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
$62M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.89K+ 2.74% |
$201K - $227K
|
258K
$8.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.32KNew |
$155K - $175K
|
5.32K
$178K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.21K+ 13.52% |
$123K - $139K
|
35.3K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.01K+ 1.69% |
$87.6K - $99.1K
|
181K
$6.05M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.72K+ 11.54% |
$79.2K - $89.6K
|
26.3K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
666New |
$19.4K - $22K
|
666
$22.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
463+ 100.0% |
$13.5K - $15.3K
|
926
$31K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
268New |
$7.81K - $8.84K
|
268
$8.97K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.53% |
$146 - $165
|
941
$31.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-288- 1.9% |
$8.39K - $9.5K
|
14.9K
$498K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-463- 50.0% |
$13.5K - $15.3K
|
463
$15.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-1.18K- 15.5% |
$34.5K - $39K
|
6.45K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-57.1K- 75.54% |
$1.67M - $1.88M
|
18.5K
$619K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-60.2K- 4.7% |
$1.75M - $1.99M
|
1.22M
$40.9M
|