Purchases and Sales Made in Q1 2024 in Pimco Equity Ser Rafi Esg U S (RAFE)
This table provides information about the institutional ownership of Pimco Equity Ser Rafi Esg U S (RAFE) during Q1 2024. The information is specifically focused on institutions that hold shares of PIMCO EQUITY SER RAFI ESG U S .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 33.06% |
$342K - $379K
|
42.8K
$1.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
4.53K+ 2.15% |
$146K - $161K
|
215K
$7.93M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3K+ 70.91% |
$96.5K - $107K
|
7.23K
$267K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 0.98% |
$38.7K - $42.8K
|
124K
$4.56M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
346+ 28.24% |
$11.1K - $12.3K
|
1.57K
$58K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
178+ 1.38% |
$5.72K - $6.33K
|
13K
$481K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
82+ 1.15% |
$2.64K - $2.92K
|
7.19K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.52% |
$386 - $427
|
2.34K
$86.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.12% |
$129 - $142
|
3.44K
$127K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-75- 0.88% |
$2.41K - $2.67K
|
8.49K
$313K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-738- 1.7% |
$23.7K - $26.3K
|
42.6K
$1.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1K- 1.16% |
$32.2K - $35.6K
|
85.4K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.8K- 8.34% |
$57.8K - $63.9K
|
19.7K
$729K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-2.5K- 2.35% |
$80.5K - $89.1K
|
104K
$3.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-5.81K- 14.12% |
$187K - $207K
|
35.3K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.96K- 79.13% |
$192K - $212K
|
1.57K
$58K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 39.73% |
$333K - $369K
|
15.7K
$581K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 64.73% |
$437K - $483K
|
7.4K
$273K
|