Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.9KNew |
$1.42M - $1.52M
|
42.9K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.1K+ 58.51% |
$832K - $889K
|
67.9K
$2.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.95K+ 5.72% |
$198K - $211K
|
110K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.1K+ 42.88% |
$103K - $110K
|
10.3K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.66K+ 35.92% |
$88.3K - $94.3K
|
10.1K
$371K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 1.26% |
$51.7K - $55.2K
|
125K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.25KNew |
$41.5K - $44.4K
|
1.25K
$46.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.12KNew |
$37.2K - $39.7K
|
1.12K
$41.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
205+ 0.48% |
$6.81K - $7.27K
|
42.8K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.47% |
$365 - $390
|
2.35K
$86.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.15% |
$166 - $177
|
3.44K
$127K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-346- 22.02% |
$11.5K - $12.3K
|
1.23K
$45.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-842- 9.92% |
$28K - $29.9K
|
7.64K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.12K- 1.31% |
$37.1K - $39.7K
|
84.3K
$3.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.32K- 6.66% |
$43.7K - $46.7K
|
18.4K
$680K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.74K- 13.37% |
$57.9K - $61.8K
|
11.3K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.53K- 29.56% |
$84.2K - $89.9K
|
6.04K
$223K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.3K- 32.07% |
$376K - $402K
|
24K
$886K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-41.9K- 19.54% |
$1.39M - $1.49M
|
173K
$6.38M
|