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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
120KNew |
$3.48M - $4.33M
|
120K
$4.26M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.07K- 2.37% |
$31.3K - $35.4K
|
44.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-636- 4.47% |
$18.5K - $21K
|
13.6K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 2.89% |
$688K - $778K
|
839K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.81K+ 14.43% |
$169K - $192K
|
46.1K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.35KNew |
$185K - $209K
|
6.35K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.81K- 38.16% |
$198K - $225K
|
11K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-33K- 69.14% |
$961K - $1.09M
|
14.7K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
136KNew |
$3.96M - $4.48M
|
136K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.77KNew |
$197K - $223K
|
6.77K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
873+ 0.44% |
$25.4K - $28.8K
|
200K
$7.09M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
2.78K+ 5.91% |
$81K - $91.6K
|
49.8K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.2K+ 3.4% |
$35.1K - $39.7K
|
36.5K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.36K- 7.42% |
$127K - $144K
|
54.4K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.4K+ 380.48% |
$2.75M - $3.11M
|
119K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-44.3K- 1.35% |
$1.29M - $1.46M
|
3.23M
$114M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-57.1K- 75.54% |
$1.67M - $1.88M
|
18.5K
$655K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.72K+ 11.54% |
$79.2K - $89.6K
|
26.3K
$930K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.21K+ 13.52% |
$123K - $139K
|
35.3K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.53% |
$146 - $165
|
941
$33.3K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.01K+ 1.69% |
$87.6K - $99.1K
|
181K
$6.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-288- 1.9% |
$8.39K - $9.5K
|
14.9K
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-60.2K- 4.7% |
$1.75M - $1.99M
|
1.22M
$43.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
666New |
$19.4K - $22K
|
666
$23.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.89K+ 2.74% |
$201K - $227K
|
258K
$9.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
655K+ 54.73% |
$19.1M - $21.6M
|
1.85M
$65.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-463- 50.0% |
$13.5K - $15.3K
|
463
$16.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
268New |
$7.81K - $8.84K
|
268
$9.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-1.18K- 15.5% |
$34.5K - $39K
|
6.45K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.32KNew |
$155K - $175K
|
5.32K
$188K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40- 6.56% |
$1.18K - $1.28K
|
570
$20.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
539New |
$15.9K - $17.3K
|
539
$19.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.5 - $32.1
|
1
$35.4
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-275- 10.89% |
$8.12K - $8.82K
|
2.25K
$79.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
52.2KNew |
$1.54M - $1.67M
|
52.2K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.18K- 30.32% |
$124K - $134K
|
9.62K
$340K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$39.4K - $42.7K
|
1.33K
$47.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.15K+ 1.63% |
$63.5K - $69K
|
134K
$4.73M
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-917- 11.44% |
$26.8K - $30.1K
|
7.1K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6KNew |
$175K - $197K
|
6K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.7KNew |
$1.04M - $1.17M
|
35.7K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.21KNew |
$269K - $302K
|
9.21K
$326K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
430+ 14.45% |
$12.6K - $14.1K
|
3.41K
$121K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.27% |
$644 - $685
|
8.3K
$294K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 2.71% |
$48.8K - $51.9K
|
63.1K
$2.23M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.2K+ 197.52% |
$662K - $715K
|
35K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$1.62K - $1.75K
|
57
$2.02K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
362New |
$10.3K - $11.1K
|
362
$12.8K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87.6KNew |
$2.49M - $2.69M
|
87.6K
$3.1M
|
|