Purchases and Sales Made in Q2 2025 in Pimco Rafi Dynamic Multi Facto (MFDX)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFDX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175K+ 943.41% |
$5.05M - $6.27M
|
193K
$7.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
120KNew |
$3.48M - $4.33M
|
120K
$4.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.7KNew |
$1.93M - $2.4M
|
66.7K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
59.5KNew |
$1.72M - $2.14M
|
59.5K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.6K+ 4.48% |
$1.09M - $1.35M
|
877K
$32.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33KNew |
$956K - $1.19M
|
33K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4KNew |
$792K - $984K
|
27.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
22.9KNew |
$663K - $823K
|
22.9K
$848K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
14.7K+ 31.88% |
$425K - $528K
|
60.8K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.5K+ 9.2% |
$362K - $449K
|
148K
$5.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.6K+ 4.49% |
$336K - $417K
|
270K
$10M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.21K+ 0.67% |
$238K - $295K
|
1.23M
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.72K+ 18.39% |
$194K - $242K
|
43.3K
$1.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.9KNew |
$171K - $212K
|
5.9K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
3.22K+ 6.46% |
$93.1K - $116K
|
53K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.1KNew |
$89.7K - $111K
|
3.1K
$115K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.15K+ 33.35% |
$62.2K - $77.3K
|
8.6K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
860New |
$24.9K - $30.9K
|
860
$31.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
699New |
$20.2K - $25.1K
|
699
$25.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
685+ 4.6% |
$19.8K - $24.6K
|
15.6K
$577K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
615+ 1.74% |
$17.8K - $22.1K
|
36K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
509+ 1.15% |
$14.7K - $18.3K
|
44.8K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
409New |
$11.8K - $14.7K
|
409
$15.2K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
330+ 76.04% |
$9.55K - $11.9K
|
764
$28.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$8.68K - $10.8K
|
300
$11.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
235+ 4.42% |
$6.8K - $8.45K
|
5.55K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
98New |
$2.84K - $3.52K
|
98
$3.63K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39+ 0.58% |
$1.13K - $1.4K
|
6.81K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.75% |
$57.9 - $71.9
|
270
$10K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-176- 28.85% |
$5.09K - $6.33K
|
434
$16.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-208- 22.1% |
$6.02K - $7.48K
|
733
$27.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-283- 2.08% |
$8.19K - $10.2K
|
13.3K
$493K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-305- 4.55% |
$8.83K - $11K
|
6.4K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-407- 3.69% |
$11.8K - $14.6K
|
10.6K
$394K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-852- 3.24% |
$24.7K - $30.6K
|
25.4K
$942K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-7.16K- 3.96% |
$207K - $257K
|
174K
$6.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.8K- 25.4% |
$400K - $497K
|
40.6K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-16.8K- 0.52% |
$487K - $605K
|
3.21M
$119M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-133K- 66.4% |
$3.85M - $4.78M
|
67.3K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-224K- 12.09% |
$6.48M - $8.05M
|
1.63M
$60.3M
|