Latest Institutional Purchases of Pimco Equity Ser Rafi Esg U S (RAFE)
This list provides information on the latest institutional transactions involving Pimco Equity Ser Rafi Esg U S (RAFE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21KNew |
$835K - $876K
|
21K
$860K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4.82KNew |
$191K - $201K
|
4.82K
$197K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.7KNew |
$187K - $196K
|
4.7K
$192K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.37K+ 18.87% |
$54.3K - $57K
|
8.61K
$352K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
983+ 8.03% |
$39.1K - $41K
|
13.2K
$542K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
700+ 5.52% |
$27.8K - $29.2K
|
13.4K
$548K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
179+ 1.88% |
$7.12K - $7.47K
|
9.71K
$398K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
22+ 0.42% |
$875 - $918
|
5.28K
$216K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
15New |
$596 - $626
|
15
$614
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.13% |
$159 - $167
|
2.99K
$123K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 28.33% |
$409K - $444K
|
49.4K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.14K+ 39.0% |
$305K - $331K
|
29K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5KNew |
$187K - $204K
|
5K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.56K+ 10.25% |
$171K - $186K
|
49.1K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.26K+ 0.83% |
$47K - $51.1K
|
152K
$6.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
495+ 2.21% |
$18.6K - $20.1K
|
22.9K
$938K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
450+ 3.92% |
$16.9K - $18.3K
|
11.9K
$488K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
147+ 0.39% |
$5.51K - $5.98K
|
37.9K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.46% |
$412 - $448
|
2.41K
$98.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 0.05% |
$112 - $122
|
5.93K
$243K
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
49.3KNew |
$1.58M - $1.88M
|
49.3K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$46.6K - $55.4K
|
1.45K
$59.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
332New |
$10.6K - $12.7K
|
332
$13.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.29% |
$72.4 - $76.4
|
684
$28K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.89KNew |
$97.2K - $108K
|
2.89K
$118K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
900New |
$25.1K - $29.5K
|
900
$36.9K
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3KNew |
$75.8K - $89K
|
3K
$123K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$7.98K - $9.49K
|
300
$12.3K
|
|