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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.41K+ 212.01% |
$49.4K - $52.9K
|
2.08K
$78.2K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
16.9KNew |
$590K - $632K
|
16.9K
$635K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-141- 26.16% |
$4.93K - $5.28K
|
398
$15K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.37KNew |
$153K - $164K
|
4.37K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.72K+ 2.51% |
$130K - $139K
|
152K
$5.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.8K+ 628.66% |
$168K - $180K
|
5.57K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.76K+ 128.59% |
$306K - $328K
|
15.6K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
75+ 1.17% |
$2.62K - $2.81K
|
6.47K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.4K+ 2.67% |
$818K - $876K
|
900K
$33.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.68K+ 13.14% |
$199K - $213K
|
48.9K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.5K- 70.66% |
$1.66M - $1.78M
|
19.7K
$742K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
453New |
$15.8K - $17K
|
453
$17K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.99K+ 24.59% |
$349K - $374K
|
50.6K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.9K+ 27.91% |
$1.88M - $2.02M
|
247K
$9.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7.21KNew |
$252K - $270K
|
7.21K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2K- 18.76% |
$69.8K - $74.7K
|
8.64K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-261- 1.14% |
$9.13K - $9.77K
|
22.6K
$851K
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
7.01K+ 13.23% |
$245K - $263K
|
60K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.56K- 15.45% |
$194K - $208K
|
30.4K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.33K+ 10.02% |
$46.6K - $49.9K
|
14.6K
$550K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.4K- 9.6% |
$400K - $428K
|
108K
$4.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
184New |
$6.43K - $6.89K
|
184
$6.92K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25.2K+ 2.05% |
$882K - $944K
|
1.26M
$47.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-211- 0.64% |
$7.38K - $7.9K
|
32.8K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
41+ 0.26% |
$1.43K - $1.53K
|
15.6K
$587K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.9K+ 1.07% |
$101K - $108K
|
273K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.82K+ 149.52% |
$309K - $330K
|
14.7K
$554K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-9.24K- 5.32% |
$323K - $346K
|
164K
$6.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-99.2K- 3.09% |
$3.47M - $3.71M
|
3.11M
$117M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.46KNew |
$191K - $205K
|
5.46K
$206K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 8.42% |
$354K - $379K
|
130K
$4.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.5KNew |
$52.5K - $56.1K
|
1.5K
$56.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.31K+ 5.45% |
$116K - $124K
|
64.1K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-535- 1.2% |
$18.7K - $20K
|
44.2K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3+ 1.11% |
$105 - $112
|
273
$10.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29.2KNew |
$1.02M - $1.09M
|
29.2K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$35 - $37.4
|
5.55K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 16.49% |
$385K - $412K
|
77.7K
$2.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-108- 0.42% |
$3.78K - $4.04K
|
25.3K
$952K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
916+ 10.65% |
$32K - $34.3K
|
9.52K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-2.57K- 0.16% |
$89.8K - $96.1K
|
1.63M
$61.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-892- 1.5% |
$31.2K - $33.4K
|
58.6K
$2.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-106- 14.46% |
$3.71K - $3.97K
|
627
$23.6K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4KNew |
$792K - $984K
|
27.4K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.1KNew |
$89.7K - $111K
|
3.1K
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
409New |
$11.8K - $14.7K
|
409
$15.4K
|
|
|
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
$3.69K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
699New |
$20.2K - $25.1K
|
699
$26.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$8.68K - $10.8K
|
300
$11.3K
|
|