Pimco Muni Income Fund III (PMX)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Osaic Holdings, Inc.

DECREASED

Shares7,156 from 19,483

Change-12,327 (-63%)

Value$47.3K (-$86.4K)

Filed 2025-11-14

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 2,673,813

Change-2,673,813 (-100%)

Value$0 (-$18.3M)

Filed 2025-11-14

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 840,599

Change-840,599 (-100%)

Value$0 (-$5.8M)

Filed 2025-10-22

Advisors Asset Management, Inc.

CLOSED

Shares0 from 591,129

Change-591,129 (-100%)

Value$0 (-$4.1M)

Filed 2026-08-26

Wells Fargo & Company

CLOSED

Shares0 from 564,273

Change-564,273 (-100%)

Value$0 (-$3.9M)

Filed 2025-11-13

Guggenheim Capital LLC

CLOSED

Shares0 from 509,354

Change-509,354 (-100%)

Value$0 (-$3.5M)

Filed 2025-11-13

Fiera Capital Corp

CLOSED

Shares0 from 406,932

Change-406,932 (-100%)

Value$0 (-$2.8M)

Filed 2025-11-07

Gill Capital Partners, LLC

CLOSED

Shares0 from 358,613

Change-358,613 (-100%)

Value$0 (-$2.5M)

Filed 2025-10-27

Stifel Financial Corp

CLOSED

Shares0 from 344,608

Change-344,608 (-100%)

Value$0 (-$2.4M)

Filed 2025-11-12

Envestnet Asset Management Inc

CLOSED

Shares0 from 273,495

Change-273,495 (-100%)

Value$0 (-$1.9M)

Filed 2025-11-05

City of London Investment Management Co LTD

CLOSED

Shares0 from 240,845

Change-240,845 (-100%)

Value$0 (-$1.7M)

Filed 2025-11-14

Morgan Stanley

CLOSED

Shares0 from 213,827

Change-213,827 (-100%)

Value$0 (-$1.5M)

Filed 2026-05-27

Bank of America Corp

CLOSED

Shares0 from 213,695

Change-213,695 (-100%)

Value$0 (-$1.5M)

Filed 2026-02-03

Toronto Dominion Bank

CLOSED

Shares0 from 205,000

Change-205,000 (-100%)

Value$0 (-$1.4M)

Filed 2025-11-14

Williams & Novak Wealth Management, LLC

CLOSED

Shares0 from 170,800

Change-170,800 (-100%)

Value$0 (-$1.2M)

Filed 2025-10-30

Van Eck Associates Corp

CLOSED

Shares0 from 166,305

Change-166,305 (-100%)

Value$0 (-$1.1K)

Filed 2025-11-13

Raymond James Financial Inc

CLOSED

Shares0 from 166,071

Change-166,071 (-100%)

Value$0 (-$1.1M)

Filed 2025-11-14

UBS Group AG

CLOSED

Shares0 from 161,141

Change-161,141 (-100%)

Value$0 (-$1.1M)

Filed 2025-11-13

Park Avenue Securities LLC

CLOSED

Shares0 from 150,741

Change-150,741 (-100%)

Value$0 (-$1.0K)

Filed 2025-10-23

Smith, Moore & Co.

CLOSED

Shares0 from 129,138

Change-129,138 (-100%)

Value$0 (-$885.9K)

Filed 2025-11-12

Wakefield Asset Management Lllp

CLOSED

Shares0 from 116,547

Change-116,547 (-100%)

Value$0 (-$799.8K)

Filed 2025-11-13

Robinson Capital Management, LLC

CLOSED

Shares0 from 109,933

Change-109,933 (-100%)

Value$0 (-$797.0K)

Filed 2025-11-14

LPL Financial LLC

CLOSED

Shares0 from 100,443

Change-100,443 (-100%)

Value$0 (-$689.0K)

Filed 2025-11-12

Bank of New York Mellon Corp

CLOSED

Shares0 from 91,811

Change-91,811 (-100%)

Value$0 (-$629.8K)

Filed 2025-11-03

Karpus Management, Inc.

CLOSED

Shares0 from 59,773

Change-59,773 (-100%)

Value$0 (-$410.0K)

Filed 2025-11-14

Bramshill Investments, LLC

CLOSED

Shares0 from 58,342

Change-58,342 (-100%)

Value$0 (-$400.2K)

Filed 2025-11-14

Royal Bank of Canada

CLOSED

Shares0 from 53,871

Change-53,871 (-100%)

Value$0 (-$370.0K)

Filed 2025-11-14

SIT Investment Associates Inc

CLOSED

Shares0 from 53,708

Change-53,708 (-100%)

Value$0 (-$368)

Filed 2025-11-13

Allen Mooney & Barnes Investment Advisors LLC

CLOSED

Shares0 from 52,307

Change-52,307 (-100%)

Value$0 (-$358.8K)

Filed 2025-10-15

NewEdge Advisors, LLC

CLOSED

Shares0 from 49,100

Change-49,100 (-100%)

Value$0 (-$336.8K)

Filed 2025-11-17

Bank of Montreal

CLOSED

Shares0 from 47,670

Change-47,670 (-100%)

Value$0 (-$327.0K)

Filed 2025-11-13

Melfa Wealth Management, Inc.

CLOSED

Shares0 from 43,608

Change-43,608 (-100%)

Value$0 (-$299.2K)

Filed 2025-10-28

Centurion Wealth Management LLC

CLOSED

Shares0 from 39,450

Change-39,450 (-100%)

Value$0 (-$270.6K)

Filed 2025-10-09

Cetera Investment Advisers

CLOSED

Shares0 from 38,781

Change-38,781 (-100%)

Value$0 (-$266.0K)

Filed 2025-11-14

Allworth Financial LP

CLOSED

Shares0 from 38,570

Change-38,570 (-100%)

Value$0 (-$264.6K)

Filed 2025-12-02

Susquehanna International Group, LLP

CLOSED

Shares0 from 37,410

Change-37,410 (-100%)

Value$0 (-$256.6K)

Filed 2025-11-14

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 34,285

Change-34,285 (-100%)

Value$0 (-$235.2K)

Filed 2025-10-31

Integrated Capital Management, Inc.

CLOSED

Shares0 from 33,148

Change-33,148 (-100%)

Value$0 (-$227.4K)

Filed 2025-10-08

Duncker Streett & Co Inc

CLOSED

Shares0 from 32,570

Change-32,570 (-100%)

Value$0 (-$223.4K)

Filed 2025-10-23

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 29,396

Change-29,396 (-100%)

Value$0 (-$202)

Filed 2025-10-22

MML Investors Services, LLC

CLOSED

Shares0 from 28,507

Change-28,507 (-100%)

Value$0 (-$196)

Filed 2025-11-14

Landscape Capital Management, L.L.C.

CLOSED

Shares0 from 28,472

Change-28,472 (-100%)

Value$0 (-$195.3K)

Filed 2025-11-13

Nuveen, LLC

CLOSED

Shares0 from 27,813

Change-27,813 (-100%)

Value$0 (-$190.8K)

Filed 2025-11-12

Citadel Advisors LLC

CLOSED

Shares0 from 23,204

Change-23,204 (-100%)

Value$0 (-$159.2K)

Filed 2025-11-14

Readystate Asset Management LP

CLOSED

Shares0 from 23,111

Change-23,111 (-100%)

Value$0 (-$158.5K)

Filed 2025-11-07

Kovack Advisors, Inc.

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$137.2K)

Filed 2025-11-10

Oregon Pacific Wealth Management, LLC

CLOSED

Shares0 from 18,000

Change-18,000 (-100%)

Value$0 (-$123.5K)

Filed 2025-10-22

Ameriprise Financial Inc

CLOSED

Shares0 from 15,831

Change-15,831 (-100%)

Value$0 (-$108.6K)

Filed 2025-11-14

Ceeto Capital Group, LLC

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$103)

Filed 2025-11-14

Kercheville Advisors, LLC

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$102.9K)

Filed 2025-10-22

Ellis Investment Partners, LLC

CLOSED

Shares0 from 14,987

Change-14,987 (-100%)

Value$0 (-$102.8K)

Filed 2025-10-22

Wealthstream Advisors, Inc.

CLOSED

Shares0 from 14,765

Change-14,765 (-100%)

Value$0 (-$101.3K)

Filed 2025-11-06

Beta Wealth Group, Inc.

CLOSED

Shares0 from 11,358

Change-11,358 (-100%)

Value$0 (-$77.9K)

Filed 2025-11-07

Summit Trail Advisors, LLC

CLOSED

Shares0 from 10,494

Change-10,494 (-100%)

Value$0 (-$72.3K)

Filed 2025-11-14

Virtu Financial LLC

CLOSED

Shares0 from 10,095

Change-10,095 (-100%)

Value$0 (-$69)

Filed 2025-11-14

Nomura Holdings Inc

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$68.6K)

Filed 2025-11-14

Wolverine Asset Management LLC

CLOSED

Shares0 from 4,704

Change-4,704 (-100%)

Value$0 (-$32.3K)

Filed 2025-10-28

Comerica Bank

CLOSED

Shares0 from 2,842

Change-2,842 (-100%)

Value$0 (-$19.5K)

Filed 2025-11-14

US Bancorp \de\

CLOSED

Shares0 from 2,650

Change-2,650 (-100%)

Value$0 (-$18.2K)

Filed 2025-11-12

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 2,409

Change-2,409 (-100%)

Value$0 (-$16.5K)

Filed 2025-11-12

Harbour Investments, Inc.

CLOSED

Shares0 from 1,005

Change-1,005 (-100%)

Value$0 (-$6.9K)

Filed 2025-11-12

FNY Investment Advisers, LLC

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$4)

Filed 2025-12-15

H D Vest Advisory Services

N/A

Shares— from 23,173

Change-23,173 (-100%)

Value—

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Osaic Holdings, Inc.	DECREASED	7,156	19,483	-12,327	-63%	$133.7K	$47.3K	-$86.4K	2025-11-14
Rivernorth Capital Management, LLC	CLOSED	0	2,673,813	-2,673,813	-100%	$18.3M	$0	-$18.3M	2025-11-14
Hennion & Walsh Asset Management, Inc.	CLOSED	0	840,599	-840,599	-100%	$5.8M	$0	-$5.8M	2025-10-22
Advisors Asset Management, Inc.	CLOSED	0	591,129	-591,129	-100%	$4.1M	$0	-$4.1M	2026-08-26
Wells Fargo & Company	CLOSED	0	564,273	-564,273	-100%	$3.9M	$0	-$3.9M	2025-11-13
Guggenheim Capital LLC	CLOSED	0	509,354	-509,354	-100%	$3.5M	$0	-$3.5M	2025-11-13
Fiera Capital Corp	CLOSED	0	406,932	-406,932	-100%	$2.8M	$0	-$2.8M	2025-11-07
Gill Capital Partners, LLC	CLOSED	0	358,613	-358,613	-100%	$2.5M	$0	-$2.5M	2025-10-27
Stifel Financial Corp	CLOSED	0	344,608	-344,608	-100%	$2.4M	$0	-$2.4M	2025-11-12
Envestnet Asset Management Inc	CLOSED	0	273,495	-273,495	-100%	$1.9M	$0	-$1.9M	2025-11-05
City of London Investment Management Co LTD	CLOSED	0	240,845	-240,845	-100%	$1.7M	$0	-$1.7M	2025-11-14
Morgan Stanley	CLOSED	0	213,827	-213,827	-100%	$1.5M	$0	-$1.5M	2026-05-27
Bank of America Corp	CLOSED	0	213,695	-213,695	-100%	$1.5M	$0	-$1.5M	2026-02-03
Toronto Dominion Bank	CLOSED	0	205,000	-205,000	-100%	$1.4M	$0	-$1.4M	2025-11-14
Williams & Novak Wealth Management, LLC	CLOSED	0	170,800	-170,800	-100%	$1.2M	$0	-$1.2M	2025-10-30
Van Eck Associates Corp	CLOSED	0	166,305	-166,305	-100%	$1.1K	$0	-$1.1K	2025-11-13
Raymond James Financial Inc	CLOSED	0	166,071	-166,071	-100%	$1.1M	$0	-$1.1M	2025-11-14
UBS Group AG	CLOSED	0	161,141	-161,141	-100%	$1.1M	$0	-$1.1M	2025-11-13
Park Avenue Securities LLC	CLOSED	0	150,741	-150,741	-100%	$1.0K	$0	-$1.0K	2025-10-23
Smith, Moore & Co.	CLOSED	0	129,138	-129,138	-100%	$885.9K	$0	-$885.9K	2025-11-12
Wakefield Asset Management Lllp	CLOSED	0	116,547	-116,547	-100%	$799.8K	$0	-$799.8K	2025-11-13
Robinson Capital Management, LLC	CLOSED	0	109,933	-109,933	-100%	$797.0K	$0	-$797.0K	2025-11-14
LPL Financial LLC	CLOSED	0	100,443	-100,443	-100%	$689.0K	$0	-$689.0K	2025-11-12
Bank of New York Mellon Corp	CLOSED	0	91,811	-91,811	-100%	$629.8K	$0	-$629.8K	2025-11-03
Karpus Management, Inc.	CLOSED	0	59,773	-59,773	-100%	$410.0K	$0	-$410.0K	2025-11-14
Bramshill Investments, LLC	CLOSED	0	58,342	-58,342	-100%	$400.2K	$0	-$400.2K	2025-11-14
Royal Bank of Canada	CLOSED	0	53,871	-53,871	-100%	$370.0K	$0	-$370.0K	2025-11-14
SIT Investment Associates Inc	CLOSED	0	53,708	-53,708	-100%	$368	$0	-$368	2025-11-13
Allen Mooney & Barnes Investment Advisors LLC	CLOSED	0	52,307	-52,307	-100%	$358.8K	$0	-$358.8K	2025-10-15
NewEdge Advisors, LLC	CLOSED	0	49,100	-49,100	-100%	$336.8K	$0	-$336.8K	2025-11-17
Bank of Montreal	CLOSED	0	47,670	-47,670	-100%	$327.0K	$0	-$327.0K	2025-11-13
Melfa Wealth Management, Inc.	CLOSED	0	43,608	-43,608	-100%	$299.2K	$0	-$299.2K	2025-10-28
Centurion Wealth Management LLC	CLOSED	0	39,450	-39,450	-100%	$270.6K	$0	-$270.6K	2025-10-09
Cetera Investment Advisers	CLOSED	0	38,781	-38,781	-100%	$266.0K	$0	-$266.0K	2025-11-14
Allworth Financial LP	CLOSED	0	38,570	-38,570	-100%	$264.6K	$0	-$264.6K	2025-12-02
Susquehanna International Group, LLP	CLOSED	0	37,410	-37,410	-100%	$256.6K	$0	-$256.6K	2025-11-14
B. Riley Wealth Advisors, Inc.	CLOSED	0	34,285	-34,285	-100%	$235.2K	$0	-$235.2K	2025-10-31
Integrated Capital Management, Inc.	CLOSED	0	33,148	-33,148	-100%	$227.4K	$0	-$227.4K	2025-10-08
Duncker Streett & Co Inc	CLOSED	0	32,570	-32,570	-100%	$223.4K	$0	-$223.4K	2025-10-23
Commonwealth Equity Services, LLC	CLOSED	0	29,396	-29,396	-100%	$202	$0	-$202	2025-10-22
MML Investors Services, LLC	CLOSED	0	28,507	-28,507	-100%	$196	$0	-$196	2025-11-14
Landscape Capital Management, L.L.C.	CLOSED	0	28,472	-28,472	-100%	$195.3K	$0	-$195.3K	2025-11-13
Nuveen, LLC	CLOSED	0	27,813	-27,813	-100%	$190.8K	$0	-$190.8K	2025-11-12
Citadel Advisors LLC	CLOSED	0	23,204	-23,204	-100%	$159.2K	$0	-$159.2K	2025-11-14
Readystate Asset Management LP	CLOSED	0	23,111	-23,111	-100%	$158.5K	$0	-$158.5K	2025-11-07
Kovack Advisors, Inc.	CLOSED	0	20,000	-20,000	-100%	$137.2K	$0	-$137.2K	2025-11-10
Oregon Pacific Wealth Management, LLC	CLOSED	0	18,000	-18,000	-100%	$123.5K	$0	-$123.5K	2025-10-22
Ameriprise Financial Inc	CLOSED	0	15,831	-15,831	-100%	$108.6K	$0	-$108.6K	2025-11-14
Ceeto Capital Group, LLC	CLOSED	0	15,000	-15,000	-100%	$103	$0	-$103	2025-11-14
Kercheville Advisors, LLC	CLOSED	0	15,000	-15,000	-100%	$102.9K	$0	-$102.9K	2025-10-22
Ellis Investment Partners, LLC	CLOSED	0	14,987	-14,987	-100%	$102.8K	$0	-$102.8K	2025-10-22
Wealthstream Advisors, Inc.	CLOSED	0	14,765	-14,765	-100%	$101.3K	$0	-$101.3K	2025-11-06
Beta Wealth Group, Inc.	CLOSED	0	11,358	-11,358	-100%	$77.9K	$0	-$77.9K	2025-11-07
Summit Trail Advisors, LLC	CLOSED	0	10,494	-10,494	-100%	$72.3K	$0	-$72.3K	2025-11-14
Virtu Financial LLC	CLOSED	0	10,095	-10,095	-100%	$69	$0	-$69	2025-11-14
Nomura Holdings Inc	CLOSED	0	10,000	-10,000	-100%	$68.6K	$0	-$68.6K	2025-11-14
Wolverine Asset Management LLC	CLOSED	0	4,704	-4,704	-100%	$32.3K	$0	-$32.3K	2025-10-28
Comerica Bank	CLOSED	0	2,842	-2,842	-100%	$19.5K	$0	-$19.5K	2025-11-14
US Bancorp \de\	CLOSED	0	2,650	-2,650	-100%	$18.2K	$0	-$18.2K	2025-11-12
Steward Partners Investment Advisory, LLC	CLOSED	0	2,409	-2,409	-100%	$16.5K	$0	-$16.5K	2025-11-12
Harbour Investments, Inc.	CLOSED	0	1,005	-1,005	-100%	$6.9K	$0	-$6.9K	2025-11-12
FNY Investment Advisers, LLC	CLOSED	0	700	-700	-100%	$4	$0	-$4	2025-12-15
H D Vest Advisory Services	N/A	—	23,173	-23,173	-100%	$159.0K	—	—	—
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 64 of 64 institutions