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 73 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $71.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
16,426
shares
|
$116,953
0.0% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
15,831
shares
|
$112,716
0.0% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
15,200
shares
|
$108,224
0.1% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$106,800
0.04% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
15,000
shares
|
$106,800
0.04% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
14,987
shares
|
$106,707
0.02% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
14,765
shares
|
$105,126
0.02% of portfolio
|
Q2 2024
Added 6.8%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
11,403
shares
|
$81,189
0.02% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
11,358
shares
|
$80,868
0.04% of portfolio
|
Q2 2025
Reduced 89.45%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,494
shares
|
$74,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
10,095
shares
|
$71,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,000
shares
|
$71,200
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
10,000
shares
|
$71,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
4,704
shares
|
$33,492
0.0% of portfolio
|
Q2 2025
Reduced 75.53%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,842
shares
|
$20,235
0.0% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,650
shares
|
$18,868
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,409
shares
|
$17,152
0.0% of portfolio
|
Q1 2025
Reduced 69.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,935
shares
|
$13,777
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$7,832
0.0% of portfolio
|
Q4 2017
Added 197.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,005
shares
|
$7,155
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
700
shares
|
$4,984
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
301
shares
|
$2,143
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|