Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
39.3K+ 8.46% |
$1.4M - $1.51M
|
503K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.1KNew |
$1.04M - $1.12M
|
29.1K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 36.17% |
$979K - $1.06M
|
103K
$3.96M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.2KNew |
$754K - $815K
|
21.2K
$810K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6KNew |
$214K - $231K
|
6K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.77KNew |
$206K - $222K
|
5.77K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.86K+ 17.83% |
$66.4K - $71.7K
|
12.3K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.15K+ 3.16% |
$41.1K - $44.4K
|
37.6K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
178+ 1.02% |
$6.35K - $6.85K
|
17.6K
$674K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
169+ 0.44% |
$6.03K - $6.51K
|
39K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
142+ 0.18% |
$5.06K - $5.47K
|
80.8K
$3.09M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.46% |
$392 - $424
|
2.39K
$91.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.17% |
$178 - $193
|
3.02K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-56- 0.53% |
$2K - $2.16K
|
10.5K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-86- 0.54% |
$3.07K - $3.31K
|
15.9K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-99- 1.64% |
$3.53K - $3.81K
|
5.93K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-115- 0.09% |
$4.1K - $4.43K
|
132K
$5.04M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-554- 0.5% |
$19.8K - $21.3K
|
110K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-755- 5.97% |
$26.9K - $29.1K
|
11.9K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.92K- 26.04% |
$140K - $151K
|
11.1K
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-6.02K- 35.19% |
$214K - $232K
|
11.1K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.3K- 33.39% |
$402K - $434K
|
22.5K
$861K
|