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PIMCO Municipal Income Fund III (PMX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for PIMCO Municipal Income Fund III (NYSE:PMX)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$19.68M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.41M
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PMX Institutional Buying and Selling by Quarter

PIMCO Municipal Income Fund III Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Wakefield Asset Management LLLP106,262$794K0.3%+7.4%0.000%
4/23/2024 Summit Trail Advisors LLC14,439$108K0.0%-15.9%0.000%
4/4/2024 Moody National Bank Trust Division12,128$91K0.0%-24.6%0.000%
3/27/2024Nomura Holdings Inc.24,080$178K0.0%N/A0.000%
2/12/2024Beta Wealth Group Inc.126,659$936K0.5%N/A0.000%
2/8/2024Fiera Capital Corp833,588$6.16M0.0%N/A0.000%
2/6/2024 Summit Trail Advisors LLC17,162$127K0.0%N/A0.000%
2/6/2024 Spire Wealth Management39,736$284K0.0%+207.2%0.000%
2/5/2024 Van ECK Associates Corp238,955$1.77M0.0%+25.4%0.000%
2/1/2024Wolverine Asset Management LLC11,499$85K0.0%-87.0%0.000%
1/26/2024 Williams & Novak LLC43,755$323K0.4%N/A0.000%
1/25/2024Wakefield Asset Management LLLP98,914$731K0.3%N/A0.000%
1/25/2024 Centurion Wealth Management LLC39,450$292K0.1%+211.9%0.000%
1/23/2024 UMB Bank n.a.3,715$27K0.0%N/A0.000%
1/16/2024 Simon Quick Advisors LLC18,179$134K0.0%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.98,778$730K0.0%-3.0%0.000%
1/16/2024 Raymond James & Associates46,760$346K0.0%+36.3%0.000%
1/11/2024 Moody National Bank Trust Division16,077$119K0.0%N/A0.000%
1/11/2024 Dynamic Advisor Solutions LLC52,155$388K0.0%N/A0.000%
1/11/2024 Wealth Alliance Advisory Group LLC31,718$234K0.1%-27.4%0.000%
1/8/2024Gill Capital Partners LLC400,213$2.96M1.2%-4.9%0.000%
12/1/2023B. Riley Wealth Advisors Inc.34,410$224K0.0%+38.5%0.000%
11/21/2023 Allen Mooney & Barnes Investment Advisors LLC51,179$331K0.1%N/A0.000%
11/15/2023Advisors Asset Management Inc.183,167$1.19M0.0%+47.6%0.000%
11/13/2023Wolverine Asset Management LLC88,253$571K0.0%+78.3%0.000%
11/13/2023 Coombe Bender & Co LLC29,560$191K0.1%-12.1%0.000%
11/9/2023Karpus Management Inc.19,059$123K0.0%N/A0.000%
11/8/2023 Van ECK Associates Corp190,524$1.23M0.0%+47.4%0.000%
11/8/2023 Spire Wealth Management12,936$84K0.0%+4,423.1%0.000%
11/1/2023 Centurion Wealth Management LLC12,650$82K0.0%N/A0.000%
10/30/2023 Ackerman Capital Advisors LLC47,311$306K0.1%N/A0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.23,791$154K0.0%N/A0.000%
10/26/2023 Park Avenue Securities LLC117,104$758K0.0%+2.5%0.000%
10/25/2023Gill Capital Partners LLC420,690$2.72M1.2%-0.7%0.000%
10/24/2023 Bank of New York Mellon Corp88,456$572K0.0%+2.4%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.101,875$659K0.0%-16.8%0.000%
10/20/2023 ACT Advisors LLC.23,385$151K0.1%-25.7%0.000%
10/11/2023 Integrated Capital Management Inc.20,845$135K0.1%+11.8%0.000%
10/10/2023 Wealth Alliance Advisory Group LLC43,718$283K0.1%+37.8%0.000%
8/18/2023 Coombe Bender & Co LLC33,644$271K0.2%-4.0%0.000%
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8/15/2023Rivernorth Capital Management LLC1,066,114$8.58M0.4%+100.9%0.000%
8/15/2023Cohen & Steers Inc.101,200$815K0.0%+117.6%0.000%
8/11/2023Smith Moore & CO.95,364$768K0.1%-6.0%0.000%
8/11/2023Beta Wealth Group Inc.253,422$2.04M1.2%-7.4%0.000%
8/11/2023Guggenheim Capital LLC729,805$5.88M0.0%+0.9%0.000%
8/10/2023Wintrust Investments LLC10,150$82K0.0%N/A0.000%
8/10/2023Cetera Investment Advisers37,162$299K0.0%+5.4%0.000%
8/9/2023Robinson Capital Management LLC174,462$1.41M0.6%N/A0.000%
8/7/2023Wolverine Asset Management LLC49,500$398K0.0%+267.9%0.000%
8/3/2023 Van ECK Associates Corp129,273$1.04M0.0%+1.5%0.000%
8/2/2023Bank of Montreal Can16,000$133K0.0%N/A0.000%
7/31/2023LPL Financial LLC48,837$393K0.0%-5.2%0.000%
7/31/2023 Integrated Capital Management Inc.18,640$150K0.1%-47.3%0.000%
7/27/2023B. Riley Wealth Advisors Inc.24,840$201K0.0%+46.0%0.000%
7/27/2023Washington Trust Advisors Inc.13,500$109K0.0%-12.9%0.000%
7/27/2023 ACT Advisors LLC.31,473$253K0.2%-21.3%0.000%
7/19/2023Gill Capital Partners LLC423,465$3.41M1.4%-1.2%0.000%
7/14/2023 Park Avenue Securities LLC114,281$920K0.0%+2.9%0.000%
7/13/2023 Wealth Alliance Advisory Group LLC31,718$255K0.1%-27.4%0.000%
5/12/2023 AlphaCentric Advisors LLC5,000$42K0.0%-78.8%0.000%
5/11/2023Guggenheim Capital LLC723,472$6.01M0.1%+2.4%0.000%
5/9/2023Beta Wealth Group Inc.273,690$2.27M1.3%-19.4%0.000%
5/8/2023Wolverine Asset Management LLC13,455$112K0.0%N/A0.000%
5/3/2023 Van ECK Associates Corp127,393$1.06M0.0%+36.1%0.000%
4/27/2023 California First Leasing Corp85,459$710K0.5%-19.9%0.000%
4/26/2023 Integrated Capital Management Inc.35,397$169K0.2%N/A0.000%
4/26/2023 ACT Advisors LLC.39,982$332K0.2%+5.8%0.000%
4/26/2023Gill Capital Partners LLC428,533$3.56M1.6%-0.3%0.000%
4/18/2023 Park Avenue Securities LLC111,032$923K0.0%N/A0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.122,337$1.02M0.0%+8.3%0.000%
4/14/2023 Raymond James & Associates32,940$274K0.0%+4.2%0.000%
4/11/2023 Parisi Gray Wealth Management27,995$233K0.1%-5.2%0.000%
2/13/2023Smith Moore & CO.99,525$867K0.1%+9.1%0.000%
2/13/2023Beta Wealth Group Inc.339,406$2.96M2.0%+821.4%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.112,934$984K0.0%+62.1%0.000%
2/8/2023UBS Group AG753,651$6.56M0.0%+11.1%0.000%
2/8/2023 Coombe Bender & Co LLC34,637$302K0.3%-14.5%0.000%
2/8/2023 Van ECK Associates Corp93,624$815K0.0%+11.8%0.000%
2/7/2023TrinityPoint Wealth LLC27,956$243K0.1%-26.7%0.000%
2/7/2023 AlphaCentric Advisors LLC23,550$205K0.2%+135.5%0.000%
2/7/2023Commonwealth Equity Services LLC32,270$281K0.0%+6.4%0.000%
2/7/2023LPL Financial LLC55,129$480K0.0%+16.8%0.000%
2/7/2023IFP Advisors Inc2,433$27K0.0%-73.3%0.000%
2/7/2023Hollencrest Capital Management6,750$59K0.0%N/A0.000%
2/1/2023Janney Capital Management LLC15,053$131K0.0%N/A0.000%
1/31/2023AE Wealth Management LLC56,671$494K0.0%N/A0.000%
1/31/2023 Melfa Wealth Management LLC43,506$379K0.4%N/A0.000%
1/23/2023 Parisi Gray Wealth Management29,534$257K0.1%-8.6%0.000%
1/20/2023 Affiance Financial LLC3,182$28K0.0%N/A0.000%
1/17/2023 Wealth Alliance Advisory Group LLC43,718$381K0.1%+147.0%0.000%
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1/12/2023Gill Capital Partners LLC429,800$3.74M1.8%-10.0%0.000%
1/11/2023 EWG Elevate Inc.16,008$139K0.1%N/A0.000%
11/22/2022 Coombe Bender & Co LLC40,513$312K0.3%-4.5%0.000%
11/15/2022Cohen & Steers Inc.65,638$506K0.0%-44.5%0.000%
11/14/2022Guggenheim Capital LLC671,328$5.18M0.0%+14.7%0.000%
11/14/2022MML Investors Services LLC34,261$264K0.0%+7.4%0.000%
11/14/2022Smith Moore & CO.91,183$703K0.1%+179.3%0.000%
11/10/2022UBS Group AG678,308$5.23M0.0%-6.3%0.000%
11/8/2022Robinson Capital Management LLC78,416$614K0.5%N/A0.000%
11/8/2022 AlphaCentric Advisors LLC10,000$77K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

PMX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMX shares?

During the previous two years, 62 institutional investors and hedge funds held shares of PIMCO Municipal Income Fund III. The most heavily invested institutionals were Rivernorth Capital Management LLC ($8.58M), UBS Group AG ($6.56M), Fiera Capital Corp ($6.16M), Guggenheim Capital LLC ($5.88M), Gill Capital Partners LLC ($2.96M), Van ECK Associates Corp ($1.77M), and Robinson Capital Management LLC ($1.41M).Learn more on PMX's institutional investors.

Which institutional investors have been buying PIMCO Municipal Income Fund III stock?

Of the 53 institutional investors that purchased PIMCO Municipal Income Fund III stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beta Wealth Group Inc. ($856.05K), Fiera Capital Corp ($833.59K), Rivernorth Capital Management LLC ($535.45K), Robinson Capital Management LLC ($252.88K), UBS Group AG ($229.25K), Van ECK Associates Corp ($158.93K), and Park Avenue Securities LLC ($117.10K).

How much institutional buying is happening at PIMCO Municipal Income Fund III?

Institutional investors have bought a total of 4,400,833 shares in the last 24 months. This purchase volume represents approximately $35.24M in transactions.

Which PIMCO Municipal Income Fund III major shareholders have been selling company stock?

Of the 25 institutional investors that sold PIMCO Municipal Income Fund III stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beta Wealth Group Inc. ($475.97K), Gill Capital Partners LLC ($127.42K), Wolverine Asset Management LLC ($76.75K), Cohen & Steers Inc. ($52.58K), Cambridge Investment Research Advisors Inc. ($48K), UBS Group AG ($45.96K), and Wealth Alliance Advisory Group LLC ($24K).

How much institutional selling is happening at PIMCO Municipal Income Fund III?

Institutional investors have sold a total of 1,035,001 shares in the last 24 months. This volume of shares sold represents approximately $8.22M in transactions.


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This page (NYSE:PMX) was last updated on 5/3/2024 by MarketBeat.com Staff

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