Purchases and Sales Made in Q3 2023 in Pimco Rafi Dynamic Multi Facto (MFDX)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFDX) during Q3 2023. The information is specifically focused on institutions that hold shares of PIMCO RAFI DYNAMIC MULTI-FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
BUY
|
- |
867KNew |
$23.4M - $24.9M
|
867K
$26.3M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
235KNew |
$6.36M - $6.76M
|
235K
$7.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.1K+ 25.41% |
$705K - $750K
|
129K
$3.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
17.4K+ 0.53% |
$470K - $500K
|
3.28M
$99.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.31K+ 42.55% |
$197K - $210K
|
24.5K
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.5K+ 31.26% |
$149K - $158K
|
23.1K
$700K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
5.43K+ 31.48% |
$147K - $156K
|
22.7K
$689K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.68K+ 7.42% |
$72.3K - $76.9K
|
38.8K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 79.08% |
$54K - $57.5K
|
4.53K
$137K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
536+ 5.49% |
$14.5K - $15.4K
|
10.3K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
456+ 41.49% |
$12.3K - $13.1K
|
1.56K
$47.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
4+ 22.22% |
$108 - $115
|
22
$667
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-704- 5.88% |
$19K - $20.2K
|
11.3K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.49K- 2.75% |
$40.2K - $42.7K
|
52.6K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.1K- 74.67% |
$866K - $921K
|
10.9K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61.4K- 58.84% |
$1.66M - $1.76M
|
42.9K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-220K- 82.71% |
$5.94M - $6.32M
|
46K
$1.4M
|