Latest Institutional Transactions on Pimco Municipal Income Fund Iii (PMX)
This table provides information on the latest institutional transactions involving Pimco Municipal Income Fund Iii (PMX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.1KClosed |
$222K - $281K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200Closed |
$2.01K - $2.54K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-800Closed |
$8.03K - $10.2K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.8KClosed |
$329K - $417K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$102K - $129K
|
10.2K
$75.8K
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-12KClosed |
$120K - $152K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$5.88K - $6.41K
|
500
$3.73K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
22.7KNew |
$267K - $291K
|
22.7K
$169K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-15.5KClosed |
$182K - $199K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-14.9KClosed |
$175K - $191K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.1KClosed |
$118K - $129K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01KNew |
$12.6K - $13.3K
|
1.01K
$7.5K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.5KClosed |
$131K - $139K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14.7KClosed |
$185K - $196K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.77KClosed |
$21.2K - $23.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-12.8KClosed |
$154K - $168K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11KClosed |
$131K - $143K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.19K- 18.93% |
$26.2K - $28.6K
|
9.36K
$69.8K
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.7KClosed |
$611K - $655K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
10KNew |
$118K - $127K
|
10K
$74.6K
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.99KClosed |
$23.5K - $25.2K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.05KNew |
$36.1K - $38.7K
|
3.05K
$22.8K
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-22.7KClosed |
$268K - $287K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-15.3KClosed |
$170K - $184K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-21.2KClosed |
$236K - $255K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-48.6KClosed |
$541K - $585K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-325Closed |
$3.62K - $3.92K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$55.7 - $60.3
|
5
$37.3
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.8KClosed |
$144K - $156K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-4.03KClosed |
$45.1K - $48.9K
|
0
$0
|
|
Q1 2020 | |||||||
May 11, 2020
Q1 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10.2KClosed |
$90K - $130K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10KClosed |
$88.2K - $128K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-600Closed |
$5.29K - $7.66K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 11, 2020
Q4 2019
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-24KClosed |
$292K - $311K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$12.2K - $13K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8.97KClosed |
$109K - $116K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Hardy Reed LLC
|
BUY
|
- |
15.4KNew |
$187K - $199K
|
15.4K
$115K
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.27KClosed |
$27K - $29.1K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.55KNew |
$18.4K - $19.8K
|
1.55K
$11.6K
|
|
Oct 16, 2019
Q3 2019
|
Peoples Financial Services Corp.
|
SELL
|
- |
-350Closed |
$4.16K - $4.48K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-20KClosed |
$243K - $252K
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.7KClosed |
$20.6K - $21.4K
|
0
$0
|
|
Q1 2019 | |||||||
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5KClosed |
$56.8K - $63.1K
|
0
$0
|
|
Q4 2018 | |||||||
Jan 31, 2019
Q4 2018
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13KClosed |
$141K - $151K
|
0
$0
|
|
Jan 24, 2019
Q4 2018
|
Pflug Koory, LLC
|
SELL
|
- |
-28Closed |
$303 - $326
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2KClosed |
$21.6K - $23.3K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 13, 2018
Q3 2018
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3KClosed |
$137K - $145K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.2KClosed |
$126K - $130K
|
0
$0
|
|
Jul 10, 2018
Q2 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.3KClosed |
$116K - $120K
|
0
$0
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-54.6KClosed |
$592K - $641K
|
0
$0
|