Purchases and Sales Made in Q4 2024 in Pimco Rafi Dynamic Multi Facto (MFDX)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFDX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
61.6K+ 5.43% |
$1.82M - $1.98M
|
1.2M
$37.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
45.3KNew |
$1.34M - $1.45M
|
45.3K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.3KNew |
$1.04M - $1.13M
|
35.3K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
31.1KNew |
$919K - $998K
|
31.1K
$968K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.63KNew |
$225K - $245K
|
7.63K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.15K+ 1.63% |
$63.5K - $69K
|
134K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.69K+ 7.72% |
$49.8K - $54.1K
|
23.6K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$39.4K - $42.7K
|
1.33K
$41.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
936New |
$27.6K - $30K
|
936
$29.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
463New |
$13.7K - $14.8K
|
463
$14.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-519- 3.31% |
$15.3K - $16.6K
|
15.2K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-14.5K- 26.48% |
$428K - $465K
|
40.3K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-146K- 10.2% |
$4.3M - $4.67M
|
1.28M
$39.9M
|