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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
110K+ 182.52% |
$723K - $798K
|
171K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22K+ 17.11% |
$144K - $159K
|
151K
$1.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
99+ 0.19% |
$648 - $716
|
52.3K
$372K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.41K+ 81.38% |
$9.95K - $10.6K
|
3.14K
$22.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.58K- 69.83% |
$39.4K - $42K
|
2.41K
$17.2K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
27.8KNew |
$197K - $209K
|
27.8K
$198K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.65K+ 12.04% |
$25.8K - $27.5K
|
34K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.35K+ 9.68% |
$23.7K - $25.2K
|
38K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.2K+ 8.57% |
$8.48K - $9.04K
|
15.2K
$108K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.8KNew |
$13K - $15.3K
|
1.8K
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$78.7K - $92.8K
|
10.9K
$77.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$85.4K - $101K
|
11.8K
$84.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 23.31% |
$103K - $121K
|
75.1K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-921- 8.23% |
$6.66K - $7.85K
|
10.3K
$73.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.5KNew |
$97.5K - $115K
|
13.5K
$96K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16.7K- 50.0% |
$121K - $143K
|
16.7K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.5K+ 35.04% |
$61.5K - $72.4K
|
32.8K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
18KNew |
$130K - $153K
|
18K
$128K
|
|
| 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
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.7KNew |
$334K - $364K
|
43.7K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.1K- 19.59% |
$31.3K - $34.2K
|
16.8K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.48K- 59.68% |
$11.3K - $12.3K
|
1K
$7.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.6K- 31.7% |
$112K - $122K
|
31.5K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.34K- 70.08% |
$25.4K - $27.8K
|
1.42K
$10.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
11KNew |
$83.8K - $91.5K
|
11K
$78.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
26.1KNew |
$199K - $217K
|
26.1K
$186K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
58.6KNew |
$447K - $488K
|
58.6K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2K- 11.76% |
$15.3K - $16.7K
|
15K
$107K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18.9KNew |
$144K - $158K
|
18.9K
$135K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
10.1KNew |
$77.2K - $84.3K
|
10.1K
$72.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 8.7% |
$86.4K - $94.3K
|
119K
$846K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$5.34K - $5.83K
|
700
$4.98K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 2.74% |
$11K - $12.1K
|
51.4K
$366K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
153+ 1.34% |
$1.1K - $1.21K
|
11.6K
$82.3K
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30KNew |
$216K - $236K
|
30K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
26.6KNew |
$192K - $210K
|
26.6K
$189K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 0.68% |
$93.6 - $102
|
1.94K
$13.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.79KNew |
$56.1K - $61.4K
|
7.79K
$55.5K
|
|
|
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
$57K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$93.6K - $102K
|
13K
$92.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$10.1K - $11K
|
1.4K
$9.97K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 36.5% |
$7.37K - $8.06K
|
1.78K
$12.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
940+ 6.8% |
$6.77K - $7.41K
|
14.8K
$105K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
18.3K+ 119.11% |
$132K - $144K
|
33.6K
$239K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6+ 0.01% |
$43.2 - $47.3
|
43.6K
$310K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.3KNew |
$51.8K - $55.7K
|
7.3K
$51.9K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
453New |
$3.22K - $3.46K
|
453
$3.23K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.15K- 13.22% |
$15.2K - $16.4K
|
14.1K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$91K - $97.8K
|
12.8K
$91.3K
|
|