Institutional Ownership Western Asset Managed Municipals Fund Inc. (MMU)
This table provides information about the institutional ownership of Western Asset Managed Municipals Fund Inc. (MMU). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $246 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
10,880
shares
|
$111,628
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,316
shares
|
$105,842
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
9,270
shares
|
$95,110
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
7,455
shares
|
$76,488
0.0% of portfolio
|
Q3 2024
Added 24.25%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
5,412
shares
|
$55,527
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,899
shares
|
$50,263
0.01% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$44,118
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,980
shares
|
$40,834
0.0% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,247
shares
|
$33,314
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$30,780
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,345
shares
|
$24,059
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,626
shares
|
$16,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,313
shares
|
$13,471
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,313
shares
|
$13,471
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,230
shares
|
$12,619
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,025
shares
|
$10,516
0.0% of portfolio
|
Q3 2024
Reduced 23.39%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$10,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
830
shares
|
$8,515
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
668
shares
|
$6,853
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
457
shares
|
$4,688
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
301
shares
|
$3,088
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$2,052
0.0% of portfolio
|
Q3 2024
Reduced 98.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|