Purchases and Sales Made in Q1 2023 in Pimco Municipal Income Fund Iii (PMX)
This table provides information about the institutional ownership of Pimco Municipal Income Fund Iii (PMX) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO MUNICIPAL INCOME FUND III.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
531KNew |
$4.1M - $4.71M
|
531K
$4.17M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
117KNew |
$901K - $1.03M
|
117K
$915K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
111KNew |
$858K - $985K
|
111K
$872K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.7K+ 20.99% |
$608K - $698K
|
454K
$3.56M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.6K+ 253.51% |
$353K - $405K
|
63.6K
$500K
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
35.4KNew |
$274K - $314K
|
35.4K
$278K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
33.8K+ 36.07% |
$261K - $300K
|
127K
$1M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$195K - $224K
|
25.2K
$198K
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
22.5K+ 93.75% |
$174K - $200K
|
46.5K
$365K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.4KNew |
$142K - $163K
|
18.4K
$144K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17K+ 2.4% |
$131K - $150K
|
723K
$5.68M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.8K+ 1840.0% |
$107K - $122K
|
14.6K
$114K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.5KNew |
$104K - $119K
|
13.5K
$106K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 86.98% |
$93.9K - $108K
|
26.1K
$205K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$77.3K - $88.7K
|
10K
$78.5K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.57K+ 15.11% |
$74K - $84.9K
|
72.9K
$572K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.4K+ 8.33% |
$72.7K - $83.4K
|
122K
$960K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.62K+ 5.43% |
$43.4K - $49.8K
|
109K
$857K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.06K+ 13.03% |
$31.4K - $36K
|
35.2K
$277K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.1K+ 25.36% |
$23.9K - $27.5K
|
15.3K
$120K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.8K+ 7.76% |
$21.6K - $24.8K
|
38.9K
$305K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.65KNew |
$20.5K - $23.5K
|
2.65K
$20.8K
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
BUY
|
- |
2.2K+ 5.83% |
$17K - $19.5K
|
40K
$314K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.88K+ 1.89% |
$14.5K - $16.7K
|
101K
$796K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.45KNew |
$11.2K - $12.8K
|
1.45K
$11.4K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.32K+ 4.16% |
$10.2K - $11.7K
|
32.9K
$259K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.27KNew |
$9.81K - $11.3K
|
1.27K
$9.96K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1K+ 4.65% |
$7.73K - $8.87K
|
22.5K
$177K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
514+ 3.24% |
$3.97K - $4.56K
|
16.4K
$128K
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
411+ 1.19% |
$3.18K - $3.65K
|
35K
$275K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
170+ 0.23% |
$1.31K - $1.51K
|
72.7K
$571K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
114+ 0.35% |
$881 - $1.01K
|
32.4K
$254K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
82+ 0.63% |
$634 - $727
|
13.1K
$103K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24+ 1.33% |
$186 - $213
|
1.82K
$14.3K
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
19+ 0.04% |
$147 - $169
|
43.5K
$342K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$116 - $133
|
15
$118
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-151- 0.24% |
$1.17K - $1.34K
|
61.6K
$484K
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.27K- 0.29% |
$9.79K - $11.2K
|
429K
$3.36M
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.54K- 5.21% |
$11.9K - $13.7K
|
28K
$220K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9K- 78.09% |
$14.7K - $16.9K
|
533
$4.18K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.54K- 7.32% |
$19.6K - $22.5K
|
32.1K
$252K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.61K- 6.55% |
$27.9K - $32K
|
51.5K
$404K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.82K- 29.23% |
$52.7K - $60.5K
|
16.5K
$130K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.22K- 16.4% |
$71.3K - $81.8K
|
47K
$369K
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-18.6K- 78.77% |
$143K - $165K
|
5K
$39.3K
|
|
Apr 27, 2023
Q1 2023
|
California First Leasing Corp
Newport Beach, CA |
SELL
|
- |
-21.3K- 19.95% |
$165K - $189K
|
85.5K
$671K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.5K- 21.45% |
$236K - $270K
|
112K
$876K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43.7K- 73.18% |
$337K - $387K
|
16K
$126K
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-65.7K- 19.36% |
$508K - $583K
|
274K
$2.15M
|