Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.26KNew |
$94.1K - $102K
|
3.26K
$120K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.91K+ 19.34% |
$55.4K - $59.7K
|
11.8K
$436K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.58K+ 3.96% |
$45.6K - $49.2K
|
41.4K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
978+ 1.12% |
$28.3K - $30.5K
|
88.2K
$3.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
863+ 11.29% |
$25K - $26.9K
|
8.51K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
642+ 3.16% |
$18.6K - $20K
|
21K
$774K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.48% |
$318 - $343
|
2.32K
$85.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.12% |
$116 - $125
|
3.43K
$126K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-497- 1.81% |
$14.4K - $15.5K
|
26.9K
$994K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.46K- 99.25% |
$42.1K - $45.4K
|
11
$406
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 1.85% |
$64.9K - $70K
|
119K
$4.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.46K- 3.39% |
$216K - $233K
|
213K
$7.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.96K- 21.07% |
$288K - $311K
|
37.3K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.4K- 78.52% |
$880K - $949K
|
8.32K
$307K
|