Latest Institutional Transactions on Pimco Rafi Dynamic Multi Facto (MFEM)
This table provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-185- 0.71% |
$3.52K - $3.98K
|
25.9K
$521K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-37- 9.54% |
$703 - $796
|
351
$7.05K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.71K- 5.44% |
$32.4K - $36.7K
|
29.6K
$595K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.83K+ 3.86% |
$187K - $211K
|
264K
$5.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$22.8K - $25.8K
|
35.6K
$715K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-299- 2.18% |
$5.68K - $6.43K
|
13.4K
$269K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
21.5K+ 201.31% |
$408K - $462K
|
32.2K
$646K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.58K- 7.29% |
$30K - $34K
|
20.1K
$403K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
44.9K+ 386.57% |
$853K - $965K
|
56.5K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-8.26K- 3.58% |
$157K - $178K
|
222K
$4.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.5K- 0.24% |
$28.5K - $32.3K
|
626K
$12.6M
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-107- 0.55% |
$2.02K - $2.23K
|
19.4K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.3K- 55.25% |
$497K - $549K
|
21.3K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.11K- 4.12% |
$20.9K - $23.1K
|
25.8K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.3K+ 37.39% |
$307K - $340K
|
59.9K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54+ 0.06% |
$1.02K - $1.13K
|
94.7K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.1KNew |
$416K - $460K
|
22.1K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.9K+ 69.24% |
$470K - $519K
|
60.8K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
112K+ 128.32% |
$2.12M - $2.34M
|
200K
$4.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.9K- 6.84% |
$319K - $353K
|
231K
$4.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.1K+ 601.31% |
$285K - $315K
|
17.7K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100+ 1.65% |
$1.89K - $2.08K
|
6.15K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-40- 48.78% |
$754 - $834
|
42
$843
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$18.9 - $20.8
|
1
$20.1
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 1.3% |
$219K - $242K
|
883K
$17.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-13.8K- 1.61% |
$260K - $288K
|
844K
$17M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-285- 5.06% |
$5.38K - $5.94K
|
5.35K
$107K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1K+ 91.95% |
$210K - $232K
|
23.2K
$466K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.6K- 9.84% |
$181K - $200K
|
88K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
148K+ 104.8% |
$2.78M - $3.07M
|
288K
$5.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-539- 3.28% |
$10.2K - $11.2K
|
15.9K
$319K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76.8K- 77.21% |
$1.39M - $1.51M
|
22.7K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
766New |
$13.8K - $15.1K
|
766
$15.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-514- 4.28% |
$9.29K - $10.1K
|
11.5K
$231K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.75K- 18.11% |
$80.7K - $91K
|
21.4K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$400K - $451K
|
23.5K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26KNew |
$442K - $498K
|
26K
$522K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.8KNew |
$81.5K - $92K
|
4.8K
$96.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.09% |
$34 - $38.4
|
186
$3.73K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.74KNew |
$29.5K - $33.3K
|
1.74K
$34.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.15K- 74.13% |
$38.8K - $42K
|
750
$15.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.25K- 2.66% |
$58.6K - $63.6K
|
119K
$2.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22.3K- 61.39% |
$403K - $437K
|
14.1K
$282K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
588New |
$10.6K - $11.5K
|
588
$11.8K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
154New |
$2.74K - $2.93K
|
154
$3.09K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
114New |
$2.03K - $2.17K
|
114
$2.29K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$569 - $610
|
32
$643
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
124New |
$2.17K - $2.37K
|
124
$2.49K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5KNew |
$233K - $267K
|
14.5K
$291K
|
|