Latest Institutional Transactions on Pimco Rafi Dynamic Multi Facto (MFUS)
This table provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFUS) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
9.56KNew |
$505K - $538K
|
9.56K
$530K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-122- 14.37% |
$6.44K - $6.86K
|
727
$40.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
316New |
$16.7K - $17.8K
|
316
$17.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
83.2KNew |
$4.39M - $4.68M
|
83.2K
$4.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
177+ 2.08% |
$9.35K - $9.96K
|
8.68K
$481K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.29K+ 62.81% |
$279K - $298K
|
13.7K
$761K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.3K+ 844.27% |
$2.39M - $2.55M
|
50.7K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57- 56.44% |
$3.01K - $3.21K
|
44
$2.44K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.45K- 5.09% |
$76.8K - $81.8K
|
27.1K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-587- 2.04% |
$31K - $33K
|
28.2K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
154K+ 3528.58% |
$8.14M - $8.67M
|
159K
$8.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.22K- 35.9% |
$381K - $406K
|
12.9K
$715K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.99K+ 32.76% |
$263K - $281K
|
20.2K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
13.5K+ 11.87% |
$715K - $761K
|
128K
$7.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 61.49% |
$60K - $64K
|
2.99K
$166K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 22.48% |
$857K - $913K
|
88.5K
$4.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.88K+ 1.01% |
$310K - $331K
|
587K
$32.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
383+ 0.84% |
$20.2K - $21.5K
|
45.8K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.22K+ 30.64% |
$170K - $181K
|
13.7K
$761K
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-27.4K- 2.05% |
$1.45M - $1.54M
|
1.31M
$72.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
115+ 0.08% |
$6.07K - $6.47K
|
146K
$8.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.34KNew |
$493K - $525K
|
9.34K
$518K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.9KNew |
$1.37M - $1.46M
|
25.9K
$1.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 0.87% |
$106K - $112K
|
227K
$12.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
2.35K+ 24.41% |
$124K - $132K
|
12K
$663K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
33.5K+ 52.72% |
$1.77M - $1.88M
|
97K
$5.38M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.7K- 85.64% |
$877K - $1.05M
|
3.3K
$183K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55KNew |
$158K - $190K
|
3.55K
$197K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 235.29% |
$8.91K - $10.7K
|
285
$15.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
226+ 7.63% |
$10.1K - $12.1K
|
3.19K
$177K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-9.53K- 59.79% |
$466K - $504K
|
6.41K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
5.66K+ 28.87% |
$277K - $299K
|
25.3K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-817- 14.35% |
$40K - $43.2K
|
4.88K
$270K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.72K- 18.22% |
$432K - $458K
|
39.1K
$2.17M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
205New |
$9.36K - $10.4K
|
205
$11.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.09K- 6.88% |
$95.4K - $106K
|
28.3K
$1.57M
|
|
| Q2 2024 | |||||||
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.8KClosed |
$521K - $562K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
160New |
$7.08K - $7.63K
|
160
$8.87K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
876New |
$38.7K - $41.8K
|
876
$48.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
130+ 0.09% |
$5.75K - $6.2K
|
137K
$7.62M
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.6K- 47.27% |
$438K - $499K
|
11.8K
$654K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 73.21% |
$709K - $808K
|
6.26K
$347K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.4KClosed |
$779K - $902K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
126KNew |
$4.37M - $5.06M
|
126K
$6.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 50.0% |
$104K - $120K
|
8.93K
$495K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.9KClosed |
$2.26M - $2.69M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.94KClosed |
$174K - $208K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.42KClosed |
$93.5K - $102K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-72.3KClosed |
$2.8M - $3.02M
|
0
$0
|
|