HighTower Advisors
PMX

HighTower Advisors’s PIMCO Municipal Income Fund III PMX Stock Holding History

HighTower Advisors’s Portfolio PMX Stock Details PMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-32,756
Closed -$241K – 3982
2024
Q4 		$241K Buy
32,756
+8,500
+35% +$66.7K ﹤0.01% 3053
2024
Q3 		$199K Hold
24,256
– – ﹤0.01% 3132
2024
Q2 		$192K Hold
24,256
– – ﹤0.01% 3045
2024
Q1 		$181K Buy
24,256
+3,500
+17% +$26.1K ﹤0.01% 3015
2023
Q4 		$154K Buy
20,756
+1,159
+6% +$8.03K ﹤0.01% 3087
2023
Q3 		$127K Hold
19,597
– – ﹤0.01% 3041
2023
Q2 		$157K Sell
19,597
-2,897
-13% -$23.2K ﹤0.01% 2950
2023
Q1 		$186K Buy
22,494
+1,000
+5% +$8.24K ﹤0.01% 2785
2022
Q4 		$188K Sell
21,494
-1,500
-7% -$12.9K ﹤0.01% 2792
2022
Q3 		$177K Buy
22,994
+500
+2% +$4.71K ﹤0.01% 2635
2022
Q2 		$208K Hold
22,494
– – ﹤0.01% 2616
2022
Q1 		$232K Sell
22,494
-1,912
-8% -$21.2K ﹤0.01% 2716
2021
Q4 		$311K Hold
24,406
– – ﹤0.01% 2460
2021
Q3 		$307K Hold
24,406
– – ﹤0.01% 2397
2021
Q2 		$319K Buy
24,406
+293
+1% +$3.66K ﹤0.01% 2336
2021
Q1 		$298K Sell
24,113
-667
-3% -$8.14K ﹤0.01% 2305
2020
Q4 		$295K Sell
24,780
-800
-3% -$9.3K ﹤0.01% 1940
2020
Q3 		$291K Sell
25,580
-4,875
-16% -$56.2K ﹤0.01% 1852
2020
Q2 		$347K Buy
30,455
+1,230
+4% +$13.4K ﹤0.01% 1643
2020
Q1 		$310K Hold
29,225
– – ﹤0.01% 1551
2019
Q4 		$369K Hold
29,225
– – ﹤0.01% 1592
2019
Q3 		$374K Sell
29,225
-1,000
-3% -$12.5K ﹤0.01% 1655
2019
Q2 		$374K Hold
30,225
– – ﹤0.01% 1667
2019
Q1 		$379K Hold
30,225
– – ﹤0.01% 1605
2018
Q4 		$336K Sell
30,225
-2,375
-7% -$26.4K ﹤0.01% 1547
2018
Q3 		$377K Sell
32,600
-5,625
-15% -$65K ﹤0.01% 1607
2018
Q2 		$441K Hold
38,225
– – ﹤0.01% 1508
2018
Q1 		$435K Buy
38,225
+5,000
+15% +$55.9K ﹤0.01% 1488
2017
Q4 		$384K Hold
33,225
– – ﹤0.01% 1571
2017
Q3 		$394K Sell
33,225
-1,972
-6% -$23.5K ﹤0.01% 1562
2017
Q2 		$414K Buy
35,197
+2,122
+6% +$24.5K ﹤0.01% 1466
2017
Q1 		$374K Sell
33,075
-3,563
-10% -$40.8K ﹤0.01% 1456
2016
Q4 		$417K Sell
36,638
-5,200
-12% -$60.7K ﹤0.01% 1334
2016
Q3 		$537K Hold
41,838
– – 0.01% 1217
2016
Q2 		$539K Hold
41,838
– – 0.01% 1109
2016
Q1 		$509K Hold
41,838
– – ﹤0.01% 1368
2015
Q4 		$482K Hold
41,838
– – 0.01% 1335
2015
Q3 		$459K Buy
41,838
+1,525
+4% +$16.7K 0.01% 1240
2015
Q2 		$429K Sell
40,313
-77
-0.2% -$856 0.01% 1072
2015
Q1 		$467K Hold
40,390
– – 0.01% 1097
2014
Q4 		$448K Buy
40,390
+8,775
+28% +$95.8K 0.01% 1094
2014
Q3 		$339K Buy
+31,615
New +$343K 0.01% 1156

Other funds holding PMX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

HighTower Advisors's PMX Position: Q1 2025 in Review

HighTower Advisors sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2025, closing a stake of 32,756 shares — an estimated $241K sold.

HighTower Advisors first reported a position in PMX in Q3 2014 and held it in 42 quarters. The position peaked at $539K in Q2 2016. 60 funds tracked by Wall St. Rank hold PMX as of Q1 2025.

  • HighTower Advisors reported no remaining PIMCO Municipal Income Fund III position as of Q1 2025 after selling out during the quarter.
  • HighTower Advisors sold 32,756 PIMCO Municipal Income Fund III shares in Q1 2025, an estimated $241K.
  • HighTower Advisors first reported a position in PIMCO Municipal Income Fund III in Q3 2014 and held it in 42 quarters.
  • HighTower Advisors's PIMCO Municipal Income Fund III position peaked at $539K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.