Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76.8K- 77.21% |
$1.39M - $1.51M
|
22.7K
$461K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46K- 4.89% |
$831K - $907K
|
894K
$18.2M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-37.6K- 5.52% |
$679K - $741K
|
642K
$13.1M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.7K- 18.36% |
$355K - $388K
|
87.5K
$1.78M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.2K- 6.15% |
$293K - $320K
|
248K
$5.05M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.2K- 50.27% |
$221K - $241K
|
12.1K
$246K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.5K- 19.93% |
$208K - $227K
|
46.2K
$941K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-9.64K- 26.03% |
$174K - $190K
|
27.4K
$558K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.8K- 6.7% |
$123K - $134K
|
94.7K
$1.93M
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6.18K- 2.56% |
$112K - $122K
|
235K
$4.8M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.69K- 40.14% |
$30.5K - $33.3K
|
2.52K
$51.3K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-732- 11.51% |
$13.2K - $14.4K
|
5.63K
$115K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-514- 4.28% |
$9.29K - $10.1K
|
11.5K
$234K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.75K- 18.11% |
$80.7K - $91K
|
21.4K
$437K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50- 0.82% |
$850 - $959
|
6.05K
$123K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22.3K- 61.39% |
$403K - $437K
|
14.1K
$286K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.25K- 2.66% |
$58.6K - $63.6K
|
119K
$2.42M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.15K- 74.13% |
$38.8K - $42K
|
750
$15.3K
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-28KClosed |
N/A
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 20.49% |
N/A
|
388
$7.9K
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.4KClosed |
N/A
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-248Closed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.97MClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-51KClosed |
N/A
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-49.1KClosed |
N/A
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.01KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-250- 15.51% |
N/A
|
1.36K
$27.7K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-126Closed |
N/A
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.2KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-189KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-20.3KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.12KClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-517Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Jul 28, 2020
Q2 2020
|
Davenport & CO LLC
|
SELL
|
- |
-18.4KClosed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Jan 30, 2020
Q4 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Nov 07, 2019
Q3 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.5KClosed |
N/A
|
0
$0
|
|
Q2 2019 | |||||||
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 07, 2019
Q1 2019
|
Allworth Financial LP
|
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|