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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 72201A103

PIMCO MUN INCOME FD III

118 institutions · $71.2M total · 10,736,108 shares

#ManagerSharesValue% of TotalPeriod
1RIVERNORTH CAPITAL MANAGEMENT, LLC2,673,813$18.3M24.90%2025-06-30
2Hennion & Walsh Asset Management, Inc.840,599$5.8M7.82%2025-06-30
3Advisors Asset Management, Inc.591,129$4.1M5.50%2025-06-30
4GUGGENHEIM CAPITAL LLC508,626$3.5M4.73%2025-06-30
5WELLS FARGO & COMPANY/MN421,293$2.9M3.92%2025-06-30
6Fiera Capital Corp406,932$2.8M3.79%2025-06-30
7GILL CAPITAL PARTNERS, LLC358,613$2.5M3.34%2025-06-30
8STIFEL FINANCIAL CORP344,608$2.4M3.20%2025-06-30
9ENVESTNET ASSET MANAGEMENT INC273,495$1.9M2.54%2025-06-30
10CITY OF LONDON INVESTMENT MANAGEMENT CO LTD240,845$1.7M2.24%2025-06-30
11MORGAN STANLEY213,826$1.5M1.99%2025-06-30
12BANK OF AMERICA CORP /DE/211,133$1.4M1.96%2025-06-30
13TORONTO DOMINION BANK205,000$1.4M1.90%2025-06-30
14Williams & Novak, LLC170,800$1.2M1.59%2025-06-30
15UBS Group AG161,141$1.1M1.50%2025-06-30
16Raymond James Financial Services Advisors, Inc.118,786$981.2K1.10%2024-09-30
17RAYMOND JAMES FINANCIAL INC135,111$926.9K1.25%2025-06-30
18SMITH, MOORE & CO.129,138$885.9K1.20%2025-06-30
19Wakefield Asset Management LLLP116,547$799.8K1.08%2025-06-30
20Robinson Capital Management, LLC109,933$797.0K1.02%2025-06-30
21LPL Financial LLC100,443$689.0K0.93%2025-06-30
22Bank of New York Mellon Corp91,810$629.8K0.85%2025-06-30
23Nuveen Asset Management, LLC75,109$552.8K0.69%2024-12-31
24Palumbo Wealth Management LLC58,635$484.3K0.54%2024-09-30
25RAYMOND JAMES & ASSOCIATES51,350$424.1K0.47%2024-09-30
26Dynamic Advisor Solutions LLC52,155$411.0K0.48%2024-06-30
27Karpus Management, Inc.59,773$410.0K0.55%2025-06-30
28Bramshill Investments, LLC58,342$400.2K0.54%2025-06-30
29Royal Bank of Canada53,871$370.0K0.50%2025-09-30
30JANE STREET GROUP, LLC43,739$361.3K0.40%2024-09-30
31Allen Mooney & Barnes Investment Advisors LLC52,307$358.8K0.48%2025-06-30
32NewEdge Advisors, LLC49,100$336.8K0.45%2025-06-30
33MELFA WEALTH MANAGEMENT, LLC43,608$299.2K0.40%2025-06-30
34Spire Wealth Management39,450$294.7K0.36%2024-03-31
35Centurion Wealth Management LLC39,450$270.6K0.36%2025-06-30
36Cetera Investment Advisers38,781$266.0K0.36%2025-06-30
37Catalina Capital Group, LLC33,637$265.1K0.31%2024-06-30
38Allworth Financial LP38,570$264.6K0.35%2025-06-30
39Wealth Alliance Advisory Group, LLC31,718$262.0K0.29%2024-09-30
40Invesco Ltd.31,537$260.5K0.29%2024-09-30
41SUSQUEHANNA INTERNATIONAL GROUP, LLP37,410$256.6K0.34%2025-06-30
42Arlington Capital Management, Inc.33,984$243.3K0.31%2025-03-31
43HighTower Advisors, LLC32,756$241.1K0.30%2024-12-31
44Modern Wealth Management, LLC30,000$236.4K0.27%2025-03-31
45B. Riley Wealth Advisors, Inc.34,285$235.2K0.31%2025-06-30
46INTEGRATED CAPITAL MANAGEMENT, INC.33,148$227.4K0.30%2025-06-30
47DUNCKER STREETT & CO INC32,570$223.4K0.30%2025-06-30
48Innova Wealth Partners26,096$215.6K0.24%2024-09-30
49SFI Advisors, LLC26,609$209.7K0.24%2024-06-30
50BANK OF MONTREAL /CAN/29,937$205.4K0.27%2025-06-30
51Focus Partners Wealth24,672$203.8K0.22%2024-09-30
52Nuveen, LLC27,813$190.8K0.25%2025-06-30
53Palogic Value Management, L.P.25,000$161.8K0.23%2025-03-31
54CITADEL ADVISORS LLC23,204$159.2K0.21%2025-06-30
55AVANTAX ADVISORY SERVICES, INC.23,173$159.0K0.21%2025-06-30
56READYSTATE ASSET MANAGEMENT LP23,111$158.5K0.21%2025-06-30
57CAPTRUST FINANCIAL ADVISORS16,826$139.0K0.15%2024-09-30
58Kovack Advisors, Inc.20,000$137.2K0.18%2025-06-30
59Fortitude Family Office, LLC18,930$135.5K0.17%2025-03-31
60ADVISOR GROUP HOLDINGS, INC.19,483$133.7K0.18%2025-09-30
61LINCOLN NATIONAL CORP17,422$130.1K0.16%2024-03-31
62Oregon Pacific Wealth Management, LLC18,000$123.5K0.16%2025-06-30
63HUNTINGTON NATIONAL BANK16,730$119.8K0.15%2025-03-31
64EWG Elevate Inc.16,008$117.8K0.14%2024-12-31
65SIMON QUICK ADVISORS, LLC16,426$112.7K0.15%2025-06-30
66Williams Jones Wealth Management, LLC.15,000$112.0K0.13%2024-03-31
67Noble Wealth Management PBC15,200$108.8K0.14%2025-03-31
68AMERIPRISE FINANCIAL INC15,831$108.6K0.14%2025-06-30
69Baird Financial Group, Inc.14,084$105.2K0.13%2024-03-31
70LANDSCAPE CAPITAL MANAGEMENT, L.L.C.15,225$104.4K0.14%2025-06-30
71Kercheville Advisors, LLC15,000$102.9K0.13%2025-06-30
72ARBOR TRUST WEALTH ADVISORS, LLC13,000$102.9K0.12%2024-09-30
73Ellis Investment Partners, LLC14,987$102.8K0.13%2025-06-30
74Wealthstream Advisors, Inc.14,765$101.3K0.13%2025-06-30
75Washington Trust Advisors, Inc.13,500$100.8K0.12%2024-03-31
76Walleye Capital LLC13,488$99.3K0.12%2024-12-31
77Redhawk Wealth Advisors, Inc.12,818$91.8K0.11%2025-03-31
78Concorde Asset Management, LLC10,980$90.7K0.10%2024-09-30
79MOODY NATIONAL BANK TRUST DIVISION12,128$90.6K0.11%2024-03-31
80Logan Stone Capital, LLC11,808$86.9K0.10%2024-12-31
81PLIMOTH TRUST CO LLC10,124$83.6K0.09%2024-09-30
82TWO SIGMA SECURITIES, LLC10,887$80.1K0.10%2024-12-31
83Permanent Capital Management, LP11,556$79.7K0.10%2025-06-30
84HOLLENCREST CAPITAL MANAGEMENT9,475$78.3K0.08%2024-09-30
85Beta Wealth Group, Inc.11,358$77.9K0.10%2025-06-30
86Cerity Partners LLC10,264$75.5K0.09%2024-12-31
87Summit Trail Advisors, LLC10,494$72.3K0.09%2025-06-30
88NOMURA HOLDINGS INC10,000$68.6K0.09%2025-06-30
89CIBC Private Wealth Group, LLC7,794$61.2K0.07%2024-06-30
90JPMORGAN CHASE & CO7,277$54.4K0.06%2024-12-31
91WOLVERINE ASSET MANAGEMENT LLC4,704$32.3K0.04%2025-06-30
92Colonial Trust Co / SC3,000$23.4K0.02%2024-06-30
93Elequin Securities, LLC3,136$22.5K0.02%2025-03-31
94US BANCORP \DE\2,650$18.2K0.02%2025-06-30
95COMERICA BANK2,565$17.6K0.02%2025-06-30
96Steward Partners Investment Advisory, LLC2,409$16.5K0.02%2025-06-30
97UMB Bank, n.a.1,780$14.7K0.01%2024-09-30
98AMERIFLEX GROUP, INC.1,800$12.9K0.01%2025-03-31
99JONES FINANCIAL COMPANIES LLLP1,424$11.9K0.01%2024-09-30
100ROTHSCHILD INVESTMENT LLC1,400$11.6K0.01%2024-09-30
101FSA Wealth Management LLC1,000$7.4K0.00%2024-12-31
102Financial Perspectives, Inc990$7.1K0.00%2025-03-31
103HARBOUR INVESTMENTS, INC.1,005$6.9K0.00%2025-06-30
104CHESAPEAKE ASSET MANAGEMENT LLC500$4.2K0.00%2025-12-31
105VAN ECK ASSOCIATES CORP166,305$1.1K1.54%2025-06-30
106PARK AVENUE SECURITIES LLC150,741$1.0K1.40%2025-06-30
107SIT INVESTMENT ASSOCIATES INC53,708$3680.50%2025-06-30
108Cambridge Investment Research Advisors, Inc.37,968$2720.35%2025-03-31
109COMMONWEALTH EQUITY SERVICES, LLC29,396$2020.27%2025-06-30
110MML INVESTORS SERVICES, LLC28,507$1960.26%2025-06-30
111Cito Capital Group, LLC15,000$1030.13%2025-06-30
112Virtu Financial LLC10,095$690.09%2025-06-30
113HBC Financial Services, PLLC8,000$610.07%2024-06-30
114BENJAMIN F. EDWARDS & COMPANY, INC.1,935$150.01%2024-06-30
115FMR LLC1$70.00%2024-12-31
116FNY Investment Advisers, LLC700$40.00%2025-06-30
117Russell Investments Group, Ltd.0$00.00%2024-06-30
118CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30