Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in PIMCO Municipal Income Fund include Global Endowment Management, LP, Balyasny Asset Management Llc, Readystate Asset Management Lp, Toronto Dominion Bank, Modern Wealth Management, LLC, Good Life Advisors, LLC, Duncker Streett & Co Inc, Integrated Wealth Concepts LLC, Williams & Novak, LLC, Sofos Investments, Inc., RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, and RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 65,401 | 375.57 | 522 | 330.58 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 97,867 | 781 | ||||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 95,412 | 0.98 | 779 | -9.32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,020 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35,075 | 1.53 | 280 | -8.52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 566 | 1.43 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15,931 | 32.94 | 127 | 20.95 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 10,000 | 80 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 59,121 | 369.18 | 472 | -7.83 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3,392 | 30 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 223,841 | 2,064.60 | 1,788 | 1,864.84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 53,654 | 54.45 | 428 | 39.41 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,103,096 | 54.99 | 8,803 | 39.91 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 42,332 | 338 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17,522 | 23.38 | 140 | 11.20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 232 | 2 | ||||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 31,870 | 254 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23,849 | 92.61 | 190 | 74.31 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14,318 | 114 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 300,699 | 14.17 | 2,400 | 3.05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 185,098 | 22.09 | 1,477 | 10.22 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 13,115 | 105 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,236 | 10 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 30,072 | 240 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 60,000 | 479 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 27,744 | 93.08 | 221 | 74.02 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 116,866 | 0.04 | 933 | -9.68 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 18,000 | 165 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 117,191 | 123.42 | 935 | 101.94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42,677 | 75.14 | 341 | 58.14 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 390 | 3 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 92,374 | 737 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 100,231 | 800 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 24,292 | 0.61 | 194 | -9.39 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 42,198 | 337 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 130,680 | 37.81 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7,290 | 1.52 | 58 | -7.94 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 263,549 | 0.28 | 2,103 | -9.47 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 399,126 | 45.93 | 3,185 | 31.77 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,426 | 2.39 | 27 | -10.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 10,839 | 86 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 139,021 | 225.15 | 1,109 | 194.16 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 21,798 | 55.17 | 174 | 39.52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,018 | 0.02 | 32 | -8.57 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 226,196 | 1,805 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,000 | 88 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10,937 | 87 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,284 | 12.73 | 106 | 1.92 |
