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PIMCO Municipal Income Fund III (PMX) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$18.40M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.49M
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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
9/4/2025Osaic Holdings Inc.19,483$134K0.0%+10.3%0.000%
8/19/2025B. Riley Wealth Advisors Inc.34,285$235K0.0%N/A0.000%
8/18/2025Nomura Holdings Inc.10,000$69K0.0%N/A0.000%
8/15/2025Bank of America Corp DE213,695$1.47M0.0%+29.0%0.000%
8/15/2025Ameriprise Financial Inc.15,831$109K0.0%+23.4%0.000%
8/14/2025Raymond James Financial Inc.166,071$1.14M0.0%-2.7%0.000%
8/14/2025Karpus Management Inc.59,773$410K0.0%N/A0.000%
8/14/2025NewEdge Advisors LLC49,100$337K0.0%-3.1%0.000%
8/13/2025Guggenheim Capital LLC509,354$3.49M0.0%-19.4%0.000%
8/13/2025Smith Moore & CO.129,138$886K0.1%-1.3%0.000%
8/12/2025Advisors Asset Management Inc.591,129$4.06M0.1%+21.3%0.000%
8/11/2025Beta Wealth Group Inc.11,358$78K0.0%-89.5%0.000%
8/8/2025City of London Investment Management Co. Ltd.240,845$1.65M0.2%-20.9%0.000%
8/8/2025Cetera Investment Advisers38,781$266K0.0%-6.6%0.000%
8/7/2025Allworth Financial LP38,570$265K0.0%N/A0.000%
8/5/2025Bank of Montreal Can47,670$327K0.0%+3.9%0.000%
8/4/2025Kovack Advisors Inc.20,000$137K0.0%N/A0.000%
8/4/2025Wolverine Asset Management LLC4,704$32K0.0%-75.5%0.000%
8/1/2025Envestnet Asset Management Inc.273,495$1.88M0.0%+91.6%0.000%
7/31/2025Gill Capital Partners LLC358,613$2.46M0.8%-4.1%0.000%
7/28/2025Duncker Streett & Co. Inc.32,570$223K0.0%N/A0.000%
7/25/2025Integrated Capital Management Inc.33,148$227K0.2%+17.2%0.000%
7/25/2025Ellis Investment Partners LLC14,987$103K0.0%+12.8%0.000%
7/24/2025Williams & Novak LLC170,800$1.17M1.0%+182.5%0.000%
7/14/2025Park Avenue Securities LLC150,741$1.03M0.0%+17.1%0.000%
5/16/2025NewEdge Advisors LLC50,649$363K0.0%+3.8%0.000%
5/16/2025Advisors Asset Management Inc.487,447$3.49M0.1%-22.8%0.000%
5/15/2025Royal Bank of Canada49,850$357K0.0%+54.3%0.000%
5/15/2025Landscape Capital Management L.L.C.35,241$252K0.0%+130.3%0.000%
5/12/2025Nuveen LLC27,813$199K0.0%N/A0.000%
5/12/2025Wolverine Asset Management LLC19,223$138K0.0%+109.7%0.000%
5/9/2025City of London Investment Management Co. Ltd.304,583$2.18M0.2%+15.2%0.000%
5/9/2025Gill Capital Partners LLC373,971$2.68M0.9%-0.5%0.000%
5/9/2025Beta Wealth Group Inc.107,668$771K0.3%-7.4%0.000%
5/7/2025Fiera Capital Corp407,104$2.92M0.0%-5.7%0.000%
5/6/2025Arlington Capital Management Inc.33,984$243K0.2%+12.0%0.000%
5/6/2025Wakefield Asset Management LLLP115,615$828K0.3%+1.8%0.000%
5/6/2025Readystate Asset Management LP35,067$251K0.0%-15.6%0.000%
4/29/2025Envestnet Asset Management Inc.142,754$1.02M0.0%+4.0%0.000%
4/29/2025Bank of New York Mellon Corp66,962$479K0.0%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.37,968$272K0.0%+9.7%0.000%
4/14/2025Park Avenue Securities LLC128,712$922K0.0%+2.1%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.858,818$6.15M0.3%-0.7%0.000%
4/9/2025Integrated Capital Management Inc.28,285$203K0.2%+11.4%0.000%
2/17/2025Nomura Holdings Inc.32,200$237K0.0%N/A0.000%
2/17/2025Nuveen Asset Management LLC75,109$553K0.0%+23.3%0.000%
2/17/2025Logan Stone Capital LLC11,808$87K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers41,156$303K0.0%+7.4%0.000%
2/17/2025Bramshill Investments LLC45,813$337K0.1%N/A0.000%
2/17/2025Citadel Advisors LLC10,843$80K0.0%N/A0.000%
2/17/2025Bank of America Corp DE134,506$990K0.0%+18.7%0.000%
2/14/2025Two Sigma Securities LLC10,887$80K0.0%N/A0.000%
2/14/2025Stifel Financial Corp317,290$2.34M0.0%+6.1%0.000%
2/13/2025NewEdge Advisors LLC48,791$359K0.0%+7.0%0.000%
2/13/2025Guggenheim Capital LLC726,528$5.35M0.0%+13.5%0.000%
2/13/2025Walleye Capital LLC13,488$99K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.174,846$1.29M0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.137,326$1.01M0.0%+3.1%0.000%
2/13/2025Wells Fargo & Company MN534,268$3.93M0.0%+67.1%0.000%
2/13/2025Smith Moore & CO.133,609$983K0.1%+53.8%0.000%
2/12/2025Landscape Capital Management L.L.C.15,302$113K0.0%N/A0.000%
2/12/2025Arlington Capital Management Inc.30,331$223K0.2%+16.2%0.000%
2/11/2025LPL Financial LLC107,745$793K0.0%+11.1%0.000%
2/11/2025Virtu Financial LLC27,050$199K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.631,445$4.65M0.1%-1.5%0.000%
2/10/2025Commonwealth Equity Services LLC25,489$188K0.0%-19.0%0.000%
2/7/2025HighTower Advisors LLC32,756$241K0.0%+35.0%0.000%
2/7/2025Permanent Capital Management LP12,394$92K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.174,846$1.29M0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC14,000$103K0.1%N/A0.000%
2/5/2025Wakefield Asset Management LLLP113,528$836K0.3%+4.1%0.000%
2/3/2025Wolverine Asset Management LLC9,169$67K0.0%N/A0.000%
1/31/2025Beta Wealth Group Inc.116,257$856K0.4%+4.0%0.000%
1/30/2025Ellis Investment Partners LLC12,954$95K0.0%+29.5%0.000%
1/29/2025Van ECK Associates Corp176,973$1.30M0.0%+6.7%0.000%
1/24/2025Oregon Pacific Wealth Management LLC18,000$132K0.1%N/A0.000%
1/15/2025Gill Capital Partners LLC375,760$2.77M1.0%-10.4%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.864,517$6.36M0.3%+7.5%0.000%
1/14/2025Park Avenue Securities LLC126,068$928K0.0%+6.3%0.000%
1/14/2025Integrated 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%
10/25/2024Fortitude Family Office LLC18,930$156K0.1%N/A0.000%
10/24/2024Kercheville Advisors LLC15,000$124K0.1%-11.8%0.000%
10/23/2024Hennion & 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%
10/8/2024Gill Capital Partners LLC419,344$3.46M1.2%-0.4%0.000%
10/3/2024Park 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%
8/2/2024Arbor Trust Wealth Advisors LLC13,000$103K0.1%N/A0.000%
8/2/2024Simon 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%
(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, 76 institutional investors and hedge funds held shares of PIMCO Municipal Income Fund III. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($6.15M), Advisors Asset Management Inc. ($4.06M), Wells Fargo & Company MN ($3.93M), Guggenheim Capital LLC ($3.49M), Fiera Capital Corp ($2.92M), Gill Capital Partners LLC ($2.46M), and Stifel Financial Corp ($2.34M).Learn more on PIMCO Municipal Income Fund III's institutional investors.

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

Of the 70 institutional investors that purchased PIMCO Municipal Income Fund III's 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), Advisors Asset Management Inc. ($360.13K), Raymond James Financial Inc. ($349.69K), Wells Fargo & Company MN ($214.59K), City of London Investment Management Co. Ltd. ($167.34K), and Williams & Novak LLC ($154.10K).

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

Institutional investors have bought a total of 2,481,326 shares in the last 24 months. This purchase volume represents approximately $18.40M in transactions.

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

Of the 18 institutional investors that sold PIMCO Municipal Income Fund III's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($153.69K), Guggenheim Capital LLC ($122.82K), Beta Wealth Group Inc. ($104.90K), City of London Investment Management Co. Ltd. ($63.74K), Gill Capital Partners LLC ($62.56K), Fiera Capital Corp ($38.64K), and Van ECK Associates Corp ($30.23K).

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

Institutional investors have sold a total of 631,587 shares in the last 24 months. This volume of shares sold represents approximately $4.49M in transactions.



This page (NYSE:PMX) was last updated on 9/10/2025 by MarketBeat.com Staff
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