PIMCO Energy & T Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2023 | 6.89 M | $136.57 M | 35.21% | 15.40% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2023 | 1.92 M | $38.15 M | -19.32% | 4.30% |
| UBS GROUP AG | 11/09/2023 | 1.69 M | $33.48 M | -0.50% | 3.77% |
| MORGAN STANLEY | 11/15/2023 | 1.41 M | $27.89 M | -3.70% | 3.14% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 11/14/2023 | 1.24 M | $24.54 M | 100.00% | 2.77% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 10/26/2023 | 1.10 M | $21.76 M | -1.05% | 2.45% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/13/2023 | 1.03 M | $20.51 M | 43.01% | 2.31% |
| ATLAS WEALTH LLC | 11/07/2023 | 957.84 K | $18.99 M | 1.24% | 2.14% |
| COHEN & STEERS, INC. | 11/14/2023 | 853.78 K | $16.93 M | 371.25% | 1.91% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/14/2023 | 534.19 K | $10.59 M | 19.82% | 1.19% |
| BANK OF AMERICA CORP /DE/ | 11/14/2023 | 494.90 K | $9.81 M | 5.54% | 1.11% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/13/2023 | 455.78 K | $9.04 M | 0.00% | 1.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2023 | 362.31 K | $7.18 M | -19.49% | 0.81% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/27/2023 | 337.69 K | $6.70 M | -62.22% | 0.76% |
| ROYAL BANK OF CANADA | 11/14/2023 | 332.95 K | $6.60 M | 2.35% | 0.74% |
| ALMITAS CAPITAL LLC | 11/21/2023 | 304.82 K | $6.04 M | 385.49% | 0.68% |
| STIFEL FINANCIAL CORP | 11/13/2023 | 264.07 K | $5.24 M | 1.44% | 0.59% |
| ENVESTNET ASSET MANAGEMENT INC | 11/13/2023 | 240.04 K | $4.76 M | 29.08% | 0.54% |
| CETERA ADVISOR NETWORKS LLC | 11/14/2023 | 215.06 K | $4.26 M | -37.27% | 0.48% |
| ADVISOR PARTNERS II, LLC | 10/26/2023 | 199.55 K | $3.96 M | 100.00% | 0.45% |
| RELATIVE VALUE PARTNERS GROUP, LLC | 11/13/2023 | 113.93 K | $2.26 M | 100.00% | 0.25% |
| TRANSCEND CAPITAL ADVISORS, LLC | 10/31/2023 | 87.17 K | $1.73 M | -2.94% | 0.19% |
| WEDBUSH SECURITIES INC | 11/14/2023 | 78.47 K | $1.56 M | 7.57% | 0.18% |
| FIRST FOUNDATION ADVISORS | 11/15/2023 | 73.01 K | $1.45 M | -38.72% | 0.16% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2023 | 72.03 K | $1.43 M | 100.00% | 0.16% |
| APRIO WEALTH MANAGEMENT, LLC | 10/10/2023 | 72.03 K | $1.43 M | 100.00% | 0.16% |
| TRUIST FINANCIAL CORP | 11/14/2023 | 68.06 K | $1.35 M | -40.58% | 0.15% |
| ICON ADVISERS INC/CO | 11/14/2023 | 67.00 K | $1.33 M | 100.00% | 0.15% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2023 | 63.45 K | $1.26 M | 0.00% | 0.14% |
| HC ADVISORS, LLC | 11/07/2023 | 60.82 K | $1.21 M | 4.08% | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 10/24/2023 | 57.27 K | $1.14 M | -7.40% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/24/2023 | 47.65 K | $945.00 K | 0.10% | 0.11% |
| COUNTRY TRUST BANK | 10/10/2023 | 46.72 K | $926.50 K | 0.00% | 0.10% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2023 | 45.86 K | $909.00 K | 1,071.64% | 0.10% |
| INVESCO LTD. | 11/13/2023 | 36.37 K | $721.26 K | -17.89% | 0.08% |
| HARBOUR INVESTMENTS, INC. | 11/15/2023 | 34.34 K | $681.05 K | -6.30% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2023 | 27.92 K | $553.80 K | 13.49% | 0.06% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 11/09/2023 | 27.50 K | $545.33 K | 0.00% | 0.06% |
| COMERICA BANK | 11/21/2023 | 22.83 K | $452.62 K | 100.00% | 0.05% |
| ISLAY CAPITAL MANAGEMENT, LLC | 11/02/2023 | 19.25 K | $381.76 K | 0.06% | 0.04% |
| SPIRE WEALTH MANAGEMENT | 11/08/2023 | 18.10 K | $358.93 K | 0.07% | 0.04% |
| MML INVESTORS SERVICES, LLC | 11/14/2023 | 17.79 K | $353.00 K | -36.63% | 0.04% |
| SEA OTTER ADVISORS LLC | 11/14/2023 | 15.41 K | $305.64 K | 54.13% | 0.03% |
| PHRACTION MANAGEMENT LLC | 11/08/2023 | 14.97 K | $296.88 K | 0.00% | 0.03% |
| FIRST TRUST ADVISORS LP | 11/13/2023 | 14.12 K | $280.00 K | -52.02% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2023 | 12.60 K | $249.94 K | -16.56% | 0.03% |
| HILLTOP HOLDINGS INC. | 11/14/2023 | 12.18 K | $241.43 K | -50.91% | 0.03% |
| PERIGON WEALTH MANAGEMENT, LLC | 10/30/2023 | 11.60 K | $230.03 K | 0.00% | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11/13/2023 | 11.51 K | $228.16 K | 100.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 10/31/2023 | 7.00 K | $138.81 K | 0.00% | 0.02% |
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PIMCO Energy & T institutional Ownership - FAQ's
During the previous two years, 8 institutional investors and hedge funds held shares of PIMCO Energy & T. The most heavily invested institutionals were:
ADVISOR PARTNERS II, LLC: 199,549
Hightower 6M Holding, LLC: 44,655
Covington Capital Management: 225
FourThought Financial, LLC: 17
PARAMETRIC PORTFOLIO ASSOCIATES LLC: 792,868
6 Meridian: 63,641
49.43% of PIMCO Energy & T stock is owned by institutional investors.
Institutional investors have bought a total of 1.18 M shares in the last 24 months. This purchase volume represents approximately $27.76 M in transactions.