Purchases and Sales Made in Q4 2024 in Pimco Rafi Dynamic Multi Facto (MFEM)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFEM) during Q4 2024. The information is specifically focused on institutions that hold shares of PIMCO RAFI DYNAMIC MULTI-FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
51.7KNew |
$982K - $1.1M
|
51.7K
$978K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
44.6K+ 78.9% |
$848K - $948K
|
101K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36K+ 12.24% |
$685K - $766K
|
330K
$6.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.4K+ 4.25% |
$425K - $476K
|
549K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.83K+ 0.77% |
$91.8K - $103K
|
631K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.64K+ 1.0% |
$50.3K - $56.2K
|
267K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.39K+ 0.63% |
$26.5K - $29.7K
|
224K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28+ 0.17% |
$533 - $596
|
16.6K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-301- 85.75% |
$5.73K - $6.4K
|
50
$947
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-608- 4.53% |
$11.6K - $12.9K
|
12.8K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-839- 2.61% |
$16K - $17.8K
|
31.3K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 31.23% |
$30.4K - $34K
|
3.52K
$66.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-5.32K- 26.5% |
$101K - $113K
|
14.8K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.05K- 27.19% |
$134K - $150K
|
18.9K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-17.3K- 18.9% |
$329K - $368K
|
74.3K
$1.41M
|