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PMX
PIMCO Municipal Income Fund III
PMX
PMX
Delisted
PMX was delisted on the 1st of August, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
ST
26
Somerset Trust
Somerset,
Pennsylvania
| $48K | – | – | – |
|
| 27 |
27
Creative Planning
Overland Park,
Kansas
| $47K | – | – | – |
|
| 28 |
GI
28
Gradient Investments
Arden Hills,
Minnesota
| $46K | +$45.5K | +4,033 | New |
|
| 29 |
AF
29
Allworth Financial
Folsom,
California
| $37K | – | – | – |
|
| 30 |
IA
30
IFP Advisors
Tampa,
Florida
| $36K | +$34.9K | +3,094 | New |
|
| 31 |
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $34.5K | – | – | – |
|
| 32 |
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | – | – | – |
|
| 33 |
BKA
33
Brick & Kyle Associates
Newtown,
Pennsylvania
| $12K | – | – | – |
|
| 34 |
LSA
34
Liberty Street Advisors
New York
| – | -$1.96M | -178,236 | Closed |
|
| 35 |
35
Northern Trust
Chicago,
Illinois
| – | -$7K | -60,558 | Closed |
|
| 36 |
GWM
36
Gupta Wealth Management
San Diego,
California
| – | -$158K | -14,400 | Closed |
|
| 37 |
RIA
37
Regal Investment Advisors
Kentwood,
Michigan
| – | -$45K | -4,177 | Closed |
|