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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
WA
51
Wealthstream Advisors
New York
$122K
SQA
52
Simon Quick Advisors
New Jersey
$118K +$6.67K +840 +6%
RWA
53
Redhawk Wealth Advisors
Minnesota
$106K
ATWA
54
Arbor Trust Wealth Advisors
Michigan
$103K
Cerity Partners
55
Cerity Partners
New York
$92.4K +$88.8K +11,185 New
CAM
56
Concorde Asset Management
Michigan
$90.7K +$87.2K +10,980 New
PT
57
Plimoth Trust
Massachusetts
$83.6K +$80.4K +10,124 New
EIP
58
Ellis Investment Partners
Pennsylvania
$82.6K
HCM
59
Hollencrest Capital Management
California
$78.3K
SPIA
60
Steward Partners Investment Advisory
New York
$65.9K +$4.83K +609 +8%
US Bancorp
61
US Bancorp
Minnesota
$21.9K
UB
62
UMB Bank
Missouri
$14.7K
Comerica Bank
63
Comerica Bank
Texas
$12.7K +$3.38K +426 +38%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$11.9K -$26.5K -3,335 -70%
RIL
65
Rothschild Investment LLC
Illinois
$11.6K
HI
66
Harbour Investments
Wisconsin
$8.3K
FWM
67
FSA Wealth Management
Massachusetts
$8.26K +$7.94K +1,000 New
FP
68
Financial Perspectives
Minnesota
$8.18K
FIA
69
FNY Investment Advisers
New York
$5K +$5.56K +700 New
LCM
70
Landscape Capital Management
New Jersey
-$415K -52,611 Closed
DAS
71
Dynamic Advisor Solutions
Arizona
-$411K -52,155 Closed
CCG
72
Catalina Capital Group
California
-$265K -33,637 Closed
MWM
73
Modern Wealth Management
Kansas
-$236K -30,000 Closed
SA
74
SFI Advisors
New Jersey
-$210K -26,609 Closed
Nomura Holdings
75
Nomura Holdings
Japan
-$181K -23,000 Closed