Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Western Asset Managed Municipals Fund Inc (MMU)  
$9.91 0.00 (0.00%) as of 4:30 Thu 4/25


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    19
Total shares held : 
 23,328,866  
% of shares held : 
 54.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 4,273,225  
% of shares held change : 
   9.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $8.93  
Last Quarter's Ending Price : 
 $10.17  
Last Quarter's Average Price : 
 $9.43  
Change from last quarter's     
avg. price to the last closing  : 
0.48 (5.09%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 1,302,278
 5.58%
 
Increased Positions :
49
 4,362,403
 18.7%
 
Unchanged Positions :
14
 2,202,748
 9.44%
 
Decreased Positions :
22
-1,304,507
-5.59%
 
Closed Positions :
10
-86,949
-0.37%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RIVERNORTH CAPITAL MANAGEMENT, INC. 7 - 2023-12-31 5,376,881 $54,683,000 1,021,565
   MORGAN STANLEY 2298 - 2023-12-31 2,781,830 $28,291,000 -835,683
   SABA CAPITAL MANAGEMENT, L.P. 45 - 2023-12-31 2,099,958 $21,357,000 771,487
   Pathstone Holdings LLC 138 - 2023-12-31 1,885,910 $19,180,000 0
   1607 CAPITAL PARTNERS, LLC 23 - 2023-12-31 1,709,753 $17,388,000 350,341
   KARPUS MANAGEMENT INC 64 - 2023-12-31 959,932 $9,763,000 -115,572
   Logan Stone Capital LLC 12 - 2023-12-31 855,143 $8,697,000 405,235
   GUGGENHEIM CAPITAL LLC 373 - 2023-12-31 799,369 $8,130,000 167,781
   FIERA SCEPTRE INC. 191 *New 2023-12-31 605,830 $6,161,000 605,830
   CNH PARTNERS LLC 83 - 2023-12-31 464,257 $4,721,000 137,117
   VAN ECK ASSOCIATES CORP 587 - 2023-12-31 414,806 $4,219,000 126,510
   ROBINSON CAPITAL MANAGEMENT LLC 23 - 2023-12-31 405,407 $4,103,000 117,430
   RAYMOND JAMES & ASSOCIATES 1752 - 2024-03-31 371,851 $3,886,000 20,760
   ADVISOR PARTNERS II LLC 156 *New 2023-09-30 376,348 $3,361,000 376,348
   WELLS FARGO & CO/MN 2263 - 2023-12-31 276,438 $2,811,000 116,358
   HIGHTOWER ADVISORS, LLC 1297 - 2023-12-31 244,369 $2,489,000 54,944
   INVESCO LTD 2454 - 2023-12-31 244,462 $2,486,000 102,725
   UBS Group AG 2802 - 2023-12-31 202,669 $2,061,000 57,935
   LPL FINANCIAL CORP 2392 - 2023-12-31 193,104 $1,964,000 30,027
   BANK OF NEW YORK MELLON CORP 2784 - 2024-03-31 181,412 $1,896,000 134,791
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1687 - 2024-03-31 171,782 $1,795,000 -427
   Melone Private Wealth LLC 24 - 2023-12-31 164,826 $1,676,000 3,057
   FIXED INCOME SECURITIES INC 590 *New 2023-12-31 159,384 $1,621,000 159,384
   Leo Wealth LLC 107 - 2023-12-31 147,184 $1,499,000 0
   Vivaldi Capital Management LLC 62 - 2023-12-31 139,959 $1,418,000 -201,742
   BFT FINANCIAL GROUP LLC 99 - 2023-06-30 138,614 $1,376,000 5,925
   PROSPERA FINANCIAL SERVICES 404 - 2023-12-31 127,884 $1,301,000 4,753
   NUVEEN ASSET MANAGEMENT, LLC 2591 *New 2023-12-31 122,946 $1,250,000 122,946
   PARK AVENUE SECURITIES LLC 579 - 2024-03-31 115,223 $1,204,000 11,737
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 191 - 2023-12-31 116,271 $1,182,000 78,820
   MELFA WEALTH MANAGEMENT LLC 32 - 2024-03-31 109,050 $1,140,000 142
   ENVESTNET ASSET MANAGEMENT INC 2847 - 2023-12-31 109,548 $1,114,000 7,338
   ROYAL BANK OF CANADA 3028 - 2023-12-31 107,096 $1,089,000 -13,919
   BANK OF AMERICA CORP /DE/ 4077 - 2023-12-31 88,471 $900,000 -12,484
   AMERIPRISE FINANCIAL INC 3166 - 2023-12-31 83,608 $868,000 -9,386
   Steward Partners Investment Advisory LLC 807 - 2023-12-31 77,649 $790,000 61,705
   NATIONAL ASSET MANAGEMENT, INC. 630 - 2023-12-31 73,619 $749,000 54,665
   FREESTONE CAPITAL HOLDINGS, LLC 237 *New 2023-12-31 67,909 $691,000 67,909
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 79 - 2024-03-31 64,512 $674,000 0
   Stonebrook Private Inc. 87 - 2023-12-31 65,365 $665,000 0
   Chicago Partners Investment Group LLC 391 - 2024-03-31 64,694 $650,000 296
   MOSAIC FAMILY WEALTH PARTNERS LLC 105 - 2023-12-31 55,530 $565,000 0
   STIFEL FINANCIAL CORP 2513 - 2023-12-31 52,578 $535,000 20,473
   Moors & Cabot Inc. 446 - 2023-12-31 52,399 $533,000 -31,963
   Bridgewater Advisors Inc. 90 - 2023-12-31 49,677 $505,000 10,249
   ROCK POINT ADVISORS LLC 64 - 2023-12-31 46,700 $475,000 -1,500
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1623 - 2024-03-31 43,735 $457,000 304
   Advisor Group Holdings Inc. 3240 - 2023-12-31 43,768 $445,000 -10,574
   Stratos Wealth Advisors LLC 484 - 2024-03-31 42,605 $445,000 111
   CHARTER TRUST CO 193 - 2024-03-31 41,682 $436,000 0
   ASSET MANAGEMENT CORP /IL/ /ADV 70 - 2023-03-31 42,094 $433,000 76
   Private Wealth Strategies L.L.C. 48 - 2023-12-31 41,613 $423,000 489
   Compass Financial Group INC/SD 54 - 2024-03-31 39,896 $417,000 -106
   Rockefeller Capital Management L.P. 1395 - 2023-12-31 39,477 $401,000 39,477
   BB&T CORP 2104 - 2023-12-31 37,688 $383,000 37,688
   Deschutes Portfolio Strategy LLC 135 *New 2023-12-31 36,871 $375,000 36,871
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 100 - 2023-12-31 36,627 $372,000 0
   CAPSTONE CAPITAL WEALTH ADVISORS 14 - 2024-03-31 35,344 $369,000 0
   Burford Brothers Inc. 103 - 2023-12-31 36,100 $367,000 0
   ACCESS FINANCIAL SERVICES INC. 78 - 2024-03-31 34,771 $363,000 0
   RAYMOND JAMES TRUST CO 884 - 2024-03-31 34,248 $358,000 1,958
   RIVERBRIDGE PARTNERS LLC 146 - 2024-03-31 33,422 $349,000 824
   COMMONWEALTH EQUITY SERVICES LLC. 3077 - 2023-12-31 30,193 $307,000 9,437
   Lakeview Capital Partners LLC 312 - 2023-12-31 30,095 $306,000 -1,521
   OPPENHEIMER & CO INC 1186 - 2023-12-31 26,393 $268,000 15,042
   Fortitude Advisory Group L.L.C. 155 - 2023-12-31 24,730 $252,000 2,222
   Providence First Trust Co 88 - 2023-12-31 24,393 $248,000 -4,200
   Fort Point Capital Partners LLC 257 *New 2023-12-31 24,143 $246,000 24,143
   MML INVESTORS SERVICES LLC 2240 - 2023-12-31 21,975 $223,000 1,426
   Concurrent Investment Advisors LLC 744 - 2023-12-31 20,886 $212,000 0
   FIRST TRUST ADVISORS LP 2285 *New 2023-12-31 20,797 $212,000 20,797
   Ironsides Asset Advisors LLC 61 - 2023-12-31 20,117 $205,000 5,346
   Stratos Wealth Partners LTD. 1265 - 2024-03-31 19,456 $203,000 0
   1776 WEALTH LLC 126 - 2023-12-31 20,000 $203,000 20,000
   MARINER WEALTH ADVISORS, LLC 2688 - 2023-12-31 19,526 $199,000 5,791
   ADVISORY SERVICES NETWORK, LLC 1282 - 2023-12-31 19,258 $196,000 -25,740
   AE Wealth Management LLC 1881 - 2023-12-31 18,960 $189,000 -1,340
   COMERICA BANK 2268 - 2023-12-31 18,498 $188,000 -1,104
   AVIANCE CAPITAL PARTNERS, LLC 306 - 2024-03-31 17,752 $186,000 -1,809
   Integrated Capital Management Inc. 48 - 2024-03-31 17,430 $182,000 1,741
   JANNEY MONTGOMERY SCOTT LLC 2466 - 2023-12-31 17,568 $179,000 6,328
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 623 *New 2023-12-31 17,442 $177,000 17,442
   MERCER GLOBAL ADVISORS INC /ADV 1857 - 2023-12-31 16,849 $171,000 3,069
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4961 - 2023-12-31 16,736 $170,000 -4,597
   Massey Quick & Co. LLC 395 - 2024-03-31 14,805 $155,000 1,607
   M&T BANK CORP 1532 - 2023-12-31 14,613 $149,000 -2,301
   HARBOUR INVESTMENTS INC. 977 - 2023-12-31 14,600 $148,000 171
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3077 - 2024-03-31 13,756 $144,000 -201
   Altus Wealth Group LLC 135 - 2023-12-31 13,461 $137,000 -1,530
   DRIVE WEALTH MANAGEMENT LLC 300 - 2024-03-31 12,232 $128,000 0
   PROEQUITIES INC. 818 - 2023-12-31 12,500 $127,000 12,500
   SIT INVESTMENT ASSOCIATES INC 492 *New 2023-12-31 11,729 $119,000 11,729
   TRUE Private Wealth Advisors 278 - 2024-03-31 11,300 $118,000 0
   Summit Trail Advisors LLC 574 - 2024-03-31 10,524 $111,000 -1,892
   Kestra Advisory Services LLC 2168 *New 2023-12-31 10,736 $109,000 10,736
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV - 2023-12-31 10,700 $109,000 0
   Scissortail Wealth Management LLC 149 *New 2023-12-31 10,880 $109,000 10,880
   WEISS CAPITAL LLC 272 *New 2023-12-31 10,266 $104,000 10,266
   HOLLENCREST SECURITIES LLC 386 - 2023-12-31 9,270 $94,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 245 - 2023-12-31 4,187 $43,000 1,167
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us