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Western Asset Managed Municipals Fund (MMU) Institutional Ownership

Western Asset Managed Municipals Fund logo
$10.30 +0.02 (+0.19%)
As of 01/17/2025 03:58 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Western Asset Managed Municipals Fund (NYSE:MMU)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$35.24M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$16.57M
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MMU Institutional Buying and Selling by Quarter

Western Asset Managed Municipals Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Avior Wealth Management LLC31,169$318K0.0%+10.1%0.057%
1/17/2025Janney Montgomery Scott LLC30,319$309K0.0%+30.5%0.056%
1/15/2025 Occidental Asset Management LLC10,316$105K0.0%N/A0.019%
1/14/2025 Park Avenue Securities LLC128,585$1.31M0.0%+5.2%0.235%
1/14/2025 Melone Private Wealth LLC159,428$1.63M0.8%-5.5%0.292%
1/14/2025 Integrated Capital Management Inc.22,130$226K0.2%+7.1%0.041%
1/13/2025 Fiduciary Alliance LLC18,418$188K0.0%N/A0.034%
12/13/2024B. Riley Wealth Advisors Inc.65,670$715K0.0%-14.0%0.120%
12/3/2024Rivernorth Capital Management LLC5,677,085$61.54M3.0%-2.8%10.394%
11/25/2024Sanctuary Advisors LLC28,240$295K0.0%+3.7%0.052%
11/22/2024Capstone Capital LLC29,450$319K0.3%-16.7%0.054%
11/15/2024Rivernorth Capital Management LLC5,652,747$61.28M3.1%-3.2%10.349%
11/15/2024HighTower Advisors LLC234,017$2.54M0.0%+3.5%0.428%
11/14/2024Rockefeller Capital Management L.P.186,376$2.02M0.0%+41.3%0.341%
11/8/2024Moors & Cabot Inc.13,129$142K0.0%+11.2%0.024%
11/8/2024Avior Wealth Management LLC28,304$307K0.0%+5.8%0.052%
11/8/2024Prospera Financial Services Inc139,262$1.51M0.0%+2.2%0.255%
11/7/2024Pathstone Holdings LLC1,922,312$20.84M0.1%+3.2%3.519%
11/7/2024Aviance Capital Partners LLC21,519$233K0.0%+7.2%0.039%
11/5/2024Verus Capital Partners LLC48,000$520K0.0%N/A0.088%
11/1/2024Carson Advisory Inc.40,304$437K0.3%+2.5%0.074%
11/1/2024Fiera Capital Corp310,781$3.37M0.0%-2.9%0.569%
11/1/2024Heritage Wealth Management Inc.10,880$118K0.0%N/A0.020%
10/31/2024Concurrent Investment Advisors LLC18,025$195K0.0%-25.0%0.033%
10/30/2024Catalina Capital Group LLC14,894$161K0.1%N/A0.027%
10/29/2024Van ECK Associates Corp401,217$4.24M0.0%-2.0%0.735%
10/28/2024US Bancorp DE7,455$81K0.0%+24.3%0.014%
10/24/2024Ackerman Capital Advisors LLC52,541$570K0.1%+16.8%0.096%
10/24/2024 Wealth Enhancement Advisory Services LLC59,243$642K0.0%+40.5%0.108%
10/24/2024PFG Investments LLC39,148$424K0.0%+244.3%0.072%
10/22/2024 International Assets Investment Management LLC61,886$671K0.0%+984.0%0.113%
10/22/2024Leo Wealth LLC208,584$2.26M0.2%+10.4%0.382%
10/18/2024Raymond James & Associates427,585$4.64M0.0%+2.4%0.783%
10/16/2024Indiana Trust & Investment Management Co65,509$710K0.2%+1.5%0.120%
10/10/2024Silverlake Wealth Management LLC11,829$128K0.0%N/A0.022%
10/7/2024 Melone Private Wealth LLC168,742$1.83M1.0%+0.6%0.309%
10/3/2024 Park Avenue Securities LLC122,211$1.33M0.0%-2.6%0.224%
9/5/2024Sanctuary Advisors LLC27,240$270K0.0%N/A0.000%
8/21/2024Truist Financial Corp34,193$354K0.0%-7.8%0.000%
8/19/2024B. Riley Wealth Advisors Inc.76,372$795K0.0%+302.9%0.000%
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8/16/2024Northwestern Mutual Wealth Management Co.12,141$126K0.0%+964.1%0.000%
8/15/2024Logan Stone Capital LLC207,907$2.15M0.6%-61.5%0.000%
8/9/2024City of London Investment Management Co. Ltd.400,991$4.15M0.4%+28.8%0.000%
8/8/2024NINE MASTS CAPITAL Ltd73,824$764K0.2%-36.9%0.000%
8/7/2024Carson Advisory Inc.39,304$407K0.3%+8.3%0.000%
8/7/2024Choreo LLC41,268$423K0.0%N/A0.000%
8/7/2024PFG Investments LLC11,370$118K0.0%N/A0.000%
8/6/2024Stonebrook Private Inc.26,162$271K0.1%-60.1%0.000%
8/5/2024Blue Bell Private Wealth Management LLC12,608$130K0.0%+471.0%0.000%
8/2/2024Wolverine Asset Management LLC4,476$46K0.0%N/A0.000%
8/1/2024Fiera Capital Corp320,216$3.31M0.0%-32.3%0.000%
8/1/2024Providence First Trust Co25,393$263K0.1%+4.1%0.000%
7/31/2024Van ECK Associates Corp409,453$4.24M0.0%-4.9%0.000%
7/31/2024Concurrent Investment Advisors LLC24,025$249K0.0%+17.0%0.000%
7/31/2024Rothschild Investment LLC77,104$798K0.1%N/A0.000%
7/30/2024 International Assets Investment Management LLC5,709$59K0.0%N/A0.000%
7/26/2024Bank of New York Mellon Corp185,136$1.92M0.0%+2.1%0.000%
7/26/2024Ackerman Capital Advisors LLC44,987$466K0.1%N/A0.000%
7/25/2024Raymond James Trust N.A.28,883$299K0.0%-15.7%0.000%
7/19/2024Raymond James & Associates417,420$4.32M0.0%+12.3%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC42,174$437K0.0%-3.6%0.000%
7/12/2024 Integrated Capital Management Inc.21,011$217K0.2%+20.5%0.000%
7/9/2024 Park Avenue Securities LLC125,435$1.30M0.0%+8.9%0.000%
6/13/2024Mosaic Family Wealth Partners LLC28,567$299K0.0%-48.6%0.000%
5/16/2024B. Riley Wealth Advisors Inc.18,954$198K0.0%-74.3%0.000%
5/15/2024Alpine Global Management LLC105,586$1.10M0.3%N/A0.000%
5/14/2024Advisors Asset Management Inc.58,635$613K0.0%-63.2%0.000%
5/14/2024Robinson Capital Management LLC478,181$4.78M1.7%+18.0%0.000%
5/14/2024Karpus Management Inc.941,405$9.84M0.3%-1.9%0.000%
5/10/2024City of London Investment Management Co. Ltd.311,239$3.25M0.3%+749.8%0.000%
5/9/2024Leo Wealth LLC161,361$1.68M0.2%+9.6%0.000%
5/3/2024Carson Advisory Inc.36,304$379K0.3%N/A0.000%
5/1/2024Janney Montgomery Scott LLC23,241$243K0.0%+32.3%0.000%
5/1/2024Matisse Capital29,650$310K0.1%-19.6%0.000%
4/30/2024Van ECK Associates Corp430,698$4.50M0.0%+3.8%0.000%
4/23/2024Summit Trail Advisors LLC10,524$111K0.0%-15.2%0.000%
4/18/2024Aviance Capital Partners LLC17,752$186K0.0%-9.2%0.000%
4/11/2024 Integrated Capital Management Inc.17,430$182K0.1%+11.1%0.000%
4/10/2024 Park Avenue Securities LLC115,223$1.20M0.0%+11.3%0.000%
3/15/2024B. Riley Wealth Advisors Inc.73,619$749K0.0%+288.4%0.000%
3/14/2024Leo Wealth LLC147,184$1.50M0.2%N/A0.000%
2/14/2024Vivaldi Capital Management LP139,959$1.42M0.4%-59.0%0.000%
2/13/2024Karpus Management Inc.959,932$9.76M0.3%-10.7%0.000%
2/13/20241607 Capital Partners LLC1,709,753$17.39M1.2%+25.8%0.000%
2/12/2024Weiss Asset Management LP10,266$104K0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC77,649$790K0.0%+387.0%0.000%
2/9/2024Advisory Services Network LLC19,258$196K0.0%-57.2%0.000%
2/8/2024Robinson Capital Management LLC405,407$4.10M1.5%+40.8%0.000%
2/8/2024Matisse Capital36,871$375K0.2%N/A0.000%
2/8/2024Fiera Capital Corp605,830$6.16M0.0%N/A0.000%
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2/8/2024Rock Point Advisors LLC46,700$475K0.1%-3.1%0.000%
2/7/2024Providence First Trust Co24,393$248K0.1%-14.7%0.000%
2/7/2024Cary Street Partners Investment Advisory LLC17,442$177K0.0%N/A0.000%
2/7/2024Concourse Financial Group Securities Inc.12,500$127K0.0%N/A0.000%
2/6/2024Aviance Capital Partners LLC19,561$199K0.0%N/A0.000%
2/6/2024Summit Trail Advisors LLC12,416$126K0.0%N/A0.000%
2/6/2024M&T Bank Corp14,613$149K0.0%-13.6%0.000%
2/6/2024Fortitude Advisory Group L.L.C.24,730$252K0.2%+9.9%0.000%
2/5/2024Bridgewater Advisors Inc.49,677$505K0.1%+26.0%0.000%
2/5/2024Van ECK Associates Corp414,806$4.22M0.0%+43.9%0.000%
(Data available from 1/1/2016 forward)

MMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MMU shares?

During the previous two years, 106 institutional investors and hedge funds held shares of Western Asset Managed Municipals Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($61.54M), Pathstone Holdings LLC ($20.84M), 1607 Capital Partners LLC ($17.39M), Saba Capital Management L.P. ($11.86M), Karpus Management Inc. ($9.84M), Guggenheim Capital LLC ($7.19M), and Robinson Capital Management LLC ($4.78M).Learn more on MMU's institutional investors.

Which institutional investors have been buying Western Asset Managed Municipals Fund stock?

Of the 84 institutional investors that purchased Western Asset Managed Municipals Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($1.30M), Rivernorth Capital Management LLC ($654.54K), Fiera Capital Corp ($605.83K), 1607 Capital Partners LLC ($519.34K), Advisor Partners II LLC ($376.35K), City of London Investment Management Co. Ltd. ($370.39K), and Raymond James & Associates ($340.72K).

How much institutional buying is happening at Western Asset Managed Municipals Fund?

Institutional investors have bought a total of 7,415,476 shares in the last 24 months. This purchase volume represents approximately $73.06M in transactions.

Which Western Asset Managed Municipals Fund major shareholders have been selling company stock?

Of the 49 institutional investors that sold Western Asset Managed Municipals Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Karpus Management Inc. ($778.94K), Robinson Capital Management LLC ($496.94K), Rivernorth Capital Management LLC ($349.54K), Logan Stone Capital LLC ($332.17K), Vivaldi Capital Management LP ($205.30K), Fiera Capital Corp ($162.54K), and Advisors Asset Management Inc. ($100.75K).

How much institutional selling is happening at Western Asset Managed Municipals Fund?

Institutional investors have sold a total of 3,135,046 shares in the last 24 months. This volume of shares sold represents approximately $30.86M in transactions.



This page (NYSE:MMU) was last updated on 1/18/2025 by MarketBeat.com Staff
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