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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
LPL Financial
1
LPL Financial
California
$2.22M +$51.5K +4,808 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.27M +$65.8K +6,139 +6%
FAAS
3
First Allied Advisory Services
California
$596K +$42.9K +4,000 +8%
ICAS
4
Investors Capital Advisory Services
Massachusetts
$494K +$182K +17,000 +61%
Bank of America
5
Bank of America
North Carolina
$488K -$189K -17,658 -29%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$383K
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$305K +$48.8K +4,550 +20%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$250K +$68.6K +6,400 +40%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$221K
B
10
Baird
Wisconsin
$202K
U
11
UBS
Switzerland
$187K -$30.5K -2,849 -14%
CIA
12
Capital Investment Advisors
Georgia
$186K
MFS
13
MSI Financial Services
Massachusetts
$179K
Wells Fargo
14
Wells Fargo
California
$158K
VanEck Associates
15
VanEck Associates
New York
$145K +$14.7K +1,376 +12%
DC
16
Davenport & Co
Virginia
$122K -$21.4K -2,000 -15%
HCM
17
Hollencrest Capital Management
California
$117K
WEC
18
Winslow Evans & Crocker
Massachusetts
$88.4K
Ameriprise
19
Ameriprise
Minnesota
$65K +$30.8K +2,873 +96%
FMII
20
Farmers & Merchants Investments Inc
Nebraska
$64K -$9.78K -913 -14%
Creative Planning
21
Creative Planning
Kansas
$64K +$61.9K +5,779 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$55K
ST
23
Somerset Trust
Pennsylvania
$46K +$18.2K +1,700 +70%
WA
24
WFG Advisors
Texas
$25K +$24.1K +2,250 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$19K +$18.8K +1,750 New