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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 |
KFA
26
Kelleher Financial Advisors
New York
| $89K | +$87.7K | +7,405 | New |
|
| 27 |
27
Creative Planning
Overland Park,
Kansas
| $50K | – | – | – |
|
| 28 |
GI
28
Gradient Investments
Arden Hills,
Minnesota
| $49K | – | – | – |
|
| 29 |
AF
29
Allworth Financial
Folsom,
California
| $39K | – | – | – |
|
| 30 |
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $36.3K | – | – | – |
|
| 31 |
ST
31
Somerset Trust
Somerset,
Pennsylvania
| $21K | -$28.8K | -2,435 | -59% |
|
| 32 |
AIM
32
Anchor Investment Management
Columbia,
South Carolina
| $18.8K | +$18.4K | +1,550 | New |
|
| 33 |
BKA
33
Brick & Kyle Associates
Newtown,
Pennsylvania
| $12K | – | – | – |
|
| 34 |
34
Ameriprise
Minneapolis,
Minnesota
| – | -$128K | -11,101 | Closed |
|
| 35 |
LCM
35
Laurion Capital Management
New York
| – | -$116K | -10,050 | Closed |
|
| 36 |
AIA
36
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$73K | -6,380 | Closed |
|
| 37 |
IA
37
IFP Advisors
Tampa,
Florida
| – | -$36K | -3,094 | Closed |
|