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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6.72KNew |
$48.4K - $53K
|
6.72K
$52.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-77.2K- 59.47% |
$556K - $608K
|
52.6K
$413K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-24K- 17.7% |
$173K - $189K
|
112K
$877K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 0.68% |
$93.6 - $102
|
1.94K
$15.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.79KNew |
$56.1K - $61.4K
|
7.79K
$61.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30KNew |
$216K - $236K
|
30K
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2K+ 33.33% |
$14.4K - $15.8K
|
8K
$62.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$93.6K - $102K
|
13K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$10.1K - $11K
|
1.4K
$11K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
940+ 6.8% |
$6.77K - $7.41K
|
14.8K
$116K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 36.5% |
$7.37K - $8.06K
|
1.78K
$14K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
18.3K+ 119.11% |
$132K - $144K
|
33.6K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6+ 0.01% |
$43.2 - $47.3
|
43.6K
$342K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.4KNew |
$124K - $133K
|
17.4K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
453New |
$3.22K - $3.46K
|
453
$3.56K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23KNew |
$163K - $175K
|
23K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.8K- 58.77% |
$105K - $113K
|
10.4K
$81.6K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.15K- 13.22% |
$15.2K - $16.4K
|
14.1K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-250- 1.61% |
$1.78K - $1.91K
|
15.3K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$91K - $97.8K
|
12.8K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
24.8K+ 58.1% |
$176K - $189K
|
67.4K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10KNew |
$71.2K - $76.6K
|
10K
$78.8K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31K+ 269.17% |
$220K - $236K
|
42.5K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.3KNew |
$51.8K - $55.7K
|
7.3K
$57.3K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
175New |
$1.24K - $1.34K
|
175
$1.37K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.5K- 52.71% |
$174K - $187K
|
21.9K
$172K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 16.86% |
$24.9K - $26.7K
|
24.3K
$190K
|
|
|
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
$79.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
221+ 1.28% |
$1.57K - $1.69K
|
17.4K
$137K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-286- 0.72% |
$2.03K - $2.18K
|
39.5K
$310K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.72K- 15.87% |
$19.3K - $20.8K
|
14.4K
$113K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
990New |
$7.03K - $7.55K
|
990
$7.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10KNew |
$71K - $76.3K
|
10K
$78.5K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.95K- 24.56% |
$28K - $30.1K
|
12.1K
$95.2K
|
|
| Q4 2023 | |||||||
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.3KNew |
$20.2K - $25.1K
|
3.3K
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15KNew |
$91.8K - $114K
|
15K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.73K+ 40.37% |
$16.7K - $20.7K
|
9.48K
$74.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
30.2KNew |
$185K - $230K
|
30.2K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$61.2K - $76.1K
|
10K
$78.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.16M- 98.1% |
$7.12M - $8.86M
|
22.6K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$81.4K - $101K
|
13.3K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
43.5K+ 669.23% |
$266K - $331K
|
50K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42- 6.73% |
$257 - $320
|
582
$4.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$30.6 - $38.1
|
5
$39.3
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33.5KNew |
$205K - $255K
|
33.5K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.16K+ 3.92% |
$7.1K - $8.83K
|
30.7K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.54KNew |
$9.42K - $11.7K
|
1.54K
$12.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
301New |
$1.84K - $2.29K
|
301
$2.36K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
43.8KNew |
$268K - $333K
|
43.8K
$343K
|
|