Purchases and Sales Made in Q1 2025 in Pimco Rafi Dynamic Multi Facto (MFUS)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFUS) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47K+ 186.29% |
$2.3M - $2.49M
|
72.2K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23K+ 382816.66% |
$1.12M - $1.22M
|
23K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5K+ 30.0% |
$612K - $662K
|
54.2K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.9KNew |
$582K - $630K
|
11.9K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$521K - $563K
|
10.6K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
8.7K+ 6.44% |
$425K - $460K
|
144K
$7.42M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.63KNew |
$373K - $403K
|
7.63K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
5.66K+ 28.87% |
$277K - $299K
|
25.3K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.56KNew |
$272K - $294K
|
5.56K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.44K+ 0.79% |
$217K - $235K
|
567K
$29.3M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
4.29K+ 4.08% |
$210K - $227K
|
109K
$5.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.96KNew |
$145K - $157K
|
2.96K
$153K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.75K+ 13.97% |
$134K - $145K
|
22.4K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.58K+ 120.1% |
$126K - $137K
|
4.73K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
602+ 8.17% |
$29.4K - $31.9K
|
7.97K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
107+ 0.37% |
$5.23K - $5.66K
|
28.7K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
85New |
$4.16K - $4.5K
|
85
$4.39K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64- 30.48% |
$3.13K - $3.39K
|
146
$7.53K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-532- 1.14% |
$26K - $28.1K
|
46.2K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-817- 14.35% |
$40K - $43.2K
|
4.88K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.97K- 12.02% |
$96.5K - $104K
|
14.5K
$746K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 12.02% |
$96.5K - $104K
|
14.5K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.38K- 1.03% |
$116K - $126K
|
229K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-9.53K- 59.79% |
$466K - $504K
|
6.41K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-20.4K- 1.5% |
$996K - $1.08M
|
1.34M
$69.2M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-29.3K- 27.22% |
$1.43M - $1.55M
|
78.4K
$4.05M
|