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 7.06 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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
44,698
shares
|
$328,083
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
43,755
shares
|
$321,161
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
43,739
shares
|
$321,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
43,608
shares
|
$320,082
0.21% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
41,010
shares
|
$301,013
0.01% of portfolio
|
Q2 2024
Added 19.18%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
39,450
shares
|
$289,563
0.1% of portfolio
|
Q4 2023
Added 211.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
38,308
shares
|
$281,180
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
33,460
shares
|
$245,596
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
32,618
shares
|
$239,416
0.0% of portfolio
|
Q3 2024
Added 48.85%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
31,537
shares
|
$231,481
0.0% of portfolio
|
Q3 2024
Reduced 31.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
31,461
shares
|
$230,923
0.0% of portfolio
|
Q3 2024
Reduced 29.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,613
shares
|
$210,019
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
26,096
shares
|
$191,544
0.19% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
25,387
shares
|
$186,340
0.15% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,256
shares
|
$178,039
0.0% of portfolio
|
Q1 2024
Added 16.86%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
18,930
shares
|
$138,946
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
18,000
shares
|
$132,120
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
17,356
shares
|
$127,393
0.0% of portfolio
|
Q3 2024
Reduced 43.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
16,826
shares
|
$123,502
0.0% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
16,008
shares
|
$117,498
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
15,250
shares
|
$111,935
0.05% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
15,083
shares
|
$110,709
0.01% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,000
shares
|
$110,100
0.04% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$110,100
0.05% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
14,765
shares
|
$108,375
0.02% of portfolio
|
Q2 2024
Added 6.8%
|