Purchases and Sales Made in Q3 2025 in Pimco Equity Ser Rafi Esg U S (RAFE)
This table provides information about the institutional ownership of Pimco Equity Ser Rafi Esg U S (RAFE) during Q3 2025. The information is specifically focused on institutions that hold shares of PIMCO EQUITY SER RAFI ESG U S .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12.2KNew |
$459K - $498K
|
12.2K
$501K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.55K+ 4252.6% |
$246K - $267K
|
6.7K
$274K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
5.26KNew |
$197K - $214K
|
5.26K
$215K
|
|
|
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
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.41K+ 2.88% |
$90.3K - $98K
|
85.9K
$3.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1.88K+ 0.37% |
$70.4K - $76.4K
|
509K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.26K+ 0.83% |
$47K - $51.1K
|
152K
$6.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
645+ 7.26% |
$24.2K - $26.3K
|
9.53K
$390K
|
|
|
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 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
108+ 0.86% |
$4.05K - $4.4K
|
12.7K
$519K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.46% |
$412 - $448
|
2.41K
$98.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.13% |
$150 - $163
|
2.99K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 0.05% |
$112 - $122
|
5.93K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 2.64% |
$525 - $570
|
516
$21.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-108- 0.08% |
$4.05K - $4.4K
|
133K
$5.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-126- 1.21% |
$4.72K - $5.13K
|
10.3K
$422K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-159- 1.79% |
$5.96K - $6.47K
|
8.71K
$357K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-390- 3.25% |
$14.6K - $15.9K
|
11.6K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.56K- 8.07% |
$358K - $389K
|
109K
$4.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.71K- 35.9% |
$364K - $395K
|
17.3K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.2K- 62.48% |
$1.02M - $1.11M
|
16.3K
$668K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-48.4K- 30.1% |
$1.82M - $1.97M
|
112K
$4.61M
|
|