Western Asset Managed MuniciMMU
13F holders, Q2 2025 (June 30)115holders +4
7new positions
5sold out
1famous investor
$9.90avg. 13F price*
At the end of Q2 2025, 115 institutions reported holding Western Asset Managed Munici (MMU) in their 13F filings, up 4 from Q1 2025. 7 opened new positions and 5 sold out. The largest holders were Rivernorth Capital Management, LLC ($44.2M), Morgan Stanley ($40.0M) and Pathstone Holdings, LLC ($18.0M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Western Asset Managed Munici
- CUSIP
- 95766M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $965K |
| Exits | 5 | $652K |
All 13F filers, Q1 2025 → Q2 2025: 1,172,290 shares bought and 1,541,025 shares sold, net −368,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Rivernorth Capital Management, LLC | 2.45% | Reduce -7.0% | 4,460,981 | $44.2M |
| Morgan Stanley | 0.00% | Add +0.9% | 4,036,443 | $40.0M |
| Pathstone Holdings, LLC | 0.07% | Reduce -23.8% | 1,814,586 | $18.0M |
| 1607 Capital Partners, LLC | 1.37% | Reduce -1.8% | 1,712,606 | $17.0M |
| Bank of America Corp. | 0.00% | Add +61.8% | 1,021,591 | $10.1M |
| Raymond James Financial Inc. | 0.00% | Add +10.8% | 971,195 | $9.6M |
| Karpus Management, Inc. | 0.22% | Reduce -0.2% | 691,790 | $6.8M |
| Allianz Asset Management GmbH | 0.01% | No change | 544,800 | $5.4M |
| Guggenheim Capital LLC | 0.04% | Add +117.3% | 476,085 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 449,227 | $4.4M |
| Robinson Capital Management, LLC | 1.70% | Reduce -13.7% | 408,162 | $4.0M |
| City of London Investment Management Co. Ltd. | 0.37% | Reduce -20.4% | 397,985 | $3.9M |
| Van Eck Associates Corp. | 0.00% | Reduce -0.2% | 336,736 | $3.3M |
| Advisors Asset Management, Inc. | 0.05% | Add +50.6% | 304,360 | $3.0M |
| Rareview Capital LLC | 1.86% | Reduce -6.7% | 297,490 | $2.9M |
| Fiera Capital Corp | 0.01% | Reduce -1.3% | 292,962 | $2.9M |
| Leo Wealth, LLC | 0.17% | Add +32.9% | 223,902 | $2.2M |
| Invesco Ltd. | 0.00% | Add +7.0% | 220,315 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -18.2% | 185,111 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 172,474 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.8% | 171,780 | $1.7M |
| UBS Group AG | 0.00% | Add +6.8% | 166,042 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +14.9% | 150,275 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 133,942 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.7% | 116,223 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.9% | 113,430 | $1.1M |
| Melfa Wealth Management, Inc. | 0.68% | No change | 109,141 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.5% | 106,651 | $1.1M |
| Traub Capital Management LLC | 0.96% | — | 104,982 | $1.0M |
| LPL Financial LLC | 0.00% | Add +8.7% | 101,729 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 96,021 | $951K |
| Nuveen, LLC | 0.00% | No change | 91,512 | $906K |
| Melone Private Wealth, LLC | 0.39% | Reduce -51.6% | 77,578 | $767K |
| Rothschild Investment LLC | 0.05% | No change | 77,104 | $763K |
| Ameriprise Financial Inc. | 0.00% | Add +13.1% | 75,423 | $747K |
| Indiana Trust & Investment Management Co | 0.22% | Add +0.5% | 67,913 | $672K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.4% | 63,124 | $624K |
| PFG Investments, LLC | 0.04% | Reduce -9.8% | 61,322 | $607K |
| Prospera Financial Services Inc | 0.01% | Reduce -27.7% | 57,808 | $572K |
| Cohen & Steers, Inc. | 0.00% | No change | 53,000 | $525K |
| Choreo, LLC | 0.01% | Reduce -0.8% | 48,910 | $484K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -17.4% | 46,371 | $459K |
| Carson Advisory Inc. | 0.29% | Reduce -6.1% | 46,104 | $456K |
| Lido Advisors, LLC | 0.00% | Add +1.6% | 45,581 | $454K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.5% | 44,466 | $440K |
| Ackerman Capital Advisors, LLC | 0.10% | Add +13.6% | 42,200 | $418K |
| Bar Harbor Wealth Management | 0.03% | No change | 41,682 | $413K |
| Compass Financial Group, INC | 0.07% | Add +3.1% | 40,727 | $403K |
| Rock Point Advisors, LLC | 0.11% | No change | 40,150 | $397K |
| Riverbridge Partners LLC | 0.01% | Add +4.0% | 40,103 | $397K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.8% | 37,552 | $378K |
| Burford Brothers, Inc. | 0.16% | No change | 36,100 | $357K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -25.5% | 34,272 | $339K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 33,888 | $335K |
| Integrated Capital Management, Inc. | 0.23% | Add +19.6% | 30,099 | $298K |
| Matisse Capital | 0.14% | No change | 29,650 | $294K |
| Mariner, LLC | 0.00% | Reduce -31.6% | 29,631 | $293K |
| Capstone Capital LLC | 0.21% | No change | 29,450 | $292K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 26,694 | $264K |
| Merit Financial Group, LLC | 0.00% | Add +30.1% | 26,549 | $263K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.8% | 26,285 | $260K |
| Cary Street Partners Financial LLC | 0.01% | Add +12.9% | 26,221 | $260K |
| Aviance Capital Partners, LLC | 0.03% | Add +13.6% | 25,920 | $257K |
| Accredited Investor Services, LLC | 0.19% | Reduce -1.3% | 25,725 | $255K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -48.1% | 24,732 | $245K |
| Verus Capital Partners, LLC | 0.02% | Reduce -8.0% | 23,000 | $228K |
| Stonebrook Private Inc. | 0.05% | Add +0.9% | 22,851 | $226K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +16.3% | 21,408 | $212K |
| Catalina Capital Group, LLC | 0.14% | New | 20,665 | $205K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.1% | 20,511 | $203K |
| Providence First Trust Co | 0.07% | No change | 20,303 | $201K |
| NWF Advisory Services Inc. | 0.02% | No change | 17,900 | $177K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.9% | 17,748 | $176K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 17,585 | $174K |
| Millennium Management | 0.00% | New | 17,388 | $172K |
| RFG Advisory, LLC | 0.00% | Add +15.7% | 17,290 | $171K |
| First Trust Advisors LP | 0.00% | Add +0.7% | 17,166 | $170K |
| Csenge Advisory Group | 0.01% | Reduce -41.3% | 17,093 | $169K |
| Fiduciary Alliance LLC | 0.01% | Reduce -1.8% | 16,777 | $166K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -12.9% | 15,685 | $155K |
| Harbour Investments, Inc. | 0.00% | No change | 15,020 | $149K |
| Atala Financial Inc | 0.10% | Reduce -66.9% | 15,000 | $149K |
| Comerica Bank | 0.00% | No change | 14,015 | $139K |
| Truist Financial Corp. | 0.00% | No change | 13,860 | $137K |
| Cetera Investment Advisers | 0.00% | Add +12.6% | 12,847 | $127K |
| Advisory Services Network, LLC | 0.00% | Reduce -43.2% | 12,338 | $123K |
| Equitable Holdings, Inc. | 0.00% | Add +1.3% | 12,363 | $122K |
| Susquehanna International Group, LLP | 0.00% | New | 12,105 | $120K |
| Silverlake Wealth Management LLC | 0.03% | No change | 11,829 | $117K |
| AlphaCore Capital LLC | 0.00% | Add +1.6% | 11,551 | $114K |
| Uniting Wealth Partners, LLC | 0.04% | Reduce -46.9% | 11,510 | $114K |
| Altus Wealth Group LLC | 0.05% | No change | 11,371 | $113K |
| Occidental Asset Management, LLC | 0.02% | Reduce -0.5% | 11,051 | $109K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -13.0% | 11,035 | $109K |
| Moors & Cabot, Inc. | 0.00% | Reduce -24.8% | 10,358 | $103K |
| NorthCoast Asset Management LLC | 0.00% | New | 10,013 | $99K |
| Cottage Street Advisors LLC | 0.05% | No change | 10,000 | $99K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $99K |
| Novak & Powell Financial Services, Inc. | 0.07% | New | 9,716 | $96K |
| Hollencrest Capital Management | 0.00% | No change | 6,690 | $66K |
"% of holder's portfolio" is MMU's weight in each manager's 13F, not the share of Western Asset Managed Munici the manager owns.