Purchases and Sales Made in Q1 2023 in Pimco Rafi Dynamic Multi Facto (MFUS)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFUS) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO RAFI DYNAMIC MULTI-FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134KNew |
$4.89M - $5.38M
|
134K
$6.82M
|
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
103K+ 7.94% |
$3.74M - $4.12M
|
1.4M
$70.9M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.1KNew |
$2.41M - $2.65M
|
66.1K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.4KNew |
$814K - $896K
|
22.4K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.64K+ 6.87% |
$314K - $346K
|
134K
$6.82M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
8.61K+ 4.23% |
$313K - $345K
|
212K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.33K+ 11.06% |
$121K - $133K
|
33.5K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.98KNew |
$108K - $119K
|
2.98K
$151K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
521+ 88.01% |
$19K - $20.9K
|
1.11K
$56.5K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
237New |
$8.63K - $9.5K
|
237
$12K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7- 31.82% |
$255 - $280
|
15
$762
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-201- 44.97% |
$7.32K - $8.05K
|
246
$12.5K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.28K- 2.75% |
$46.6K - $51.2K
|
45.3K
$2.3M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.64K- 6.43% |
$314K - $346K
|
126K
$6.38M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.4K- 50.0% |
$814K - $896K
|
22.4K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-67.8K- 25.09% |
$2.47M - $2.72M
|
202K
$10.3M
|