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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.72K+ 18.39% |
$194K - $242K
|
43.3K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-283- 2.08% |
$8.19K - $10.2K
|
13.3K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39+ 0.58% |
$1.13K - $1.4K
|
6.81K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.8K- 25.4% |
$400K - $497K
|
40.6K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4KNew |
$792K - $984K
|
27.4K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.6K+ 4.48% |
$1.09M - $1.35M
|
877K
$31.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-133K- 66.4% |
$3.85M - $4.78M
|
67.3K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
22.9KNew |
$663K - $823K
|
22.9K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.5K+ 9.2% |
$362K - $449K
|
148K
$5.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
409New |
$11.8K - $14.7K
|
409
$14.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-407- 3.69% |
$11.8K - $14.6K
|
10.6K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-176- 28.85% |
$5.09K - $6.33K
|
434
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-305- 4.55% |
$8.83K - $11K
|
6.4K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.1KNew |
$89.7K - $111K
|
3.1K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175K+ 943.41% |
$5.05M - $6.27M
|
193K
$6.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
98New |
$2.84K - $3.52K
|
98
$3.53K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-16.8K- 0.52% |
$487K - $605K
|
3.21M
$116M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
615+ 1.74% |
$17.8K - $22.1K
|
36K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
699New |
$20.2K - $25.1K
|
699
$25.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.6K+ 4.49% |
$336K - $417K
|
270K
$9.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
3.22K+ 6.46% |
$93.1K - $116K
|
53K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$8.68K - $10.8K
|
300
$10.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.9KNew |
$171K - $212K
|
5.9K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
685+ 4.6% |
$19.8K - $24.6K
|
15.6K
$561K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-852- 3.24% |
$24.7K - $30.6K
|
25.4K
$916K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.15K+ 33.35% |
$62.2K - $77.3K
|
8.6K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.21K+ 0.67% |
$238K - $295K
|
1.23M
$44.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33KNew |
$956K - $1.19M
|
33K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
860New |
$24.9K - $30.9K
|
860
$31K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-7.16K- 3.96% |
$207K - $257K
|
174K
$6.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
235+ 4.42% |
$6.8K - $8.45K
|
5.55K
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-208- 22.1% |
$6.02K - $7.48K
|
733
$26.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
14.7K+ 31.88% |
$425K - $528K
|
60.8K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
59.5KNew |
$1.72M - $2.14M
|
59.5K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.75% |
$57.9 - $71.9
|
270
$9.73K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-224K- 12.09% |
$6.48M - $8.05M
|
1.63M
$58.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.7KNew |
$1.93M - $2.4M
|
66.7K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
509+ 1.15% |
$14.7K - $18.3K
|
44.8K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
120KNew |
$3.48M - $4.33M
|
120K
$4.34M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.35KNew |
$185K - $209K
|
6.35K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-33K- 69.14% |
$961K - $1.09M
|
14.7K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.4K+ 380.48% |
$2.75M - $3.11M
|
119K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
666New |
$19.4K - $22K
|
666
$24K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-463- 50.0% |
$13.5K - $15.3K
|
463
$16.7K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
539New |
$15.9K - $17.3K
|
539
$19.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-275- 10.89% |
$8.12K - $8.82K
|
2.25K
$81.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.5 - $32.1
|
1
$36.1
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
52.2KNew |
$1.54M - $1.67M
|
52.2K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.18K- 30.32% |
$124K - $134K
|
9.62K
$347K
|
|