PIMCO MUNICIPAL INCOME FUND III - XPMQX

Detailed investor-level table based on 13F positions.
Early Q3 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q2 2025 · Compare: Q1 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
RIVERNORTH CAPITAL MANAGEMENT, LLC History New 2,673,813 18,342 1.01% 1 +2,673,813 New Q2 2025 Aug 14, 2025
Hennion & Walsh Asset Management, Inc. History New 840,599 5,766 0.23% 2 +840,599 New Q2 2025 Aug 07, 2025
Advisors Asset Management, Inc. History Added to 591,129 4,055 0.07% 0.07% 3 +103,682 21.27% Q2 2025 Aug 12, 2025
WELLS FARGO & COMPANY/MN History Reduced 564,273 3,870 0.0% 0.0% 4 -17,733 -3.05% Q2 2025 Aug 14, 2025
GUGGENHEIM CAPITAL LLC History Reduced 509,354 3,494 0.03% 0.04% 5 -122,820 -19.43% Q2 2025 Aug 13, 2025
Fiera Capital Corp History Reduced 406,932 2,791 0.01% 0.01% 6 -172 -0.04% Q2 2025 Aug 08, 2025
GILL CAPITAL PARTNERS, LLC History New 358,613 2,460 0.79% 7 +358,613 New Q2 2025 Jul 31, 2025
STIFEL FINANCIAL CORP History Added to 344,608 2,364 0.0% 0.0% 8 +17,079 5.21% Q2 2025 Aug 14, 2025
ENVESTNET ASSET MANAGEMENT INC History Added to 273,495 1,876 0.0% 0.0% 9 +130,741 91.58% Q2 2025 Aug 01, 2025
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History New 240,845 1,652 0.15% 10 +240,845 New Q2 2025 Aug 08, 2025
MORGAN STANLEY History Reduced 213,827 1,466 0.0% 0.0% 11 -180,859 -45.82% Q2 2025 Aug 14, 2025
BANK OF AMERICA CORP /DE/ History Added to 213,695 1,465 0.0% 0.0% 12 +48,065 29.02% Q2 2025 Aug 14, 2025
TORONTO DOMINION BANK History New 205,000 1,406 0.0% 13 +205,000 New Q2 2025 Aug 14, 2025
Williams & Novak, LLC History New 170,800 1,171 1.0% 14 +170,800 New Q2 2025 Jul 24, 2025
VAN ECK ASSOCIATES CORP History New 166,305 1,141 0.0% 15 +166,305 New Q2 2025 Aug 14, 2025
RAYMOND JAMES FINANCIAL INC History Reduced 166,071 1,139 0.0% 0.0% 16 -4,528 -2.65% Q2 2025 Aug 14, 2025
UBS Group AG History Reduced 161,141 1,105 0.0% 0.0% 17 -69,771 -30.22% Q2 2025 Aug 14, 2025
PARK AVENUE SECURITIES LLC History New 150,741 1,034 0.01% 18 +150,741 New Q2 2025 Jul 14, 2025
SMITH, MOORE & CO. History New 129,138 885 0.07% 19 +129,138 New Q2 2025 Aug 13, 2025
Wakefield Asset Management LLLP History New 116,547 799 0.22% 20 +116,547 New Q2 2025 Aug 05, 2025
ROBINSON CAPITAL MANAGEMENT, LLC History New 109,933 797 0.33% 21 +109,933 New Q2 2025 Aug 14, 2025
LPL Financial LLC History Reduced 100,443 689 0.0% 0.0% 22 -11,746 -10.47% Q2 2025 Aug 12, 2025
Bank of New York Mellon Corp History Added to 91,811 629 0.0% 0.0% 23 +24,849 37.11% Q2 2025 Aug 05, 2025
Karpus Management, Inc. History New 59,773 410 0.01% 24 +59,773 New Q2 2025 Aug 14, 2025
Bramshill Investments, LLC History New 58,342 400 0.04% 25 +58,342 New Q2 2025 Aug 14, 2025
ROYAL BANK OF CANADA History Added to 53,871 370 0.0% 0.0% 26 +4,021 8.07% Q2 2025 Nov 21, 2025
SIT INVESTMENT ASSOCIATES INC History New 53,708 368 0.01% 27 +53,708 New Q2 2025 Aug 14, 2025
Allen Mooney & Barnes Investment Advisors LLC History New 52,307 358 0.06% 28 +52,307 New Q2 2025 Jul 08, 2025
NewEdge Advisors, LLC History Reduced 49,100 336 0.0% 0.0% 29 -1,549 -3.06% Q2 2025 Aug 14, 2025
BANK OF MONTREAL /CAN/ History Added to 47,670 327 0.0% 0.0% 30 +1,785 3.89% Q2 2025 Aug 05, 2025
MELFA WEALTH MANAGEMENT, INC. History New 43,608 299 0.19% 31 +43,608 New Q2 2025 Jul 17, 2025
Centurion Wealth Management LLC History New 39,450 270 0.08% 32 +39,450 New Q2 2025 Jul 07, 2025
Cetera Investment Advisers History Reduced 38,781 266 0.0% 0.0% 33 -2,730 -6.58% Q2 2025 Aug 08, 2025
Allworth Financial LP History New 38,570 264 0.0% 34 +38,570 New Q2 2025 Aug 07, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 37,410 256 0.0% 35 +37,410 New Q2 2025 Aug 14, 2025
B. Riley Wealth Advisors, Inc. History New 34,285 235 0.01% 36 +34,285 New Q2 2025 Aug 19, 2025
INTEGRATED CAPITAL MANAGEMENT, INC. History New 33,148 227 0.17% 37 +33,148 New Q2 2025 Jul 25, 2025
DUNCKER STREETT & CO INC History New 32,570 223 0.04% 38 +32,570 New Q2 2025 Jul 28, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Added to 29,396 202 0.0% 0.0% 39 +348 1.2% Q2 2025 Aug 06, 2025
MML INVESTORS SERVICES, LLC History Added to 28,507 196 0.0% 0.0% 40 +980 3.56% Q2 2025 Aug 14, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 28,472 195 0.02% 41 +28,472 New Q2 2025 Aug 12, 2025
Nuveen, LLC History No change 27,813 190 0.0% 0.0% 42 0 0.0% Q2 2025 Aug 12, 2025
CITADEL ADVISORS LLC History Reduced 23,204 159 0.0% 0.0% 43 -9,237 -28.47% Q2 2025 Aug 14, 2025
READYSTATE ASSET MANAGEMENT LP History New 23,111 158 0.0% 44 +23,111 New Q2 2025 Aug 07, 2025
Kovack Advisors, Inc. History New 20,000 137 0.01% 45 +20,000 New Q2 2025 Aug 04, 2025
OSAIC HOLDINGS, INC. History Added to 19,483 133 0.0% 0.0% 46 +1,815 10.27% Q2 2025 Sep 04, 2025
Oregon Pacific Wealth Management, LLC History New 18,000 123 0.12% 47 +18,000 New Q2 2025 Jul 15, 2025
AMERIPRISE FINANCIAL INC History Added to 15,831 108 0.0% 0.0% 48 +3,004 23.42% Q2 2025 Aug 14, 2025
Ceeto Capital Group, LLC History New 15,000 103 0.04% 49 +15,000 New Q2 2025 Aug 14, 2025
Kercheville Advisors, LLC History New 15,000 102 0.04% 51 +15,000 New Q2 2025 Jul 22, 2025
Ellis Investment Partners, LLC History New 14,987 102 0.02% 50 +14,987 New Q2 2025 Jul 25, 2025
Beta Wealth Group, Inc. History New 11,358 77 0.03% 52 +11,358 New Q2 2025 Aug 11, 2025
Summit Trail Advisors, LLC History New 10,494 72 0.0% 53 +10,494 New Q2 2025 Aug 14, 2025
Virtu Financial LLC History New 10,095 69 0.0% 54 +10,095 New Q2 2025 Aug 12, 2025
NOMURA HOLDINGS INC History New 10,000 68 0.0% 55 +10,000 New Q2 2025 Aug 18, 2025
WOLVERINE ASSET MANAGEMENT LLC History Reduced 4,704 32 0.0% 0.0% 56 -14,519 -75.53% Q2 2025 Aug 04, 2025
COMERICA BANK History Added to 2,842 19 0.0% 0.0% 57 +232 8.89% Q2 2025 Aug 14, 2025
US BANCORP \DE\ History No change 2,650 18 0.0% 0.0% 58 0 0.0% Q2 2025 Jul 24, 2025
Steward Partners Investment Advisory, LLC History No change 2,409 16 0.0% 0.0% 59 0 0.0% Q2 2025 Aug 12, 2025
HARBOUR INVESTMENTS, INC. History No change 1,005 6 0.0% 0.0% 60 0 0.0% Q2 2025 Jul 28, 2025
FNY Investment Advisers, LLC History New 700 4 0.0% 61 +700 New Q2 2025 Jul 30, 2025
HUNTINGTON NATIONAL BANK History Closed out 0 0 0.0% -16,730 -100.0% Q1 2025 May 14, 2025