Purchases and Sales Made in Q3 2023 in Pimco Municipal Income Fund Iii (PMX)
This table provides information about the institutional ownership of Pimco Municipal Income Fund Iii (PMX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
158K+ 35.42% |
$1.03M - $1.28M
|
606K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
121K+ 11.31% |
$780K - $972K
|
1.19M
$9.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
61.3K+ 47.38% |
$396K - $494K
|
191K
$1.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
51.2KNew |
$331K - $413K
|
51.2K
$402K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
47.3KNew |
$306K - $381K
|
47.3K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
46.8KNew |
$303K - $377K
|
46.8K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
38.8K+ 78.29% |
$251K - $312K
|
88.3K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6K+ 24.14% |
$205K - $255K
|
163K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.8KNew |
$154K - $192K
|
23.8K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.8K+ 21.36% |
$148K - $184K
|
130K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
19.1KNew |
$123K - $154K
|
19.1K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$112K - $140K
|
17.3K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.8KNew |
$102K - $128K
|
15.8K
$124K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.7KNew |
$81.8K - $102K
|
12.7K
$99.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
12.7K+ 4423.08% |
$81.8K - $102K
|
12.9K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$81.2K - $101K
|
12.6K
$98.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
12K+ 37.83% |
$77.6K - $96.7K
|
43.7K
$343K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.57K+ 38.53% |
$61.9K - $77.1K
|
34.4K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.16K+ 10.02% |
$26.9K - $33.5K
|
45.7K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.18K+ 6.52% |
$20.6K - $25.7K
|
52K
$408K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82K+ 2.47% |
$18.3K - $22.8K
|
117K
$919K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.21K+ 11.83% |
$14.3K - $17.8K
|
20.8K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.31K+ 1165.18% |
$8.44K - $10.5K
|
1.42K
$11.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.19K+ 3.58% |
$7.67K - $9.55K
|
34.3K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
901+ 0.73% |
$5.83K - $7.26K
|
124K
$975K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
609New |
$3.94K - $4.91K
|
609
$4.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
475+ 2.45% |
$3.07K - $3.83K
|
19.9K
$156K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
408+ 2.46% |
$2.64K - $3.29K
|
17K
$133K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
183+ 0.37% |
$1.18K - $1.47K
|
50K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 1.25% |
$149 - $185
|
1.87K
$14.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
18+ 0.04% |
$116 - $145
|
43.6K
$342K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-325- 0.98% |
$2.1K - $2.62K
|
32.8K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-703- 3.83% |
$4.55K - $5.67K
|
17.7K
$139K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-800- 3.06% |
$5.18K - $6.45K
|
25.3K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-865- 32.46% |
$5.6K - $6.97K
|
1.8K
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2K- 5.56% |
$12.9K - $16.1K
|
34K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.04K- 3.18% |
$13.2K - $16.5K
|
62.2K
$488K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.78K- 0.66% |
$18K - $22.4K
|
421K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.45K- 9.66% |
$22.3K - $27.8K
|
32.3K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.58K- 9.62% |
$23.1K - $28.8K
|
33.6K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-4.08K- 12.14% |
$26.4K - $32.9K
|
29.6K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-5K- 16.67% |
$32.4K - $40.3K
|
25K
$196K
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-8.09K- 25.7% |
$52.3K - $65.2K
|
23.4K
$184K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 12.91% |
$65.3K - $81.4K
|
68.1K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.8K- 1.49% |
$70.2K - $87.4K
|
719K
$5.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.6K- 16.84% |
$133K - $166K
|
102K
$800K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-51.2K- 53.73% |
$332K - $413K
|
44.1K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-94.7K- 93.58% |
$613K - $763K
|
6.5K
$51K
|