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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
26.8K+ 211.86% |
$164K - $204K
|
39.5K
$310K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-12K- 27.45% |
$73.4K - $91.3K
|
31.7K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52.2KNew |
$319K - $397K
|
52.2K
$409K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$81.2K - $101K
|
12.6K
$98.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$102K - $128K
|
15.8K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2K- 5.56% |
$12.9K - $16.1K
|
34K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
19.1KNew |
$123K - $154K
|
19.1K
$150K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
47.3KNew |
$306K - $381K
|
47.3K
$371K
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-8.09K- 25.7% |
$52.3K - $65.2K
|
23.4K
$184K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
802+ 5.51% |
$6.1K - $6.78K
|
15.4K
$121K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$77.2K - $85.8K
|
10.2K
$79.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
174KNew |
$1.33M - $1.47M
|
174K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
75+ 0.57% |
$571 - $634
|
13.2K
$103K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36+ 0.22% |
$274 - $304
|
16.5K
$130K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2K- 12.9% |
$15.2K - $16.9K
|
13.5K
$106K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$116 - $133
|
15
$118
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$195K - $224K
|
25.2K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-18.6K- 78.77% |
$143K - $165K
|
5K
$39.3K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.65KNew |
$20.5K - $23.5K
|
2.65K
$20.8K
|
|
|
Apr 27, 2023
Q1 2023
|
California First Leasing Corp
Newport Beach, CA |
SELL
|
- |
-21.3K- 19.95% |
$165K - $189K
|
85.5K
$671K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9K- 78.09% |
$14.7K - $16.9K
|
533
$4.18K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.45KNew |
$11.2K - $12.8K
|
1.45K
$11.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.54K- 5.21% |
$11.9K - $13.7K
|
28K
$220K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3KNew |
$23.3K - $29.2K
|
3K
$23.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.4K- 57.1% |
$80.4K - $101K
|
7.79K
$61.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-10.2K- 26.67% |
$78.9K - $99.1K
|
28K
$219K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
15.1KNew |
$117K - $147K
|
15.1K
$118K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
56.7KNew |
$440K - $552K
|
56.7K
$445K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-350- 3.33% |
$2.72K - $3.41K
|
10.2K
$79.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.18KNew |
$24.7K - $31K
|
3.18K
$25K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
16KNew |
$124K - $156K
|
16K
$126K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
3KNew |
$23.1K - $31K
|
3K
$23.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$3.86K - $5.16K
|
500
$3.93K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-5K- 25.0% |
$43.1K - $52.1K
|
15K
$118K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-13.1KClosed |
$113K - $137K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10KNew |
$86.1K - $104K
|
10K
$78.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2KClosed |
$17.2K - $20.8K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-13.5KClosed |
$116K - $141K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.92KClosed |
$16.5K - $20K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-7.72KClosed |
$66.5K - $80.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.9KNew |
$119K - $144K
|
13.9K
$109K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-323Closed |
$2.78K - $3.36K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-200Closed |
$2.01K - $2.54K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.1KClosed |
$222K - $281K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200Closed |
$2.01K - $2.54K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-800Closed |
$8.03K - $10.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.8KClosed |
$329K - $417K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$102K - $129K
|
10.2K
$79.8K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-12KClosed |
$120K - $152K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$5.88K - $6.41K
|
500
$3.93K
|
|