Purchases and Sales Made in Q3 2025 in Pimco Rafi Dynamic Multi Facto (MFUS)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFUS) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57- 56.44% |
$3.01K - $3.21K
|
44
$2.44K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-122- 14.37% |
$6.44K - $6.86K
|
727
$40.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-587- 2.04% |
$31K - $33K
|
28.2K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.45K- 5.09% |
$76.8K - $81.8K
|
27.1K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 0.87% |
$106K - $112K
|
227K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.74K- 82.97% |
$145K - $154K
|
562
$31.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.22K- 35.9% |
$381K - $406K
|
12.9K
$715K
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-27.4K- 2.05% |
$1.45M - $1.54M
|
1.31M
$72.5M
|
|