Institutional Ownership Pimco Rafi Dynamic Multi Facto (MFEM)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFEM). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 4.42 Million shares, which have been reported (via 13F filing form) to have a value of $91.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
13,718
shares
|
$289,586
0.0% of portfolio
|
Q2 2024
Added 0.52%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 12, 2024 Q2 2024 |
11,612
shares
|
$245,129
0.22% of portfolio
|
Q2 2024
Added 10.78%
|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
10,672
shares
|
$225,285
0.03% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
6,150
shares
|
$129,826
0.0% of portfolio
|
Q2 2024
Added 1.65%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
5,345
shares
|
$112,832
0.0% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
3,155
shares
|
$66,602
0.0% of portfolio
|
Q1 2020
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
750
shares
|
$15,832
0.0% of portfolio
|
Q3 2023
Reduced 74.13%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
388
shares
|
$8,190
0.0% of portfolio
|
Q2 2022
Reduced 20.49%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
186
shares
|
$3,926
0.0% of portfolio
|
Q4 2023
Added 1.09%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
42
shares
|
$886
0.0% of portfolio
|
Q2 2024
Reduced 48.78%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|