PIMCO MUNICIPAL INCOME FD shareholder history

Current and past PIMCO MUNICIPAL INCOME FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Hudock, Inc. 42420.01%0.04%0.10%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.05%0.12%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.27%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
HOLLENCREST CAPITAL MANAGEMENT 40400.02%0.04%0.06%Q4 2013Q3 202340
VAN ECK ASSOCIATES CORP 27130.00%0.00%0.00%Q2 2013Q3 202340
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Traynor Capital Management, Inc. 2960.02%0.46%1.72%Q4 2014Q3 202335
US BANCORP \DE\ 34340.00%0.00%0.00%Q2 2015Q3 202334
GUGGENHEIM CAPITAL LLC 2280.00%0.02%0.05%Q4 2014Q3 202330
Winslow, Evans & Crocker, Inc. 14130.00%0.05%0.13%Q4 2013Q4 202027
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27270.00%0.00%0.00%Q1 2017Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.05%0.10%0.18%Q2 2013Q4 201927
STIFEL FINANCIAL CORP 1410.00%0.00%0.00%Q3 2014Q3 202327
PNC FINANCIAL SERVICES GROUP, INC. 1710.00%0.00%0.00%Q2 2013Q2 202326
Cambridge Investment Research Advisors, Inc. 2410.00%0.00%0.01%Q2 2016Q3 202325
BANK OF MONTREAL /CAN/ 25250.00%0.00%0.00%Q2 2013Q2 201925
Selway Asset Management 24240.65%4.08%8.59%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
BUCKINGHAM STRATEGIC WEALTH, LLC 1950.01%0.07%0.25%Q2 2013Q1 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 1240.00%0.00%0.01%Q2 2016Q1 202324
Capital Investment Advisors, LLC 1860.00%0.01%0.03%Q4 2013Q4 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 2120.00%0.01%0.02%Q2 2013Q4 201923
Creative Planning 1010.00%0.00%0.00%Q2 2013Q4 202122
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
M&R CAPITAL MANAGEMENT INC 20200.03%0.04%0.04%Q1 2017Q4 202120
CITIGROUP INC 19190.00%0.00%0.00%Q2 2013Q4 201719
NewEdge Advisors, LLC 1410.00%0.01%0.01%Q2 2017Q2 202319
HUNTINGTON NATIONAL BANK 610.00%0.00%0.01%Q1 2009Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
Private Advisor Group, LLC 1070.00%0.01%0.02%Q2 2016Q3 202017
GILL CAPITAL PARTNERS, LLC 1611.22%3.36%6.53%Q4 2018Q4 202317
AMERIPRISE FINANCIAL INC 1410.00%0.00%0.00%Q2 2013Q3 202317
MML INVESTORS SERVICES, LLC 1520.00%0.01%0.01%Q1 2019Q3 202317
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
IFP Advisors, Inc 1110.00%0.00%0.01%Q4 2015Q4 202216
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
B. Riley Wealth Advisors, Inc. 1110.00%0.01%0.02%Q2 2013Q3 202315
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.10%0.39%0.70%Q3 2013Q1 201715
FNY Investment Advisers, LLC 870.00%0.01%0.08%Q2 2018Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Somerset Trust Co 14140.02%0.04%0.04%Q4 2013Q1 201714
Ellevest, Inc. 14140.00%0.00%0.00%Q4 2019Q1 202314
Sigma Planning Corp 13130.01%0.02%0.03%Q4 2014Q4 201713
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.01%0.03%Q3 2020Q3 202313
CENTAURUS FINANCIAL, INC. 1210.00%0.02%0.03%Q2 2018Q1 202313
Savant Capital, LLC 12120.01%0.03%0.06%Q1 2020Q4 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Transamerica Financial Advisors, Inc. 12120.00%0.00%0.00%Q2 2013Q1 201612
FIRST MANHATTAN CO. LLC. 12120.00%0.00%0.00%Q2 2013Q1 201612
COHEN & STEERS, INC. 710.00%0.00%0.00%Q4 2017Q3 202212
First Allied Advisory Services, Inc. 650.01%0.04%0.08%Q2 2013Q3 202011
RIVERNORTH CAPITAL MANAGEMENT, LLC 410.02%0.09%0.22%Q2 2013Q3 202311
Financial Architects, Inc 920.00%0.00%0.01%Q2 2016Q1 201911
Cito Capital Group, LLC 640.10%0.32%0.83%Q3 2017Q1 202010
Cetera Investment Advisers 10100.00%0.00%0.01%Q4 2020Q1 202310
Huber Financial Advisors, LLC 10100.23%0.40%0.66%Q4 2017Q1 202010
Brick & Kyle, Associates 10100.04%0.06%0.08%Q4 2014Q1 201710
Wagner Wealth Management, LLC 540.58%0.67%0.78%Q4 2017Q4 20219
Syverson Strege & Co 990.01%0.02%0.06%Q1 2021Q1 20239
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q3 20209
TrinityPoint Wealth, LLC 990.03%0.05%0.06%Q4 2020Q4 20229
Baltimore-Washington Financial Advisors, Inc. 880.01%0.01%0.01%Q4 2013Q3 20158
ROBINSON CAPITAL MANAGEMENT, LLC 440.15%1.58%2.44%Q1 2017Q4 20208
GAMBLE JONES INVESTMENT COUNSEL 880.01%0.01%0.01%Q1 2021Q4 20228
MANUFACTURERS LIFE INSURANCE COMPANY, THE 530.00%0.00%0.00%Q2 2016Q2 20188
Kestra Advisory Services, LLC 510.00%0.01%0.01%Q3 2020Q3 20238
RAYMOND JAMES & ASSOCIATES 510.00%0.00%0.00%Q3 2017Q3 20238
WFG Advisors, LP 770.00%0.00%0.01%Q2 2013Q4 20147
PANAGORA ASSET MANAGEMENT INC 520.00%0.00%0.00%Q3 2019Q2 20217
Advisors Asset Management, Inc. 770.01%0.01%0.01%Q2 2018Q4 20197
GHE, LLC 520.07%0.11%0.17%Q4 2021Q3 20237
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
FLPUTNAM INVESTMENT MANAGEMENT CO 660.00%0.00%0.01%Q4 2021Q1 20236
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q2 2017Q3 20236
HighTower Advisors, LLC 420.00%0.00%0.00%Q4 2020Q3 20236
Mascoma Wealth Management LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
COLDSTREAM CAPITAL MANAGEMENT INC 330.02%0.02%0.03%Q4 2021Q3 20236
SIT INVESTMENT ASSOCIATES INC 510.00%0.01%0.03%Q3 2018Q1 20216
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2013Q4 20226
AdvisorNet Financial, Inc 510.00%0.02%0.02%Q3 2019Q4 20216
Lindbrook Capital, LLC 550.01%0.01%0.02%Q4 2018Q4 20195
Invesco Ltd. 550.00%0.00%0.00%Q1 2019Q1 20205
Steward Partners Investment Advisory, LLC 410.00%0.00%0.00%Q1 2017Q1 20215
Ackerman Capital Advisors, LLC 210.03%0.06%0.11%Q4 2020Q3 20235
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Summit X, LLC 210.03%0.05%0.08%Q3 2018Q3 20235
FinTrust Capital Advisors, LLC 550.04%0.04%0.04%Q4 2018Q4 20195
Geneos Wealth Management Inc. 550.01%0.01%0.01%Q1 2016Q1 20175
PINNACLE ASSOCIATES LTD 550.00%0.00%0.00%Q3 2015Q3 20165
First Horizon Advisors, Inc. 210.00%0.00%0.01%Q3 2013Q3 20225
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
REGATTA CAPITAL GROUP, LLC 440.08%0.10%0.12%Q4 2021Q3 20224
Hennion & Walsh Asset Management, Inc. 440.03%0.04%0.04%Q1 2021Q4 20214
SUNTRUST BANKS INC 310.00%0.00%0.00%Q4 2016Q1 20184
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 440.02%0.02%0.02%Q4 2022Q3 20234
FSA Wealth Management LLC 310.01%0.02%0.02%Q4 2019Q4 20204
Bank of New York Mellon Corp 440.00%0.00%0.00%Q3 2016Q2 20174
Limestone Value Partners, LLC 440.46%0.71%0.83%Q4 2015Q3 20164
Newbridge Financial Services Group, Inc. 440.12%0.14%0.16%Q3 2020Q2 20214
EWG Elevate Inc. 440.05%0.06%0.07%Q4 2022Q3 20234
FMR LLC 110.00%0.00%0.00%Q4 2018Q4 20224
KENNEDY INVESTMENT GROUP 440.07%0.09%0.11%Q4 2022Q3 20234
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q4 2013Q4 20164
MELFA WEALTH MANAGEMENT, INC. 440.19%0.22%0.23%Q4 2022Q3 20234
Palogic Value Management, L.P. 440.10%0.15%0.20%Q4 2022Q3 20234
Baird Financial Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
DOLIVER ADVISORS, LP 210.08%0.16%0.29%Q1 2017Q4 20173
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.01%Q3 2021Q1 20223
PARK AVENUE SECURITIES LLC 210.02%0.02%0.03%Q1 2018Q3 20223
Cerity Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Kistler-Tiffany Companies, LLC 330.06%0.06%0.06%Q3 2017Q1 20183
AlphaCentric Advisors LLC 330.07%0.18%0.33%Q3 2022Q1 20233
Madden Advisory Services, Inc. 110.00%0.01%0.01%Q1 2014Q1 20173
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q1 2023Q3 20233
NORTHERN TRUST CORP 330.00%0.00%0.00%Q2 2021Q4 20213
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.05%0.12%Q1 2020Q3 20233
Krilogy Financial LLC 330.00%0.05%0.07%Q3 2017Q1 20183
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20213
Thomas J. Herzfeld Advisors, Inc. 330.14%0.17%0.19%Q4 2017Q2 20183
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q4 2010Q2 20113
VECTOR WEALTH MANAGEMENT, LLC 330.11%0.12%0.13%Q2 2016Q4 20163
Carroll Financial Associates, Inc. 110.01%0.02%0.02%Q3 2014Q2 20152
Stratos Wealth Partners, LTD. 220.02%0.02%0.02%Q3 2016Q4 20162
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.18%0.19%0.19%Q2 2022Q3 20222
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2013Q2 20232
Squarepoint Ops LLC 110.00%0.01%0.01%Q4 2016Q4 20172
MARINER INVESTMENT GROUP LLC 220.62%0.82%1.02%Q4 2017Q1 20182
Regal Investment Advisors LLC 110.00%0.00%0.01%Q2 2014Q3 20152
B. Riley Wealth Management, Inc. 220.02%0.02%0.02%Q1 2020Q2 20202
Lavaca Capital LLC 220.04%0.04%0.04%Q4 2018Q1 20192
Sheaff Brock Investment Advisors, LLC 220.02%0.02%0.02%Q4 2015Q1 20162
Cornerstone Wealth Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Baltimore-Washington Financial Advisors Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
Ledyard National Bank 220.00%0.00%0.00%Q1 2014Q2 20142
INTEGRATED CAPITAL MANAGEMENT, INC. 220.14%0.15%0.16%Q2 2022Q3 20222
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Cresset Asset Management, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.02%0.02%0.02%Q4 2018Q1 20192
Advisory Services Network, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Mariner Wealth Advisors-Madison, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
ENVESTNET ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
Focused Wealth Management, Inc 220.01%0.01%0.02%Q4 2022Q1 20232
Archer Investment Corp 220.01%0.01%0.01%Q4 2020Q1 20212
Prospera Financial Services Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Argent Trust Co 110.01%0.01%0.01%Q4 2022Q4 20221
WealthPLAN Partners, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Laurion Capital Management LP 110.01%0.01%0.01%Q1 2017Q1 20171
Gupta Wealth Management LLC 110.04%0.04%0.04%Q3 2015Q3 20151
NEXT Financial Group, Inc 110.01%0.01%0.01%Q3 2014Q3 20141
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EXENCIAL WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q1 2013Q1 20131
RMB Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2023Q2 20231
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2022Q3 20221
Virtu Financial LLC 110.03%0.03%0.03%Q4 2018Q4 20181
NINE MASTS CAPITAL Ltd 110.01%0.01%0.01%Q2 2018Q2 20181
Magnetar Financial LLC 110.00%0.00%0.00%Q2 2017Q2 20171
BOKF, NA 110.00%0.00%0.00%Q1 2018Q1 20181
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KELLEHER FINANCIAL ADVISORS 110.01%0.01%0.01%Q1 2016Q1 20161
1919 Investment Counsel, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Aveo Capital Partners, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2022Q4 20221
Liberty Street Advisors, Inc. 113.89%3.89%3.89%Q4 2014Q4 20141
ZWJ INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q1 2017Q1 20171
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
ENTERPRISE FINANCIAL SERVICES CORP 110.02%0.02%0.02%Q1 2019Q1 20191
KEELEY ASSET MANAGEMENT CORP 110.00%0.00%0.00%Q2 2013Q2 20131
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Citadel Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Jane Street Holding, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
SFI Advisors, LLC 110.35%0.35%0.35%Q4 2022Q4 20221
Wellington Shields Capital Management, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
AQR Capital Management 110.00%0.00%0.00%Q3 2014Q3 20141
BBVA USA 110.00%0.00%0.00%Q3 2021Q3 20211
Janney Capital Management LLC 110.01%0.01%0.01%Q3 2017Q3 20171
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
Weiss Asset Management LP 110.02%0.02%0.02%Q4 2017Q4 20171
Paloma Partners Management Co 110.01%0.01%0.01%Q3 2013Q3 20131
ROVIN CAPITAL /UT/ /ADV 110.05%0.05%0.05%Q2 2023Q2 20231
External links

This page lists all the filers that currently own PIMCO MUNICIPAL INCOME FD or have owned PIMCO MUNICIPAL INCOME FD in the past.