Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PIMCO Municipal Income Fund III comprennent Toronto Dominion Bank, Duncker Streett & Co Inc, Modern Wealth Management, LLC, Avantax Advisory Services, Inc., et Kovack Advisors, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 273 495 | 91,58 | 1 876 | 83,56 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16 426 | 5,31 | 113 | 0,90 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 20 000 | 137 | ||||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 30 000 | 236 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 109 933 | 797 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 32 570 | 223 | ||||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 52 307 | 0,19 | 359 | -4,02 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 15 200 | 8,57 | 109 | 4,85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38 570 | 265 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 58 342 | 13,19 | 400 | 8,40 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 494 | 72 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 91 811 | 37,11 | 630 | 31,32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 150 741 | 17,11 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 170 800 | 182,52 | 1 172 | 169,20 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 2 673 813 | 39,98 | 18 342 | 34,12 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 120 | -3,25 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53 871 | 8,07 | 370 | 3,64 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 33 148 | 17,19 | 227 | 12,38 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 164 672 | 13,97 | 1 146 | 7,20 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 116 547 | 0,81 | 800 | -3,50 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 59 773 | 410 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 15 831 | 23,42 | 109 | 18,68 | ||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 109 933 | 601,64 | 754 | 646,53 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 205 000 | 1 406 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 47 670 | 3,89 | 327 | -0,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23 173 | 159 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 166 305 | 1,61 | 1 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19 483 | 10,27 | 134 | 5,56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 213 695 | 29,02 | 1 466 | 23,63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37 410 | 257 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29 396 | 1,20 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28 507 | 3,56 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 591 129 | 21,27 | 4 055 | 16,19 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10 000 | 69 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 10 095 | 0 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 53 708 | 0 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 14 987 | 12,80 | 103 | 7,37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 344 608 | 5,21 | 2 364 | 0,81 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 842 | 8,89 | 19 | 5,56 |
