Western Asset Managed MuniciMMU
13F holders, Q4 2024 (December 31)115holders
10new positions
12sold out
$10.21avg. 13F price*
At the end of Q4 2024, 115 institutions reported holding Western Asset Managed Munici (MMU) in their 13F filings, unchanged from Q3 2024. 10 opened new positions and 12 sold out. The largest holders were Rivernorth Capital Management, LLC ($56.3M), Morgan Stanley ($38.5M) and Pathstone Holdings, LLC ($23.8M).
- Company
- Western Asset Managed Munici
- CUSIP
- 95766M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.9M |
| Exits | 12 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,136,692 shares bought and 2,284,188 shares sold, net −147,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Rivernorth Capital Management, LLC | 2.71% | Reduce -2.8% | 5,519,166 | $56.3M |
| Morgan Stanley | 0.00% | Add +2.0% | 3,778,236 | $38.5M |
| Pathstone Holdings, LLC | 0.11% | Add +21.2% | 2,329,047 | $23.8M |
| 1607 Capital Partners, LLC | 1.39% | Add +75.4% | 1,695,366 | $17.3M |
| Raymond James Financial Inc. | 0.00% | — | 907,758 | $9.3M |
| Karpus Management, Inc. | 0.21% | Reduce -15.6% | 695,939 | $7.1M |
| Allianz Asset Management GmbH | 0.01% | No change | 544,800 | $5.6M |
| City of London Investment Management Co. Ltd. | 0.51% | Add +15.4% | 499,730 | $5.1M |
| Robinson Capital Management, LLC | 1.95% | No change | 473,096 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 426,551 | $4.4M |
| Van Eck Associates Corp. | 0.01% | Add +3.6% | 415,636 | $4.2M |
| Bank of America Corp. | 0.00% | Add +293.6% | 348,563 | $3.6M |
| Rareview Capital LLC | 2.57% | Add +3.2% | 327,253 | $3.5M |
| Fiera Capital Corp | 0.01% | Add +2.4% | 318,225 | $3.2M |
| Saba Capital Management, L.P. | 0.07% | Reduce -81.1% | 260,609 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +4.8% | 245,192 | $2.5M |
| Leo Wealth, LLC | 0.20% | Add +2.3% | 213,267 | $2.2M |
| UBS Group AG | 0.00% | Add +1.0% | 208,886 | $2.1M |
| Invesco Ltd. | 0.00% | Add +12.6% | 201,680 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.2% | 169,169 | $1.7M |
| Melone Private Wealth, LLC | 0.84% | Reduce -5.5% | 159,428 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | New | 143,611 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Reduce -49.8% | 143,054 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 139,055 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 130,684 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.4% | 128,759 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +5.2% | 128,585 | $1.3M |
| Nuveen Asset Management, LLC | 0.00% | No change | 122,946 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 111,715 | $1.1M |
| Melfa Wealth Management, Inc. | 0.74% | No change | 109,141 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +367.6% | 97,531 | $995K |
| Stifel Financial Corp. | 0.00% | Add +98.0% | 96,981 | $989K |
| Prospera Financial Services Inc | 0.02% | Reduce -35.9% | 89,263 | $911K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 80,137 | $817K |
| Rothschild Investment LLC | 0.05% | No change | 77,104 | $786K |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 74,226 | $757K |
| Indiana Trust & Investment Management Co | 0.23% | Add +1.5% | 66,515 | $678K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.6% | 62,371 | $638K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.5% | 61,903 | $631K |
| Cohen & Steers, Inc. | 0.00% | No change | 61,000 | $622K |
| PFG Investments, LLC | 0.04% | Add +46.9% | 57,513 | $587K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -14.7% | 56,050 | $572K |
| Csenge Advisory Group | 0.03% | Add +16.2% | 47,670 | $486K |
| Choreo, LLC | 0.01% | Add +6.8% | 46,677 | $476K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -1.9% | 46,005 | $469K |
| Atala Financial Inc | 0.32% | — | 45,346 | $463K |
| Lido Advisors, LLC | 0.00% | New | 44,387 | $453K |
| Carson Advisory Inc. | 0.31% | Add +8.6% | 43,769 | $446K |
| Compass Financial Group, INC | 0.08% | Add +2.9% | 42,626 | $435K |
| Bar Harbor Wealth Management | 0.03% | No change | 41,682 | $425K |
| Rock Point Advisors, LLC | 0.12% | Reduce -12.6% | 40,150 | $410K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.6% | 38,045 | $388K |
| Burford Brothers, Inc. | 0.18% | No change | 36,100 | $368K |
| Ackerman Capital Advisors, LLC | 0.09% | Reduce -33.1% | 35,136 | $358K |
| Riverbridge Partners LLC | 0.00% | Reduce -0.2% | 34,949 | $356K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 31,661 | $323K |
| Avior Wealth Management, LLC | 0.01% | Add +10.1% | 31,169 | $318K |
| MML Investors Services, LLC | 0.00% | Add +6.9% | 30,394 | $310K |
| Janney Montgomery Scott LLC | 0.00% | Add +30.4% | 30,319 | $309K |
| Matisse Capital | 0.15% | No change | 29,650 | $302K |
| Capstone Capital LLC | 0.25% | No change | 29,450 | $300K |
| Mariner, LLC | 0.00% | Add +4.6% | 27,481 | $280K |
| Fortitude Advisory Group L.L.C. | 0.16% | No change | 26,694 | $272K |
| Stonebrook Private Inc. | 0.07% | Reduce -3.4% | 25,438 | $259K |
| Verus Capital Partners, LLC | 0.02% | Add +4.2% | 25,000 | $255K |
| Providence First Trust Co | 0.09% | Reduce -4.3% | 24,303 | $248K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.0% | 23,838 | $243K |
| Integrated Capital Management, Inc. | 0.18% | Add +7.1% | 22,130 | $226K |
| Advisory Services Network, LLC | 0.00% | Add +12.7% | 21,706 | $221K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 21,462 | $219K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -1.9% | 21,099 | $215K |
| Keudell/Morrison Wealth Management | 0.05% | New | 20,350 | $208K |
| Uniting Wealth Partners, LLC | 0.10% | — | 19,764 | $202K |
| Fiduciary Alliance LLC | 0.02% | New | 18,418 | $188K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 18,025 | $184K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -58.4% | 17,892 | $183K |
| First Trust Advisors LP | 0.00% | Reduce -10.3% | 17,513 | $179K |
| Cary Street Partners Financial LLC | 0.01% | — | 16,621 | $170K |
| AQR Arbitrage LLC | 0.01% | Reduce -90.8% | 16,561 | $169K |
| Comerica Bank | 0.00% | Add +0.0% | 16,172 | $165K |
| Catalina Capital Group, LLC | 0.05% | Add +6.2% | 15,820 | $161K |
| Nomura Holdings Inc. | 0.00% | Add +37.5% | 15,566 | $159K |
| Logan Stone Capital, LLC | 0.05% | Reduce -86.5% | 15,551 | $159K |
| Harbour Investments, Inc. | 0.00% | No change | 15,020 | $153K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -43.3% | 14,367 | $147K |
| Truist Financial Corp. | 0.00% | Reduce -53.9% | 13,860 | $141K |
| Moors & Cabot, Inc. | 0.01% | Add +4.5% | 13,727 | $140K |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 11,933 | $122K |
| Silverlake Wealth Management LLC | 0.05% | No change | 11,829 | $121K |
| Altus Wealth Group LLC | 0.05% | No change | 11,371 | $116K |
| Mgo One Seven LLC | 0.00% | New | 11,202 | $114K |
| Simon Quick Advisors, LLC | 0.01% | Add +6.0% | 10,954 | $112K |
| Occidental Asset Management, LLC | 0.02% | New | 10,316 | $105K |
| Cottage Street Advisors LLC | 0.05% | New | 10,000 | $102K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -51.7% | 8,049 | $82K |
| Hollencrest Capital Management | 0.00% | Reduce -27.8% | 6,690 | $68K |
| Mechanics Financial Corp | 0.03% | New | 6,650 | $68K |
| US Bancorp \de | 0.00% | Reduce -19.5% | 6,000 | $61K |
| Motco | 0.01% | No change | 5,412 | $55K |
| WPG Advisers, LLC | 0.04% | — | 4,098 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Add +7.6% | 3,980 | $41K |
| Independence Bank of Kentucky | 0.00% | No change | 3,000 | $31K |
| Bessemer Group Inc. | 0.00% | Reduce -96.2% | 1,677 | $17K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,626 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,313 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,131 | $12K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1,000 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 830 | $8K |
| MAI Capital Management | 0.00% | New | 690 | $7K |
| Guardian Wealth Management, Inc. | 0.00% | No change | 668 | $7K |
| Park Square Financial Group, LLC | 0.00% | — | 655 | $7K |
| Tortoise Investment Management, LLC | 0.00% | No change | 457 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 301 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 200 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -99.8% | 2 | $24 |
"% of holder's portfolio" is MMU's weight in each manager's 13F, not the share of Western Asset Managed Munici the manager owns.