Western Asset Managed MuniciMMU
13F holders, Q1 2025 (March 31)111holders −4
10new positions
12sold out
$10.30avg. 13F price*
At the end of Q1 2025, 111 institutions reported holding Western Asset Managed Munici (MMU) in their 13F filings, down 4 from Q4 2024. 10 opened new positions and 12 sold out. The largest holders were Rivernorth Capital Management, LLC ($49.4M), Morgan Stanley ($41.2M) and Pathstone Holdings, LLC ($24.7M).
- Company
- Western Asset Managed Munici
- CUSIP
- 95766M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.4M |
| Exits | 12 | $4.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,094,656 shares bought and 1,488,545 shares sold, net −393,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Rivernorth Capital Management, LLC | 2.62% | Reduce -13.1% | 4,796,245 | $49.4M |
| Morgan Stanley | 0.00% | Add +5.9% | 4,000,111 | $41.2M |
| Pathstone Holdings, LLC | 0.11% | Add +2.3% | 2,382,424 | $24.7M |
| 1607 Capital Partners, LLC | 1.44% | Add +2.8% | 1,743,089 | $17.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 876,095 | $9.0M |
| Karpus Management, Inc. | 0.23% | Reduce -0.4% | 693,040 | $7.1M |
| Bank of America Corp. | 0.00% | Add +81.1% | 631,398 | $6.5M |
| Allianz Asset Management GmbH | 0.01% | No change | 544,800 | $5.6M |
| City of London Investment Management Co. Ltd. | 0.55% | No change | 499,730 | $5.1M |
| Robinson Capital Management, LLC | 1.98% | No change | 473,096 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 445,080 | $4.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -18.8% | 337,461 | $3.5M |
| Rareview Capital LLC | 2.08% | Reduce -2.6% | 318,812 | $3.3M |
| Fiera Capital Corp | 0.01% | Reduce -6.7% | 296,900 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.7% | 226,368 | $2.3M |
| Guggenheim Capital LLC | 0.02% | Add +53.2% | 219,100 | $2.3M |
| Invesco Ltd. | 0.00% | Add +2.1% | 205,919 | $2.1M |
| Advisors Asset Management, Inc. | 0.04% | Add +40.8% | 202,141 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 169,819 | $1.7M |
| Leo Wealth, LLC | 0.25% | Reduce -21.0% | 168,450 | $1.7M |
| Melone Private Wealth, LLC | 0.86% | Add +0.6% | 160,454 | $1.7M |
| UBS Group AG | 0.00% | Reduce -25.6% | 155,494 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 142,223 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 139,464 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +20.6% | 134,727 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +1.7% | 130,813 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +27.6% | 124,465 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.5% | 117,840 | $1.2M |
| Melfa Wealth Management, Inc. | 0.76% | No change | 109,141 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 95,691 | $985K |
| LPL Financial LLC | 0.00% | Add +26.1% | 93,623 | $963K |
| Nuveen, LLC | 0.00% | — | 91,512 | $942K |
| Prospera Financial Services Inc | 0.02% | Reduce -10.5% | 79,925 | $822K |
| Rothschild Investment LLC | 0.05% | No change | 77,104 | $793K |
| PFG Investments, LLC | 0.04% | Add +18.1% | 67,951 | $699K |
| Indiana Trust & Investment Management Co | 0.25% | Add +1.6% | 67,559 | $695K |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.8% | 66,666 | $686K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.8% | 62,864 | $631K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.1% | 56,117 | $577K |
| Cohen & Steers, Inc. | 0.00% | Reduce -13.1% | 53,000 | $545K |
| Janney Montgomery Scott LLC | 0.00% | Add +65.7% | 50,236 | $517K |
| Choreo, LLC | 0.01% | Add +5.7% | 49,330 | $508K |
| Carson Advisory Inc. | 0.34% | Add +12.2% | 49,104 | $505K |
| Commonwealth Equity Services, LLC | 0.00% | Add +50.5% | 47,651 | $490K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 46,005 | $473K |
| Atala Financial Inc | 0.34% | No change | 45,346 | $467K |
| Lido Advisors, LLC | 0.00% | Add +1.0% | 44,850 | $464K |
| Mariner, LLC | 0.00% | Add +57.6% | 43,320 | $446K |
| Bar Harbor Wealth Management | 0.03% | No change | 41,682 | $429K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.8% | 41,623 | $428K |
| Rock Point Advisors, LLC | 0.13% | No change | 40,150 | $413K |
| Compass Financial Group, INC | 0.08% | Reduce -7.3% | 39,518 | $407K |
| Riverbridge Partners LLC | 0.01% | Add +10.3% | 38,554 | $397K |
| Ackerman Capital Advisors, LLC | 0.10% | Add +5.7% | 37,142 | $382K |
| Burford Brothers, Inc. | 0.18% | No change | 36,100 | $371K |
| Avior Wealth Management, LLC | 0.01% | Add +11.2% | 34,656 | $357K |
| MML Investors Services, LLC | 0.00% | Add +5.7% | 32,130 | $331K |
| Matisse Capital | 0.16% | No change | 29,650 | $305K |
| Capstone Capital LLC | 0.24% | No change | 29,450 | $303K |
| Csenge Advisory Group | 0.02% | Reduce -39.0% | 29,093 | $282K |
| Accredited Investor Services, LLC | 0.22% | New | 26,056 | $268K |
| Integrated Capital Management, Inc. | 0.21% | Add +13.7% | 25,158 | $259K |
| Fortitude Advisory Group L.L.C. | 0.19% | No change | 26,694 | $258K |
| Verus Capital Partners, LLC | 0.03% | No change | 25,000 | $257K |
| Cary Street Partners Financial LLC | 0.01% | Add +39.7% | 23,221 | $239K |
| Aviance Capital Partners, LLC | 0.03% | Add +8.2% | 22,825 | $235K |
| Stonebrook Private Inc. | 0.06% | Reduce -10.9% | 22,653 | $233K |
| Advisory Services Network, LLC | 0.00% | No change | 21,706 | $223K |
| Uniting Wealth Partners, LLC | 0.11% | Add +9.7% | 21,683 | $223K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.2% | 21,414 | $220K |
| Geneos Wealth Management Inc. | 0.01% | Add +426.6% | 20,958 | $216K |
| Merit Financial Group, LLC | 0.00% | New | 20,410 | $210K |
| Providence First Trust Co | 0.08% | Reduce -16.5% | 20,303 | $209K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.1% | 18,408 | $189K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.7% | 18,016 | $185K |
| NWF Advisory Services Inc. | 0.03% | New | 17,900 | $184K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 17,590 | $181K |
| Fiduciary Alliance LLC | 0.02% | Reduce -7.3% | 17,077 | $176K |
| First Trust Advisors LP | 0.00% | Reduce -2.6% | 17,049 | $175K |
| Keudell/Morrison Wealth Management | 0.04% | Reduce -24.6% | 15,350 | $158K |
| Harbour Investments, Inc. | 0.00% | No change | 15,020 | $155K |
| RFG Advisory, LLC | 0.00% | New | 14,945 | $154K |
| Comerica Bank | 0.00% | Reduce -13.3% | 14,015 | $144K |
| Truist Financial Corp. | 0.00% | No change | 13,860 | $143K |
| Moors & Cabot, Inc. | 0.01% | Add +0.4% | 13,778 | $142K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -11.7% | 12,686 | $131K |
| Equitable Holdings, Inc. | 0.00% | New | 12,200 | $126K |
| Silverlake Wealth Management LLC | 0.05% | No change | 11,829 | $122K |
| Cetera Investment Advisers | 0.00% | Reduce -4.4% | 11,407 | $117K |
| Altus Wealth Group LLC | 0.05% | No change | 11,371 | $117K |
| AlphaCore Capital LLC | 0.01% | New | 11,365 | $117K |
| Simon Quick Advisors, LLC | 0.01% | Add +2.3% | 11,205 | $115K |
| Occidental Asset Management, LLC | 0.02% | Add +7.6% | 11,103 | $114K |
| Cottage Street Advisors LLC | 0.05% | No change | 10,000 | $103K |
| Farther Finance Advisors, LLC | 0.00% | New | 9,079 | $94K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 8,049 | $83K |
| Hollencrest Capital Management | 0.00% | No change | 6,690 | $69K |
| Mechanics Financial Corp | 0.03% | No change | 6,650 | $68K |
| US Bancorp \de | 0.00% | No change | 6,000 | $62K |
| Motco | 0.01% | No change | 5,412 | $56K |
| Independence Bank of Kentucky | 0.00% | No change | 3,000 | $31K |
| WPG Advisers, LLC | 0.03% | Reduce -35.5% | 2,644 | $27K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,626 | $17K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,437 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 830 | $9K |
| MAI Capital Management | 0.00% | Add +0.7% | 695 | $7K |
| Guardian Wealth Management, Inc. | 0.00% | Reduce -0.1% | 667 | $7K |
| Park Square Financial Group, LLC | 0.00% | Reduce -20.6% | 520 | $5K |
| 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 |
"% of holder's portfolio" is MMU's weight in each manager's 13F, not the share of Western Asset Managed Munici the manager owns.