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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
49.3KNew |
$1.58M - $1.88M
|
49.3K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.11K+ 53.87% |
$99.6K - $119K
|
8.88K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.69K+ 3.33% |
$86.3K - $103K
|
83.5K
$3.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 0.96% |
$929 - $1.11K
|
2.99K
$115K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.24K+ 20.57% |
$39.6K - $47.1K
|
7.24K
$278K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
3.68K+ 0.73% |
$118K - $140K
|
507K
$19.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.16K- 2.98% |
$37.1K - $44.2K
|
37.8K
$1.45M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.3K- 33.39% |
$402K - $434K
|
22.5K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.92K- 26.04% |
$140K - $151K
|
11.1K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-86- 0.54% |
$3.07K - $3.31K
|
15.9K
$611K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.2K+ 1358.25% |
$1.58M - $1.7M
|
47.5K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.1KNew |
$1.04M - $1.12M
|
29.1K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-554- 0.5% |
$19.8K - $21.3K
|
110K
$4.24M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.2KNew |
$754K - $815K
|
21.2K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 36.17% |
$979K - $1.06M
|
103K
$3.97M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.15K+ 3.16% |
$41.1K - $44.4K
|
37.6K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-755- 5.97% |
$26.9K - $29.1K
|
11.9K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.46% |
$392 - $424
|
2.39K
$91.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-99- 1.64% |
$3.53K - $3.81K
|
5.93K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-6.02K- 35.19% |
$214K - $232K
|
11.1K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.86K+ 17.83% |
$66.4K - $71.7K
|
12.3K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-56- 0.53% |
$2K - $2.16K
|
10.5K
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-115- 0.09% |
$4.1K - $4.43K
|
132K
$5.05M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-337- 1.91% |
$12.2K - $12.9K
|
17.3K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
233New |
$8.44K - $8.9K
|
233
$8.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-8.29K- 4.8% |
$300K - $317K
|
164K
$6.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.29% |
$72.4 - $76.4
|
684
$26.3K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.89KNew |
$97.2K - $108K
|
2.89K
$111K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
900New |
$25.1K - $29.5K
|
900
$34.6K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46- 7.78% |
$1.3K - $1.4K
|
545
$20.9K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-370- 2.0% |
$10.1K - $11.1K
|
18.1K
$695K
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3KNew |
$75.8K - $89K
|
3K
$115K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
130+ 0.54% |
$3.28K - $3.86K
|
24.4K
$936K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$7.98K - $9.49K
|
300
$11.5K
|
|
|
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
|
|