Purchases and Sales Made in Q4 2024 in Pimco Rafi Dynamic Multi Facto (MFUS)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFUS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
108KNew |
$5.34M - $5.66M
|
108K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
105KNew |
$5.21M - $5.53M
|
105K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
35K+ 2.64% |
$1.74M - $1.84M
|
1.36M
$71.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.6KNew |
$1.42M - $1.5M
|
28.6K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17KNew |
$843K - $894K
|
17K
$898K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
15.9KNew |
$790K - $838K
|
15.9K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
15.9K+ 7.39% |
$789K - $837K
|
232K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
8.1K+ 70.34% |
$401K - $425K
|
19.6K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.17K+ 35.6% |
$256K - $271K
|
19.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.62K+ 55.21% |
$130K - $138K
|
7.37K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
622+ 1.35% |
$30.8K - $32.7K
|
46.7K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
438+ 0.33% |
$21.7K - $23K
|
135K
$7.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68+ 3.27% |
$3.37K - $3.57K
|
2.15K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31+ 0.19% |
$1.54K - $1.63K
|
16.4K
$867K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31+ 0.19% |
$1.54K - $1.63K
|
16.4K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68- 24.46% |
$3.37K - $3.57K
|
210
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-933- 99.36% |
$46.2K - $49K
|
6
$317
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.08K- 0.19% |
$53.6K - $56.8K
|
563K
$29.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.42K- 29.86% |
$120K - $127K
|
5.69K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.16K- 19.62% |
$305K - $324K
|
25.2K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.72K- 18.22% |
$432K - $458K
|
39.1K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.2K- 26.75% |
$755K - $801K
|
41.7K
$2.2M
|