Latest Institutional Transactions on Pimco Rafi Dynamic Multi Facto (MFUS)
This table provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
63.5KNew |
$2.83M - $3.4M
|
63.5K
$3.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-580- 0.25% |
$25.8K - $31K
|
229K
$12.3M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64- 30.48% |
$3.13K - $3.39K
|
146
$7.86K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$521K - $563K
|
10.6K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
8.7K+ 6.44% |
$425K - $460K
|
144K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23K+ 382816.66% |
$1.12M - $1.22M
|
23K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
602+ 8.17% |
$29.4K - $31.9K
|
7.97K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.97K- 12.02% |
$96.5K - $104K
|
14.5K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
4.29K+ 4.08% |
$210K - $227K
|
109K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-9.53K- 59.79% |
$466K - $504K
|
6.41K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
5.66K+ 28.87% |
$277K - $299K
|
25.3K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.9KNew |
$582K - $630K
|
11.9K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
107+ 0.37% |
$5.23K - $5.66K
|
28.7K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-817- 14.35% |
$40K - $43.2K
|
4.88K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47K+ 186.29% |
$2.3M - $2.49M
|
72.2K
$3.89M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5K+ 30.0% |
$612K - $662K
|
54.2K
$2.92M
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-20.4K- 1.5% |
$996K - $1.08M
|
1.34M
$72.2M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
85New |
$4.16K - $4.5K
|
85
$4.58K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.63KNew |
$373K - $403K
|
7.63K
$411K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-29.3K- 27.22% |
$1.43M - $1.55M
|
78.4K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.75K+ 13.97% |
$134K - $145K
|
22.4K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.44K+ 0.79% |
$217K - $235K
|
567K
$30.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-532- 1.14% |
$26K - $28.1K
|
46.2K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 12.02% |
$96.5K - $104K
|
14.5K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.96KNew |
$145K - $157K
|
2.96K
$160K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.56KNew |
$272K - $294K
|
5.56K
$299K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.58K- 54.57% |
$128K - $136K
|
2.15K
$116K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
304+ 55.78% |
$15.1K - $16K
|
849
$45.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.72K- 18.22% |
$432K - $458K
|
39.1K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17KNew |
$843K - $894K
|
17K
$916K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
205New |
$9.36K - $10.4K
|
205
$11K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.09K- 6.88% |
$95.4K - $106K
|
28.3K
$1.52M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
160New |
$7.08K - $7.63K
|
160
$8.62K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
876New |
$38.7K - $41.8K
|
876
$47.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
130+ 0.09% |
$5.75K - $6.2K
|
137K
$7.4M
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.6K- 47.27% |
$438K - $499K
|
11.8K
$635K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 73.21% |
$709K - $808K
|
6.26K
$337K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.4KClosed |
$779K - $902K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
126KNew |
$4.37M - $5.06M
|
126K
$6.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 50.0% |
$104K - $120K
|
8.93K
$481K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.4KNew |
$765K - $890K
|
22.4K
$1.2M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.9KClosed |
$2.26M - $2.69M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.94KClosed |
$174K - $208K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.42KClosed |
$93.5K - $102K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-72.3KClosed |
$2.8M - $3.02M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-20.5KClosed |
$599K - $696K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-571Closed |
$16.7K - $19.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-200Closed |
$5.49K - $6.24K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.95MClosed |
$44M - $57.6M
|
0
$0
|
|