Latest Institutional Purchases of Pimco Equity Ser Rafi Esg U S (RAFE)
This list provides information on the latest institutional transactions involving Pimco Equity Ser Rafi Esg U S (RAFE) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
49.3KNew |
$1.58M - $1.88M
|
49.3K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
40.5K+ 36.69% |
$1.3M - $1.54M
|
151K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21K+ 93.3% |
$672K - $800K
|
43.5K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 14.55% |
$482K - $574K
|
118K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.28K+ 52.73% |
$297K - $354K
|
26.9K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
3.68K+ 0.73% |
$118K - $140K
|
507K
$19.5M
|
|
|
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 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 1.16% |
$48.9K - $58.2K
|
133K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$46.6K - $55.4K
|
1.45K
$55.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.24K+ 20.57% |
$39.6K - $47.1K
|
7.24K
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
837+ 2.22% |
$26.8K - $31.9K
|
38.5K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
332New |
$10.6K - $12.7K
|
332
$12.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
267+ 2.17% |
$8.55K - $10.2K
|
12.6K
$483K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
124+ 1.04% |
$3.97K - $4.73K
|
12K
$461K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.5% |
$384 - $458
|
2.4K
$92K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.03% |
$64.1 - $76.3
|
5.93K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
233New |
$8.44K - $8.9K
|
233
$8.94K
|
|
|
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
$34.5K
|
|
| 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
$935K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$7.98K - $9.49K
|
300
$11.5K
|
|