Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / RAFI DYN ML US
-
Number of holders
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23
-
Total 13F shares, excl. options
-
2.81M
-
Shares change
-
-5.42K
-
Total reported value, excl. options
-
$140M
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Value change
-
-$310K
-
Number of buys
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12
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Number of sells
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-9
-
Price
-
$49.59
Significant Holders of PIMCO EQUITY SER - RAFI DYN ML US (MFUS) as of Q4 2024
26 filings reported holding MFUS - PIMCO EQUITY SER - RAFI DYN ML US as of Q4 2024.
PIMCO EQUITY SER - RAFI DYN ML US (MFUS) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.81M shares
.
Largest 10 shareholders include Schiavi & Co LLC (1.36M shares), Austin Wealth Management, LLC (563K shares), Baker Ellis Asset Management LLC (232K shares), Williams & Novak, LLC (135K shares), MARSHALL INVESTMENT MANAGEMENT, LLC (108K shares), ENTREWEALTH, LLC (105K shares), Moloney Securities Asset Management, LLC (46.7K shares), GOLDMAN SACHS GROUP INC (41.7K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (39.1K shares), and RAYMOND JAMES FINANCIAL INC (28.6K shares).
This table shows the top 23 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.