Latest Institutional Transactions on Pimco Equity Ser Rafi Esg U S (RAFE)
This table provides information on the latest institutional transactions involving Pimco Equity Ser Rafi Esg U S (RAFE) 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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 16.65% |
$143K - $171K
|
22.4K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.03K- 6.99% |
$65.1K - $77.5K
|
27K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$46.6K - $55.4K
|
1.45K
$57.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-283- 1.34% |
$9.07K - $10.8K
|
20.9K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.43K- 27.86% |
$142K - $169K
|
11.5K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 98.62% |
$352K - $419K
|
154
$6.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21K+ 93.3% |
$672K - $800K
|
43.5K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
40.5K+ 36.69% |
$1.3M - $1.54M
|
151K
$5.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
332New |
$10.6K - $12.7K
|
332
$13.1K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.97K- 6.25% |
$95.1K - $113K
|
44.5K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.03% |
$64.1 - $76.3
|
5.93K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
837+ 2.22% |
$26.8K - $31.9K
|
38.5K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 2.75% |
$481 - $572
|
530
$21K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.5% |
$384 - $458
|
2.4K
$94.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.52K- 2.14% |
$113K - $134K
|
161K
$6.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 14.55% |
$482K - $574K
|
118K
$4.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
124+ 1.04% |
$3.97K - $4.73K
|
12K
$476K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
267+ 2.17% |
$8.55K - $10.2K
|
12.6K
$498K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 1.16% |
$48.9K - $58.2K
|
133K
$5.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.66K- 15.74% |
$53.1K - $63.2K
|
8.87K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-649- 5.86% |
$20.8K - $24.8K
|
10.4K
$413K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
49.3KNew |
$1.58M - $1.88M
|
49.3K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.11K+ 53.87% |
$99.6K - $119K
|
8.88K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.69K+ 3.33% |
$86.3K - $103K
|
83.5K
$3.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 0.96% |
$929 - $1.11K
|
2.99K
$118K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
3.68K+ 0.73% |
$118K - $140K
|
507K
$20.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.24K+ 20.57% |
$39.6K - $47.1K
|
7.24K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.16K- 2.98% |
$37.1K - $44.2K
|
37.8K
$1.5M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
233New |
$8.44K - $8.9K
|
233
$9.23K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.29% |
$72.4 - $76.4
|
684
$27.1K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.89KNew |
$97.2K - $108K
|
2.89K
$114K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
900New |
$25.1K - $29.5K
|
900
$35.6K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-370- 2.0% |
$10.1K - $11.1K
|
18.1K
$716K
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3KNew |
$75.8K - $89K
|
3K
$119K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
130+ 0.54% |
$3.28K - $3.86K
|
24.4K
$965K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$7.98K - $9.49K
|
300
$11.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.9KClosed |
$1.3M - $1.55M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-37.2KClosed |
$1.1M - $1.26M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.45KClosed |
$221K - $252K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-23.5KClosed |
$703K - $743K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-49.2KClosed |
$1.44M - $1.54M
|
0
$0
|
|