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 | 6.3M | $148M | -9% | Sep 2024 |
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| Rivernorth Capital Management | 2.0M | $46M | 1% | Sep 2024 |
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| Sit Investment Associates | 1.6M | $38M | 35% | Sep 2024 |
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| Thomas J. Herzfeld Advisors | 1.5M | $36M | 1% | Sep 2024 |
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| Punch & Associates Investment Management | 1.3M | $32M | 1% | Sep 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 | $26M | 0% | Sep 2024 |
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| UBS Group | 999k | $24M | 11% | Sep 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 | 503k | $12M | 1% | Sep 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 | 100% | Sep 2024 |
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| Kovitz Investment Group Partners | 209k | $4.8M | 100% | Sep 2024 |
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| Rsm Us Wealth Management | 195k | $5.1M | 18% | Dec 2024 |
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| Alpine Partners VI | 154k | $3.6M | 6% | Sep 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 | 63k | $1.5M | 1% | Sep 2024 |
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| Rockefeller Capital Management | 57k | $1.3M | 0% | Sep 2024 |
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| HighTower Advisors | 57k | $1.3M | 3% | Sep 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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| Family Management Corporation | 47k | $1.1M | -2% | Sep 2024 |
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| Country Trust Bank | 47k | $1.2M | 0% | Dec 2024 |
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| First Trust Advisors | 46k | $1.1M | 100% | Sep 2024 |
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| Advisor Group Holdings | 40k | $943k | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 34k | $802k | 0% | Sep 2024 |
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| Aprio Wealth Management | 29k | $745k | 0% | Dec 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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| Wedbush Morgan Securities | 25k | $578k | 20% | Sep 2024 |
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| Allspring Global Investments Holdings | 24k | $635k | 35% | Dec 2024 |
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| Cetera Investment Advisers | 24k | $573k | 9% | Sep 2024 |
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| Walleye Trading Advisors | 22k | $510k | -51% | Sep 2024 |
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| Branch Banking & Trust Company | 20k | $468k | -24% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 19k | $458k | 1% | Dec 2024 |
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| Islay Capital Management | 19k | $455k | 0% | Sep 2024 |
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| Essex Financial Services | 18k | $415k | 0% | Sep 2024 |
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| Janney Montgomery Scott | 17k | $433k | 11% | Dec 2024 |
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| Brian McDonald | 16k | $365k | 5% | Sep 2024 |
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| Phraction Management | 15k | $391k | 0% | Dec 2024 |
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| Cornerstone Wealth Management | 15k | $390k | 1% | Dec 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 | 100% | Sep 2024 |
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| Commonwealth Equity Services | 12k | $277k | -1% | Sep 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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| Spire Wealth Management | 10k | $264k | 27% | Dec 2024 |
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| Warren Street Wealth Advisors | 9.0k | $235k | 0% | Dec 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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| Catalina Capital Group | 7.8k | $203k | 100% | Dec 2024 |
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| Steward Partners Investment Advisory | 7.1k | $169k | -3% | Sep 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 | 2.1k | $50k | 33% | Sep 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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| Us Bancorp | 500.00 | $12k | 0% | Sep 2024 |
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| Clear Point Advisors | 276.00 | $6.5k | 100% | Sep 2024 |
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Who sold out of Pimco Energy & Tactical?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atlas Wealth | Jun 2024 | 209k | $4.8B |
| Almitas Capital | Jun 2024 | 53k | $1.2M |
| Susquehanna International | Jun 2024 | 10k | $224k |
| True North Advisors | Sep 2024 | 9.7k | $228k |
| Baird Financial | Jun 2024 | 9.6k | $214k |
| Blue Bell Private Wealth Management | Jun 2024 | 8.4k | $188k |
| Principal Securities | Jun 2024 | 1.5k | $33k |
| FNY Investment Advisers | Sep 2024 | 500.00 | $11k |
| Jpmorgan Chase & Co | Jun 2024 | 500.00 | $11k |
| Princeton Global Asset Management | Sep 2024 | 393.00 | $9.3k |