Who owns Pimco Energy & Tactical?
- Ticker: PDX
- CUSIP Number: 69346n107
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Analyze quarterly positions in Pimco Energy & Tactical with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Pimco Energy & Tactical this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Saba Capital Management | 7.0M | $149M | 0% | Mar 2024 |
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Rivernorth Capital Management | 1.9M | $41M | 1% | Mar 2024 |
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Thomas J. Herzfeld Advisors | 1.3M | $28M | 8% | Mar 2024 |
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Williams Jones Wealth Management | 1.2M | $26M | -1% | Mar 2024 |
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Cohen & Steers Capital Management | 1.1M | $24M | 30% | Mar 2024 |
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Punch & Associates Investment Management | 1.1M | $22M | -1% | Dec 2023 |
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Sit Investment Associates | 984k | $21M | 2045% | Mar 2024 |
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UBS Group | 790k | $17M | -12% | Mar 2024 |
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Morgan Stanley | 770k | $16M | -45% | Mar 2024 |
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Royal Bank of Canada | 761k | $16M | 5% | Mar 2024 |
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Envestnet Asset Management | 559k | $12M | 133% | Mar 2024 |
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Advisors Asset Management | 520k | $11M | -3% | Dec 2023 |
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Pathstone Holdings | 493k | $10M | 12% | Mar 2024 |
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Stifel Financial | 489k | $10M | 12% | Mar 2024 |
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Bank of America Corporation | 396k | $8.4M | -12% | Mar 2024 |
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Hollencrest Securities | 331k | $7.0M | -27% | Mar 2024 |
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Almitas Capital | 324k | $6.9M | -3% | Mar 2024 |
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Relative Value Partners | 218k | $4.2M | -1% | Mar 2024 |
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Wells Fargo & Company | 148k | $3.1M | -57% | Mar 2024 |
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Rsm Us Wealth Management | 131k | $2.8M | 100% | Mar 2024 |
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Alpine Partners VI | 103k | $2.1M | 100% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 99k | $2.1M | 100% | Mar 2024 |
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Transcend Wealth Collective | 87k | $1.8M | -1% | Mar 2024 |
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Wedbush Morgan Securities | 80k | $1.6M | 2% | Dec 2023 |
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First Foundation Advisors | 64k | $1.4M | -4% | Mar 2024 |
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Rockefeller Capital Management | 62k | $1.3M | -2% | Dec 2023 |
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HighTower Advisors | 55k | $1.2M | 21% | Mar 2024 |
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Walleye Trading Advisors | 48k | $1.0M | 163% | Mar 2024 |
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Country Trust Bank | 47k | $991k | 0% | Mar 2024 |
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Advisor Group Holdings | 44k | $933k | 30% | Mar 2024 |
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Landscape Capital Management | 43k | $910k | 100% | Mar 2024 |
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Cambridge Investment Research Advisors | 38k | $806k | -16% | Mar 2024 |
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Aprio Wealth Management | 37k | $783k | -3% | Mar 2024 |
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O'shaughnessy Asset Management | 37k | $783k | -3% | Mar 2024 |
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Harbour Investments | 34k | $705k | 0% | Dec 2023 |
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Tocqueville Asset Management | 28k | $583k | 0% | Mar 2024 |
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Branch Banking & Trust Company | 27k | $563k | -9% | Mar 2024 |
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Evoke Wealth | 21k | $452k | -18% | Mar 2024 |
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First Trust Advisors | 20k | $416k | 39% | Mar 2024 |
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Islay Capital Management | 19k | $394k | 0% | Dec 2023 |
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Wealth Enhancement Advisory Services | 19k | $397k | 1% | Mar 2024 |
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Regal Investment Advisors | 15k | $323k | 100% | Mar 2024 |
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Phraction Management | 15k | $318k | 0% | Mar 2024 |
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Blue Bell Private Wealth Management | 15k | $311k | 286% | Mar 2024 |
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Brian McDonald | 14k | $302k | -38% | Mar 2024 |
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Cornerstone Wealth Management | 14k | $289k | 6% | Mar 2024 |
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Raymond James & Associates | 14k | $289k | -26% | Mar 2024 |
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Dynamic Advisors Solutions | 12k | $264k | 100% | Mar 2024 |
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Verition Fund Management | 12k | $255k | 100% | Mar 2024 |
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Commonwealth Equity Services | 12k | $246k | -9% | Mar 2024 |
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Hilltop Holdings | 12k | $246k | -3% | Mar 2024 |
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Oppenheimer & Co | 11k | $238k | 100% | Mar 2024 |
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True North Advisors | 11k | $230k | 100% | Mar 2024 |
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Hanson McClain Advisors | 9.5k | $202k | 36% | Mar 2024 |
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Allspring Global Investments Holdings | 7.5k | $159k | 100% | Mar 2024 |
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Steward Partners Investment Advisory | 6.8k | $145k | 6% | Mar 2024 |
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Ancora Advisors | 5.0k | $106k | 0% | Mar 2024 |
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Vestor Capital Corp | 2.5k | $53k | 0% | Mar 2024 |
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Goss Wealth Management | 1.5k | $33k | 2% | Mar 2024 |
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Principal Securities | 1.5k | $31k | 0% | Mar 2024 |
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Bessemer | 1.0k | $21k | 100% | Dec 2023 |
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Spire Wealth Management | 875.00 | $19k | -95% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 625.00 | $13k | -59% | Mar 2024 |
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Jpmorgan Chase & Co | 500.00 | $11k | 0% | Mar 2024 |
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Princeton Global Asset Management | 393.00 | $8.3k | 0% | Mar 2024 |
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Who sold out of Pimco Energy & Tactical?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
HC Advisors | Sep 2023 | 61k | $1.2M |
Kayne Anderson Capital Advisors, L.p | Dec 2023 | 36k | $735k |
Deschutes Portfolio Strategy | Dec 2023 | 30k | $614k |
Raymond James Financial Services Advisors | Dec 2023 | 14k | $285k |
Susquehanna International | Sep 2023 | 13k | $250k |
Pnc Financial Services | Dec 2023 | 3.0k | $61k |