Western Asset Managed MuniciMMU
13F holders, Q1 2024 (March 31)121holders
$10.44avg. 13F price*
At the end of Q1 2024, 121 institutions reported holding Western Asset Managed Munici (MMU) in their 13F filings. The largest holders were Rivernorth Capital Management, LLC ($60.2M), Morgan Stanley ($33.5M) and Saba Capital Management, L.P. ($22.0M).
- Company
- Western Asset Managed Munici
- CUSIP
- 95766M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $9.2M |
| Exits | 12 | $1.6M |
Ownership 121 holders
| Rivernorth Capital Management, LLC | 2.91% | Add +7.0% | 5,756,089 | $60.2M |
| Morgan Stanley | 0.00% | Add +15.2% | 3,205,740 | $33.5M |
| Saba Capital Management, L.P. | 0.49% | Add +0.4% | 2,108,406 | $22.0M |
| Pathstone Holdings, LLC | 0.09% | Reduce -0.8% | 1,870,645 | $19.5M |
| 1607 Capital Partners, LLC | 0.92% | Reduce -37.2% | 1,073,805 | $11.2M |
| Karpus Management, Inc. | 0.28% | Reduce -1.9% | 941,405 | $9.8M |
| Guggenheim Capital LLC | 0.05% | Reduce -16.9% | 664,501 | $6.9M |
| Allianz Asset Management GmbH | 0.01% | New | 544,800 | $5.7M |
| Logan Stone Capital, LLC | 1.21% | Reduce -36.8% | 540,080 | $5.6M |
| Fiera Capital Corp | 0.01% | Reduce -21.9% | 473,323 | $4.9M |
| Robinson Capital Management, LLC | 1.72% | Add +17.9% | 478,181 | $4.8M |
| Van Eck Associates Corp. | 0.01% | Add +3.8% | 430,698 | $4.5M |
| AQR Arbitrage LLC | 0.24% | Reduce -8.1% | 426,565 | $4.5M |
| Raymond James & Associates | 0.00% | Add +5.9% | 371,851 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +17.4% | 324,669 | $3.4M |
| City of London Investment Management Co. Ltd. | 0.27% | Add +749.8% | 311,239 | $3.3M |
| Rareview Capital LLC | 2.89% | Reduce -2.9% | 281,532 | $2.9M |
| LPL Financial LLC | 0.00% | Add +20.5% | 232,618 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 231,518 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 231,263 | $2.4M |
| UBS Group AG | 0.00% | Reduce -5.5% | 191,551 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +289.1% | 181,412 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.3% | 171,782 | $1.8M |
| Melone Private Wealth, LLC | 1.04% | Add +0.7% | 165,954 | $1.7M |
| Leo Wealth, LLC | 0.17% | Add +9.6% | 161,361 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Add +19.0% | 152,127 | $1.6M |
| Nuveen Asset Management, LLC | 0.00% | No change | 122,946 | $1.3M |
| Debussy Capital Management LP | 0.36% | Reduce -12.4% | 122,614 | $1.3M |
| NINE MASTS CAPITAL Ltd | 0.86% | New | 116,982 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 116,970 | $1.2M |
| Park Avenue Securities LLC | 0.02% | Add +11.3% | 115,223 | $1.2M |
| Melfa Wealth Management, Inc. | 0.82% | Add +0.1% | 109,050 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +170.3% | 106,688 | $1.1M |
| Alpine Global Management, LLC | 0.26% | New | 105,586 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 101,195 | $1.1M |
| Bank of America Corp. | 0.00% | Add +1.6% | 89,920 | $940K |
| Landscape Capital Management, L.L.C. | 0.08% | Reduce -25.9% | 86,110 | $900K |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 88,909 | $893K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.1% | 81,582 | $853K |
| Fort Point Capital Partners LLC | 0.11% | Add +230.1% | 79,697 | $833K |
| Rothschild Investment LLC | 0.06% | No change | 77,104 | $806K |
| Freestone Capital Holdings, LLC | 0.03% | No change | 67,909 | $710K |
| Stonebrook Private Inc. | 0.20% | Add +0.3% | 65,559 | $685K |
| Indiana Trust & Investment Management Co | 0.27% | No change | 64,512 | $674K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.5% | 64,694 | $650K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -63.2% | 58,635 | $613K |
| Moors & Cabot, Inc. | 0.03% | Add +4.8% | 54,936 | $574K |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 53,010 | $554K |
| Rock Point Advisors, LLC | 0.14% | No change | 46,700 | $488K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 43,735 | $457K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 43,212 | $452K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.3% | 42,605 | $445K |
| Private Wealth Strategies, L.L.C. | 0.10% | Add +1.2% | 42,126 | $440K |
| Bar Harbor Wealth Management | 0.03% | No change | 41,682 | $436K |
| Compass Financial Group, INC | 0.10% | Reduce -0.3% | 39,896 | $417K |
| Truist Financial Corp. | 0.00% | Reduce -1.6% | 37,082 | $388K |
| Carson Advisory Inc. | 0.27% | New | 36,304 | $379K |
| Burford Brothers, Inc. | 0.25% | No change | 36,100 | $377K |
| Capstone Capital LLC | 0.32% | No change | 35,344 | $369K |
| Access Financial Services, Inc. | 0.16% | No change | 34,771 | $363K |
| Raymond James Trust N.A. | 0.01% | Add +6.1% | 34,248 | $358K |
| Riverbridge Partners LLC | 0.00% | Add +2.5% | 33,422 | $349K |
| Mariner, LLC | 0.00% | Add +55.8% | 30,415 | $318K |
| Matisse Capital | 0.15% | Reduce -19.6% | 29,650 | $310K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 29,317 | $306K |
| Bison Wealth, LLC | 0.05% | Reduce -3.6% | 29,019 | $303K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -48.6% | 28,567 | $299K |
| Avior Wealth Management, LLC | 0.01% | New | 26,720 | $279K |
| Fortitude Advisory Group L.L.C. | 0.16% | Add +7.9% | 26,694 | $279K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.2% | 26,443 | $276K |
| MML Investors Services, LLC | 0.00% | Add +15.3% | 25,344 | $265K |
| Providence First Trust Co | 0.11% | No change | 24,393 | $255K |
| Janney Montgomery Scott LLC | 0.00% | Add +32.3% | 23,241 | $243K |
| Ironsides Asset Advisors, LLC | 0.07% | Add +3.4% | 20,803 | $217K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.7% | 20,535 | $215K |
| 1776 Wealth LLC | 0.10% | No change | 20,000 | $209K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 19,456 | $203K |
| Advisory Services Network, LLC | 0.00% | No change | 19,258 | $201K |
| Comerica Bank | 0.00% | Add +2.0% | 18,863 | $197K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -9.3% | 17,752 | $186K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 17,442 | $182K |
| Integrated Capital Management, Inc. | 0.15% | Add +11.1% | 17,430 | $182K |
| Nomura Holdings Inc. | 0.00% | New | 16,810 | $176K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.3% | 16,466 | $172K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -74.3% | 18,954 | $170K |
| Simon Quick Advisors, LLC | 0.01% | Add +12.2% | 14,805 | $155K |
| Harbour Investments, Inc. | 0.01% | Add +1.2% | 14,779 | $154K |
| M&T Bank Corp | 0.00% | Reduce -0.6% | 14,531 | $152K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 13,756 | $144K |
| Valued Retirements, Inc. | 0.23% | No change | 13,531 | $141K |
| Drive Wealth Management, LLC | 0.04% | No change | 12,232 | $128K |
| Sit Investment Associates Inc. | 0.00% | No change | 11,729 | $123K |
| First Trust Advisors LP | 0.00% | Reduce -43.8% | 11,687 | $122K |
| Altus Wealth Group LLC | 0.06% | Reduce -15.5% | 11,371 | $119K |
| TRUE Private Wealth Advisors | 0.01% | No change | 11,300 | $118K |
| Walter & Keenan Wealth Management LLC /in/ | 0.04% | No change | 10,700 | $112K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -15.2% | 10,524 | $111K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.1% | 10,405 | $109K |
| Mgo One Seven LLC | 0.01% | New | 10,287 | $107K |
| Novak & Powell Financial Services, Inc. | 0.08% | New | 9,716 | $102K |
| Hollencrest Capital Management | 0.00% | No change | 9,270 | $97K |
| US Bancorp \de | 0.00% | New | 6,000 | $63K |
| JPMorgan Chase & Co. | 0.00% | Add +2058.5% | 5,353 | $56K |
| Institutional & Family Asset Management, LLC | 0.01% | Add +15.1% | 4,820 | $50K |
| Independence Bank of Kentucky | 0.01% | No change | 3,000 | $31K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 2,345 | $25K |
| Blue Bell Private Wealth Management, LLC | 0.01% | New | 2,208 | $23K |
| UMB Bank, n.a. | 0.00% | Reduce -23.5% | 2,062 | $22K |
| ORG Partners LLC | 0.03% | New | 1,626 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,313 | $14K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 1,317 | $14K |
| Principal Securities, Inc. | 0.00% | No change | 1,247 | $13K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 1,230 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.2% | 1,141 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 830 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -22.0% | 761 | $8K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 668 | $7K |
| Tortoise Investment Management, LLC | 0.00% | No change | 457 | $5K |
| FNY Investment Advisers, LLC | 0.00% | New | 400 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 301 | $3K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 44 | $0 |
"% of holder's portfolio" is MMU's weight in each manager's 13F, not the share of Western Asset Managed Munici the manager owns.