Latest Institutional Transactions on Western Asset Managed Municipals Fund Inc. (MMU)
This table provides information on the latest institutional transactions involving Western Asset Managed Municipals Fund Inc. (MMU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
717New |
$7.09K - $7.42K
|
717
$7.36K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.48KNew |
$44.3K - $46.3K
|
4.48K
$45.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
1K+ 4.1% |
$9.89K - $10.4K
|
25.4K
$261K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
690+ 1.64% |
$6.82K - $7.14K
|
42.8K
$439K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3K+ 240.58% |
$29.7K - $31.1K
|
4.25K
$43.6K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.34K- 16.1% |
$23.1K - $24.2K
|
12.2K
$125K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77.1KNew |
$763K - $798K
|
77.1K
$791K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-745- 36.13% |
$7.37K - $7.71K
|
1.32K
$13.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
241+ 1.63% |
$2.38K - $2.49K
|
15K
$154K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.37K- 15.67% |
$53.1K - $55.5K
|
28.9K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
91+ 0.08% |
$900 - $942
|
109K
$1.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
22New |
$218 - $228
|
22
$226
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
79+ 1.64% |
$781 - $818
|
4.9K
$50.3K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.35KNew |
$53.2K - $55.9K
|
5.35K
$54.9K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
67.9KNew |
$675K - $710K
|
67.9K
$697K
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
106KNew |
$1.05M - $1.1M
|
106K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
9.72KNew |
$96.6K - $102K
|
9.72K
$99.7K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-101K- 63.21% |
$1M - $1.05M
|
58.6K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.3KNew |
$102K - $107K
|
10.3K
$106K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
545KNew |
$5.42M - $5.69M
|
545K
$5.59M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
686+ 3.41% |
$6.82K - $7.17K
|
20.8K
$213K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
20KNew |
$199K - $209K
|
20K
$205K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.63KNew |
$16.2K - $17K
|
1.63K
$16.7K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.09K- 15.53% |
$20.8K - $21.8K
|
11.4K
$117K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.96K+ 7.94% |
$19.5K - $20.5K
|
26.7K
$274K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.23KNew |
$12.2K - $12.9K
|
1.23K
$12.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-7.22K- 19.58% |
$71.8K - $75.5K
|
29.7K
$304K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
44New |
$437 - $460
|
44
$451
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.89K- 15.24% |
$18.8K - $19.8K
|
10.5K
$108K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
13.5KNew |
$117K - $138K
|
13.5K
$139K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
36.1KNew |
$312K - $367K
|
36.1K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.89KNew |
$16.3K - $19.2K
|
1.89K
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
123KNew |
$1.06M - $1.25M
|
123K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$11.3K - $13.4K
|
1.31K
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.34K- 6.6% |
$11.6K - $13.6K
|
19K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
668New |
$5.77K - $6.8K
|
668
$6.85K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
830New |
$7.17K - $8.45K
|
830
$8.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.35KNew |
$20.3K - $23.9K
|
2.35K
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.3KNew |
$88.7K - $105K
|
10.3K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.7K- 57.2% |
$222K - $262K
|
19.3K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
457New |
$3.95K - $4.65K
|
457
$4.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.4KNew |
$151K - $178K
|
17.4K
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.2K+ 25.99% |
$88.6K - $104K
|
49.7K
$510K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
10.9KNew |
$94K - $111K
|
10.9K
$112K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
12KNew |
$104K - $122K
|
12K
$123K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.2KNew |
$106K - $125K
|
12.2K
$126K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-19.4K- 35.79% |
$167K - $197K
|
34.8K
$357K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5- 0.04% |
$43.2 - $50.9
|
12.1K
$124K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
22.8K+ 120.28% |
$197K - $232K
|
41.7K
$428K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
11.7KNew |
$101K - $119K
|
11.7K
$120K
|
|