Western Asset Managed MuniciMMU
13F holders, Q1 2026 (March 31)110holders −6
10new positions
14sold out
$10.27avg. 13F price*
At the end of Q1 2026, 110 institutions reported holding Western Asset Managed Munici (MMU) in their 13F filings, down 6 from Q4 2025. 10 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($45.2M), Rivernorth Capital Management, LLC ($19.9M) and Bank of America Corp. ($17.3M).
- Company
- Western Asset Managed Munici
- CUSIP
- 95766M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $940K |
| Exits | 14 | $3.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,317,627 shares bought and 1,624,291 shares sold, net −306,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Morgan Stanley | 0.00% | Add +7.5% | 4,397,523 | $45.2M |
| Rivernorth Capital Management, LLC | 1.00% | Reduce -29.0% | 1,938,808 | $19.9M |
| Bank of America Corp. | 0.00% | Add +8.9% | 1,683,545 | $17.3M |
| 1607 Capital Partners, LLC | 0.99% | Reduce -4.3% | 1,330,555 | $13.7M |
| Raymond James Financial Inc. | 0.00% | Add +9.2% | 1,158,855 | $11.9M |
| Guggenheim Capital LLC | 0.09% | Add +23.4% | 1,036,528 | $10.7M |
| Advisors Asset Management, Inc. | 0.12% | Add +16.0% | 687,348 | $7.1M |
| Robinson Capital Management, LLC | 3.09% | Add +12.9% | 668,431 | $6.8M |
| Allianz Asset Management GmbH | 0.01% | No change | 544,800 | $5.6M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Reduce -1.3% | 496,822 | $5.1M |
| Wells Fargo & Company | 0.00% | Add +7.9% | 490,950 | $5.0M |
| Van Eck Associates Corp. | 0.00% | Add +13.7% | 455,539 | $4.7M |
| City of London Investment Management Co. Ltd. | 0.25% | Reduce -11.5% | 333,471 | $3.4M |
| Rareview Capital LLC | 2.00% | Add +8.1% | 344,641 | $3.4M |
| Leo Wealth, LLC | 0.22% | Add +21.3% | 299,771 | $3.1M |
| Westview Management dba Westview Investment Advisors | 1.59% | Reduce -0.1% | 296,657 | $3.0M |
| Invesco Ltd. | 0.00% | Reduce -5.2% | 235,010 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 223,373 | $2.3M |
| HighTower Advisors, LLC | 0.00% | No change | 185,111 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 166,676 | $1.7M |
| Fiera Capital Corp | 0.01% | Reduce -65.5% | 156,264 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +1.2% | 150,818 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.9% | 145,654 | $1.5M |
| UBS Group AG | 0.00% | Reduce -2.7% | 141,152 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.6% | 126,993 | $1.3M |
| LPL Financial LLC | 0.00% | Add +2.6% | 124,562 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 114,522 | $1.2M |
| Melfa Wealth Management, Inc. | 0.64% | No change | 109,141 | $1.1M |
| Nuveen, LLC | 0.00% | No change | 91,512 | $941K |
| Summit Trail Advisors, LLC | 0.01% | Add +548.9% | 67,965 | $699K |
| Cary Street Partners Financial LLC | 0.02% | Add +8.8% | 62,265 | $640K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -5.0% | 60,566 | $632K |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 59,491 | $612K |
| Closed-End Fund Advisors, Inc. | 0.59% | Reduce -9.1% | 56,850 | $584K |
| Traub Capital Management LLC | 0.57% | Reduce -25.7% | 56,342 | $579K |
| Choreo, LLC | 0.01% | Add +5.3% | 54,650 | $562K |
| World Investment Advisors | 0.01% | Add +22.6% | 54,483 | $560K |
| PFG Investments, LLC | 0.03% | Reduce -4.2% | 53,418 | $549K |
| Cohen & Steers, Inc. | 0.00% | No change | 53,000 | $545K |
| Indiana Trust & Investment Management Co | 0.16% | Reduce -26.4% | 50,000 | $514K |
| Titleist Asset Management, LLC | 0.04% | Add +10.8% | 48,456 | $498K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +0.6% | 45,933 | $472K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.3% | 44,237 | $453K |
| Compass Financial Group, INC | 0.06% | Add +1.1% | 43,346 | $446K |
| Ackerman Capital Advisors, LLC | 0.09% | Add +24.2% | 42,838 | $440K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.0% | 42,523 | $437K |
| Bar Harbor Wealth Management | 0.03% | No change | 41,682 | $428K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -8.1% | 41,234 | $424K |
| Carson Advisory Inc. | 0.21% | Reduce -9.2% | 39,604 | $407K |
| Rock Point Advisors, LLC | 0.11% | Add +3.6% | 38,317 | $394K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 37,796 | $389K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -6.7% | 38,353 | $382K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +35.0% | 37,193 | $382K |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 36,766 | $378K |
| NewEdge Advisors, LLC | 0.00% | Add +75.9% | 32,430 | $333K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 31,754 | $326K |
| Integrated Capital Management, Inc. | 0.21% | Reduce -4.0% | 30,479 | $313K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 30,200 | $310K |
| Capstone Capital LLC | 0.20% | No change | 29,450 | $303K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.2% | 28,846 | $297K |
| Merit Financial Group, LLC | 0.00% | Add +1.2% | 27,958 | $287K |
| MML Investors Services, LLC | 0.00% | Reduce -4.8% | 26,791 | $275K |
| Accredited Investor Services, LLC | 0.17% | Add +0.6% | 26,258 | $270K |
| Stonebrook Private Inc. | 0.05% | Reduce -0.0% | 23,310 | $240K |
| Prospera Financial Services Inc | 0.00% | Add +1.0% | 22,968 | $236K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +26.9% | 20,930 | $215K |
| Catalina Capital Group, LLC | 0.13% | No change | 20,665 | $212K |
| Providence First Trust Co | 0.07% | No change | 20,103 | $207K |
| Cottage Street Advisors LLC | 0.09% | No change | 20,000 | $206K |
| Rothschild Investment LLC | 0.01% | No change | 20,000 | $206K |
| Jane Street Group, LLC | 0.00% | Reduce -54.5% | 17,595 | $181K |
| Mariner, LLC | 0.00% | Reduce -9.0% | 17,334 | $175K |
| RFG Advisory, LLC | 0.00% | No change | 16,899 | $174K |
| First Trust Advisors LP | 0.00% | No change | 16,899 | $174K |
| Sovereign Financial Group, Inc. | 0.03% | Reduce -27.5% | 15,423 | $159K |
| Uniting Wealth Partners, LLC | 0.03% | New | 15,032 | $155K |
| Atala Financial Inc | 0.10% | New | 15,000 | $154K |
| Verus Capital Partners, LLC | 0.01% | No change | 15,000 | $154K |
| Harbour Investments, Inc. | 0.00% | No change | 14,959 | $154K |
| NWF Advisory Services Inc. | 0.02% | Reduce -16.8% | 14,900 | $153K |
| Fifth Third Bancorp | 0.00% | New | 14,044 | $144K |
| Focus Partners Wealth | 0.00% | Reduce -22.4% | 11,468 | $143K |
| Equitable Holdings, Inc. | 0.00% | Add +6.7% | 13,551 | $141K |
| Truist Financial Corp. | 0.00% | Add +10.6% | 13,449 | $138K |
| Occidental Asset Management, LLC | 0.02% | Add +6.6% | 12,733 | $131K |
| Advisory Services Network, LLC | 0.00% | No change | 12,338 | $127K |
| Cetera Investment Advisers | 0.00% | Reduce -9.0% | 12,228 | $126K |
| Silverlake Wealth Management LLC | 0.03% | Add +0.4% | 11,992 | $123K |
| Moors & Cabot, Inc. | 0.01% | Add +11.6% | 11,772 | $121K |
| Altus Wealth Group LLC | 0.05% | No change | 11,371 | $117K |
| Baird Financial Group, Inc. | 0.00% | New | 10,703 | $110K |
| D.A. Davidson & Co. | 0.00% | Add +1.6% | 10,487 | $108K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +5.3% | 8,902 | $92K |
| Mechanics Financial Corp | 0.03% | No change | 6,650 | $68K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,404 | $66K |
| US Bancorp \de | 0.00% | No change | 6,000 | $62K |
| Hollencrest Capital Management | 0.00% | No change | 5,190 | $53K |
| International Assets Investment Management, LLC | 0.00% | Add +0.5% | 3,322 | $34K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -22.0% | 3,183 | $33K |
| Independence Bank of Kentucky | 0.00% | Reduce -15.8% | 2,525 | $26K |
"% of holder's portfolio" is MMU's weight in each manager's 13F, not the share of Western Asset Managed Munici the manager owns.