WESTERN ASSET MANAGED MUNS F (MMU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
101
Reporting holders
$202.4M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $46.3M | 4,445,352 | 0.00% | 35q | +1.1%+$498.4K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $18.3M | 1,757,452 | 0.87% | 26q | -9.4%-$1.9M |
| BANK OF AMERICA CORP /DE/ | $17.6M | 1,689,042 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $14.2M | 1,363,137 | 0.00% | 7q | +17.6%+$2.1M |
| GUGGENHEIM CAPITAL LLC | $12.5M | 1,203,813 | 0.08% | 30q | +16.1%+$1.7M |
| 1607 Capital Partners, LLC | $8.9M | 851,888 | 0.77% | 24q | -36.0%-$5.0M |
| Advisors Asset Management, Inc. | $8.4M | 810,327 | 0.13% | 7q | +17.9%+$1.3M |
| ROBINSON CAPITAL MANAGEMENT, LLC | $7.5M | 716,596 | 3.30% | 27q | +7.2%+$501.9K |
| Hennion & Walsh Asset Management, Inc. | $6.4M | 614,247 | 0.18% | 4q | +23.6%+$1.2M |
| Allianz Asset Management GmbH | $5.7M | 544,800 | 0.01% | 10q | HELD |
| VAN ECK ASSOCIATES CORP | $4.8M | 460,084 | 0.00% | 31q | +1.0%+$47.4K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $3.5M | 333,471 | 0.21% | 30q | HELD |
| WELLS FARGO & COMPANY/MN | $3.3M | 314,008 | 0.00% | 31q | -68.0%-$7.0M |
| Westview Management dba Westview Investment Advisors | $3.1M | 294,741 | 1.50% | 3q | -0.6%-$20.0K |
| Rareview Capital LLC | $2.7M | 273,376 | 1.51% | 11q | -20.7%-$705.5K |
| Invesco Ltd. | $2.5M | 235,728 | 0.00% | 17q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.3M | 223,405 | 0.00% | 18q | HELD |
| HighTower Advisors, LLC | $2.1M | 200,949 | 0.00% | 22q | +8.6%+$165.0K |
| ROYAL BANK OF CANADA | $1.7M | 162,906 | 0.00% | 31q | -2.3%-$39.3K |
| Fiera Capital Corp | $1.6M | 150,621 | 0.01% | 11q | -3.6%-$58.8K |
| Rockefeller Capital Management L.P. | $1.5M | 143,824 | 0.00% | 11q | -1.3%-$19.1K |
| LPL Financial LLC | $1.5M | 141,886 | 0.00% | 28q | +13.9%+$180.5K |
| Steward Partners Investment Advisory, LLC | $1.5M | 141,406 | 0.01% | 29q | +11.3%+$150.2K |
| UBS Group AG | $1.4M | 139,039 | 0.00% | 31q | -1.5%-$22.0K |
| MELFA WEALTH MANAGEMENT, INC. | $1.1M | 104,027 | 0.58% | 15q | -4.7%-$53.3K |
| OSAIC HOLDINGS, INC. | $982.5K | 94,292 | 0.00% | 26q | -17.7%-$210.8K |
| Wakefield Asset Management LLLP | $962.4K | 92,365 | 0.22% | new | NEW |
| Nuveen, LLC | $953.6K | 91,512 | 0.00% | 6q | HELD |
| Ackerman Capital Advisors, LLC | $782.9K | 75,138 | 0.16% | 9q | +75.4%+$336.6K |
| AMERIPRISE FINANCIAL INC | $702.8K | 67,451 | 0.00% | 31q | -43.3%-$537.0K |
| Summit Trail Advisors, LLC | $680.5K | 65,304 | 0.01% | 3q | -3.9%-$27.7K |
| Thomas J. Herzfeld Advisors, Inc. | $662.8K | 63,607 | 0.20% | new | NEW |
| Chicago Partners Investment Group LLC | $613.3K | 60,721 | 0.01% | 22q | HELD |
| Merit Financial Group, LLC | $587.5K | 56,384 | 0.00% | 6q | +101.7%+$296.2K |
| Closed-End Fund Advisors, Inc. | $561.2K | 53,855 | 0.55% | 3q | -5.3%-$31.2K |
| World Investment Advisors | $560.1K | 54,483 | 0.01% | 4q | HELD |
| CHOREO, LLC | $549.8K | 52,760 | 0.01% | 9q | -3.5%-$19.7K |
| Indiana Trust & Investment Management Co | $521.0K | 50,000 | 0.14% | 11q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $509.6K | 48,908 | 0.03% | 3q | +0.9%+$4.7K |
| PFG Investments, LLC | $485.9K | 46,628 | 0.02% | 9q | -12.7%-$70.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $483.3K | 46,379 | 0.01% | 7q | -25.5%-$165.5K |
| Compass Financial Group, INC/SD | $469.0K | 45,013 | 0.05% | 15q | +3.8%+$17.4K |
| Traub Capital Management LLC | $459.6K | 44,104 | 0.41% | 5q | -21.7%-$127.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $455.6K | 44,143 | 0.00% | 12q | HELD |
| BAR HARBOR WEALTH MANAGEMENT | $434.3K | 41,682 | 0.02% | 15q | HELD |
| STIFEL FINANCIAL CORP | $421.0K | 40,406 | 0.00% | 31q | +9.9%+$37.9K |
| Carson Advisory Inc. | $412.7K | 39,604 | 0.19% | 10q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $395.9K | 37,998 | 0.00% | 31q | +0.5%+$2.1K |
| Rock Point Advisors, LLC | $388.5K | 37,284 | 0.10% | 17q | -2.7%-$10.8K |
| Fortitude Advisory Group L.L.C. | $330.9K | 31,754 | 0.13% | 19q | HELD |
| CAPSTONE CAPITAL LLC | $306.9K | 29,450 | 0.18% | 11q | HELD |
| Ashton Thomas Private Wealth, LLC | $300.4K | 28,830 | 0.01% | 4q | +37.7%+$82.3K |
| MML INVESTORS SERVICES, LLC | $293.1K | 28,130 | 0.00% | 31q | +5.0%+$14.0K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $290.4K | 27,869 | 0.02% | 15q | -39.3%-$188.2K |
| Aviance Capital Partners, LLC | $285.1K | 27,365 | 0.03% | 11q | -33.6%-$144.5K |
| B. Riley Wealth Advisors, Inc. | $267.8K | 25,456 | 0.01% | 11q | -33.6%-$135.7K |
| ACCREDITED INVESTOR SERVICES, LLC | $260.1K | 24,957 | 0.15% | 6q | -5.0%-$13.6K |
| READYSTATE ASSET MANAGEMENT LP | $250.7K | 24,064 | 0.01% | new | NEW |
| Stonebrook Private Inc. | $244.5K | 23,467 | 0.04% | 11q | +0.7%+$1.6K |
| Prospera Financial Services Inc | $241.8K | 23,201 | 0.00% | 18q | +1.0%+$2.4K |
| NewEdge Advisors, LLC | $240.6K | 23,094 | 0.00% | new | NEW |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $234.8K | 22,533 | 0.16% | 18q | -26.1%-$82.8K |
| Advisory Services Network, LLC | $232.8K | 22,338 | 0.00% | 15q | +81.1%+$104.2K |
| Cetera Investment Advisers | $227.3K | 21,810 | 0.00% | 8q | +78.4%+$99.8K |
| MGO ONE SEVEN LLC | $217.6K | 20,883 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $208.4K | 20,000 | 0.01% | 11q | HELD |
| Cottage Street Advisors LLC | $208.4K | 20,000 | 0.08% | 7q | HELD |
| Providence First Trust Co | $204.3K | 19,603 | 0.06% | 28q | -2.5%-$5.2K |
| RFG Advisory, LLC | $198.9K | 19,092 | 0.00% | 6q | +13.0%+$22.9K |
| Global Retirement Partners, LLC | $191.6K | 18,384 | 0.00% | 2q | +17.5%+$28.6K |
| NWF Advisory Services Inc. | $186.5K | 17,900 | 0.02% | 6q | +20.1%+$31.3K |
| Sovereign Financial Group, Inc. | $184.3K | 17,682 | 0.03% | 4q | +14.6%+$23.5K |
| Mariner, LLC | $179.6K | 17,232 | 0.00% | 16q | -0.6%-$1.1K |
| Uniting Wealth Partners, LLC | $157.0K | 15,065 | 0.03% | 2q | HELD |
| Atala Financial Inc | $156.3K | 15,000 | 0.10% | 2q | HELD |
| FIFTH THIRD BANCORP | $146.4K | 14,046 | 0.00% | 2q | HELD |
| TRUIST FINANCIAL CORP | $140.1K | 13,449 | 0.00% | 11q | HELD |
| Occidental Asset Management, LLC | $139.6K | 13,393 | 0.01% | 7q | +5.2%+$6.9K |
| FIRST TRUST ADVISORS LP | $138.9K | 13,330 | 0.00% | 11q | -21.1%-$37.2K |
| Equitable Holdings, Inc. | $136.4K | 13,089 | 0.00% | 6q | -3.4%-$4.8K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $125.5K | 12,043 | 0.02% | 8q | HELD |
| Moors & Cabot, Inc. | $123.9K | 11,894 | 0.00% | 15q | +1.0%+$1.3K |
| Altus Wealth Group LLC | $118.5K | 11,371 | 0.04% | 23q | HELD |
| Baird Financial Group, Inc. | $111.5K | 10,703 | 0.00% | 2q | HELD |
| D.A. DAVIDSON & CO. | $111.0K | 10,653 | 0.00% | 4q | +1.6%+$1.7K |
| Pinnacle Wealth Planning Services, Inc. | $96.6K | 9,272 | 0.01% | 3q | +4.2%+$3.9K |
| Mechanics Financial Corp | $69.3K | 6,650 | 0.02% | 7q | HELD |
| Farther Finance Advisors, LLC | $66.7K | 6,401 | 0.00% | 6q | HELD |
| US BANCORP \DE\ | $62.5K | 6,000 | 0.00% | 10q | HELD |
| Allied Private Wealth LLC | $61.0K | 5,912 | 0.04% | new | FIRST |
| MERCER GLOBAL ADVISORS INC /ADV | $55.9K | 5,366 | 0.00% | new | NEW |
| Ascentis Wealth Management, LLC | $50.8K | 18,723 | 0.00% | 8q | +1051.5%+$46.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $41.0K | 3,920 | 0.00% | 3q | +18.0%+$6.3K |
| HOLLENCREST CAPITAL MANAGEMENT | $38.5K | 3,690 | 0.00% | 32q | -28.9%-$15.6K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $32.1K | 3,083 | 0.00% | 10q | -3.1%-$1.0K |
| Independence Bank of Kentucky | $26.3K | 2,525 | 0.00% | 31q | HELD |
| GILL CAPITAL PARTNERS, LLC | $23.5K | 2,251 | 0.01% | 2q | HELD |
| WPG Advisers, LLC | $22.1K | 2,122 | 0.01% | 7q | +5.1%+$1.1K |
| HIGHLINE WEALTH PARTNERS LLC | $3.6K | 350 | 0.00% | 2q | HELD |
| SOA Wealth Advisors, LLC. | $3.1K | 301 | 0.00% | 23q | HELD |
Showing the largest 100 of 107 reported holders.
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 | 101 | $202.4M | 19,451,859 | 7 | 33 | 30 | 0.0% |
| Q1 2026 | 103 | $204.3M | 19,891,669 | 9 | 35 | 31 | 0.0% |
| Q4 2025 | 112 | $212.5M | 20,375,877 | 13 | 43 | 23 | 0.0% |
| Q3 2025 | 107 | $209.0M | 20,213,212 | 8 | 34 | 34 | 0.0% |
| Q2 2025 | 108 | $219.1M | 22,130,896 | 7 | 32 | 35 | 0.0% |
| Q1 2025 | 103 | $227.1M | 22,056,997 | 9 | 32 | 25 | 0.0% |
| Q4 2024 | 108 | $230.9M | 22,607,841 | 10 | 35 | 30 | 0.0% |
| Q3 2024 | 105 | $242.8M | 22,396,469 | 12 | 34 | 29 | 0.0% |
| Q2 2024 | 109 | $242.4M | 23,418,937 | 9 | 35 | 31 | 0.0% |
| Q1 2024 | 111 | $319.7M | 30,630,157 | 12 | 33 | 30 | 0.0% |
| Q4 2023 | 111 | $266.1M | 26,167,751 | 32 | 38 | 20 | 0.0% |
| Q3 2023 | 80 | $152.3M | 17,051,885 | 10 | 31 | 22 | 0.0% |
| Q2 2023 | 83 | $148.9M | 14,990,569 | 7 | 26 | 22 | 0.0% |
| Q1 2023 | 79 | $144.6M | 14,076,406 | 5 | 23 | 20 | 0.0% |
| Q4 2022 | 75 | $138.1M | 13,693,540 | 12 | 25 | 22 | 0.0% |
| Q3 2022 | 88 | $121.2M | 12,481,310 | 7 | 24 | 23 | 0.0% |
| Q2 2022 | 90 | $124.8M | 11,777,164 | 14 | 24 | 25 | 0.0% |
| Q1 2022 | 82 | $126.7M | 10,925,397 | 13 | 30 | 14 | 0.0% |
| Q4 2021 | 81 | $131.3M | 10,048,010 | 7 | 26 | 17 | 0.0% |
| Q3 2021 | 80 | $125.1M | 9,373,894 | 8 | 25 | 17 | 0.0% |
| Q2 2021 | 82 | $128.2M | 9,463,541 | 10 | 25 | 16 | 0.0% |
| Q1 2021 | 77 | $114.2M | 8,789,263 | 4 | 29 | 17 | 0.0% |
| Q4 2020 | 81 | $95.8M | 7,462,659 | 6 | 19 | 26 | 0.0% |
| Q3 2020 | 77 | $90.9M | 7,455,863 | 7 | 19 | 21 | 0.0% |
| Q2 2020 | 78 | $86.3M | 7,188,089 | 10 | 22 | 19 | 0.0% |
| Q1 2020 | 77 | $75.1M | 6,428,268 | 12 | 16 | 19 | 0.0% |
| Q4 2019 | 78 | $76.1M | 5,706,658 | 12 | 14 | 11 | 0.0% |
| Q3 2019 | 68 | $70.9M | 5,156,436 | 6 | 17 | 16 | 0.0% |
| Q2 2019 | 68 | $70.8M | 5,165,831 | 9 | 21 | 12 | 0.0% |
| Q1 2019 | 67 | $70.6M | 5,363,342 | 9 | 18 | 12 | 0.0% |
| Q4 2018 | 70 | $68.8M | 5,420,081 | 1 | 1 | 3 | 0.0% |