Latest Institutional Purchases of Pimco Rafi Dynamic Multi Facto (MFDX)
This list provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFDX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.9K+ 27.91% |
$1.88M - $2.02M
|
247K
$9.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29.2KNew |
$1.02M - $1.09M
|
29.2K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25.2K+ 2.05% |
$882K - $944K
|
1.26M
$47.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.4K+ 2.67% |
$818K - $876K
|
900K
$33.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
16.9KNew |
$590K - $632K
|
16.9K
$635K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 16.49% |
$385K - $412K
|
77.7K
$2.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 8.42% |
$354K - $379K
|
130K
$4.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.99K+ 24.59% |
$349K - $374K
|
50.6K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.82K+ 149.52% |
$309K - $330K
|
14.7K
$554K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.76K+ 128.59% |
$306K - $328K
|
15.6K
$585K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7.21KNew |
$252K - $270K
|
7.21K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
7.01K+ 13.23% |
$245K - $263K
|
60K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.68K+ 13.14% |
$199K - $213K
|
48.9K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.46KNew |
$191K - $205K
|
5.46K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.8K+ 628.66% |
$168K - $180K
|
5.57K
$209K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.37KNew |
$153K - $164K
|
4.37K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.72K+ 2.51% |
$130K - $139K
|
152K
$5.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.31K+ 5.45% |
$116K - $124K
|
64.1K
$2.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.9K+ 1.07% |
$101K - $108K
|
273K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.5KNew |
$52.5K - $56.1K
|
1.5K
$56.4K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.41K+ 212.01% |
$49.4K - $52.9K
|
2.08K
$78.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.33K+ 10.02% |
$46.6K - $49.9K
|
14.6K
$550K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
916+ 10.65% |
$32K - $34.3K
|
9.52K
$358K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
453New |
$15.8K - $17K
|
453
$17K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
184New |
$6.43K - $6.89K
|
184
$6.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
75+ 1.17% |
$2.62K - $2.81K
|
6.47K
$243K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
41+ 0.26% |
$1.43K - $1.53K
|
15.6K
$587K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3+ 1.11% |
$105 - $112
|
273
$10.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$35 - $37.4
|
5.55K
$209K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.4KNew |
$792K - $984K
|
27.4K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.1KNew |
$89.7K - $111K
|
3.1K
$117K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
860New |
$24.9K - $30.9K
|
860
$32.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
699New |
$20.2K - $25.1K
|
699
$26.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
409New |
$11.8K - $14.7K
|
409
$15.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$8.68K - $10.8K
|
300
$11.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
98New |
$2.84K - $3.52K
|
98
$3.69K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.35KNew |
$185K - $209K
|
6.35K
$239K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
52.2KNew |
$1.54M - $1.67M
|
52.2K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.15K+ 1.63% |
$63.5K - $69K
|
134K
$5.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$39.4K - $42.7K
|
1.33K
$50.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.5 - $32.1
|
1
$37.6
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.7KNew |
$1.04M - $1.17M
|
35.7K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6KNew |
$175K - $197K
|
6K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
430+ 14.45% |
$12.6K - $14.1K
|
3.41K
$128K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 2.71% |
$48.8K - $51.9K
|
63.1K
$2.37M
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87.6KNew |
$2.49M - $2.69M
|
87.6K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.2K+ 197.52% |
$662K - $715K
|
35K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57New |
$1.62K - $1.75K
|
57
$2.14K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.3K+ 142.94% |
$1.57M - $1.8M
|
104K
$3.92M
|
|