Latest Institutional Purchases of Pimco Rafi Dynamic Multi Facto (MFUS)
This list provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFUS) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
63.5KNew |
$2.83M - $3.4M
|
63.5K
$3.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.8K+ 2.43% |
$614K - $736K
|
581K
$31.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.2K+ 68.9% |
$366K - $439K
|
20.1K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.6K+ 99.62% |
$338K - $406K
|
15.2K
$819K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.12K+ 27.29% |
$273K - $327K
|
28.5K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
4.61K+ 4.21% |
$205K - $246K
|
114K
$6.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
4.06K+ 73.0% |
$181K - $217K
|
9.61K
$517K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.49K+ 1.73% |
$111K - $133K
|
146K
$7.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.85KNew |
$82.4K - $98.8K
|
1.85K
$99.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
527+ 6.61% |
$23.5K - $28.2K
|
8.5K
$457K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
226+ 7.63% |
$10.1K - $12.1K
|
3.19K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
74+ 0.26% |
$3.3K - $3.96K
|
28.8K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47K+ 186.29% |
$2.3M - $2.49M
|
72.2K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$521K - $563K
|
10.6K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
5.66K+ 28.87% |
$277K - $299K
|
25.3K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
85New |
$4.16K - $4.5K
|
85
$4.57K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17KNew |
$843K - $894K
|
17K
$915K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
304+ 55.78% |
$15.1K - $16K
|
849
$45.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
205New |
$9.36K - $10.4K
|
205
$11K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
876New |
$38.7K - $41.8K
|
876
$47.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
160New |
$7.08K - $7.63K
|
160
$8.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
130+ 0.09% |
$5.75K - $6.2K
|
137K
$7.39M
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
126KNew |
$4.37M - $5.06M
|
126K
$6.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 50.0% |
$104K - $120K
|
8.93K
$480K
|
|