Purchases and Sales Made in Q2 2025 in Pimco Rafi Dynamic Multi Facto (MFUS)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFUS) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45- 30.82% |
$2.01K - $2.41K
|
101
$5.43K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-580- 0.25% |
$25.8K - $31K
|
229K
$12.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-830- 1.8% |
$37K - $44.4K
|
45.4K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.95K- 27.34% |
$176K - $211K
|
10.5K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.03K- 41.7% |
$268K - $322K
|
8.43K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-6.79K- 0.51% |
$303K - $363K
|
1.33M
$71.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.7K- 85.64% |
$877K - $1.05M
|
3.3K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48.9K- 90.11% |
$2.18M - $2.61M
|
5.37K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-74.1K- 94.43% |
$3.3M - $3.96M
|
4.37K
$235K
|