Janney Montgomery Scott LLC Pimco Rafi Dynamic Multi Facto Transaction History

Janney Montgomery Scott LLC

$35.3 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$49.56 - $52.55 $843,164 - $894,033	17,013 New	17,013 $844,000

Others Institutions Holding MFUS

# of Institutions

27

Shares Held

2.86M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

1.36M
Shares

$67.8 Million
26.37% of portfolio
Austin Wealth Management, LLC Austin, TX

563K
Shares

$28 Million
5.93% of portfolio
Baker Ellis Asset Management LLC

229K
Shares

$11.4 Million
1.71% of portfolio
Williams & Novak, LLC Westlake Village, CA

135K
Shares

$6.73 Million
6.46% of portfolio
Marshall Investment Management, LLC Littleton, CO

108K
Shares

$5.37 Million
3.18% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

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