Purchases and Sales Made in Q4 2022 in Pimco Municipal Income Fund Iii (PMX)
This table provides information about the institutional ownership of Pimco Municipal Income Fund Iii (PMX) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
303K+ 821.37% |
$2.35M - $2.95M
|
339K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 115.79% |
$1.56M - $1.96M
|
375K
$2.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
75.3K+ 11.11% |
$585K - $734K
|
754K
$5.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
56.7KNew |
$440K - $552K
|
56.7K
$445K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
43.5KNew |
$338K - $424K
|
43.5K
$342K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.2K+ 62.06% |
$336K - $421K
|
113K
$887K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.2K+ 5.24% |
$273K - $343K
|
707K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
33KNew |
$256K - $321K
|
33K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.4K+ 37.86% |
$221K - $277K
|
104K
$813K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
26K+ 146.99% |
$202K - $253K
|
43.7K
$343K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.4K+ 180.85% |
$158K - $198K
|
31.6K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18KNew |
$140K - $175K
|
18K
$141K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
16KNew |
$124K - $156K
|
16K
$126K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
15.1KNew |
$117K - $147K
|
15.1K
$118K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.2KNew |
$110K - $138K
|
14.2K
$112K
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
13.6K+ 135.5% |
$105K - $132K
|
23.6K
$185K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
9.91K+ 11.84% |
$76.9K - $96.6K
|
93.6K
$735K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
9.9K+ 19.08% |
$76.8K - $96.4K
|
61.8K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.34K+ 9.15% |
$64.7K - $81.3K
|
99.5K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.98K+ 52.0% |
$61.9K - $77.7K
|
23.3K
$183K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.95K+ 16.85% |
$61.7K - $77.4K
|
55.1K
$433K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.75KNew |
$52.4K - $65.7K
|
6.75K
$53K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.18KNew |
$24.7K - $31K
|
3.18K
$25K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3KNew |
$23.3K - $29.2K
|
3K
$23.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.95K+ 6.43% |
$15.1K - $19K
|
32.3K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 6.13% |
$14K - $17.5K
|
31.2K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.37K+ 12.6% |
$10.6K - $13.3K
|
12.2K
$95.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
636+ 1.71% |
$4.94K - $6.19K
|
37.8K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
407+ 1.19% |
$3.16K - $3.96K
|
34.7K
$272K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
286New |
$2.22K - $2.79K
|
286
$2.25K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
136+ 27.87% |
$1.06K - $1.32K
|
624
$4.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30+ 1.7% |
$233 - $292
|
1.8K
$14.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-31- 0.2% |
$241 - $302
|
15.8K
$124K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-102- 0.6% |
$792 - $993
|
17K
$134K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-350- 3.33% |
$2.72K - $3.41K
|
10.2K
$79.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-500- 3.46% |
$3.88K - $4.87K
|
14K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1K- 5.56% |
$7.76K - $9.74K
|
17K
$133K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 57.14% |
$7.76K - $9.74K
|
750
$5.89K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.06K- 7.53% |
$8.23K - $10.3K
|
13K
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 6.52% |
$11.6K - $14.6K
|
21.5K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.63K- 13.17% |
$20.4K - $25.6K
|
17.3K
$136K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.79K- 8.62% |
$21.6K - $27.1K
|
29.5K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.95K- 9.86% |
$30.7K - $38.5K
|
36.1K
$283K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-5.88K- 14.5% |
$45.6K - $57.2K
|
34.6K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.69K- 73.34% |
$51.9K - $65.2K
|
2.43K
$19.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.11K- 12.6% |
$62.9K - $79K
|
56.3K
$442K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-10.2K- 26.67% |
$78.9K - $99.1K
|
28K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.4K- 57.1% |
$80.4K - $101K
|
7.79K
$61.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 16.09% |
$94.2K - $118K
|
63.4K
$497K
|