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 4.8 Million shares, which have been reported (via 13F filing form) to have a value of $94.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
15,171
shares
|
$293,862
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
13,419
shares
|
$259,926
0.0% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
7,478
shares
|
$144,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,150
shares
|
$119,125
0.0% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,124
shares
|
$99,251
0.0% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,155
shares
|
$61,112
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,703
shares
|
$52,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
351
shares
|
$6,798
0.0% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
302
shares
|
$5,849
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
186
shares
|
$3,602
0.0% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|