Latest Institutional Purchases of Pimco Rafi Dynamic Multi Facto (MFDX)
This list provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFDX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175K+ 943.41% |
$5.05M - $6.27M
|
193K
$6.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
120KNew |
$3.48M - $4.33M
|
120K
$4.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.7KNew |
$1.93M - $2.4M
|
66.7K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
59.5KNew |
$1.72M - $2.14M
|
59.5K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.6K+ 4.48% |
$1.09M - $1.35M
|
877K
$31.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33KNew |
$956K - $1.19M
|
33K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4KNew |
$792K - $984K
|
27.4K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
22.9KNew |
$663K - $823K
|
22.9K
$825K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
14.7K+ 31.88% |
$425K - $528K
|
60.8K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.5K+ 9.2% |
$362K - $449K
|
148K
$5.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.6K+ 4.49% |
$336K - $417K
|
270K
$9.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.21K+ 0.67% |
$238K - $295K
|
1.23M
$44.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.72K+ 18.39% |
$194K - $242K
|
43.3K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.9KNew |
$171K - $212K
|
5.9K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
3.22K+ 6.46% |
$93.1K - $116K
|
53K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.1KNew |
$89.7K - $111K
|
3.1K
$112K
|
|
|
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
|
Private Trust CO Na
|
BUY
|
- |
860New |
$24.9K - $30.9K
|
860
$31K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
699New |
$20.2K - $25.1K
|
699
$25.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
685+ 4.6% |
$19.8K - $24.6K
|
15.6K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
615+ 1.74% |
$17.8K - $22.1K
|
36K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
509+ 1.15% |
$14.7K - $18.3K
|
44.8K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
409New |
$11.8K - $14.7K
|
409
$14.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$8.68K - $10.8K
|
300
$10.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
235+ 4.42% |
$6.8K - $8.45K
|
5.55K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
98New |
$2.84K - $3.52K
|
98
$3.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39+ 0.58% |
$1.13K - $1.4K
|
6.81K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.75% |
$57.9 - $71.9
|
270
$9.73K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.4K+ 380.48% |
$2.75M - $3.11M
|
119K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.35KNew |
$185K - $209K
|
6.35K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
666New |
$19.4K - $22K
|
666
$24K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
52.2KNew |
$1.54M - $1.67M
|
52.2K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.15K+ 1.63% |
$63.5K - $69K
|
134K
$4.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$39.4K - $42.7K
|
1.33K
$48.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
539New |
$15.9K - $17.3K
|
539
$19.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.5 - $32.1
|
1
$36.1
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.7KNew |
$1.04M - $1.17M
|
35.7K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6KNew |
$175K - $197K
|
6K
$216K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
430+ 14.45% |
$12.6K - $14.1K
|
3.41K
$123K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 2.71% |
$48.8K - $51.9K
|
63.1K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.27% |
$644 - $685
|
8.3K
$299K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87.6KNew |
$2.49M - $2.69M
|
87.6K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.2K+ 197.52% |
$662K - $715K
|
35K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
362New |
$10.3K - $11.1K
|
362
$13.1K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$1.62K - $1.75K
|
57
$2.05K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.3K+ 142.94% |
$1.57M - $1.8M
|
104K
$3.76M
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.2KNew |
$800K - $950K
|
36.2K
$1.3M
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
1.01KNew |
$25.2K - $28.8K
|
1.01K
$36.2K
|
|