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PMX

PIMCO Municipal Income Fund III

Delisted

PMX was delisted on the 1st of August, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$127K +$34 +3 +0%
RCM
27
Robinson Capital Management
Michigan
$119K +$121K +10,560 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$118K +$264 +23 +0.2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$113K -$115K -10,000 -50%
Creative Planning
30
Creative Planning
Kansas
$99K +$11.2K +975 +12%
SIM
31
Sonora Investment Management
Arizona
$53.3K +$54.1K +4,725 New
GI
32
Gradient Investments
Minnesota
$46K
IA
33
IFP Advisors
Florida
$42K +$3.56K +311 +9%
AF
34
Allworth Financial
California
$36K
WEC
35
Winslow Evans & Crocker
Massachusetts
$33.9K
AG
36
Advisor Group
Arizona
$24K -$115K -10,000 -83%
ST
37
Somerset Trust
Pennsylvania
$19K
AIM
38
Anchor Investment Management
South Carolina
$17.5K
ASN
39
Advisory Services Network
Georgia
$5K +$4.58K +400 New
PFSC
40
Peoples Financial Services Corp
Pennsylvania
$4K +$4.01K +350 New
Squarepoint
41
Squarepoint
New York
-$298K -26,200 Closed
TWA
42
TCI Wealth Advisors
Arizona
-$45K -4,000 Closed
BKA
43
Brick & Kyle Associates
Pennsylvania
-$13K -1,016 Closed
NFG
44
Next Financial Group
Texas
-$4K -343 Closed
IWA
45
IBEX Wealth Advisors
New Jersey
-$3K -250 Closed