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 | 1.6M | $39M | -1% | Sep 2025 |
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| Punch & Associates Investment Management | 1.1M | $27M | -1% | Sep 2025 |
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| Cohen & Steers Capital Management | 1.1M | $26M | -13% | Sep 2025 |
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| UBS Group | 1.0M | $26M | -2% | Sep 2025 |
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| Williams Jones Wealth Management | 983k | $25M | -4% | Sep 2025 |
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| Royal Bank of Canada | 981k | $25M | 2% | Sep 2025 |
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| Envestnet Asset Management | 877k | $22M | 6% | Sep 2025 |
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| Wells Fargo & Company | 853k | $21M | 2% | Sep 2025 |
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| Morgan Stanley | 720k | $18M | 100% | Jun 2025 |
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| Stifel Financial | 558k | $14M | 1% | Sep 2025 |
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| Hollencrest Securities | 477k | $12M | 2% | Sep 2025 |
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| City of London Investment Management Company | 335k | $8.4M | 10% | Sep 2025 |
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| Advisors Asset Management | 303k | $7.6M | -21% | Sep 2025 |
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| Cambridge Investment Research Advisors | 177k | $4.4M | -2% | Sep 2025 |
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| Kovitz Investment Group Partners | 163k | $4.1M | -16% | Sep 2025 |
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| Rsm Us Wealth Management | 119k | $3.0M | -1% | Sep 2025 |
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| Toronto-Dominion Bank | 105k | $2.6M | 100% | Sep 2025 |
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| First Trust Advisors | 90k | $2.2M | 33% | Sep 2025 |
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| Smith, Moore & Co. | 82k | $2.0M | 4% | Sep 2025 |
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| Mount Yale Investment Advisors | 76k | $1.9M | 100% | Sep 2025 |
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| Raymond James Financial | 72k | $1.8M | 18% | Sep 2025 |
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| Advisor Group Holdings | 69k | $1.7M | 1% | Sep 2025 |
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| Rareview Capital | 62k | $1.5M | 37% | Sep 2025 |
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| Rockefeller Capital Management | 61k | $1.5M | 38% | Sep 2025 |
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| Invesco | 51k | $1.3M | 113% | Sep 2025 |
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| First Foundation Advisors | 49k | $1.2M | -14% | Sep 2025 |
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| Cetera Investment Advisers | 47k | $1.2M | 40% | Sep 2025 |
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| HighTower Advisors | 37k | $919k | -4% | Sep 2025 |
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| Tocqueville Asset Management | 36k | $905k | 32% | Sep 2025 |
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| Aprio Wealth Management | 29k | $727k | 2% | Sep 2025 |
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| O'shaughnessy Asset Management | 29k | $727k | 2% | Sep 2025 |
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| LPL Financial | 28k | $699k | 38% | Sep 2025 |
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| Wedbush Morgan Securities | 26k | $644k | 1% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 25k | $606k | -1% | Sep 2025 |
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| Harbour Investments | 25k | $613k | 0% | Sep 2025 |
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| Stolper | 24k | $597k | 100% | Sep 2025 |
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| Allspring Global Investments Holdings | 23k | $563k | 15% | Sep 2025 |
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| 1607 Capital Partners | 22k | $536k | 0% | Sep 2025 |
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| Janney Montgomery Scott | 21k | $534k | 8% | Sep 2025 |
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| Islay Capital Management | 19k | $470k | 0% | Sep 2025 |
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| Essex Financial Services | 18k | $443k | 0% | Sep 2025 |
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| Brian McDonald | 17k | $417k | 0% | Sep 2025 |
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| Oppenheimer & Co | 17k | $414k | 0% | Sep 2025 |
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| Cornerstone Wealth Management | 17k | $410k | 1% | Sep 2025 |
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| Branch Banking & Trust Company | 16k | $400k | -5% | Sep 2025 |
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| Prevail Innovative Wealth Advisors | 16k | $395k | 100% | Sep 2025 |
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| Savvy Advisors | 15k | $376k | 100% | Sep 2025 |
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| Jane Street | 14k | $354k | 100% | Sep 2025 |
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| CSS | 14k | $336k | -4% | Sep 2025 |
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| Tanglewood Legacy Advisors | 13k | $335k | 0% | Sep 2025 |
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| Regal Investment Advisors | 13k | $321k | 0% | Sep 2025 |
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| Baird Financial | 13k | $319k | 24% | Sep 2025 |
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| Commonwealth Equity Services | 13k | $311k | 1% | Sep 2025 |
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| Dymon Asia Capital | 12k | $294k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 11k | $262k | 0% | Sep 2025 |
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| Susquehanna International | 10k | $255k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 10k | $249k | 0% | Sep 2025 |
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| Harris Associates L.P | 10k | $249k | 0% | Sep 2025 |
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| Adapt Wealth Advisors | 9.9k | $247k | 100% | Sep 2025 |
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| Convergence Financial | 9.2k | $230k | 100% | Sep 2025 |
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| Warren Street Wealth Advisors | 9.0k | $224k | 0% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 8.9k | $222k | 1% | Sep 2025 |
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| IFG Advisory | 8.6k | $213k | 0% | Sep 2025 |
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| HPM Partners | 8.5k | $213k | 0% | Sep 2025 |
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| Cynosure Management | 8.5k | $213k | 2% | Sep 2025 |
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| Spire Wealth Management | 6.9k | $172k | -39% | Sep 2025 |
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| Steward Partners Investment Advisory | 6.8k | $171k | 0% | Sep 2025 |
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| Ancora Advisors | 5.0k | $125k | 0% | Sep 2025 |
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| Halbert Hargrove Global Advisors | 4.5k | $112k | 100% | Sep 2025 |
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| Us Bancorp | 3.8k | $94k | 0% | Sep 2025 |
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| Financial Perspectives | 3.2k | $81k | 0% | Sep 2025 |
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| Vestor Capital Corp | 2.5k | $62k | 92% | Sep 2025 |
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| Goss Wealth Management | 1.7k | $43k | 2% | Sep 2025 |
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| Parallel Advisors | 1.7k | $43k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 625.00 | $16k | 0% | Sep 2025 |
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| Union Bankshares | 600.00 | $15k | 100% | Sep 2025 |
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| IFP Advisors | 525.00 | $13k | 0% | Sep 2025 |
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| FNY Investment Advisers | 500.00 | $12k | 0% | Jun 2025 |
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| Blue Bell Private Wealth Management | 459.00 | $11k | -82% | Sep 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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Who sold out of Pimco Energy & Tactical?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Country Trust Bank | Jun 2025 | 47k | $1.2M |
| Family Management Corporation | Jun 2025 | 34k | $833k |
| Landscape Capital Management | Jun 2025 | 16k | $399k |
| Phraction Management | Jun 2025 | 15k | $369k |
| Hilltop Holdings | Jun 2025 | 11k | $273k |
| Capital Investment Advisory Services | Jun 2025 | 8.5k | $210k |
| BlackRock | Jun 2025 | 7.1k | $174k |
| Salomon & Ludwin | Jun 2025 | 759.00 | $19k |
| Thurston, Springer, Miller, Herd & Titak | Jun 2025 | 500.00 | $12k |
| Concorde Financial Corp | Jun 2025 | 300.00 | $7.4k |