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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
93.1K+ 195.12% |
$1.68M - $1.84M
|
141K
$2.87M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.7KNew |
$861K - $940K
|
47.7K
$971K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5KNew |
$353K - $385K
|
19.5K
$398K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1K+ 64.48% |
$309K - $337K
|
43.6K
$888K
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
16.7K+ 1.99% |
$303K - $330K
|
858K
$17.5M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.7K+ 102.91% |
$247K - $269K
|
26.9K
$548K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.14K+ 46.82% |
$147K - $161K
|
25.5K
$520K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.62K+ 7.28% |
$120K - $131K
|
97.6K
$1.99M
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.97K+ 2.02% |
$89.7K - $97.9K
|
251K
$5.1M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.33K+ 13.69% |
$78.2K - $85.4K
|
36K
$732K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
766New |
$13.8K - $15.1K
|
766
$15.6K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
285+ 0.89% |
$5.15K - $5.62K
|
32.4K
$660K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83+ 0.61% |
$1.5K - $1.64K
|
13.6K
$278K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
82New |
$1.48K - $1.62K
|
82
$1.67K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
66+ 0.4% |
$1.19K - $1.3K
|
16.4K
$335K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26KNew |
$442K - $498K
|
26K
$529K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$400K - $451K
|
23.5K
$479K
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
10.5KNew |
$178K - $201K
|
10.5K
$214K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.8KNew |
$81.5K - $92K
|
4.8K
$97.7K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74KNew |
$29.5K - $33.3K
|
1.74K
$35.4K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.09% |
$34 - $38.4
|
186
$3.79K
|
|
Q3 2023 | |||||||
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
588New |
$10.6K - $11.5K
|
588
$12K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
154New |
$2.74K - $2.93K
|
154
$3.14K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
114New |
$2.03K - $2.17K
|
114
$2.32K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$569 - $610
|
32
$652
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
124New |
$2.17K - $2.37K
|
124
$2.53K
|
|
Q4 2022 | |||||||
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$239K - $267K
|
14.5K
$295K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
126+ 0.06% |
$2.08K - $2.33K
|
225K
$4.59M
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$309K
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$44.8K
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
BUY
|
- |
3.16KNew |
N/A
|
3.16K
$64.3K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.8K+ 509.94% |
N/A
|
60.8K
$1.24M
|