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PIMCO Municipal Income Fund III (PMX) Institutional Ownership

$7.28 +0.04 (+0.48%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Municipal Income Fund III (NYSE:PMX)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$20.53M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.31M
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PMX Institutional Buying and Selling by Quarter

PIMCO Municipal Income Fund III Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Gill Capital Partners LLC375,760$2.77M1.0%-10.4%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.864,517$6.36M0.3%+7.5%0.000%
1/14/2025 Park Avenue Securities LLC126,068$928K0.0%+6.3%0.000%
1/14/2025 Integrated Capital Management Inc.25,387$187K0.1%+7.8%0.000%
11/15/2024Jane Street Group LLC43,739$361K0.0%N/A0.000%
11/14/2024Captrust Financial Advisors16,826$139K0.0%-19.6%0.000%
11/12/2024Concorde Asset Management LLC10,980$91K0.1%N/A0.000%
11/8/2024Advisors Asset Management Inc.641,135$5.30M0.1%+16.2%0.000%
11/1/2024Fiera Capital Corp422,208$3.49M0.0%-3.3%0.000%
10/29/2024Van ECK Associates Corp165,847$1.32M0.0%-15.4%0.000%
10/28/2024Palumbo Wealth Management LLC58,635$484K0.2%N/A0.000%
10/25/2024 Fortitude Family Office LLC18,930$156K0.1%N/A0.000%
10/24/2024Kercheville Advisors LLC15,000$124K0.1%-11.8%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.804,465$6.65M0.3%+67.3%0.000%
10/21/2024Plimoth Trust Co. LLC10,124$84K0.0%N/A0.000%
10/8/2024 Gill Capital Partners LLC419,344$3.46M1.2%-0.4%0.000%
10/3/2024 Park Avenue Securities LLC118,578$979K0.0%-4.6%0.000%
8/19/2024B. Riley Wealth Advisors Inc.41,010$325K0.0%+19.2%0.000%
8/14/2024Bank of Montreal Can44,398$360K0.0%-25.6%0.000%
8/2/2024 Arbor Trust Wealth Advisors LLC13,000$103K0.1%N/A0.000%
8/2/2024 Simon Quick Advisors LLC13,465$106K0.0%-34.3%0.000%
8/1/2024Fiera Capital Corp436,430$3.44M0.0%-32.4%0.000%
7/31/2024Van ECK Associates Corp196,080$1.55M0.0%-3.8%0.000%
7/31/2024Commonwealth Equity Services LLC44,446$350K0.0%+17.8%0.000%
7/24/2024Catalina Capital Group LLC33,637$265K0.1%+119.1%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.480,981$3.79M0.2%+1,688.0%0.000%
7/12/2024 Integrated Capital Management Inc.24,455$193K0.2%+12.2%0.000%
7/9/2024 Park Avenue Securities LLC124,251$979K0.0%+1.8%0.000%
5/20/2024Virtu Financial LLC17,439$130K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.425,100$3.18M0.1%+34.0%0.000%
5/10/2024City of London Investment Management Co. Ltd.127,109$950K0.1%N/A0.000%
5/6/2024 HBC Financial Services PLLC6,000$44K0.0%N/A0.000%
5/6/2024 Gill Capital Partners LLC421,766$3.13M1.3%+5.4%0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,161$76K0.0%N/A0.000%
5/1/2024Wakefield Asset Management LLLP106,262$794K0.3%+7.4%0.000%
4/23/2024Summit 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%
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2/6/2024Summit Trail Advisors LLC17,162$127K0.0%N/A0.000%
2/6/2024Spire Wealth Management39,736$284K0.0%+207.2%0.000%
2/5/2024Van ECK Associates Corp238,955$1.77M0.0%+25.4%0.000%
2/1/2024Wolverine Asset Management LLC11,499$85K0.0%-87.0%0.000%
1/26/2024Williams & Novak LLC43,755$323K0.4%N/A0.000%
1/25/2024Wakefield Asset Management LLLP98,914$731K0.3%N/A0.000%
1/25/2024Centurion 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%
1/16/2024Raymond James Financial Services Advisors Inc.98,778$730K0.0%-3.0%0.000%
1/16/2024Raymond James & Associates46,760$346K0.0%+36.3%0.000%
1/11/2024 Moody National Bank Trust Division16,077$119K0.0%N/A0.000%
1/11/2024Dynamic Advisor Solutions LLC52,155$388K0.0%N/A0.000%
1/11/2024 Wealth Alliance Advisory Group LLC31,718$234K0.1%-27.4%0.000%
1/8/2024 Gill 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%
11/13/2023Coombe Bender & Co LLC29,560$191K0.1%-12.1%0.000%
11/9/2023Karpus Management Inc.19,059$123K0.0%N/A0.000%
11/8/2023Van ECK Associates Corp190,524$1.23M0.0%+47.4%0.000%
11/8/2023Spire Wealth Management12,936$84K0.0%+4,423.1%0.000%
11/1/2023Centurion Wealth Management LLC12,650$82K0.0%N/A0.000%
10/30/2023Ackerman 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%
10/25/2023 Gill Capital Partners LLC420,690$2.72M1.2%-0.7%0.000%
10/24/2023Bank of New York Mellon Corp88,456$572K0.0%+2.4%0.000%
10/24/2023Raymond 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%
8/18/2023Coombe Bender & Co LLC33,644$271K0.2%-4.0%0.000%
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%
8/3/2023Van 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%
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7/19/2023 Gill 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%
5/12/2023AlphaCentric 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%
5/3/2023Van ECK Associates Corp127,393$1.06M0.0%+36.1%0.000%
4/27/2023California First Leasing Corp85,459$710K0.5%-19.9%0.000%
4/26/2023 Integrated Capital Management Inc.35,397$169K0.2%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, 64 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), Hennion & Walsh Asset Management Inc. ($6.36M), Guggenheim Capital LLC ($5.88M), Advisors Asset Management Inc. ($5.30M), Fiera Capital Corp ($3.49M), and Gill Capital Partners LLC ($2.77M).Learn more on PMX's institutional investors.

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

Of the 56 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: Hennion & Walsh Asset Management Inc. ($861.41K), Fiera Capital Corp ($833.59K), Rivernorth Capital Management LLC ($535.45K), Beta Wealth Group Inc. ($429.23K), Advisors Asset Management Inc. ($256.45K), Robinson Capital Management LLC ($174.46K), and Van ECK Associates Corp ($155.24K).

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

Institutional investors have bought a total of 4,788,548 shares in the last 24 months. This purchase volume represents approximately $37.36M 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: Fiera Capital Corp ($223.81K), Beta Wealth Group Inc. ($85.98K), Wolverine Asset Management LLC ($76.75K), Gill Capital Partners LLC ($75.00K), Van ECK Associates Corp ($37.92K), Wealth Alliance Advisory Group LLC ($24K), and Raymond James Financial Services Advisors Inc. ($23.72K).

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

Institutional investors have sold a total of 704,392 shares in the last 24 months. This volume of shares sold represents approximately $5.52M in transactions.



This page (NYSE:PMX) was last updated on 1/20/2025 by MarketBeat.com Staff
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