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PIMCO Municipal Income Fund III (PMX) Institutional Ownership

$7.37 -0.10 (-1.34%)
(As of 12/17/2024 ET)

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)
$20.75M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.25M
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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
11/15/2024 Jane Street Group LLC43,739$361K0.0%N/A0.000%
11/14/2024 Captrust Financial Advisors16,826$139K0.0%-19.6%0.000%
11/12/2024 Concorde Asset Management LLC10,980$91K0.1%N/A0.000%
11/8/2024 Advisors Asset Management Inc.641,135$5.30M0.1%+16.2%0.000%
11/1/2024 Fiera Capital Corp422,208$3.49M0.0%-3.3%0.000%
10/29/2024 Van ECK Associates Corp165,847$1.32M0.0%-15.4%0.000%
10/28/2024 Palumbo Wealth Management LLC58,635$484K0.2%N/A0.000%
10/25/2024 Fortitude Family Office LLC18,930$156K0.1%N/A0.000%
10/24/2024 Kercheville 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%
10/21/2024 Plimoth 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%
8/19/2024 B. Riley Wealth Advisors Inc.41,010$325K0.0%+19.2%0.000%
8/14/2024 Bank 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%
8/1/2024 Fiera Capital Corp436,430$3.44M0.0%-32.4%0.000%
7/31/2024 Van ECK Associates Corp196,080$1.55M0.0%-3.8%0.000%
7/31/2024Commonwealth Equity Services LLC44,446$350K0.0%+17.8%0.000%
7/24/2024 Catalina 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%
5/20/2024 Virtu Financial LLC17,439$130K0.0%N/A0.000%
5/14/2024 Advisors Asset Management Inc.425,100$3.18M0.1%+34.0%0.000%
5/10/2024 City 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%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,161$76K0.0%N/A0.000%
5/1/2024 Wakefield 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%
3/27/2024 Nomura Holdings Inc.24,080$178K0.0%N/A0.000%
2/12/2024 Beta Wealth Group Inc.126,659$936K0.5%N/A0.000%
2/8/2024 Fiera 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%
2/1/2024 Wolverine Asset Management LLC11,499$85K0.0%-87.0%0.000%
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1/26/2024 Williams & Novak LLC43,755$323K0.4%N/A0.000%
1/25/2024 Wakefield 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%
1/16/2024Raymond 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%
1/11/2024 Dynamic Advisor Solutions LLC52,155$388K0.0%N/A0.000%
1/11/2024Wealth 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%
12/1/2023 B. 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%
11/15/2023 Advisors Asset Management Inc.183,167$1.19M0.0%+47.6%0.000%
11/13/2023 Wolverine Asset Management LLC88,253$571K0.0%+78.3%0.000%
11/13/2023Coombe Bender & Co LLC29,560$191K0.1%-12.1%0.000%
11/9/2023 Karpus 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%
10/25/2023 Gill 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%
10/24/2023Raymond 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%
10/10/2023Wealth Alliance Advisory Group LLC43,718$283K0.1%+37.8%0.000%
8/18/2023Coombe Bender & Co LLC33,644$271K0.2%-4.0%0.000%
8/15/2023 Rivernorth Capital Management LLC1,066,114$8.58M0.4%+100.9%0.000%
8/15/2023 Cohen & Steers Inc.101,200$815K0.0%+117.6%0.000%
8/11/2023 Smith Moore & CO.95,364$768K0.1%-6.0%0.000%
8/11/2023 Beta Wealth Group Inc.253,422$2.04M1.2%-7.4%0.000%
8/11/2023 Guggenheim Capital LLC729,805$5.88M0.0%+0.9%0.000%
8/10/2023 Wintrust Investments LLC10,150$82K0.0%N/A0.000%
8/10/2023 Cetera Investment Advisers37,162$299K0.0%+5.4%0.000%
8/9/2023 Robinson Capital Management LLC174,462$1.41M0.6%N/A0.000%
8/7/2023 Wolverine 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%
8/2/2023 Bank of Montreal Can16,000$133K0.0%N/A0.000%
7/31/2023 LPL Financial LLC48,837$393K0.0%-5.2%0.000%
7/31/2023 Integrated Capital Management Inc.18,640$150K0.1%-47.3%0.000%
7/27/2023 B. Riley Wealth Advisors Inc.24,840$201K0.0%+46.0%0.000%
7/27/2023 Washington 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%
7/19/2023 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%
7/13/2023Wealth Alliance Advisory Group LLC31,718$255K0.1%-27.4%0.000%
5/12/2023 AlphaCentric Advisors LLC5,000$42K0.0%-78.8%0.000%
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5/11/2023 Guggenheim Capital LLC723,472$6.01M0.1%+2.4%0.000%
5/9/2023 Beta Wealth Group Inc.273,690$2.27M1.3%-19.4%0.000%
5/8/2023 Wolverine 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%
4/26/2023 Gill Capital Partners LLC428,533$3.56M1.6%-0.3%0.000%
4/18/2023 Park Avenue Securities LLC111,032$923K0.0%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.122,337$1.02M0.0%+8.3%0.000%
(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, 65 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), Hennion & Walsh Asset Management Inc. ($6.65M), UBS Group AG ($6.56M), Guggenheim Capital LLC ($5.88M), Advisors Asset Management Inc. ($5.30M), Fiera Capital Corp ($3.49M), and Gill Capital Partners LLC ($3.46M).Learn more on PMX's institutional investors.

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

Of the 57 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: Fiera Capital Corp ($833.59K), Hennion & Walsh Asset Management Inc. ($801.36K), 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 4,761,191 shares in the last 24 months. This purchase volume represents approximately $37.22M 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), Gill Capital Partners LLC ($79.44K), Wolverine Asset Management LLC ($76.75K), 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 708,828 shares in the last 24 months. This volume of shares sold represents approximately $5.62M in transactions.



This page (NYSE:PMX) was last updated on 12/18/2024 by MarketBeat.com Staff
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