Western Asset Managed MuniciMMU
13F holders, Q4 2025 (December 31)116holders +3
13new positions
12sold out
1famous investor
$10.43avg. 13F price*
At the end of Q4 2025, 116 institutions reported holding Western Asset Managed Munici (MMU) in their 13F filings, up 3 from Q3 2025. 13 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($42.7M), Rivernorth Capital Management, LLC ($28.5M) and Bank of America Corp. ($16.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.5M |
| Exits | 12 | $15.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,714,916 shares bought and 2,484,612 shares sold, net −769,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Morgan Stanley | 0.00% | Add +2.5% | 4,092,453 | $42.7M |
| Rivernorth Capital Management, LLC | 1.36% | Reduce -20.6% | 2,729,554 | $28.5M |
| Bank of America Corp. | 0.00% | Add +21.4% | 1,546,311 | $16.1M |
| 1607 Capital Partners, LLC | 0.99% | Reduce -12.7% | 1,390,231 | $14.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.0% | 1,060,923 | $11.1M |
| Guggenheim Capital LLC | 0.06% | Add +27.7% | 839,687 | $8.8M |
| Advisors Asset Management, Inc. | 0.10% | Add +42.4% | 592,613 | $6.2M |
| Robinson Capital Management, LLC | 2.62% | Add +45.1% | 592,100 | $6.2M |
| Allianz Asset Management GmbH | 0.01% | No change | 544,800 | $5.7M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Add +39.4% | 503,357 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +4.4% | 454,895 | $4.7M |
| Fiera Capital Corp | 0.01% | Add +56.1% | 452,673 | $4.7M |
| Van Eck Associates Corp. | 0.00% | Add +12.8% | 400,567 | $4.2M |
| City of London Investment Management Co. Ltd. | 0.29% | Reduce -5.3% | 376,788 | $3.9M |
| Rareview Capital LLC | 2.05% | Add +3.6% | 318,812 | $3.2M |
| Westview Management dba Westview Investment Advisors | 1.48% | — | 297,109 | $3.1M |
| Invesco Ltd. | 0.00% | Add +3.0% | 247,859 | $2.6M |
| Leo Wealth, LLC | 0.19% | Add +44.2% | 247,215 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.1% | 221,993 | $2.3M |
| HighTower Advisors, LLC | 0.00% | No change | 185,111 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +7.7% | 158,446 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Add +0.4% | 149,028 | $1.6M |
| UBS Group AG | 0.00% | Reduce -5.2% | 145,034 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.8% | 144,294 | $1.5M |
| LPL Financial LLC | 0.00% | Add +1.5% | 121,381 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.3% | 120,286 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 113,195 | $1.2M |
| Melfa Wealth Management, Inc. | 0.66% | No change | 109,141 | $1.1M |
| Nuveen, LLC | 0.00% | No change | 91,512 | $955K |
| Melone Private Wealth, LLC | 0.35% | Add +1.7% | 79,955 | $835K |
| Traub Capital Management LLC | 0.76% | Reduce -16.2% | 75,855 | $792K |
| Indiana Trust & Investment Management Co | 0.21% | No change | 67,913 | $709K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.4% | 63,750 | $660K |
| Closed-End Fund Advisors, Inc. | 0.39% | — | 62,541 | $653K |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.5% | 59,122 | $617K |
| Janney Montgomery Scott LLC | 0.00% | Add +32.8% | 59,049 | $616K |
| Cary Street Partners Financial LLC | 0.01% | Add +99.3% | 57,244 | $598K |
| PFG Investments, LLC | 0.03% | Reduce -11.1% | 55,737 | $582K |
| Cohen & Steers, Inc. | 0.00% | No change | 53,000 | $553K |
| Choreo, LLC | 0.01% | Add +6.9% | 51,893 | $542K |
| Lido Advisors, LLC | 0.00% | No change | 46,337 | $482K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 45,746 | $478K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -10.2% | 45,666 | $477K |
| Aviance Capital Partners, LLC | 0.05% | Add +26.1% | 44,865 | $468K |
| World Investment Advisors | 0.01% | Add +38.4% | 44,459 | $464K |
| Titleist Asset Management, LLC | 0.04% | New | 43,751 | $457K |
| Carson Advisory Inc. | 0.24% | No change | 43,604 | $455K |
| Compass Financial Group, INC | 0.06% | Add +3.8% | 42,877 | $448K |
| Bar Harbor Wealth Management | 0.03% | No change | 41,682 | $435K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.3% | 41,116 | $429K |
| Jane Street Group, LLC | 0.00% | Add +12.9% | 38,680 | $404K |
| Stifel Financial Corp. | 0.00% | Reduce -10.6% | 38,206 | $399K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.7% | 37,688 | $393K |
| Rock Point Advisors, LLC | 0.10% | Add +6.0% | 36,983 | $386K |
| Burford Brothers, Inc. | 0.16% | No change | 36,100 | $377K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +30.1% | 35,486 | $370K |
| Ackerman Capital Advisors, LLC | 0.07% | Reduce -3.6% | 34,496 | $360K |
| Fortitude Advisory Group L.L.C. | 0.14% | No change | 31,754 | $332K |
| Integrated Capital Management, Inc. | 0.22% | Add +5.4% | 31,736 | $331K |
| Capstone Capital LLC | 0.20% | No change | 29,450 | $307K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +41.7% | 28,914 | $302K |
| MML Investors Services, LLC | 0.00% | Reduce -14.0% | 28,150 | $294K |
| Merit Financial Group, LLC | 0.00% | Add +5.0% | 27,637 | $289K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 27,550 | $288K |
| Accredited Investor Services, LLC | 0.18% | Add +2.5% | 26,098 | $272K |
| Stonebrook Private Inc. | 0.05% | Add +1.1% | 23,320 | $243K |
| Prospera Financial Services Inc | 0.00% | Reduce -52.4% | 22,739 | $237K |
| Sovereign Financial Group, Inc. | 0.04% | Add +22.9% | 21,286 | $222K |
| Catalina Capital Group, LLC | 0.13% | No change | 20,665 | $216K |
| Providence First Trust Co | 0.07% | No change | 20,103 | $210K |
| Cottage Street Advisors LLC | 0.09% | Add +100.0% | 20,000 | $209K |
| Rothschild Investment LLC | 0.01% | No change | 20,000 | $209K |
| Mariner, LLC | 0.00% | Reduce -12.1% | 19,042 | $199K |
| NewEdge Advisors, LLC | 0.00% | Add +1.7% | 18,441 | $193K |
| NWF Advisory Services Inc. | 0.02% | No change | 17,900 | $187K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -4.7% | 17,292 | $181K |
| RFG Advisory, LLC | 0.00% | Reduce -2.3% | 16,899 | $176K |
| First Trust Advisors LP | 0.00% | Add +4.3% | 16,899 | $176K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +13.8% | 16,500 | $172K |
| Millennium Management | 0.00% | No change | 16,388 | $171K |
| Global Retirement Partners, LLC | 0.00% | New | 15,642 | $163K |
| Verus Capital Partners, LLC | 0.01% | No change | 15,000 | $157K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.4% | 14,959 | $156K |
| Focus Partners Wealth | 0.00% | New | 14,777 | $154K |
| Permanent Capital Management, LP | 0.03% | New | 13,513 | $141K |
| Cetera Investment Advisers | 0.00% | Reduce -4.2% | 13,443 | $140K |
| Equitable Holdings, Inc. | 0.00% | Add +1.3% | 12,696 | $133K |
| Advisory Services Network, LLC | 0.00% | No change | 12,338 | $129K |
| Truist Financial Corp. | 0.00% | Reduce -23.3% | 12,163 | $127K |
| Occidental Asset Management, LLC | 0.01% | Add +8.1% | 11,944 | $125K |
| Silverlake Wealth Management LLC | 0.03% | Add +0.5% | 11,943 | $125K |
| Altus Wealth Group LLC | 0.05% | No change | 11,371 | $119K |
| Moody National Bank Trust Division | 0.01% | New | 10,962 | $114K |
| Cerity Partners LLC | 0.00% | New | 10,878 | $114K |
| Moors & Cabot, Inc. | 0.00% | Add +1.0% | 10,549 | $110K |
| Harmony Asset Management LLC | 0.04% | No change | 10,500 | $110K |
| Summit Trail Advisors, LLC | 0.00% | New | 10,474 | $109K |
| D.A. Davidson & Co. | 0.00% | Add +2.1% | 10,324 | $108K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 8,454 | $88K |
| Mechanics Financial Corp | 0.03% | No change | 6,650 | $69K |
| Elyxium Wealth, LLC | 0.02% | New | 6,644 | $69K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,404 | $67K |
| Comerica Bank | 0.00% | Reduce -54.8% | 6,339 | $66K |
| US Bancorp \de | 0.00% | No change | 6,000 | $63K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,400 | $56K |
| Hollencrest Capital Management | 0.00% | Reduce -22.4% | 5,190 | $54K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -8.7% | 4,083 | $43K |
| International Assets Investment Management, LLC | 0.00% | New | 3,307 | $35K |
| Independence Bank of Kentucky | 0.00% | No change | 3,000 | $31K |
| WPG Advisers, LLC | 0.01% | Add +10.0% | 1,893 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,800 | $19K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,626 | $17K |
| Kilter Group LLC | 0.01% | Add +2.1% | 1,235 | $13K |
| MAI Capital Management | 0.00% | Add +1.4% | 719 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 301 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 3 | $38 |
"% of holder's portfolio" is MMU's weight in each manager's 13F, not the share of Western Asset Managed Munici the manager owns.