Institutional Ownership Pimco Municipal Income Fund Iii (PMX)
This table provides information about the institutional ownership of Pimco Municipal Income Fund Iii (PMX). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 8.48 Million shares, which have been reported (via 13F filing form) to have a value of $62.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,000
shares
|
$111,900
0.04% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
14,765
shares
|
$110,146
0.02% of portfolio
|
Q2 2024
Added 6.8%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
14,000
shares
|
$104,440
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
13,488
shares
|
$100,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,954
shares
|
$96,636
0.02% of portfolio
|
Q4 2024
Added 29.54%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
12,818
shares
|
$95,622
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
12,394
shares
|
$92,459
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,808
shares
|
$88,087
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,887
shares
|
$81,217
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,843
shares
|
$80,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,264
shares
|
$76,569
0.0% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,207
shares
|
$76,144
0.0% of portfolio
|
Q4 2024
Reduced 41.19%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,000
shares
|
$74,600
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
9,169
shares
|
$68,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,984
shares
|
$59,560
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,650
shares
|
$19,769
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,935
shares
|
$14,435
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,729
shares
|
$12,898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,543
shares
|
$11,510
0.0% of portfolio
|
Q3 2024
Added 38.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$8,206
0.0% of portfolio
|
Q4 2017
Added 197.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,005
shares
|
$7,497
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$7,460
0.0% of portfolio
|
Q3 2024
Reduced 59.68%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
990
shares
|
$7,385
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
700
shares
|
$5,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
301
shares
|
$2,245
0.0% of portfolio
|
Q4 2023
New holding
|