Purchases and Sales Made in Q2 2024 in Pimco Municipal Income Fund Iii (PMX)
This table provides information about the institutional ownership of Pimco Municipal Income Fund Iii (PMX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
454K+ 1687.97% |
$3.27M - $3.58M
|
481K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
127K+ 29.76% |
$911K - $997K
|
552K
$4.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
90.1K+ 60.16% |
$648K - $710K
|
240K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
51.3KNew |
$370K - $405K
|
51.3K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.2K+ 6.58% |
$340K - $372K
|
764K
$6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.2K+ 6.58% |
$340K - $372K
|
764K
$6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.1K+ 15.52% |
$311K - $340K
|
321K
$2.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.8K+ 104.19% |
$272K - $298K
|
74K
$581K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30KNew |
$216K - $236K
|
30K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
26.6KNew |
$192K - $210K
|
26.6K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
25KNew |
$180K - $197K
|
25K
$196K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
18.3K+ 119.11% |
$132K - $144K
|
33.6K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.5K+ 32.38% |
$105K - $114K
|
59.4K
$466K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$93.6K - $102K
|
13K
$102K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 71.96% |
$93.5K - $102K
|
31K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.79KNew |
$56.1K - $61.4K
|
7.79K
$61.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.22K+ 2.48% |
$52K - $56.9K
|
299K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6.72KNew |
$48.4K - $53K
|
6.72K
$52.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.7K+ 17.76% |
$48.3K - $52.8K
|
44.4K
$349K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.6K+ 19.18% |
$47.5K - $52K
|
41K
$322K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.58K+ 309.72% |
$40.1K - $43.9K
|
7.38K
$57.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.76KNew |
$34.3K - $37.5K
|
4.76K
$37.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.61K+ 2.77% |
$26K - $28.5K
|
134K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.65K+ 12.16% |
$19.1K - $20.9K
|
24.5K
$192K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 1.85% |
$16.2K - $17.7K
|
124K
$975K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2K+ 33.33% |
$14.4K - $15.8K
|
8K
$62.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$10.1K - $11K
|
1.4K
$11K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.38K+ 2.68% |
$9.93K - $10.9K
|
52.8K
$414K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.26K+ 1.18% |
$9.06K - $9.91K
|
108K
$844K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
940+ 6.8% |
$6.77K - $7.41K
|
14.8K
$116K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
58+ 0.11% |
$418 - $457
|
51.9K
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 0.68% |
$93.6 - $102
|
1.94K
$15.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6+ 0.01% |
$43.2 - $47.3
|
43.6K
$342K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-124- 0.1% |
$893 - $977
|
130K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-185- 0.4% |
$1.33K - $1.46K
|
46.2K
$362K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-592- 0.14% |
$4.26K - $4.66K
|
421K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-630- 1.33% |
$4.54K - $4.96K
|
46.9K
$368K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 36.5% |
$7.37K - $8.06K
|
1.78K
$14K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.08K- 3.48% |
$7.75K - $8.49K
|
29.9K
$235K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 3.26% |
$9.94K - $10.9K
|
40.9K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.02K- 34.27% |
$50.6K - $55.3K
|
13.5K
$106K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-7.69K- 3.77% |
$55.4K - $60.6K
|
196K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.3K- 25.58% |
$110K - $120K
|
44.4K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.8K- 15.96% |
$136K - $148K
|
99.2K
$779K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-24K- 17.7% |
$173K - $189K
|
112K
$877K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-73.9K- 10.23% |
$532K - $582K
|
649K
$5.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-77.2K- 59.47% |
$556K - $608K
|
52.6K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-104K- 77.23% |
$750K - $821K
|
30.7K
$241K
|