Latest Institutional Transactions on Pimco Rafi Dynamic Multi Facto (MFEM)
This table provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFEM) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$16.9 - $21.2
|
1
$21.6
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
49.6K+ 9.78% |
$838K - $1.05M
|
557K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-619- 29.12% |
$10.5K - $13.1K
|
1.51K
$32.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 12.14% |
$185K - $232K
|
101K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-100- 1.63% |
$1.69K - $2.12K
|
6.05K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8K+ 107.81% |
$182K - $229K
|
20.8K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-70.4K- 46.06% |
$1.19M - $1.49M
|
82.5K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.88K- 17.25% |
$65.5K - $82.2K
|
18.6K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.4KNew |
$699K - $877K
|
41.4K
$892K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.7K- 35.85% |
$485K - $609K
|
51.4K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.27K+ 68.36% |
$89K - $112K
|
13K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.23K+ 52.41% |
$122K - $153K
|
21K
$454K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.4K- 52.23% |
$295K - $370K
|
16K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-556- 40.58% |
$9.39K - $11.8K
|
814
$17.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
425+ 0.05% |
$7.18K - $9.01K
|
877K
$18.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-13.9K- 19.55% |
$235K - $295K
|
57.4K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-8.27K- 11.0% |
$140K - $175K
|
66.9K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-527- 2.97% |
$8.9K - $11.2K
|
17.2K
$372K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
17.7K+ 6.38% |
$299K - $376K
|
296K
$6.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.32K+ 10.26% |
$22.4K - $28.1K
|
14.2K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
6.67K+ 12.24% |
$113K - $141K
|
61.1K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.86K- 9.62% |
$48.3K - $60.6K
|
26.9K
$580K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3K- 16.64% |
$50.6K - $63.5K
|
15K
$324K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
37+ 0.31% |
$625 - $784
|
12K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.65K- 0.89% |
$129K - $162K
|
855K
$18.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
399+ 1.21% |
$6.74K - $8.46K
|
33.3K
$719K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.75K- 1.64% |
$63.3K - $79.5K
|
225K
$4.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
11.7K+ 9.2% |
$197K - $247K
|
138K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$16.9 - $21.2
|
1
$21.6
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.7K- 1.77% |
$197K - $247K
|
646K
$13.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-800- 2.49% |
$13.5K - $17K
|
31.3K
$675K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.1K- 18.25% |
$628K - $670K
|
153K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.3KNew |
$207K - $221K
|
11.3K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.5KNew |
$211K - $225K
|
11.5K
$247K
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
123KNew |
$2.34M - $2.62M
|
123K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.91KNew |
$55.4K - $61.9K
|
2.91K
$62.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36K+ 12.24% |
$685K - $766K
|
330K
$7.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.4K+ 4.25% |
$425K - $476K
|
549K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-301- 85.75% |
$5.73K - $6.4K
|
50
$1.08K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.7KNew |
$51.4K - $58.1K
|
2.7K
$58.3K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.48KNew |
$142K - $161K
|
7.48K
$161K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
302New |
$5.74K - $6.49K
|
302
$6.51K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.3K- 55.25% |
$497K - $549K
|
21.3K
$460K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$18.9 - $20.8
|
1
$21.6
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-539- 3.28% |
$10.2K - $11.2K
|
15.9K
$343K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76.8K- 77.21% |
$1.39M - $1.51M
|
22.7K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
766New |
$13.8K - $15.1K
|
766
$16.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-514- 4.28% |
$9.29K - $10.1K
|
11.5K
$248K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.75K- 18.11% |
$80.7K - $91K
|
21.4K
$463K
|
|