Purchases and Sales Made in Q1 2025 in Pimco Rafi Dynamic Multi Facto (MFDX)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFDX) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO RAFI DYNAMIC MULTI-FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
655K+ 54.73% |
$19.1M - $21.6M
|
1.85M
$64.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
136KNew |
$3.96M - $4.48M
|
136K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.4K+ 380.48% |
$2.75M - $3.11M
|
119K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 2.89% |
$688K - $778K
|
839K
$29.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.89K+ 2.74% |
$201K - $227K
|
258K
$8.96M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.77KNew |
$197K - $223K
|
6.77K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.35KNew |
$185K - $209K
|
6.35K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.81K+ 14.43% |
$169K - $192K
|
46.1K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.32KNew |
$155K - $175K
|
5.32K
$184K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.21K+ 13.52% |
$123K - $139K
|
35.3K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.01K+ 1.69% |
$87.6K - $99.1K
|
181K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
2.78K+ 5.91% |
$81K - $91.6K
|
49.8K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.72K+ 11.54% |
$79.2K - $89.6K
|
26.3K
$911K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.2K+ 3.4% |
$35.1K - $39.7K
|
36.5K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
873+ 0.44% |
$25.4K - $28.8K
|
200K
$6.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
666New |
$19.4K - $22K
|
666
$23.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
463+ 100.0% |
$13.5K - $15.3K
|
926
$32.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
268New |
$7.81K - $8.84K
|
268
$9.29K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40+ 7.02% |
$1.17K - $1.32K
|
610
$21.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.53% |
$146 - $165
|
941
$32.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-288- 1.9% |
$8.39K - $9.5K
|
14.9K
$516K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-463- 50.0% |
$13.5K - $15.3K
|
463
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-636- 4.47% |
$18.5K - $21K
|
13.6K
$471K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.07K- 2.37% |
$31.3K - $35.4K
|
44.3K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-1.18K- 15.5% |
$34.5K - $39K
|
6.45K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.36K- 7.42% |
$127K - $144K
|
54.4K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.81K- 38.16% |
$198K - $225K
|
11K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-33K- 69.14% |
$961K - $1.09M
|
14.7K
$511K
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-44.3K- 1.35% |
$1.29M - $1.46M
|
3.23M
$112M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-57.1K- 75.54% |
$1.67M - $1.88M
|
18.5K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-60.2K- 4.7% |
$1.75M - $1.99M
|
1.22M
$42.4M
|