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 |
---|---|---|---|---|---|---|---|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30KNew |
$216K - $236K
|
30K
$204K
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
26.6KNew |
$192K - $210K
|
26.6K
$181K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
18.3K+ 119.11% |
$132K - $144K
|
33.6K
$229K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$93.6K - $102K
|
13K
$88.4K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.79KNew |
$56.1K - $61.4K
|
7.79K
$53K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.6K+ 19.18% |
$47.5K - $52K
|
41K
$279K
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2K+ 33.33% |
$14.4K - $15.8K
|
8K
$54.4K
|
|
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
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 0.68% |
$93.6 - $102
|
1.94K
$13.2K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6+ 0.01% |
$43.2 - $47.3
|
43.6K
$297K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
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 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 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10KNew |
$71.2K - $76.6K
|
10K
$68.2K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.3KNew |
$51.8K - $55.7K
|
7.3K
$49.6K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
990New |
$7.03K - $7.55K
|
990
$6.73K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
453New |
$3.22K - $3.46K
|
453
$3.08K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
221+ 1.28% |
$1.57K - $1.69K
|
17.4K
$118K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
175New |
$1.24K - $1.34K
|
175
$1.19K
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52.2KNew |
$319K - $397K
|
52.2K
$355K
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
43.5K+ 669.23% |
$266K - $331K
|
50K
$340K
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
26.8K+ 211.86% |
$164K - $204K
|
39.5K
$268K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15KNew |
$91.8K - $114K
|
15K
$102K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$61.2K - $76.1K
|
10K
$68K
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.3KNew |
$20.2K - $25.1K
|
3.3K
$22.4K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.73K+ 40.37% |
$16.7K - $20.7K
|
9.48K
$64.4K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.54KNew |
$9.42K - $11.7K
|
1.54K
$10.5K
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.16K+ 3.92% |
$7.1K - $8.83K
|
30.7K
$209K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
301New |
$1.84K - $2.29K
|
301
$2.05K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$30.6 - $38.1
|
5
$34
|
|
Q3 2023 | |||||||
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
47.3KNew |
$306K - $381K
|
47.3K
$322K
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
19.1KNew |
$123K - $154K
|
19.1K
$130K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$81.2K - $101K
|
12.6K
$85.3K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
174KNew |
$1.33M - $1.47M
|
174K
$1.19M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$77.2K - $85.8K
|
10.2K
$69K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
802+ 5.51% |
$6.1K - $6.78K
|
15.4K
$104K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
75+ 0.57% |
$571 - $634
|
13.2K
$89.6K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36+ 0.22% |
$274 - $304
|
16.5K
$113K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$195K - $224K
|
25.2K
$172K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.65KNew |
$20.5K - $23.5K
|
2.65K
$18K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.45KNew |
$11.2K - $12.8K
|
1.45K
$9.84K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$116 - $133
|
15
$102
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
56.7KNew |
$440K - $552K
|
56.7K
$385K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
16KNew |
$124K - $156K
|
16K
$109K
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
15.1KNew |
$117K - $147K
|
15.1K
$102K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.18KNew |
$24.7K - $31K
|
3.18K
$21.6K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3KNew |
$23.3K - $29.2K
|
3K
$20.4K
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
3KNew |
$23.1K - $31K
|
3K
$20.4K
|