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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.93KNew |
$55.8K - $62.4K
|
2.93K
$56K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.48K- 17.66% |
$161K - $180K
|
39.5K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 4.56% |
$25.7K - $28.8K
|
28.3K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-50.5K- 74.67% |
$961K - $1.07M
|
17.1K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.91KNew |
$55.4K - $61.9K
|
2.91K
$55.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19 - $21.3
|
1
$19.1
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-29- 0.13% |
$552 - $617
|
21.8K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.79K+ 0.32% |
$53.1K - $59.4K
|
882K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-940- 4.73% |
$17.9K - $20K
|
18.9K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.48K+ 18.55% |
$104K - $117K
|
35K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.3K- 8.93% |
$349K - $390K
|
187K
$3.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
121KNew |
$2.3M - $2.57M
|
121K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.37K+ 29.82% |
$121K - $135K
|
27.7K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.85K+ 0.59% |
$92.3K - $103K
|
823K
$15.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.68K- 10.18% |
$69.9K - $78.2K
|
32.4K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
51.7KNew |
$982K - $1.1M
|
51.7K
$987K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-608- 4.53% |
$11.6K - $12.9K
|
12.8K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.64K+ 1.0% |
$50.3K - $56.2K
|
267K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28+ 0.17% |
$533 - $596
|
16.6K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-17.3K- 18.9% |
$329K - $368K
|
74.3K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 31.23% |
$30.4K - $34K
|
3.52K
$67.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36K+ 12.24% |
$685K - $766K
|
330K
$6.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.4K+ 4.25% |
$425K - $476K
|
549K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.05K- 27.19% |
$134K - $150K
|
18.9K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5.32K- 26.5% |
$101K - $113K
|
14.8K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-301- 85.75% |
$5.73K - $6.4K
|
50
$956
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
44.6K+ 78.9% |
$848K - $948K
|
101K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-839- 2.61% |
$16K - $17.8K
|
31.3K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.83K+ 0.77% |
$91.8K - $103K
|
631K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.39K+ 0.63% |
$26.5K - $29.7K
|
224K
$4.28M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
71.3K+ 117.25% |
$1.36M - $1.53M
|
132K
$2.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.7KNew |
$51.4K - $58.1K
|
2.7K
$51.7K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.48KNew |
$142K - $161K
|
7.48K
$143K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
302New |
$5.74K - $6.49K
|
302
$5.77K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$22.8K - $25.8K
|
35.6K
$680K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.3K- 55.25% |
$497K - $549K
|
21.3K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100+ 1.65% |
$1.89K - $2.08K
|
6.15K
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$18.9 - $20.8
|
1
$19.1
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-539- 3.28% |
$10.2K - $11.2K
|
15.9K
$304K
|
|
| 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
$433K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
766New |
$13.8K - $15.1K
|
766
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-514- 4.28% |
$9.29K - $10.1K
|
11.5K
$219K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.75K- 18.11% |
$80.7K - $91K
|
21.4K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$400K - $451K
|
23.5K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26KNew |
$442K - $498K
|
26K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.8KNew |
$81.5K - $92K
|
4.8K
$91.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.09% |
$34 - $38.4
|
186
$3.55K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74KNew |
$29.5K - $33.3K
|
1.74K
$33.2K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.25K- 2.66% |
$58.6K - $63.6K
|
119K
$2.27M
|
|