Institutional Ownership Pimco Municipal Income Fund Iii (PMX)
This table provides information about the institutional ownership of Pimco Municipal Income Fund Iii (PMX). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
864,517
shares
|
$6.35 Million
0.3% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
775,585
shares
|
$5.69 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
641,135
shares
|
$4.71 Million
0.1% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
639,993
shares
|
$4.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
422,208
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
375,760
shares
|
$2.76 Million
1.07% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
319,677
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
318,383
shares
|
$2.34 Million
0.23% of portfolio
|
Q3 2024
Added 150.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
298,960
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
228,186
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
165,847
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
133,229
shares
|
$977,900
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
126,068
shares
|
$925,339
0.01% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
118,786
shares
|
$871,889
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
113,330
shares
|
$831,842
0.0% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
111,764
shares
|
$820,347
0.46% of portfolio
|
Q2 2024
Reduced 17.7%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
109,086
shares
|
$800,691
0.31% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
96,973
shares
|
$711,781
0.0% of portfolio
|
Q3 2024
Added 31.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
86,885
shares
|
$637,735
0.07% of portfolio
|
Q3 2024
Added 69.25%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
60,909
shares
|
$447,072
0.0% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
58,635
shares
|
$430,380
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
52,117
shares
|
$382,538
0.06% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,350
shares
|
$376,909
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
45,949
shares
|
$337,265
0.0% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
45,603
shares
|
$334,726
0.0% of portfolio
|
Q3 2024
Added 46.92%
|