley | 1.2M | $27M | 58% | Jun 2024 |
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| Williams Jones Wealth Management | 1.1M | $27M | -1% | Sep 2024 |
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| Cohen & Steers Capital Management | 1.1M | $25M | 0% | Jun 2024 |
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| Royal Bank of Canada | 958k | $23M | 6% | Sep 2024 |
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| Envestnet Asset Management | 758k | $18M | 9% | Sep 2024 |
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| Stifel Financial | 500k | $11M | 2% | Jun 2024 |
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| Advisors Asset Management | 499k | $12M | 13% | Sep 2024 |
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| Bank of America Corporation | 430k | $10M | 3% | Sep 2024 |
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| Pathstone Holdings | 367k | $8.6M | -13% | Sep 2024 |
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| Hollencrest Securities | 331k | $7.8M | 0% | Sep 2024 |
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| Atlas Wealth | 209k | $4.8B | 100% | Jun 2024 |
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| Kovitz Investment Group Partners | 209k | $4.8M | 100% | Sep 2024 |
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| Rsm Us Wealth Management | 165k | $3.9M | 2% | Sep 2024 |
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| Alpine Partners VI | 146k | $3.2M | -3% | Jun 2024 |
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| Rareview Capital | 105k | $2.5M | 37% | Sep 2024 |
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| Transcend Wealth Collective | 88k | $2.1M | 0% | Sep 2024 |
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| Smith, Moore & Co. | 72k | $1.7M | 30% | Sep 2024 |
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| First Foundation Advisors | 62k | $1.4M | -3% | Jun 2024 |
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| Rockefeller Capital Management | 57k | $1.3M | -11% | Jun 2024 |
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| Wells Fargo & Company | 55k | $1.3M | -23% | Sep 2024 |
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| Sanctuary Advisors | 55k | $1.5M | 0% | Sep 2024 |
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| HighTower Advisors | 55k | $1.2M | 0% | Jun 2024 |
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| Country Trust Bank | 47k | $1.1M | 0% | Sep 2024 |
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| First Trust Advisors | 46k | $1.1M | 137% | Sep 2024 |
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| Advisor Group Holdings | 40k | $943k | -9% | Sep 2024 |
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| Cambridge Investment Research Advisors | 34k | $802k | 0% | Sep 2024 |
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| Aprio Wealth Management | 29k | $673k | -10% | Sep 2024 |
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| O'shaughnessy Asset Management | 29k | $677k | -10% | Sep 2024 |
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| Tocqueville Asset Management | 28k | $649k | 0% | Sep 2024 |
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| Harbour Investments | 26k | $620k | -20% | Sep 2024 |
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| Branch Banking & Trust Company | 26k | $579k | -2% | Jun 2024 |
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| Wedbush Morgan Securities | 25k | $578k | 20% | Sep 2024 |
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| Cetera Investment Advisers | 22k | $497k | -21% | Jun 2024 |
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| Islay Capital Management | 19k | $455k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 19k | $426k | 2% | Jun 2024 |
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| Allspring Global Investments Holdings | 18k | $424k | 13% | Sep 2024 |
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| Essex Financial Services | 18k | $415k | 0% | Sep 2024 |
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| Brian McDonald | 16k | $365k | 5% | Sep 2024 |
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| Phraction Management | 15k | $353k | 0% | Sep 2024 |
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| Janney Montgomery Scott | 15k | $352k | 12% | Sep 2024 |
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| Cornerstone Wealth Management | 15k | $350k | 8% | Sep 2024 |
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| LPL Financial | 15k | $349k | 37% | Sep 2024 |
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| Regal Investment Advisors | 14k | $320k | -7% | Sep 2024 |
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| Raymond James & Associates | 13k | $310k | -6% | Sep 2024 |
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| 1607 Capital Partners | 13k | $305k | 100% | Sep 2024 |
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| CI Private Wealth | 13k | $295k | 100% | Sep 2024 |
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| Oppenheimer & Co | 12k | $281k | 6% | Sep 2024 |
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| Commonwealth Equity Services | 12k | $277k | -1% | Sep 2024 |
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| IFP Advisors | 12k | $261k | -19% | Jun 2024 |
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| Hilltop Holdings | 12k | $273k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 11k | $248k | 11% | Sep 2024 |
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| True North Advisors | 9.7k | $228k | -11% | Sep 2024 |
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| Warren Street Wealth Advisors | 9.0k | $212k | 0% | Sep 2024 |
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| Townsquare Capital | 9.0k | $212k | 100% | Sep 2024 |
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| Evoke Wealth | 8.7k | $206k | 100% | Sep 2024 |
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| Spire Wealth Management | 7.9k | $188k | 15% | Sep 2024 |
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| Steward Partners Investment Advisory | 7.3k | $164k | 7% | Jun 2024 |
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| Ancora Advisors | 5.0k | $118k | 0% | Sep 2024 |
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| Vestor Capital Corp | 2.5k | $59k | 0% | Sep 2024 |
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| Goss Wealth Management | 1.6k | $35k | 2% | Jun 2024 |
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| Bessemer | 1.5k | $35k | 8% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 625.00 | $15k | 0% | Sep 2024 |
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| FNY Investment Advisers | 500.00 | $11k | 100% | Sep 2024 |
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| Us Bancorp | 500.00 | $12k | 0% | Sep 2024 |
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| Princeton Global Asset Management | 393.00 | $9.3k | 0% | Sep 2024 |
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| Clear Point Advisors | 276.00 | $6.5k | 100% | Sep 2024 |
|
Who sold out of Pimco Energy & Tactical?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 218k | $4.2M |
| Almitas Capital | Jun 2024 | 53k | $1.2M |
| Dynamic Advisors Solutions | Jun 2024 | 13k | $293k |
| Williams & Novak | Jun 2024 | 13k | $280k |
| Verition Fund Management | Mar 2024 | 12k | $255k |
| Susquehanna International | Jun 2024 | 10k | $224k |
| Blue Bell Private Wealth Management | Jun 2024 | 8.4k | $188k |
| Principal Securities | Jun 2024 | 1.5k | $33k |
| Jpmorgan Chase & Co | Jun 2024 | 500.00 | $11k |