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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
108KNew |
$5.34M - $5.66M
|
108K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
105KNew |
$5.21M - $5.53M
|
105K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
35K+ 2.64% |
$1.74M - $1.84M
|
1.36M
$71.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.6KNew |
$1.42M - $1.5M
|
28.6K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17KNew |
$843K - $894K
|
17K
$898K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
15.9KNew |
$790K - $838K
|
15.9K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
15.9K+ 7.39% |
$789K - $837K
|
232K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
8.1K+ 70.34% |
$401K - $425K
|
19.6K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.17K+ 35.6% |
$256K - $271K
|
19.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.62K+ 55.21% |
$130K - $138K
|
7.37K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
622+ 1.35% |
$30.8K - $32.7K
|
46.7K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
438+ 0.33% |
$21.7K - $23K
|
135K
$7.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68+ 3.27% |
$3.37K - $3.57K
|
2.15K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31+ 0.19% |
$1.54K - $1.63K
|
16.4K
$867K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31+ 0.19% |
$1.54K - $1.63K
|
16.4K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.6K+ 939.26% |
$2.31M - $2.56M
|
56K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
205New |
$9.36K - $10.4K
|
205
$10.8K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
876New |
$38.7K - $41.8K
|
876
$46.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
168+ 44.56% |
$7.43K - $8.01K
|
545
$28.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
160New |
$7.08K - $7.63K
|
160
$8.45K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
130+ 0.09% |
$5.75K - $6.2K
|
137K
$7.25M
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
126KNew |
$4.37M - $5.06M
|
126K
$6.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 50.0% |
$104K - $120K
|
8.93K
$471K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.4KNew |
$765K - $890K
|
22.4K
$1.18M
|
|