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 | 6.4M | $134M | 0% | Jun 2026 |
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| Rivernorth Capital Management | 1.1M | $23M | -3% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 1.1M | $23M | -13% | Jun 2026 |
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| Wells Fargo & Company | 1.0M | $22M | 10% | Jun 2026 |
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| Cohen & Steers Capital Management | 1.0M | $21M | 0% | Jun 2026 |
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| UBS Group | 1.0M | $21M | 2% | Jun 2026 |
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| Royal Bank of Canada | 1.0M | $21M | 2% | Jun 2026 |
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| Morgan Stanley | 915k | $20M | 26% | Mar 2026 |
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| Williams Jones Wealth Management | 838k | $17M | -2% | Jun 2026 |
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| Bank of America Corporation | 794k | $17M | 3% | Jun 2026 |
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| Punch & Associates Investment Management | 701k | $15M | -18% | Jun 2026 |
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| Envestnet Asset Management | 695k | $15M | -2% | Jun 2026 |
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| Almitas Capital | 550k | $11M | 1% | Jun 2026 |
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| Hollencrest Securities | 490k | $10M | 1% | Jun 2026 |
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| Stifel Financial | 389k | $8.1M | 17% | Jun 2026 |
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| Advisors Asset Management | 342k | $7.1M | 1% | Jun 2026 |
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| Pathstone Holdings | 309k | $6.4M | -21% | Jun 2026 |
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| City of London Investment Management Company | 263k | $5.5M | -27% | Jun 2026 |
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| Cambridge Investment Research Advisors | 243k | $5.1M | -3% | Jun 2026 |
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| Raymond James Financial | 180k | $3.7M | 20% | Jun 2026 |
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| Altium Capital Management | 158k | $3.3M | 0% | Jun 2026 |
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| First Trust Advisors | 117k | $2.4M | -2% | Jun 2026 |
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| Colony | 113k | $2.4M | -15% | Jun 2026 |
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| Rareview Capital | 99k | $2.4M | 10% | Jun 2026 |
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| Smith, Moore & Co. | 89k | $1.8M | 1% | Jun 2026 |
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| Rsm Us Wealth Management | 80k | $1.7M | -11% | Jun 2026 |
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| Mount Yale Investment Advisors | 76k | $1.6M | 0% | Jun 2026 |
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| Invesco | 76k | $1.6M | 19% | Jun 2026 |
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| Vestmark Advisory Solutions | 75k | $1.6M | -2% | Jun 2026 |
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| Rockefeller Capital Management | 74k | $1.5M | 20% | Jun 2026 |
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| Advisor Group Holdings | 72k | $1.5M | 7% | Jun 2026 |
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| LPL Financial | 59k | $1.2M | 10% | Jun 2026 |
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| Susquehanna International | 55k | $1.1M | 100% | Jun 2026 |
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| Noble Wealth Management PBC | 51k | $1.1M | 68% | Jun 2026 |
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| Northern Trust | 49k | $1.0M | 0% | Jun 2026 |
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| 1607 Capital Partners | 45k | $946k | -47% | Jun 2026 |
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| Sanctuary Advisors | 43k | $888k | 36% | Jun 2026 |
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| Tocqueville Asset Management | 36k | $756k | 0% | Jun 2026 |
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| Vestor Capital Corp | 36k | $5.3M | 1344% | Jun 2026 |
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| First Foundation Advisors | 35k | $729k | 0% | Jun 2026 |
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| Cetera Investment Advisers | 35k | $726k | 8% | Jun 2026 |
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| Allspring Global Investments Holdings | 35k | $725k | 0% | Jun 2026 |
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| Concurrent Investment Advisors | 35k | $717k | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 32k | $667k | 8% | Jun 2026 |
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| Atlas Wealth | 32k | $658k | 100% | Jun 2026 |
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| Virtue Asset Management | 28k | $582k | 0% | Jun 2026 |
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| Stolper | 26k | $542k | -35% | Jun 2026 |
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| HighTower Advisors | 26k | $541k | -8% | Jun 2026 |
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| Wedbush Morgan Securities | 25k | $517k | 15% | Jun 2026 |
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| Virtu Financial | 24k | $502k | 100% | Jun 2026 |
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| Evolve Private Wealth | 23k | $489k | -3% | Jun 2026 |
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| Oppenheimer & Co | 23k | $473k | 23% | Jun 2026 |
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| Arkadios Wealth Advisors | 21k | $438k | 1% | Jun 2026 |
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| Aprio Wealth Management | 20k | $412k | 0% | Jun 2026 |
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| O'shaughnessy Asset Management | 20k | $412k | -18% | Jun 2026 |
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| Harbour Investments | 19k | $397k | -4% | Jun 2026 |
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| Indivisible Partners | 18k | $375k | 100% | Jun 2026 |
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| Investment Management Trust | 18k | $372k | 7% | Jun 2026 |
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| Essex Financial Services | 18k | $370k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 17k | $361k | 6% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 16k | $349k | 100% | Jun 2026 |
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| Islay Capital Management | 16k | $334k | 0% | Jun 2026 |
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| Janney Montgomery Scott | 16k | $328k | -3% | Jun 2026 |
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| Abel Hall | 15k | $312k | 0% | Jun 2026 |
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| Cornerstone Wealth Management | 15k | $305k | -5% | Jun 2026 |
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| Commonwealth Equity Services | 14k | $294k | 1% | Jun 2026 |
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| Cfo Capital Management | 14k | $301k | -68% | Mar 2026 |
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| Flatrock Wealth Partners | 14k | $285k | 0% | Jun 2026 |
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| Savvy Advisors | 14k | $281k | -11% | Jun 2026 |
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| Creative Planning | 13k | $276k | 6% | Jun 2026 |
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| CSS | 13k | $270k | 100% | Jun 2026 |
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| Citadel Advisors | 13k | $269k | 100% | Jun 2026 |
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| PFG Investments | 12k | $256k | 100% | Jun 2026 |
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| Regal Investment Advisors | 12k | $254k | 0% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 12k | $250k | 0% | Jun 2026 |
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| Meadowbrook Wealth Management | 12k | $245k | 100% | Jun 2026 |
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| MAI Wealth Advisors | 12k | $241k | 15% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 11k | $224k | 8% | Jun 2026 |
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| MONECO Advisors | 11k | $224k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 11k | $219k | 0% | Jun 2026 |
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| Cynosure Management | 10k | $215k | 2% | Jun 2026 |
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| Spirepoint Private Client | 10k | $215k | 0% | Jun 2026 |
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| Alpine Partners VI | 10k | $214k | 100% | Jun 2026 |
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| IFG Advisory | 8.6k | $178k | 100% | Jun 2026 |
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| Continuum Advisory | 6.2k | $128k | 100% | Jun 2026 |
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| Lloyd Advisory Services | 6.1k | $126k | 100% | Jun 2026 |
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| Ancora Advisors | 5.0k | $104k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 4.7k | $98k | -37% | Jun 2026 |
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| KERR FINANCIAL PLANNING Corp | 4.7k | $78k | 2% | Jun 2026 |
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| Halbert Hargrove Global Advisors | 4.5k | $94k | 0% | Jun 2026 |
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| Us Bancorp | 3.8k | $79k | 0% | Jun 2026 |
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| CoreCap Advisors | 3.5k | $73k | -59% | Jun 2026 |
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| Goss Wealth Management | 2.1k | $44k | 2% | Jun 2026 |
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| Mpwm Advisory Solutions | 2.0k | $41k | 0% | Jun 2026 |
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| Blue Bell Private Wealth Management | 1.5k | $31k | 50% | Jun 2026 |
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| Cornerstone National Bank & Trust | 1.5k | $31k | 0% | Jun 2026 |
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| Bessemer | 1.0k | $21k | 100% | Jun 2026 |
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| Spire Wealth Management | 875.00 | $18k | 0% | Jun 2026 |
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| Institute For Wealth Management | 675.00 | $14k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 625.00 | $13k | 0% | Jun 2026 |
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| Allied Private Wealth | 623.00 | $13k | 100% | Jun 2026 |
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| Union Bankshares | 600.00 | $13k | 0% | Jun 2026 |
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| FNY Investment Advisers | 500.00 | $10k | 0% | Jun 2026 |
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| Mercer Global Advisors | 350.00 | $7.3k | 100% | Jun 2026 |
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| Strategic Wealth Partners | 200.00 | $4.2k | 0% | Jun 2026 |
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| Highline Wealth Partners | 150.00 | $3.1k | 0% | Jun 2026 |
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| IFP Advisors | 100.00 | $2.1k | -81% | Jun 2026 |
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| SHP Wealth Management | 68.00 | $1.4k | 0% | Jun 2026 |
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Who sold out of Pimco Energy & Tactical?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Navis Wealth Advisors | Mar 2026 | 49k | $1.1M |
| Family Management Corporation | Mar 2026 | 34k | $756k |
| Kestra Advisory Services | Mar 2026 | 31k | $689k |
| Quantinno Capital Management | Mar 2026 | 22k | $484k |
| HPM Partners | Mar 2026 | 18k | $399k |
| Adapt Wealth Advisors | Mar 2026 | 10k | $226k |
| Convergence Financial | Mar 2026 | 9.5k | $211k |
| Awm Capital | Mar 2026 | 9.5k | $210k |
| Farther Finance Advisors | Mar 2026 | 1.0k | $22k |
| Wealth Science Advisors | Mar 2026 | 964.00 | $18k |