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 |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
526KNew |
$10M - $11.3M
|
526K
$9.97M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
71.3K+ 117.25% |
$1.36M - $1.53M
|
132K
$2.5M
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
44.9K+ 386.57% |
$853K - $965K
|
56.5K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
34.8K+ 4.13% |
$662K - $749K
|
879K
$16.6M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
21.5K+ 201.31% |
$408K - $462K
|
32.2K
$609K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 55.49% |
$245K - $277K
|
36.1K
$684K
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.83K+ 3.86% |
$187K - $211K
|
264K
$5.01M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.79K+ 13.01% |
$148K - $167K
|
67.7K
$1.28M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.48KNew |
$142K - $161K
|
7.48K
$142K
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.8K+ 2.01% |
$110K - $125K
|
294K
$5.57M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.65K+ 4.14% |
$69.3K - $78.4K
|
91.6K
$1.74M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.7KNew |
$51.4K - $58.1K
|
2.7K
$51.2K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
437+ 2.25% |
$8.3K - $9.4K
|
19.9K
$376K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
302New |
$5.74K - $6.49K
|
302
$5.72K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100+ 1.65% |
$1.89K - $2.08K
|
6.15K
$116K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$18.9 - $20.8
|
1
$18.9
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
766New |
$13.8K - $15.1K
|
766
$14.5K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26KNew |
$442K - $498K
|
26K
$492K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$400K - $451K
|
23.5K
$446K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.8KNew |
$81.5K - $92K
|
4.8K
$90.8K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74KNew |
$29.5K - $33.3K
|
1.74K
$32.9K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.09% |
$34 - $38.4
|
186
$3.52K
|
|
Q3 2023 | |||||||
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
588New |
$10.6K - $11.5K
|
588
$11.1K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
154New |
$2.74K - $2.93K
|
154
$2.92K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
114New |
$2.03K - $2.17K
|
114
$2.16K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$569 - $610
|
32
$606
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
124New |
$2.17K - $2.37K
|
124
$2.35K
|
|
Q4 2022 | |||||||
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$233K - $267K
|
14.5K
$274K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
126+ 0.06% |
$2.03K - $2.33K
|
225K
$4.27M
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
15.2KNew |
$251K - $288K
|
15.2K
$287K
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$43.7K - $52.6K
|
2.2K
$41.6K
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
BUY
|
- |
3.16KNew |
$48.9K - $79.5K
|
3.16K
$59.8K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.8K+ 509.94% |
N/A
|
60.8K
$1.15M
|