Purchases and Sales Made in Q4 2023 in Pimco Municipal Income Fund Iii (PMX)
This table provides information about the institutional ownership of Pimco Municipal Income Fund Iii (PMX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
96+ 0.19% |
$588 - $731
|
51.3K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28+ 1.5% |
$171 - $213
|
1.9K
$13.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
21+ 0.05% |
$129 - $160
|
43.6K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
13+ 2.13% |
$79.6 - $98.9
|
622
$4.42K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5New |
$30.6 - $38.1
|
5
$35.5
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42- 6.73% |
$257 - $320
|
582
$4.13K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-148- 0.32% |
$906 - $1.13K
|
46.6K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.26K- 3.84% |
$7.7K - $9.57K
|
31.5K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.44K- 8.15% |
$8.82K - $11K
|
16.2K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.51K- 2.43% |
$9.24K - $11.5K
|
60.7K
$431K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.1K- 3.04% |
$19K - $23.6K
|
98.8K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.13K- 6.25% |
$19.1K - $23.8K
|
46.9K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.75K- 24.03% |
$47.4K - $59K
|
24.5K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-9.5K- 38.0% |
$58.1K - $72.3K
|
15.5K
$110K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.8K- 46.62% |
$72.2K - $89.8K
|
13.5K
$95.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-12K- 27.45% |
$73.4K - $91.3K
|
31.7K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.3K- 35.13% |
$112K - $139K
|
33.7K
$240K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-20.5K- 4.87% |
$125K - $156K
|
400K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-63.3K- 8.8% |
$387K - $482K
|
656K
$4.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-76.8K- 86.97% |
$470K - $584K
|
11.5K
$81.6K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 17.67% |
$826K - $1.03M
|
629K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.16M- 98.1% |
$7.12M - $8.86M
|
22.6K
$160K
|