WESTERN ASSET MUN HIGH INCOM (MHF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
48
Reporting holders
$37.0M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $7.0M | 1,003,312 | 0.00% | 7q | -3.8%-$276.2K |
| BANK OF AMERICA CORP /DE/ | $4.1M | 586,427 | 0.00% | 31q | -1.4%-$59.2K |
| GUGGENHEIM CAPITAL LLC | $3.3M | 465,604 | 0.02% | 24q | +37.4%+$887.0K |
| LPL Financial LLC | $3.2M | 462,064 | 0.00% | 31q | +17.5%+$482.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $3.2M | 457,913 | 0.22% | 3q | +4.1%+$126.1K |
| MORGAN STANLEY | $2.9M | 410,965 | 0.00% | 35q | +10.2%+$267.1K |
| Ascentis Wealth Management, LLC | $1.9M | 732,824 | 0.10% | 8q | +710.1%+$1.7M |
| Hennion & Walsh Asset Management, Inc. | $1.3M | 180,539 | 0.04% | 12q | -41.4%-$892.0K |
| Fiera Capital Corp | $990.9K | 141,560 | 0.00% | 2q | +93.4%+$478.4K |
| JONES FINANCIAL COMPANIES LLLP | $949.1K | 137,750 | 0.00% | 10q | +5.6%+$50.5K |
| VAN ECK ASSOCIATES CORP | $902.5K | 128,925 | 0.00% | 8q | -11.3%-$114.9K |
| Rockefeller Capital Management L.P. | $724.5K | 103,500 | 0.00% | 12q | -2.4%-$17.5K |
| 49 WEALTH MANAGEMENT, LLC | $509.1K | 72,730 | 0.05% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $442.5K | 63,214 | 0.24% | 15q | HELD |
| Summit Trail Advisors, LLC | $428.0K | 61,146 | 0.01% | 2q | +81.5%+$192.2K |
| ROYAL BANK OF CANADA | $353.0K | 50,424 | 0.00% | 31q | HELD |
| HighTower Advisors, LLC | $332.8K | 47,540 | 0.00% | 11q | HELD |
| Stratos Wealth Partners, LTD. | $324.1K | 46,300 | 0.00% | 5q | +4.5%+$14.0K |
| Quad-Cities Investment Group, LLC | $314.5K | 44,924 | 0.11% | 17q | -1.7%-$5.4K |
| UBS Group AG | $271.5K | 38,779 | 0.00% | 31q | HELD |
| GILL CAPITAL PARTNERS, LLC | $259.2K | 37,026 | 0.07% | 27q | HELD |
| Steward Partners Investment Advisory, LLC | $257.6K | 36,795 | 0.00% | 29q | +58.5%+$95.0K |
| ALONGSIDE, LLC | $254.6K | 36,365 | 0.05% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $241.5K | 34,505 | 0.00% | 23q | +6.7%+$15.2K |
| ROTHSCHILD INVESTMENT LLC | $224.0K | 32,000 | 0.01% | 11q | +357.1%+$175.0K |
| HUB Investment Partners, LLC | $210.0K | 30,000 | 0.00% | 11q | HELD |
| WELLS FARGO & COMPANY/MN | $191.7K | 27,383 | 0.00% | 31q | -50.7%-$196.9K |
| Redwood Family Wealth LLC | $180.6K | 25,797 | 0.16% | 3q | HELD |
| Fortitude Advisory Group L.L.C. | $160.7K | 22,950 | 0.06% | 19q | -17.0%-$32.9K |
| CITADEL ADVISORS LLC | $146.6K | 20,945 | 0.00% | new | NEW |
| Wealthcare Advisory Partners LLC | $145.9K | 20,850 | 0.00% | 8q | HELD |
| Astoria Portfolio Advisors LLC. | $123.6K | 17,659 | 0.02% | 3q | +1.5%+$1.8K |
| OSAIC HOLDINGS, INC. | $120.3K | 17,191 | 0.00% | 26q | +34.3%+$30.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $111.3K | 15,904 | 0.00% | 7q | -27.0%-$41.2K |
| Collaborative Wealth Managment Inc. | $105.0K | 15,000 | 0.04% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $102.0K | 14,572 | 0.00% | new | NEW |
| PFG Investments, LLC | $100.4K | 14,337 | 0.00% | 8q | HELD |
| JANE STREET GROUP, LLC | $97.6K | 13,941 | 0.00% | new | NEW |
| Fort Sheridan Advisors LLC | $88.2K | 12,600 | 0.01% | 11q | HELD |
| World Investment Advisors | $83.3K | 12,010 | 0.00% | 4q | HELD |
| VISTA INVESTMENT PARTNERS II, LLC | $83.1K | 11,869 | 0.03% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $75.4K | 10,624 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $71.1K | 10,119 | 0.00% | 4q | +0.7% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $29.5K | 4,220 | 0.00% | 9q | HELD |
| GGM Financial LLC | $26.8K | 3,835 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $15.4K | 2,200 | 0.00% | new | NEW |
| Allworth Financial LP | $12.7K | 1,808 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $12.4K | 1,772 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 167,642 | 0.00% | 27q | +104.4% |
| Janney Montgomery Scott LLC | $445 | 63,521 | 0.00% | 31q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 48 | $37.0M | 5,740,717 | 8 | 15 | 9 | 0.0% |
| Q1 2026 | 44 | $32.9M | 4,742,441 | 3 | 16 | 8 | 0.0% |
| Q4 2025 | 46 | $32.9M | 4,784,186 | 8 | 13 | 6 | 0.0% |
| Q3 2025 | 42 | $31.5M | 4,363,021 | 7 | 10 | 10 | 0.0% |
| Q2 2025 | 37 | $30.7M | 4,413,131 | 4 | 11 | 11 | 0.0% |
| Q1 2025 | 38 | $30.5M | 4,116,531 | 1 | 11 | 6 | 0.0% |
| Q4 2024 | 47 | $28.3M | 4,155,209 | 5 | 11 | 9 | 0.0% |
| Q3 2024 | 43 | $35.2M | 4,874,111 | 6 | 13 | 10 | 0.0% |
| Q2 2024 | 43 | $41.0M | 6,051,922 | 3 | 11 | 14 | 0.0% |
| Q1 2024 | 44 | $53.5M | 7,881,492 | 4 | 10 | 13 | 0.0% |
| Q4 2023 | 48 | $48.2M | 7,502,740 | 11 | 11 | 13 | 0.0% |
| Q3 2023 | 44 | $40.6M | 6,658,484 | 4 | 19 | 9 | 0.0% |
| Q2 2023 | 42 | $40.0M | 6,106,114 | 2 | 12 | 12 | 0.0% |
| Q1 2023 | 45 | $37.5M | 5,615,352 | 2 | 19 | 11 | 0.0% |
| Q4 2022 | 45 | $32.1M | 5,037,291 | 11 | 14 | 8 | 0.0% |
| Q3 2022 | 45 | $25.5M | 4,108,370 | 3 | 17 | 14 | 0.0% |
| Q2 2022 | 46 | $25.5M | 3,886,601 | 7 | 14 | 13 | 0.0% |
| Q1 2022 | 46 | $22.4M | 3,185,875 | 6 | 17 | 9 | 0.0% |
| Q4 2021 | 43 | $22.8M | 2,842,951 | 3 | 8 | 9 | 0.0% |
| Q3 2021 | 39 | $22.2M | 2,794,676 | 1 | 16 | 5 | 0.0% |
| Q2 2021 | 40 | $24.1M | 2,845,291 | 3 | 10 | 13 | 0.0% |
| Q1 2021 | 40 | $22.1M | 2,831,331 | 4 | 13 | 10 | 0.0% |
| Q4 2020 | 42 | $21.9M | 2,915,443 | 6 | 16 | 10 | 0.0% |
| Q3 2020 | 40 | $19.8M | 2,658,192 | 7 | 10 | 10 | 0.0% |
| Q2 2020 | 39 | $19.1M | 2,673,781 | 4 | 12 | 8 | 0.0% |
| Q1 2020 | 40 | $18.8M | 2,655,497 | 5 | 8 | 9 | 0.0% |
| Q4 2019 | 43 | $18.2M | 2,406,555 | 4 | 12 | 10 | 0.0% |
| Q3 2019 | 46 | $20.0M | 2,636,448 | 2 | 15 | 11 | 0.0% |
| Q2 2019 | 46 | $26.1M | 3,441,799 | 4 | 15 | 6 | 0.0% |
| Q1 2019 | 47 | $27.1M | 3,665,241 | 8 | 14 | 10 | 0.0% |
| Q4 2018 | 40 | $24.9M | 3,582,283 | 0 | 0 | 1 | 0.0% |