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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 |
|
|---|---|---|---|---|---|---|
| 76 |
76
Invesco
Atlanta,
Georgia
| – | -$260K | -31,537 | Closed |
|
| 77 |
IWP
77
Innova Wealth Partners
Newtown,
Pennsylvania
| – | -$216K | -26,096 | Closed |
|
| 78 |
78
Focus Partners Wealth
Boston,
Massachusetts
| – | -$204K | -24,672 | Closed |
|
| 79 |
79
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$139K | -16,826 | Closed |
|
| 80 |
PVM
80
Palogic Value Management
Dallas,
Texas
| – | -$126K | -15,250 | Closed |
|
| 81 |
ATWA
81
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| – | -$103K | -13,000 | Closed |
|
| 82 |
CAM
82
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$90.7K | -10,980 | Closed |
|
| 83 |
PT
83
Plimoth Trust
Plymouth,
Massachusetts
| – | -$83.6K | -10,124 | Closed |
|
| 84 |
HCM
84
Hollencrest Capital Management
Newport Beach,
California
| – | -$78.3K | -9,475 | Closed |
|
| 85 |
UB
85
UMB Bank
Kansas City,
Missouri
| – | -$14.7K | -1,780 | Closed |
|
| 86 |
86
Jones Financial Companies
Des Peres,
Missouri
| – | -$11.9K | -1,424 | Closed |
|
| 87 |
RIL
87
Rothschild Investment LLC
Chicago,
Illinois
| – | -$11.6K | -1,400 | Closed |
|