BRWA
PMF

B. Riley Wealth Advisors’s PIMCO Municipal Income Fund PMF Stock Holding History

B. Riley Wealth Advisors’s Portfolio PMF Stock Details PMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$155K Hold
17,160
– – 0.01% 1063
2024
Q3 		$178K Sell
17,160
-4,646
-21% -$44.1K ﹤0.01% 1158
2024
Q2 		$201K Buy
21,806
+2,346
+12% +$21.4K 0.01% 1241
2024
Q1 		$164K Sell
19,460
-4,913
-20% -$46.4K ﹤0.01% 1303
2023
Q4 		$228K Buy
24,373
+4,913
+25% +$42.8K 0.01% 1191
2023
Q3 		$164K Sell
19,460
-1,170
-6% -$11.1K ﹤0.01% 1303
2023
Q2 		$213K Sell
20,630
-3,935
-16% -$39.3K ﹤0.01% 1325
2023
Q1 		$245K Hold
24,565
– – 0.01% 1176
2022
Q4 		$258K Sell
24,565
-6,282
-20% -$64.9K 0.01% 1120
2022
Q3 		$300K Sell
30,847
-913
-3% -$10.3K 0.01% 997
2022
Q2 		$366K Sell
31,760
-672
-2% -$7.46K 0.02% 790
2022
Q1 		$389K Sell
32,432
-1,488
-4% -$19.7K 0.01% 897
2021
Q4 		$517K Buy
33,920
+361
+1% +$5.25K 0.01% 788
2021
Q3 		$491K Buy
33,559
+8,518
+34% +$129K 0.02% 791
2021
Q2 		$374K Buy
25,041
+91
+0.4% +$1.33K 0.01% 909
2021
Q1 		$360K Buy
+24,950
New +$355K 0.01% 902
2015
Q1 		– Sell
-3,574
Closed -$51 – 1604
2014
Q4 		$51 Buy
+3,574
New +$50.6K ﹤0.01% 2086
2014
Q3 		– Sell
-3,574
Closed -$51.5K – 1559
2014
Q2 		$51.5K Sell
3,574
-700
-16% -$9.77K 0.01% 1018
2014
Q1 		$58K Buy
+4,274
New +$56.6K 0.02% 720
2013
Q3 		– Sell
-4,724
Closed -$60K – 730
2013
Q2 		$60K Buy
+4,724
New +$71.8K 0.02% 646

Other funds holding PMF

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's PMF Position: Q4 2024 in Review

B. Riley Wealth Advisors held its PIMCO Municipal Income Fund (PMF) position steady in Q4 2024 at 17,160 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #1063.

B. Riley Wealth Advisors first reported a position in PMF in Q2 2013 and has held it in 20 quarters since. The position peaked at $517K in Q4 2021. 66 funds tracked by Wall St. Rank hold PMF as of Q4 2024.

  • B. Riley Wealth Advisors held 17,160 shares of PIMCO Municipal Income Fund worth $155K as of Q4 2024.
  • B. Riley Wealth Advisors left its PIMCO Municipal Income Fund share count unchanged in Q4 2024.
  • PIMCO Municipal Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1063 holding.
  • B. Riley Wealth Advisors first reported a position in PIMCO Municipal Income Fund in Q2 2013 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's PIMCO Municipal Income Fund position peaked at $517K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.