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 | $142M | -6% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 1.3M | $28M | -4% | Mar 2026 |
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| Rivernorth Capital Management | 1.1M | $25M | -29% | Mar 2026 |
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| Punch & Associates Investment Management | 1.1M | $20M | -1% | Dec 2025 |
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| UBS Group | 1000k | $22M | 4% | Mar 2026 |
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| Royal Bank of Canada | 979k | $22M | 0% | Mar 2026 |
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| Cohen & Steers Capital Management | 963k | $18M | -9% | Dec 2025 |
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| Wells Fargo & Company | 954k | $21M | 9% | Mar 2026 |
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| Morgan Stanley | 915k | $20M | 26% | Mar 2026 |
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| Williams Jones Wealth Management | 854k | $19M | -1% | Mar 2026 |
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| Bank of America Corporation | 772k | $17M | 100% | Mar 2026 |
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| Envestnet Asset Management | 709k | $16M | -8% | Mar 2026 |
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| Almitas Capital | 542k | $12M | 258% | Mar 2026 |
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| Hollencrest Securities | 485k | $11M | 1% | Mar 2026 |
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| Pathstone Holdings | 389k | $8.6M | 100% | Mar 2026 |
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| City of London Investment Management Company | 359k | $7.9M | 0% | Mar 2026 |
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| Advisors Asset Management | 339k | $7.5M | 6% | Mar 2026 |
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| Stifel Financial | 332k | $7.3M | -25% | Mar 2026 |
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| Cambridge Investment Research Advisors | 250k | $5.5M | 29% | Mar 2026 |
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| Altium Capital Management | 158k | $3.5M | 4% | Mar 2026 |
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| Colony | 145k | $2.7M | 100% | Dec 2025 |
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| First Trust Advisors | 119k | $2.6M | 15% | Mar 2026 |
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| Rareview Capital | 90k | $2.2M | 21% | Mar 2026 |
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| Rsm Us Wealth Management | 90k | $2.0M | -8% | Mar 2026 |
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| Smith, Moore & Co. | 88k | $1.9M | 10% | Mar 2026 |
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| 1607 Capital Partners | 86k | $1.9M | -6% | Mar 2026 |
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| Advisor Group Holdings | 79k | $1.5M | 14% | Dec 2025 |
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| Mount Yale Investment Advisors | 76k | $1.7M | 0% | Mar 2026 |
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| Vestmark Advisory Solutions | 76k | $1.7M | 0% | Mar 2026 |
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| Invesco | 63k | $1.4M | 11% | Mar 2026 |
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| Raymond James Financial | 63k | $1.2M | -12% | Dec 2025 |
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| Rockefeller Capital Management | 62k | $1.4M | -9% | Mar 2026 |
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| LPL Financial | 54k | $1.2M | 20% | Mar 2026 |
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| Navis Wealth Advisors | 49k | $1.1M | 100% | Mar 2026 |
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| Stolper | 40k | $531k | 65% | Mar 2026 |
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| Tocqueville Asset Management | 36k | $801k | 0% | Mar 2026 |
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| First Foundation Advisors | 35k | $777k | 0% | Mar 2026 |
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| Allspring Global Investments Holdings | 35k | $768k | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 35k | $760k | 100% | Mar 2026 |
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| Family Management Corporation | 34k | $756k | -25% | Mar 2026 |
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| Cetera Investment Advisers | 32k | $709k | -21% | Mar 2026 |
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| Sanctuary Advisors | 31k | $690k | -8% | Mar 2026 |
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| Kestra Advisory Services | 31k | $689k | 883% | Mar 2026 |
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| Noble Wealth Management PBC | 31k | $675k | 1411% | Mar 2026 |
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| Branch Banking & Trust Company | 30k | $654k | 81% | Mar 2026 |
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| HighTower Advisors | 28k | $624k | -10% | Mar 2026 |
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| Virtue Asset Management | 28k | $617k | -4% | Mar 2026 |
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| O'shaughnessy Asset Management | 24k | $535k | -15% | Mar 2026 |
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| Evolve Private Wealth | 24k | $528k | 100% | Mar 2026 |
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| Quantinno Capital Management | 22k | $484k | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 22k | $479k | 6% | Mar 2026 |
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| Arkadios Wealth Advisors | 21k | $458k | 73% | Mar 2026 |
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| Harbour Investments | 20k | $438k | -15% | Mar 2026 |
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| Aprio Wealth Management | 20k | $436k | -31% | Mar 2026 |
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| Oppenheimer & Co | 19k | $408k | 11% | Mar 2026 |
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| Virtu Financial | 18k | $340k | 100% | Dec 2025 |
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| HPM Partners | 18k | $399k | 100% | Mar 2026 |
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| Essex Financial Services | 18k | $392k | 0% | Mar 2026 |
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| Investment Management Trust | 17k | $369k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 16k | $360k | 100% | Mar 2026 |
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| Janney Montgomery Scott | 16k | $359k | 0% | Mar 2026 |
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| Islay Capital Management | 16k | $354k | 1% | Mar 2026 |
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| Cornerstone Wealth Management | 15k | $340k | -4% | Mar 2026 |
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| XTX Topco | 15k | $286k | 100% | Dec 2025 |
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| Savvy Advisors | 15k | $333k | 0% | Mar 2026 |
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| Brian McDonald | 15k | $282k | -10% | Dec 2025 |
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| Abel Hall | 15k | $331k | 100% | Mar 2026 |
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| Commonwealth Equity Services | 14k | $310k | 12% | Mar 2026 |
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| Cfo Capital Management | 14k | $301k | -68% | Mar 2026 |
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| Flatrock Wealth Partners | 14k | $301k | 0% | Mar 2026 |
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| Regal Investment Advisors | 13k | $242k | 0% | Dec 2025 |
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| Creative Planning | 12k | $275k | 100% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 12k | $265k | 100% | Mar 2026 |
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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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| Spirepoint Private Client | 10k | $228k | 0% | Mar 2026 |
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| Adapt Wealth Advisors | 10k | $226k | -2% | Mar 2026 |
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| Cynosure Management | 10k | $224k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 10k | $221k | 0% | Mar 2026 |
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| Convergence Financial | 9.5k | $211k | 100% | Mar 2026 |
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| Awm Capital | 9.5k | $210k | 100% | Mar 2026 |
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| CoreCap Advisors | 8.5k | $187k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 7.4k | $163k | 8% | Mar 2026 |
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| Ancora Advisors | 5.0k | $110k | 0% | Mar 2026 |
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| KERR FINANCIAL PLANNING Corp | 4.5k | $79k | -9% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 4.5k | $99k | 0% | Mar 2026 |
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| Us Bancorp | 3.8k | $71k | 0% | Dec 2025 |
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| Vestor Capital Corp | 2.5k | $55k | 606% | Mar 2026 |
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| Goss Wealth Management | 2.1k | $46k | 17% | Mar 2026 |
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| Mpwm Advisory Solutions | 2.0k | $43k | 0% | Mar 2026 |
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| Cornerstone National Bank & Trust | 1.5k | $32k | 0% | Mar 2026 |
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| Blue Bell Private Wealth Management | 1.0k | $22k | 53% | Mar 2026 |
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| Farther Finance Advisors | 1.0k | $22k | 100% | Mar 2026 |
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| Wealth Science Advisors | 964.00 | $18k | 100% | Mar 2026 |
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| Spire Wealth Management | 875.00 | $19k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 625.00 | $14k | 0% | Mar 2026 |
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| Union Bankshares | 600.00 | $13k | 0% | Mar 2026 |
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| IFP Advisors | 525.00 | $12k | 0% | Mar 2026 |
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| FNY Investment Advisers | 500.00 | $11k | 100% | Mar 2026 |
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| Strategic Wealth Partners | 200.00 | $4.4k | 0% | Mar 2026 |
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| Highline Wealth Partners | 150.00 | $3.3k | 0% | Mar 2026 |
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| SHP Wealth Management | 68.00 | $1.5k | 0% | Mar 2026 |
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Who sold out of Pimco Energy & Tactical?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Toronto-Dominion Bank | Sep 2025 | 105k | $2.6M |
| Jane Street | Dec 2025 | 45k | $836k |
| Landscape Capital Management | Dec 2025 | 26k | $483k |
| WCG Wealth Advisors | Dec 2025 | 24k | $450k |
| Wealth Enhancement Advisory Services | Dec 2025 | 23k | $432k |
| CSS | Dec 2025 | 14k | $253k |
| Baird Financial | Sep 2025 | 13k | $319k |
| Harris Associates L.P | Dec 2025 | 10k | $188k |
| Wiley Bros.-aintree Capital | Sep 2025 | 8.9k | $222k |
| Lloyd Advisory Services | Dec 2025 | 6.1k | $114k |
| Plante Moran Financial Advisors | Dec 2025 | 1.3k | $25k |
| Jpmorgan Chase & Co | Sep 2025 | 300.00 | $7.5k |