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Disclosery

MMU WESTERN ASSET MANAGED MUNS F

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COM (fund), issuer CIK 886043

115 managers (116 13F filers) reported a position in MMU shares at 2024-12-31, 23,137,338 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
115
13F filers
116
New
10
Added
41
Reduced
32
Sold out
12
Shares held by filers
23,137,338

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RIVERNORTH CAPITAL MANAGEMENT, LLC5,519,166$56.3M2.71%-157,91913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,778,236$38.5M<0.01%+75,23413F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,329,047$23.8M0.11%+406,73513F-HRTimelineGroup
1607 Capital Partners, LLC1,695,366$17.3M1.39%+728,57313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC907,758$9.26M<0.01%13F-HR/ATimelineGroup
Karpus Management, Inc.695,939$7.1M0.21%-129,03913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE544,800$5.56M0.01%013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…499,730$5.1M0.51%+66,71513F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC473,096$4.83M1.95%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN426,551$4.35M<0.01%+26,62413F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP415,636$4.24M0.01%+14,41913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/348,563$3.56M<0.01%+259,99413F-HRTimelineGroup
Rareview Capital LLC327,253$3.55M2.57%+10,24813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp318,225$3.25M0.01%+7,44413F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.260,609$2.66M0.07%-1,120,61613F-HRTimelineGroup
HighTower Advisors, LLC245,192$2.5M<0.01%+11,17513F-HRTimeline
Leo Wealth, LLC213,267$2.18M0.19%+4,68313F-HRTimeline
UBS Group AGin group UBS Group AG208,886$2.13M<0.01%+2,05213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.201,680$2.06M<0.01%+22,62413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…169,169$1.73M<0.01%-17,20713F-HRTimelineGroup
Melone Private Wealth, LLC159,428$1.63M0.84%-9,31413F-HRTimeline
Advisors Asset Management, Inc.143,611$1.46M0.03%new13F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC143,054$1.46M0.01%-141,61613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp139,055$1.42M<0.01%-6,81513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,684$1.33M<0.01%+6,16013F-HRTimelineGroup
Steward Partners Investment Advisory, L…128,759$1.31M0.01%+8,84413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC128,585$1.31M0.01%+6,37413F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA122,946$1.25M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA111,715$1.14M<0.01%+1,54113F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.109,141$1.11M0.74%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,531$995K<0.01%+76,67413F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP96,981$989K<0.01%+48,01113F-HRTimelineGroup
Prospera Financial Services Inc89,263$911K0.02%-49,99913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC80,137$817K<0.01%-5,34013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC77,104$786K0.05%013F-HRTimeline
LPL Financial LLC74,226$757K<0.01%-2,16213F-HRTimeline
Indiana Trust & Investment Management Co66,515$678K0.23%+1,00613F-HRTimeline
Chicago Partners Investment Group LLC62,371$638K0.02%+35813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,903$631K<0.01%+2,66013F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.61,000$622K<0.01%013F-HRTimelineGroup
PFG Investments, LLC57,513$587K0.04%+18,36513F-HRTimeline
B. Riley Wealth Advisors, Inc.56,050$572K0.02%-9,62013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding55,937$571K-28,679Timeline
Csenge Advisory Group47,670$486K0.03%+6,63813F-HRTimeline
CHOREO, LLC46,677$476K0.01%+2,95013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC46,005$469K0.07%-90013F-HRTimeline
Atala Financial Inc45,346$463K0.32%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC44,387$453K<0.01%new13F-HRTimelineGroup
Carson Advisory Inc.43,769$446K0.31%+3,46513F-HRTimeline
Compass Financial Group, INC/SD42,626$435K0.08%+1,20613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT41,682$425K0.03%013F-HRTimelineGroup
Rock Point Advisors, LLC40,150$410K0.12%-5,80013F-HRTimeline
Burford Brothers, Inc.36,100$368K0.18%013F-HRTimeline
Ackerman Capital Advisors, LLC35,136$358K0.09%-17,40513F-HRTimeline
RIVERBRIDGE PARTNERS LLC34,949$356K<0.01%-5613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,661$323K<0.01%-11813F-HRTimeline
Avior Wealth Management, LLC31,169$318K0.01%+2,86513F-HRTimeline
MML INVESTORS SERVICES, LLC30,394$310K<0.01%+1,95513F-HRTimeline
Janney Montgomery Scott LLC30,319$309K<0.01%+7,07813F-HRTimeline
Matisse Capital29,650$302K0.15%013F-HRTimeline
CAPSTONE CAPITAL LLC29,450$300K0.25%013F-HRTimeline
Mariner, LLCin group Mariner, LLC27,481$280K<0.01%+1,20813F-HRTimelineGroup
Fortitude Advisory Group L.L.C.26,694$272K0.16%013F-HRTimeline
Stonebrook Private Inc.25,438$259K0.07%-90513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC25,000$255K0.02%+1,00013F-HR/ATimeline
Providence First Trust Co24,303$248K0.09%-1,09013F-HRTimeline
Cambridge Investment Research Advisors,…23,838$243K<0.01%+4,13013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.22,130$226K0.18%+1,47313F-HRTimeline
Advisory Services Network, LLC21,706$221K<0.01%+2,44813F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…21,462$219K0.02%new13F-HRTimelineGroup
Aviance Capital Partners, LLC21,099$215K0.03%-42013F-HRTimeline
Keudell/Morrison Wealth Management20,350$208K0.05%new13F-HRTimeline
Uniting Wealth Partners, LLC19,764$202K0.1%13F-HRTimeline
Fiduciary Alliance LLC18,418$188K0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,025$184K<0.01%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,513$179K<0.01%-2,01913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding16,621$170K-821Timeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC16,561$169K<0.01%-162,70813F-HRTimelineGroup
COMERICA BANK16,172$165K<0.01%+713F-HR/ATimeline
Catalina Capital Group, LLC15,820$161K0.05%+92613F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD15,566$159K<0.01%+4,24613F-HRTimelineGroup
Logan Stone Capital, LLC15,551$159K0.05%-99,83713F-HRTimeline
HARBOUR INVESTMENTS, INC.15,020$153K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,367$147K<0.01%-10,94913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,860$141K<0.01%-16,17313F-HRTimelineGroup
Moors & Cabot, Inc.13,727$140K0.01%+59813F-HRTimeline
Cetera Investment Advisers11,933$122K<0.01%-36913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,829$121K0.05%013F-HRTimeline
Altus Wealth Group LLC11,371$116K0.05%013F-HRTimeline
MGO ONE SEVEN LLC11,202$114K<0.01%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC10,954$112K0.01%+61813F-HRTimeline
Occidental Asset Management, LLC10,316$105K0.02%new13F-HRTimeline
Cottage Street Advisors LLC10,000$102K0.05%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,049$82.1K0.02%-8,61113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,690$68.2K<0.01%-2,58013F-HRTimeline
Mechanics Financial Corp6,650$67.8K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,000$61.2K<0.01%-1,45513F-HRTimelineGroup
MOTCO5,412$55.2K0.01%013F-HRTimeline
WPG Advisers, LLC4,098$41.8K0.04%13F-HRTimeline
Geneos Wealth Management Inc.3,980$40.6K<0.01%+28213F-HRTimeline
Independence Bank of Kentucky3,000$30.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,677$17K<0.01%-41,91213F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,626$16.6K0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,313$13.4K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC1,131$11.5K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,000$10.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC830$8.47K<0.01%013F-HRTimeline
MAI Capital Management690$7.04K<0.01%new13F-HRTimeline
Guardian Wealth Management, Inc.668$6.81K<0.01%013F-HRTimeline
Park Square Financial Group, LLC655$6.68K<0.01%13F-HRTimeline
Tortoise Investment Management, LLC457$4.66K<0.01%013F-HR/ATimeline
SOA Wealth Advisors, LLC.301$3.07K<0.01%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$2.04K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC2$24<0.01%-1,02313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.