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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-152K- 75.97% |
$2.88M - $3.26M
|
48K
$943K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65.2K- 68.8% |
$1.24M - $1.4M
|
29.6K
$580K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.4K- 7.29% |
$1.22M - $1.38M
|
818K
$16.1M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.4K- 10.99% |
$482K - $545K
|
205K
$4.03M
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-8.26K- 3.58% |
$157K - $178K
|
222K
$4.37M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-4.47K- 17.3% |
$84.8K - $96K
|
21.3K
$419K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.71K- 5.44% |
$32.4K - $36.7K
|
29.6K
$582K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.58K- 7.29% |
$30K - $34K
|
20.1K
$395K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.5K- 0.24% |
$28.5K - $32.3K
|
626K
$12.3M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$22.8K - $25.8K
|
35.6K
$699K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.11K- 6.28% |
$21.1K - $23.8K
|
16.5K
$325K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-299- 2.18% |
$5.68K - $6.43K
|
13.4K
$264K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-231- 1.05% |
$4.39K - $4.97K
|
21.8K
$429K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-221- 4.13% |
$4.2K - $4.75K
|
5.12K
$101K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-185- 0.71% |
$3.52K - $3.98K
|
25.9K
$509K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-37- 9.54% |
$703 - $796
|
351
$6.89K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.3K- 55.25% |
$497K - $549K
|
21.3K
$419K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-539- 3.28% |
$10.2K - $11.2K
|
15.9K
$312K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-40- 48.78% |
$754 - $834
|
42
$825
|
|
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
$445K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-514- 4.28% |
$9.29K - $10.1K
|
11.5K
$226K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.75K- 18.11% |
$80.7K - $91K
|
21.4K
$421K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22.3K- 61.39% |
$403K - $437K
|
14.1K
$276K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.25K- 2.66% |
$58.6K - $63.6K
|
119K
$2.33M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.15K- 74.13% |
$38.8K - $42K
|
750
$14.7K
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-28KClosed |
$513K - $600K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-84Closed |
$1.54K - $1.8K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.4KClosed |
$484K - $582K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-248Closed |
$4.93K - $5.93K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-40Closed |
$795 - $956
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.97MClosed |
$91.8M - $118M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-51KClosed |
$1.18M - $1.52M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-49.1KClosed |
$1.13M - $1.47M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.01KClosed |
$208K - $269K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-250- 15.51% |
$5.78K - $7.46K
|
1.36K
$26.7K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-126Closed |
$2.91K - $3.76K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102Closed |
$2.36K - $3.04K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.2KClosed |
$669K - $720K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-189KClosed |
$5.15M - $5.7M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-20.3KClosed |
$553K - $612K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.12KClosed |
$85.1K - $94.2K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-12.7KClosed |
$283K - $344K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-517Closed |
$11.6K - $14.1K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-40Closed |
$834 - $930
|
0
$0
|
|
Q2 2020 | |||||||
Jul 28, 2020
Q2 2020
|
Davenport & CO LLC
|
SELL
|
- |
-18.4KClosed |
$308K - $398K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 30, 2020
Q4 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-10.7KClosed |
$239K - $268K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 07, 2019
Q3 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.5KClosed |
$194K - $200K
|
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
|