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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
12,818
shares
|
$94,084
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,185
shares
|
$82,097
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,980
shares
|
$80,593
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,000
shares
|
$73,400
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
10,000
shares
|
$73,400
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
9,475
shares
|
$69,546
0.0% of portfolio
|
Q4 2023
Added 40.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,984
shares
|
$58,602
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,650
shares
|
$19,451
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,935
shares
|
$14,202
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,543
shares
|
$11,325
0.0% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,424
shares
|
$10,452
0.0% of portfolio
|
Q3 2024
Reduced 70.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,400
shares
|
$10,276
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$8,074
0.0% of portfolio
|
Q4 2017
Added 197.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,005
shares
|
$7,376
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$7,340
0.0% of portfolio
|
Q3 2024
Reduced 59.68%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
990
shares
|
$7,266
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
700
shares
|
$5,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
301
shares
|
$2,209
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|