Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam PIMCO Municipal Income Fund III termasuk Toronto Dominion Bank, Duncker Streett & Co Inc, Modern Wealth Management, LLC, Avantax Advisory Services, Inc., dan Kovack Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |