Latest Institutional Transactions on Pimco Municipal Income Fund Iii (PMX)
This table provides information on the latest institutional transactions involving Pimco Municipal Income Fund Iii (PMX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$85.4K - $101K
|
11.8K
$80.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
32.2KNew |
$233K - $274K
|
32.2K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.19K+ 2.66% |
$8.58K - $10.1K
|
45.9K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-921- 8.23% |
$6.66K - $7.85K
|
10.3K
$69.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.5KNew |
$97.5K - $115K
|
13.5K
$91.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16.7K- 50.0% |
$121K - $143K
|
16.7K
$114K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27.1KNew |
$196K - $230K
|
27.1K
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.5K+ 35.04% |
$61.5K - $72.4K
|
32.8K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
18KNew |
$130K - $153K
|
18K
$122K
|
|
| Q3 2024 | |||||||
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-9.75K- 39.0% |
$74.4K - $81.2K
|
15.3K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.48K- 59.68% |
$11.3K - $12.3K
|
1K
$6.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.1K- 19.59% |
$31.3K - $34.2K
|
16.8K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.7KNew |
$334K - $364K
|
43.7K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
11KNew |
$83.8K - $91.5K
|
11K
$74.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.34K- 70.08% |
$25.4K - $27.8K
|
1.42K
$9.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.6K- 31.7% |
$112K - $122K
|
31.5K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
26.1KNew |
$199K - $217K
|
26.1K
$177K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
58.6KNew |
$447K - $488K
|
58.6K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2K- 11.76% |
$15.3K - $16.7K
|
15K
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18.9KNew |
$144K - $158K
|
18.9K
$129K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
10.1KNew |
$77.2K - $84.3K
|
10.1K
$68.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$5.34K - $5.83K
|
700
$4.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 2.74% |
$11K - $12.1K
|
51.4K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 8.7% |
$86.4K - $94.3K
|
119K
$808K
|
|
| Q2 2024 | |||||||
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30KNew |
$216K - $236K
|
30K
$204K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.6K+ 19.18% |
$47.5K - $52K
|
41K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
26.6KNew |
$192K - $210K
|
26.6K
$181K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 0.68% |
$93.6 - $102
|
1.94K
$13.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.79KNew |
$56.1K - $61.4K
|
7.79K
$53K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2K+ 33.33% |
$14.4K - $15.8K
|
8K
$54.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$93.6K - $102K
|
13K
$88.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$10.1K - $11K
|
1.4K
$9.52K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
940+ 6.8% |
$6.77K - $7.41K
|
14.8K
$100K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 36.5% |
$7.37K - $8.06K
|
1.78K
$12.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
18.3K+ 119.11% |
$132K - $144K
|
33.6K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6+ 0.01% |
$43.2 - $47.3
|
43.6K
$297K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.3KNew |
$51.8K - $55.7K
|
7.3K
$49.6K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
453New |
$3.22K - $3.46K
|
453
$3.08K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
24.8K+ 58.1% |
$176K - $189K
|
67.4K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$91K - $97.8K
|
12.8K
$87.2K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.15K- 13.22% |
$15.2K - $16.4K
|
14.1K
$95.8K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10KNew |
$71.2K - $76.6K
|
10K
$68.2K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
175New |
$1.24K - $1.34K
|
175
$1.19K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.2KNew |
$72.1K - $77.5K
|
10.2K
$69.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
221+ 1.28% |
$1.57K - $1.69K
|
17.4K
$118K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-286- 0.72% |
$2.03K - $2.18K
|
39.5K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.72K- 15.87% |
$19.3K - $20.8K
|
14.4K
$98.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
990New |
$7.03K - $7.55K
|
990
$6.73K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.95K- 24.56% |
$28K - $30.1K
|
12.1K
$82.5K
|
|