Latest Institutional Purchases of Pimco Municipal Income Fund Iii (PMX)
This list provides information on the latest institutional transactions involving Pimco Municipal Income Fund Iii (PMX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
990New |
$7.03K - $7.55K
|
990
$7.77K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
453New |
$3.22K - $3.46K
|
453
$3.56K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
221+ 1.28% |
$1.57K - $1.69K
|
17.4K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
175New |
$1.24K - $1.34K
|
175
$1.37K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52.2KNew |
$319K - $397K
|
52.2K
$409K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
43.8KNew |
$268K - $333K
|
43.8K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
43.5K+ 669.23% |
$266K - $331K
|
50K
$393K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33.5KNew |
$205K - $255K
|
33.5K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
30.2KNew |
$185K - $230K
|
30.2K
$237K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
26.8K+ 211.86% |
$164K - $204K
|
39.5K
$310K
|
|
|
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
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$81.4K - $101K
|
13.3K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$61.2K - $76.1K
|
10K
$78.5K
|
|
|
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
|
Hollencrest Capital Management
|
BUY
|
- |
2.73K+ 40.37% |
$16.7K - $20.7K
|
9.48K
$74.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.54KNew |
$9.42K - $11.7K
|
1.54K
$12.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.16K+ 3.92% |
$7.1K - $8.83K
|
30.7K
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
301New |
$1.84K - $2.29K
|
301
$2.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$30.6 - $38.1
|
5
$39.3
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
47.3KNew |
$306K - $381K
|
47.3K
$371K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
19.1KNew |
$123K - $154K
|
19.1K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$102K - $128K
|
15.8K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$81.2K - $101K
|
12.6K
$98.5K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
174KNew |
$1.33M - $1.47M
|
174K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$77.2K - $85.8K
|
10.2K
$79.7K
|
|
|
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 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
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$195K - $224K
|
25.2K
$198K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.65KNew |
$20.5K - $23.5K
|
2.65K
$20.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.45KNew |
$11.2K - $12.8K
|
1.45K
$11.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$116 - $133
|
15
$118
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
56.7KNew |
$440K - $552K
|
56.7K
$445K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
16KNew |
$124K - $156K
|
16K
$126K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
15.1KNew |
$117K - $147K
|
15.1K
$118K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.18KNew |
$24.7K - $31K
|
3.18K
$25K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3KNew |
$23.3K - $29.2K
|
3K
$23.6K
|
|
| 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 | |||||||
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.9KNew |
$119K - $144K
|
13.9K
$109K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10KNew |
$86.1K - $104K
|
10K
$78.5K
|
|
| Q1 2022 | |||||||
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$102K - $129K
|
10.2K
$79.8K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
22.7KNew |
$267K - $291K
|
22.7K
$178K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$5.88K - $6.41K
|
500
$3.93K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01KNew |
$12.6K - $13.3K
|
1.01K
$7.89K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
10KNew |
$118K - $127K
|
10K
$78.5K
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.05KNew |
$36.1K - $38.7K
|
3.05K
$24K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$55.7 - $60.3
|
5
$39.3
|
|
| Q4 2019 | |||||||
|
Jan 24, 2020
Q4 2019
|
Hardy Reed LLC
|
BUY
|
- |
15.4KNew |
$187K - $199K
|
15.4K
$121K
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.55KNew |
$18.4K - $19.8K
|
1.55K
$12.2K
|
|