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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.8KNew |
$103K - $111K
|
4.8K
$111K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-400- 1.44% |
$8.61K - $9.28K
|
27.4K
$633K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.14K+ 1.32% |
$67.6K - $72.9K
|
241K
$5.56M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.16K- 0.61% |
$89.6K - $96.6K
|
675K
$15.6M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-545K- 97.79% |
$11.4M - $12.4M
|
12.3K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.95K- 10.51% |
$41K - $44.4K
|
16.6K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.17K- 15.27% |
$66.6K - $72.2K
|
17.6K
$407K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.64K- 22.54% |
$76.3K - $82.7K
|
12.5K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
118K+ 559.96% |
$2.47M - $2.68M
|
139K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-161- 0.93% |
$3.38K - $3.66K
|
17.1K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 23.62% |
$501K - $543K
|
125K
$2.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.4K- 61.02% |
$658K - $713K
|
20K
$463K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.98K+ 49.17% |
$62.4K - $67.7K
|
9.03K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.39K- 92.17% |
$29.1K - $31.6K
|
118
$2.72K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.14K+ 7.98% |
$45K - $48.8K
|
29K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.6K+ 72.88% |
$244K - $264K
|
27.6K
$637K
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
8.43K+ 13.78% |
$177K - $192K
|
69.6K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27.1K- 19.2% |
$569K - $617K
|
114K
$2.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-14.1K- 21.16% |
$297K - $322K
|
52.7K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-18K- 53.92% |
$377K - $409K
|
15.4K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
910New |
$19.1K - $20.7K
|
910
$21K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.06K+ 1.71% |
$106K - $115K
|
301K
$6.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-549- 3.66% |
$11.5K - $12.5K
|
14.5K
$334K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45K+ 5.26% |
$943K - $1.02M
|
900K
$20.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-3.95K- 0.45% |
$82.9K - $89.9K
|
873K
$20.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
530+ 0.38% |
$11.1K - $12.1K
|
139K
$3.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.3KNew |
$699K - $758K
|
33.3K
$769K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97+ 0.68% |
$2.04K - $2.21K
|
14.3K
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
185K+ 321.85% |
$3.87M - $4.2M
|
242K
$5.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
44+ 0.37% |
$923 - $1K
|
12.1K
$279K
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$16.9 - $21.2
|
1
$23.1
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.4KNew |
$699K - $877K
|
41.4K
$955K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-556- 40.58% |
$9.39K - $11.8K
|
814
$18.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$16.9 - $21.2
|
1
$23.1
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.1K- 18.25% |
$628K - $670K
|
153K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.3KNew |
$207K - $221K
|
11.3K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.5KNew |
$211K - $225K
|
11.5K
$265K
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
123KNew |
$2.34M - $2.62M
|
123K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.91KNew |
$55.4K - $61.9K
|
2.91K
$67.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.4K+ 4.25% |
$425K - $476K
|
549K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
36K+ 12.24% |
$685K - $766K
|
330K
$7.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-301- 85.75% |
$5.73K - $6.4K
|
50
$1.15K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.48KNew |
$142K - $161K
|
7.48K
$173K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
302New |
$5.74K - $6.49K
|
302
$6.97K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.3K- 55.25% |
$497K - $549K
|
21.3K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$18.9 - $20.8
|
1
$23.1
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-539- 3.28% |
$10.2K - $11.2K
|
15.9K
$367K
|
|
| 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
$523K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
766New |
$13.8K - $15.1K
|
766
$17.7K
|
|