Stock ownership · SEC 13F · Q4 2024

PIMCO MUN INCOME FD III

Who owns PIMCO MUN INCOME FD III (CUSIP 72201A103)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$317K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q4 2024, 2 institutions report $317K in PIMCO MUN INCOME FD III positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$317K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 72201A103 · Q4 2024 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - PIMCO MUN INCOME FD III's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 B. Riley Wealth Advisors, Inc. 41,010 $303K 95.8%
2 AMERIFLEX GROUP, INC. 1,800 $13K 4.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PIMCO MUN INCOME FD III's reported holders for Q4 2024, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2024

New positions (2)

B. Riley Wealth Advisors, Inc. $303K
AMERIFLEX GROUP, INC. $13K

Frequently Asked Questions

How many institutions hold PIMCO MUN INCOME FD III?▼
PIMCO MUN INCOME FD III is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of PIMCO MUN INCOME FD III?▼
Institutions report $317K of PIMCO MUN INCOME FD III as of Q4 2024.
How concentrated is ownership of PIMCO MUN INCOME FD III?▼
The top five institutional holders account for 100% of the reported institutional value in PIMCO MUN INCOME FD III, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of PIMCO MUN INCOME FD III?▼
B. Riley Wealth Advisors, Inc. is the largest reported holder of PIMCO MUN INCOME FD III with $303K across 41,010 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.