Latest Institutional Purchases of Pimco Rafi Dynamic Multi Facto (MFUS)
This list provides information on the latest institutional transactions involving Pimco Rafi Dynamic Multi Facto (MFUS) 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 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
154K+ 3528.58% |
$8.14M - $8.67M
|
159K
$8.79M
|
|
|
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
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.3K+ 844.27% |
$2.39M - $2.55M
|
50.7K
$2.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
33.5K+ 52.72% |
$1.77M - $1.88M
|
97K
$5.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.9KNew |
$1.37M - $1.46M
|
25.9K
$1.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 22.48% |
$857K - $913K
|
88.5K
$4.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
13.5K+ 11.87% |
$715K - $761K
|
128K
$7.08M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
9.56KNew |
$505K - $538K
|
9.56K
$530K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.34KNew |
$493K - $525K
|
9.34K
$518K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.88K+ 1.01% |
$310K - $331K
|
587K
$32.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.29K+ 62.81% |
$279K - $298K
|
13.7K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.99K+ 32.76% |
$263K - $281K
|
20.2K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.22K+ 30.64% |
$170K - $181K
|
13.7K
$761K
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
2.35K+ 24.41% |
$124K - $132K
|
12K
$663K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 61.49% |
$60K - $64K
|
2.99K
$166K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
383+ 0.84% |
$20.2K - $21.5K
|
45.8K
$2.54M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
316New |
$16.7K - $17.8K
|
316
$17.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
177+ 2.08% |
$9.35K - $9.96K
|
8.68K
$481K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
115+ 0.08% |
$6.07K - $6.47K
|
146K
$8.12M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55KNew |
$158K - $190K
|
3.55K
$197K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
226+ 7.63% |
$10.1K - $12.1K
|
3.19K
$177K
|
|
|
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
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
5.66K+ 28.87% |
$277K - $299K
|
25.3K
$1.4M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
205New |
$9.36K - $10.4K
|
205
$11.4K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
876New |
$38.7K - $41.8K
|
876
$48.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
160New |
$7.08K - $7.63K
|
160
$8.87K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
130+ 0.09% |
$5.75K - $6.2K
|
137K
$7.62M
|
|
| Q4 2022 | |||||||
|
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
|
|