Purchases and Sales Made in Q1 2024 in Pimco Municipal Income Fund Iii (PMX)
This table provides information about the institutional ownership of Pimco Municipal Income Fund Iii (PMX) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
210K+ 48.02% |
$1.49M - $1.6M
|
646K
$5.07M
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
127KNew |
$902K - $970K
|
127K
$998K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
108K+ 33.99% |
$766K - $823K
|
425K
$3.34M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.9K+ 13.96% |
$624K - $670K
|
717K
$5.63M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.9K+ 13.96% |
$624K - $670K
|
717K
$5.63M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
66.8K+ 10.19% |
$474K - $510K
|
723K
$5.67M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.1K+ 14.95% |
$257K - $276K
|
278K
$2.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 31.85% |
$223K - $240K
|
130K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31K+ 269.17% |
$220K - $236K
|
42.5K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
24.8K+ 58.1% |
$176K - $189K
|
67.4K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23KNew |
$163K - $175K
|
23K
$181K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
21.6K+ 5.39% |
$153K - $164K
|
422K
$3.31M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.4KNew |
$124K - $133K
|
17.4K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13.8KNew |
$98.2K - $105K
|
13.8K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$91K - $97.8K
|
12.8K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
12.4KNew |
$87.8K - $94.3K
|
12.4K
$97K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 33.65% |
$80.2K - $86.2K
|
44.9K
$352K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.2KNew |
$72.1K - $77.5K
|
10.2K
$79.8K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10KNew |
$71.2K - $76.6K
|
10K
$78.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10KNew |
$71K - $76.3K
|
10K
$78.5K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
9.14K+ 7.22% |
$64.9K - $69.7K
|
136K
$1.07M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.94K+ 26.78% |
$63.5K - $68.2K
|
42.3K
$332K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.4K+ 62.16% |
$59.6K - $64.1K
|
21.9K
$172K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.41K+ 2.61% |
$52.6K - $56.6K
|
291K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
7.35K+ 7.43% |
$52.2K - $56.1K
|
106K
$834K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.3KNew |
$51.8K - $55.7K
|
7.3K
$57.3K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
6KNew |
$42.6K - $45.8K
|
6K
$47.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.66K+ 9.96% |
$33.1K - $35.5K
|
51.4K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.28K+ 7.73% |
$30.4K - $32.6K
|
59.7K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.5K+ 20.08% |
$24.9K - $26.7K
|
20.9K
$164K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 16.86% |
$24.9K - $26.7K
|
24.3K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.5K+ 7.4% |
$17.7K - $19K
|
36.2K
$285K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.31K+ 12.69% |
$16.4K - $17.6K
|
20.5K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.77K+ 1.38% |
$12.6K - $13.5K
|
130K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
990New |
$7.03K - $7.55K
|
990
$7.77K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
870+ 0.72% |
$6.18K - $6.64K
|
122K
$958K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
630+ 1.34% |
$4.47K - $4.81K
|
47.5K
$373K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
616+ 1.2% |
$4.37K - $4.7K
|
51.9K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
510+ 0.43% |
$3.62K - $3.89K
|
118K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
495+ 79.58% |
$3.51K - $3.78K
|
1.12K
$8.77K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
453New |
$3.22K - $3.46K
|
453
$3.56K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
221+ 1.28% |
$1.57K - $1.69K
|
17.4K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
175New |
$1.24K - $1.34K
|
175
$1.37K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
157+ 0.73% |
$1.11K - $1.2K
|
21.8K
$171K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25+ 1.32% |
$178 - $191
|
1.92K
$15.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
20+ 0.05% |
$142 - $153
|
43.6K
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-250- 1.61% |
$1.78K - $1.91K
|
15.3K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-257- 0.55% |
$1.82K - $1.96K
|
46.4K
$364K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-286- 0.72% |
$2.03K - $2.18K
|
39.5K
$310K
|