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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
KA
51
Kercheville Advisors
Texas
$127K
EE
52
EWG Elevate
California
$120K
CCG
53
Catalina Capital Group
California
$115K
PVM
54
Palogic Value Management
Texas
$114K -$1.86K -250 -2%
CCG
55
Ceeto Capital Group
Florida
$113K
WJWM
56
Williams Jones Wealth Management
New York
$112K
STA
57
Summit Trail Advisors
New York
$108K -$20.3K -2,723 -16%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$105K -$16K -2,146 -13%
WA
59
Wealthstream Advisors
New York
$103K +$103K +13,825 New
WTA
60
Washington Trust Advisors
Massachusetts
$101K
RWA
61
Redhawk Wealth Advisors
Minnesota
$95.8K +$95.5K +12,818 New
CAM
62
Concorde Asset Management
Michigan
$92.3K +$92.1K +12,360 New
MNBTD
63
Moody National Bank Trust Division
Texas
$90.6K -$29.4K -3,949 -25%
Ameriprise
64
Ameriprise
Minnesota
$77.7K -$110K -14,821 -59%
PCA
65
Prosperity Capital Advisors
Ohio
$75.9K +$75.7K +10,161 New
EIP
66
Ellis Investment Partners
Pennsylvania
$74.7K +$74.5K +10,000 New
HF
67
HRT Financial
New York
$74K +$74.8K +10,033 New
HCM
68
Hollencrest Capital Management
California
$70.8K
JP Morgan Chase
69
JP Morgan Chase
New York
$54.5K +$54.4K +7,296 New
HFS
70
HBC Financial Services
Washington
$44K +$44.7K +6,000 New
CBT
71
CoreFirst Bank & Trust
Kansas
$24.7K
CT
72
Colonial Trust
South Carolina
$22.5K
UB
73
UMB Bank
Missouri
$20.9K -$6.8K -912 -25%
US Bancorp
74
US Bancorp
Minnesota
$19.8K
FWM
75
FSA Wealth Management
Massachusetts
$18.5K