Latest Institutional Purchases of Pimco Rafi Dynamic Multi Facto (MFEM)
This list provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFEM) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
480K+ 1730.74% |
$8.83M - $9.42M
|
507K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
75.1KNew |
$1.38M - $1.48M
|
75.1K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.1K+ 157.36% |
$1.01M - $1.08M
|
90.2K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.6K+ 102.76% |
$748K - $798K
|
80.1K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.4K+ 4.78% |
$725K - $773K
|
863K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
25.7K+ 25.38% |
$472K - $504K
|
127K
$2.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.5KNew |
$211K - $225K
|
11.5K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.3KNew |
$207K - $221K
|
11.3K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 4.06% |
$200K - $213K
|
278K
$5.86M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$184K - $196K
|
10K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.31K+ 2.37% |
$97.7K - $104K
|
229K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
2.81K+ 5.44% |
$51.7K - $55.1K
|
54.5K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.63K+ 5.21% |
$30.1K - $32.1K
|
33K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.45K+ 5.14% |
$26.8K - $28.6K
|
29.7K
$627K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
963+ 2.97% |
$17.7K - $18.9K
|
33.4K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
656+ 3.01% |
$12.1K - $12.9K
|
22.5K
$474K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94+ 0.73% |
$1.73K - $1.85K
|
12.9K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$18.4 - $19.6
|
2
$42.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
121KNew |
$2.3M - $2.57M
|
121K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36K+ 12.24% |
$685K - $766K
|
330K
$6.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.4K+ 4.25% |
$425K - $476K
|
549K
$11.6M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.2K+ 106.37% |
$156K - $174K
|
15.9K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.91KNew |
$55.4K - $61.9K
|
2.91K
$61.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
71.3K+ 117.25% |
$1.36M - $1.53M
|
132K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.48KNew |
$142K - $161K
|
7.48K
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.7KNew |
$51.4K - $58.1K
|
2.7K
$57K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
302New |
$5.74K - $6.49K
|
302
$6.37K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100+ 1.65% |
$1.89K - $2.08K
|
6.15K
$130K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$18.9 - $20.8
|
1
$21.1
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
766New |
$13.8K - $15.1K
|
766
$16.1K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26KNew |
$442K - $498K
|
26K
$548K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.8KNew |
$81.5K - $92K
|
4.8K
$101K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74KNew |
$29.5K - $33.3K
|
1.74K
$36.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.09% |
$34 - $38.4
|
186
$3.92K
|
|
| Q3 2023 | |||||||
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
588New |
$10.6K - $11.5K
|
588
$12.4K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
154New |
$2.74K - $2.93K
|
154
$3.25K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
114New |
$2.03K - $2.17K
|
114
$2.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$569 - $610
|
32
$675
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
124New |
$2.17K - $2.37K
|
124
$2.61K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$233K - $267K
|
14.5K
$305K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
126+ 0.06% |
$2.03K - $2.33K
|
225K
$4.75M
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
15.2KNew |
$251K - $288K
|
15.2K
$320K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$43.7K - $52.6K
|
2.2K
$46.4K
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
BUY
|
- |
3.16KNew |
$48.9K - $79.5K
|
3.16K
$66.5K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.8K+ 509.94% |
N/A
|
60.8K
$1.28M
|
|