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 9 Million shares, which have been reported (via 13F filing form) to have a value of $61.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
15,000
shares
|
$102,000
0.04% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
14,765
shares
|
$100,402
0.02% of portfolio
|
Q2 2024
Added 6.8%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,286
shares
|
$90,344
0.02% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,827
shares
|
$87,223
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
12,818
shares
|
$87,162
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
11,403
shares
|
$77,540
0.02% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,000
shares
|
$68,000
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
3,136
shares
|
$21,324
0.0% of portfolio
|
Q1 2025
Added 81.38%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,650
shares
|
$18,020
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,610
shares
|
$17,748
0.0% of portfolio
|
Q1 2025
Added 69.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,409
shares
|
$16,381
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
|
$13,158
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,800
shares
|
$12,240
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$7,480
0.0% of portfolio
|
Q4 2017
Added 197.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,005
shares
|
$6,834
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
990
shares
|
$6,732
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
700
shares
|
$4,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
301
shares
|
$2,046
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|