Purchases and Sales Made in Q4 2024 in Pimco Rafi Dynamic Multi Facto (MFUS)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFUS) 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 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
108KNew |
$5.34M - $5.66M
|
108K
$5.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
105KNew |
$5.21M - $5.53M
|
105K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.6KNew |
$1.42M - $1.5M
|
28.6K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17KNew |
$843K - $894K
|
17K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
15.9KNew |
$790K - $838K
|
15.9K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
15.9K+ 7.39% |
$789K - $837K
|
232K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
622+ 1.35% |
$30.8K - $32.7K
|
46.7K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
438+ 0.33% |
$21.7K - $23K
|
135K
$7.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68+ 3.27% |
$3.37K - $3.57K
|
2.15K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31+ 0.19% |
$1.54K - $1.63K
|
16.4K
$858K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.08K- 0.19% |
$53.6K - $56.8K
|
563K
$29.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.16K- 19.62% |
$305K - $324K
|
25.2K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.2K- 26.75% |
$755K - $801K
|
41.7K
$2.18M
|