Institutional Ownership Pimco Rafi Dynamic Multi Facto (MFEM)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFEM). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 4.92 Million shares, which have been reported (via 13F filing form) to have a value of $93.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
15,171
shares
|
$287,338
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
14,769
shares
|
$279,724
0.12% of portfolio
|
Q4 2024
Reduced 26.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,811
shares
|
$242,640
0.0% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,150
shares
|
$116,481
0.0% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,524
shares
|
$66,744
0.0% of portfolio
|
Q4 2024
Reduced 31.23%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,155
shares
|
$59,755
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,703
shares
|
$51,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
302
shares
|
$5,719
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
186
shares
|
$3,522
0.0% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
50
shares
|
$947
0.0% of portfolio
|
Q4 2024
Reduced 85.75%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|