Latest Institutional Transactions on Pimco Rafi Dynamic Multi Facto (MFDX)
This table provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFDX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
539New |
$15.9K - $17.3K
|
539
$17.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.72K- 8.77% |
$50.6K - $55K
|
17.9K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
178KNew |
$5.25M - $5.7M
|
178K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103K+ 106.21% |
$3.03M - $3.29M
|
199K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.5 - $32.1
|
1
$32.7
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-275- 10.89% |
$8.12K - $8.82K
|
2.25K
$73.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47.7KNew |
$1.41M - $1.53M
|
47.7K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
38.5K+ 1.19% |
$1.14M - $1.23M
|
3.28M
$107M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.6K+ 3.9% |
$904K - $982K
|
816K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-86- 0.6% |
$2.54K - $2.76K
|
14.2K
$465K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-79.7K- 57.55% |
$2.35M - $2.56M
|
58.8K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
52.2KNew |
$1.54M - $1.67M
|
52.2K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.18K- 30.32% |
$124K - $134K
|
9.62K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.29K- 4.94% |
$38K - $41.3K
|
24.8K
$811K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 52.33% |
$767K - $833K
|
75.7K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
47KNew |
$1.39M - $1.51M
|
47K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.33K+ 0.94% |
$68.9K - $74.8K
|
251K
$8.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.63KNew |
$225K - $245K
|
7.63K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.3KNew |
$1.04M - $1.13M
|
35.3K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$39.4K - $42.7K
|
1.33K
$43.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
936New |
$27.6K - $30K
|
936
$30.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.15K+ 1.63% |
$63.5K - $69K
|
134K
$4.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
31.1KNew |
$919K - $998K
|
31.1K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.69K+ 7.72% |
$49.8K - $54.1K
|
23.6K
$771K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
61.6K+ 5.43% |
$1.82M - $1.98M
|
1.2M
$39.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-519- 3.31% |
$15.3K - $16.6K
|
15.2K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
463New |
$13.7K - $14.8K
|
463
$15.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-146K- 10.2% |
$4.3M - $4.67M
|
1.28M
$41.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
45.3KNew |
$1.34M - $1.45M
|
45.3K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-14.5K- 26.48% |
$428K - $465K
|
40.3K
$1.32M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-846- 11.09% |
$24.7K - $27.8K
|
6.78K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.82K- 29.74% |
$82.3K - $92.6K
|
6.66K
$218K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-917- 11.44% |
$26.8K - $30.1K
|
7.1K
$232K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6KNew |
$175K - $197K
|
6K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.7KNew |
$1.04M - $1.17M
|
35.7K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.21KNew |
$269K - $302K
|
9.21K
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
430+ 14.45% |
$12.6K - $14.1K
|
3.41K
$111K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
570New |
$16.7K - $17.7K
|
570
$18.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.27% |
$644 - $685
|
8.3K
$271K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 2.71% |
$48.8K - $51.9K
|
63.1K
$2.06M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.2K+ 197.52% |
$662K - $715K
|
35K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87.6KNew |
$2.49M - $2.69M
|
87.6K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
362New |
$10.3K - $11.1K
|
362
$11.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$1.62K - $1.75K
|
57
$1.86K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.3K+ 142.94% |
$1.57M - $1.8M
|
104K
$3.41M
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18.8KClosed |
$416K - $494K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.2KNew |
$800K - $950K
|
36.2K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-237- 0.79% |
$5.24K - $6.22K
|
29.7K
$972K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
1.01KNew |
$25.2K - $28.8K
|
1.01K
$32.9K
|
|