Institutional Ownership Pimco New York Municipal Income Fund Iii (PYN)
This table provides information about the institutional ownership of Pimco New York Municipal Income Fund Iii (PYN). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 894,528 shares, which have been reported (via 13F filing form) to have a value of $5.24 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
143,602
shares
|
$852,995
0.43% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
127,669
shares
|
$758,353
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
113,675
shares
|
$675,229
0.31% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
92,962
shares
|
$552,194
0.03% of portfolio
|
Q4 2024
Added 58.61%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
81,177
shares
|
$482,191
0.26% of portfolio
|
Q4 2024
Added 123.2%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
45,096
shares
|
$267,870
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
39,665
shares
|
$235,610
0.0% of portfolio
|
Q4 2024
Added 105.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
37,311
shares
|
$221,627
0.0% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
35,000
shares
|
$207,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
34,749
shares
|
$206,409
0.13% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
17,132
shares
|
$101,764
0.02% of portfolio
|
Q4 2024
Added 37.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
17,112
shares
|
$101,645
0.0% of portfolio
|
Q4 2024
Reduced 39.56%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
16,575
shares
|
$98,455
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
16,575
shares
|
$98,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
10,355
shares
|
$61,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
10,258
shares
|
$60,932
0.01% of portfolio
|
Q4 2024
Reduced 17.66%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
8,713
shares
|
$51,755
0.0% of portfolio
|
Q4 2024
Reduced 86.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,900
shares
|
$46,926
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,779
shares
|
$46,207
0.0% of portfolio
|
Q2 2024
Added 73.68%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
7,712
shares
|
$45,809
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,200
shares
|
$36,828
0.0% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,410
shares
|
$32,135
0.0% of portfolio
|
Q2 2020
Reduced 74.7%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
4,186
shares
|
$24,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,186
shares
|
$24,864
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,929
shares
|
$11,458
0.0% of portfolio
|
Q4 2024
Added 0.26%
|