Purchases and Sales Made in Q3 2025 in Pimco Rafi Dynamic Multi Facto (MFDX)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFDX) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.9K+ 27.91% |
$1.88M - $2.02M
|
247K
$9.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29.2KNew |
$1.02M - $1.09M
|
29.2K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25.2K+ 2.05% |
$882K - $944K
|
1.26M
$47.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.4K+ 2.67% |
$818K - $876K
|
900K
$33.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
16.9KNew |
$590K - $632K
|
16.9K
$635K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 16.49% |
$385K - $412K
|
77.7K
$2.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 8.42% |
$354K - $379K
|
130K
$4.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.99K+ 24.59% |
$349K - $374K
|
50.6K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.82K+ 149.52% |
$309K - $330K
|
14.7K
$554K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.76K+ 128.59% |
$306K - $328K
|
15.6K
$585K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7.21KNew |
$252K - $270K
|
7.21K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
7.01K+ 13.23% |
$245K - $263K
|
60K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.68K+ 13.14% |
$199K - $213K
|
48.9K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.46KNew |
$191K - $205K
|
5.46K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.8K+ 628.66% |
$168K - $180K
|
5.57K
$209K
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.31K+ 5.45% |
$116K - $124K
|
64.1K
$2.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.9K+ 1.07% |
$101K - $108K
|
273K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.67K+ 74.4% |
$58.5K - $62.7K
|
3.92K
$148K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.5KNew |
$52.5K - $56.1K
|
1.5K
$56.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.33K+ 10.02% |
$46.6K - $49.9K
|
14.6K
$550K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
916+ 10.65% |
$32K - $34.3K
|
9.52K
$358K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
453New |
$15.8K - $17K
|
453
$17K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
184New |
$6.43K - $6.89K
|
184
$6.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
75+ 1.17% |
$2.62K - $2.81K
|
6.47K
$243K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
41+ 0.26% |
$1.43K - $1.53K
|
15.6K
$587K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3+ 1.11% |
$105 - $112
|
273
$10.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$35 - $37.4
|
5.55K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-106- 14.46% |
$3.71K - $3.97K
|
627
$23.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-108- 0.42% |
$3.78K - $4.04K
|
25.3K
$952K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-141- 26.16% |
$4.93K - $5.28K
|
398
$15K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-211- 0.64% |
$7.38K - $7.9K
|
32.8K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-261- 1.14% |
$9.13K - $9.77K
|
22.6K
$851K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-535- 1.2% |
$18.7K - $20K
|
44.2K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-892- 1.5% |
$31.2K - $33.4K
|
58.6K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2K- 18.76% |
$69.8K - $74.7K
|
8.64K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-2.57K- 0.16% |
$89.8K - $96.1K
|
1.63M
$61.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.56K- 15.45% |
$194K - $208K
|
30.4K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-9.24K- 5.32% |
$323K - $346K
|
164K
$6.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.4K- 9.6% |
$400K - $428K
|
108K
$4.05M
|
|
|
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 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-99.2K- 3.09% |
$3.47M - $3.71M
|
3.11M
$117M
|
|