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 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.88K- 27.45% |
$288K - $324K
|
26.1K
$778K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
132KNew |
$3.84M - $4.32M
|
132K
$3.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-846- 11.09% |
$24.7K - $27.8K
|
6.78K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.16K- 13.91% |
$92.3K - $104K
|
19.6K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-657- 20.65% |
$19.2K - $21.6K
|
2.53K
$75.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.82K- 29.74% |
$82.3K - $92.6K
|
6.66K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.1K+ 116.92% |
$1.52M - $1.71M
|
96.7K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.7K+ 3.8% |
$839K - $944K
|
785K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
58.5K+ 1.84% |
$1.71M - $1.92M
|
3.24M
$96.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.6K+ 12.68% |
$455K - $512K
|
139K
$4.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 69.31% |
$594K - $668K
|
49.7K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.26K- 22.94% |
$124K - $140K
|
14.3K
$427K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-917- 11.44% |
$26.8K - $30.1K
|
7.1K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-62- 0.39% |
$1.81K - $2.04K
|
15.7K
$468K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.82K+ 3.24% |
$228K - $257K
|
249K
$7.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6KNew |
$175K - $197K
|
6K
$179K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.84K+ 28.39% |
$141K - $159K
|
21.9K
$652K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
94.1K+ 9.04% |
$2.75M - $3.09M
|
1.14M
$33.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.7KNew |
$1.04M - $1.17M
|
35.7K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
195K+ 15.83% |
$5.7M - $6.41M
|
1.43M
$42.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.21KNew |
$269K - $302K
|
9.21K
$275K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
430+ 14.45% |
$12.6K - $14.1K
|
3.41K
$102K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-8.16K- 12.96% |
$238K - $268K
|
54.8K
$1.63M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
75.9KNew |
$2.22M - $2.36M
|
75.9K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.27% |
$644 - $685
|
8.3K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
570New |
$16.7K - $17.7K
|
570
$17K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 2.71% |
$48.8K - $51.9K
|
63.1K
$1.88M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.2K+ 197.52% |
$662K - $715K
|
35K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87.6KNew |
$2.49M - $2.69M
|
87.6K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
362New |
$10.3K - $11.1K
|
362
$10.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$1.62K - $1.75K
|
57
$1.7K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$393K - $424K
|
13.8K
$412K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.3K+ 142.94% |
$1.57M - $1.8M
|
104K
$3.11M
|
|
| 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
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-237- 0.79% |
$5.24K - $6.22K
|
29.7K
$886K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
1.01KNew |
$25.2K - $28.8K
|
1.01K
$30K
|
|
| Q1 2022 | |||||||
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.2KClosed |
$586K - $673K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-818KClosed |
$23.2M - $24.8M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-68KClosed |
$1.93M - $2.07M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-32.7KClosed |
$760K - $902K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-196Closed |
$4.55K - $5.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.08KClosed |
$206K - $224K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-70.1KClosed |
$1.59M - $1.73M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.77KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 19, 2019
Q1 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-785Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-200KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Allworth Financial LP
|
SELL
|
- |
-252Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-62.3KClosed |
N/A
|
0
$0
|
|