Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
15.4K+ 7.5% |
$434K - $467K
|
220K
$8.13M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 37.44% |
$298K - $321K
|
38.7K
$1.43M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9.61K+ 31.74% |
$271K - $292K
|
39.9K
$1.47M
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.9K+ 11.82% |
$81.9K - $88.2K
|
27.4K
$1.01M
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.67K+ 3.15% |
$75.3K - $81.1K
|
87.2K
$3.22M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.71K+ 3.75% |
$48.3K - $52K
|
47.3K
$1.74M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
627+ 74.64% |
$17.7K - $19.1K
|
1.47K
$54.2K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.52% |
$339 - $365
|
2.31K
$85.2K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46- 7.78% |
$1.3K - $1.4K
|
545
$20.1K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-118- 3.33% |
$3.33K - $3.59K
|
3.42K
$126K
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 1.27% |
$44K - $47.3K
|
121K
$4.48M
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.9K- 16.1% |
$53.7K - $57.8K
|
9.91K
$366K
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-7.72K- 50.24% |
$218K - $235K
|
7.64K
$282K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18K- 36.27% |
$508K - $547K
|
31.6K
$1.17M
|