Purchases and Sales Made in Q4 2023 in Western Asset Managed Municipals Fund Inc. (MMU)
This table provides information about the institutional ownership of Western Asset Managed Municipals Fund Inc. (MMU) during Q4 2023. The information is specifically focused on institutions that hold shares of WESTERN ASSET MANAGED MUNICIPALS FUND INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.2KNew |
$106K - $125K
|
12.2K
$125K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
12KNew |
$104K - $122K
|
12K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$101K - $119K
|
11.7K
$120K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
11.7KNew |
$101K - $119K
|
11.7K
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
10.9KNew |
$94K - $111K
|
10.9K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$92.8K - $109K
|
10.7K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.3KNew |
$88.7K - $105K
|
10.3K
$105K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.2K+ 25.99% |
$88.6K - $104K
|
49.7K
$508K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.44K+ 45.47% |
$81.5K - $96.1K
|
30.2K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.34K+ 7.18% |
$63.4K - $74.7K
|
110K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.64K+ 6.86% |
$57.4K - $67.6K
|
103K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.33K+ 56.3% |
$54.7K - $64.4K
|
17.6K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.79K+ 42.16% |
$50K - $59K
|
19.5K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.35K+ 36.19% |
$46.2K - $54.4K
|
20.1K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.75K+ 3.86% |
$41.1K - $48.4K
|
128K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.23KNew |
$27.9K - $32.8K
|
3.23K
$33K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.07K+ 22.27% |
$26.5K - $31.2K
|
16.8K
$172K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.06K+ 1.89% |
$26.4K - $31.1K
|
165K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.7KNew |
$23.3K - $27.5K
|
2.7K
$27.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.35KNew |
$20.3K - $23.9K
|
2.35K
$24K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.22K+ 9.87% |
$19.2K - $22.6K
|
24.7K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.89KNew |
$16.3K - $19.2K
|
1.89K
$19.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.5K+ 3.9% |
$13K - $15.3K
|
40K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.43K+ 6.94% |
$12.3K - $14.5K
|
22K
$225K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.31KNew |
$11.3K - $13.4K
|
1.31K
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$11.3K - $13.4K
|
1.31K
$13.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25KNew |
$10.8K - $12.7K
|
1.25K
$12.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.17K+ 38.64% |
$10.1K - $11.9K
|
4.19K
$42.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
941+ 286.02% |
$8.13K - $9.58K
|
1.27K
$13K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
830New |
$7.17K - $8.45K
|
830
$8.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
668New |
$5.77K - $6.8K
|
668
$6.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
489+ 1.19% |
$4.22K - $4.98K
|
41.6K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
457New |
$3.95K - $4.65K
|
457
$4.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
356+ 57.42% |
$3.08K - $3.62K
|
976
$9.98K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
300+ 0.93% |
$2.59K - $3.05K
|
32.6K
$333K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
300+ 0.93% |
$2.59K - $3.05K
|
32.6K
$333K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
297New |
$2.57K - $3.02K
|
297
$3.04K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
256+ 0.4% |
$2.21K - $2.61K
|
64.4K
$659K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
248New |
$2.14K - $2.52K
|
248
$2.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
242+ 4033.33% |
$2.09K - $2.46K
|
248
$2.54K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
171+ 1.19% |
$1.48K - $1.74K
|
14.6K
$149K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
160+ 0.38% |
$1.38K - $1.63K
|
42.5K
$435K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 1.16% |
$130 - $153
|
1.31K
$13.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5- 0.04% |
$43.2 - $50.9
|
12.1K
$123K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-260- 1.63% |
$2.25K - $2.65K
|
15.7K
$160K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-419- 0.96% |
$3.62K - $4.27K
|
43.4K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.1K- 5.63% |
$9.54K - $11.2K
|
18.5K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.34K- 6.6% |
$11.6K - $13.6K
|
19K
$194K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.5K- 3.11% |
$13K - $15.3K
|
46.7K
$478K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.52K- 4.81% |
$13.1K - $15.5K
|
30.1K
$308K
|