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Disclosery

MMU WESTERN ASSET MANAGED MUNS F

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COM (fund), issuer CIK 886043

112 managers (112 13F filers) reported a position in MMU shares at 2025-03-31, 22,736,217 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
112
13F filers
112
New
10
Added
41
Reduced
29
Sold out
12
Shares held by filers
22,736,217

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC4,796,245$49.4M2.62%-722,92113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,000,111$41.2M<0.01%+221,87513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,382,424$24.7M0.11%+53,37713F-HRTimelineGroup
1607 Capital Partners, LLC1,743,089$17.9M1.44%+47,72313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC876,095$9.02M<0.01%-31,66313F-HRTimelineGroup
Karpus Management, Inc.693,040$7.13M0.23%-2,89913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/631,398$6.5M<0.01%+282,83513F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE544,800$5.61M0.01%013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…499,730$5.14M0.55%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC473,096$4.87M1.98%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN445,080$4.58M<0.01%+18,52913F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP337,461$3.47M<0.01%-78,17513F-HRTimelineGroup
Rareview Capital LLC318,812$3.28M2.08%-8,44113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp296,900$3.06M0.01%-21,32513F-HRTimelineGroup
HighTower Advisors, LLC226,368$2.33M<0.01%-18,82413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC219,100$2.25M0.02%+76,04613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.205,919$2.12M<0.01%+4,23913F-HRTimelineGroup
Advisors Asset Management, Inc.202,141$2.08M0.04%+58,53013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…169,819$1.75M<0.01%+65013F-HRTimelineGroup
Leo Wealth, LLC168,450$1.73M0.25%-44,81713F-HRTimeline
Melone Private Wealth, LLC160,454$1.65M0.86%+1,02613F-HRTimeline
UBS Group AGin group UBS Group AG155,494$1.6M<0.01%-53,39213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC142,223$1.46M<0.01%+11,53913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp139,464$1.44M<0.01%+40913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,727$1.39M<0.01%+23,01213F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC130,813$1.35M0.02%+2,22813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,465$1.28M<0.01%+26,93413F-HRTimelineGroup
Steward Partners Investment Advisory, L…117,840$1.21M0.01%-10,91913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.109,141$1.12M0.76%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP95,691$985K<0.01%-1,29013F-HRTimelineGroup
LPL Financial LLC93,623$963K<0.01%+19,39713F-HRTimeline
Nuveen, LLCin group TIAA91,512$942K<0.01%13F-HRTimelineGroup
Prospera Financial Services Inc79,925$822K0.02%-9,33813F-HRTimeline
ROTHSCHILD INVESTMENT LLC77,104$793K0.05%013F-HRTimeline
PFG Investments, LLC67,951$699K0.04%+10,43813F-HRTimeline
Indiana Trust & Investment Management Co67,559$695K0.25%+1,04413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC66,666$686K<0.01%-13,47113F-HRTimelineGroup
Chicago Partners Investment Group LLC62,864$631K0.02%+49313F-HRTimeline
B. Riley Wealth Advisors, Inc.56,117$577K0.02%+6713F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.53,000$545K<0.01%-8,00013F-HRTimelineGroup
Janney Montgomery Scott LLC50,236$517K<0.01%+19,91713F-HRTimeline
CHOREO, LLC49,330$508K0.01%+2,65313F-HRTimeline
Carson Advisory Inc.49,104$505K0.34%+5,33513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,651$490K<0.01%+15,99013F-HRTimeline
Geneos Wealth Management Inc.46,162$475K0.01%+42,18213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC46,005$473K0.07%013F-HRTimeline
Atala Financial Inc45,346$467K0.34%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC44,850$464K<0.01%+46313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC43,320$446K<0.01%+15,83913F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT41,682$429K0.03%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,623$428K<0.01%-20,28013F-HRTimeline
Rock Point Advisors, LLC40,150$413K0.13%013F-HRTimeline
Compass Financial Group, INC/SD39,518$407K0.08%-3,10813F-HRTimeline
RIVERBRIDGE PARTNERS LLC38,554$397K0.01%+3,60513F-HRTimeline
Ackerman Capital Advisors, LLC37,142$382K0.1%+2,00613F-HRTimeline
Burford Brothers, Inc.36,100$371K0.18%013F-HRTimeline
Avior Wealth Management, LLC34,656$357K0.01%+3,48713F-HRTimeline
MML INVESTORS SERVICES, LLC32,130$331K<0.01%+1,73613F-HRTimeline
Matisse Capital29,650$305K0.16%013F-HRTimeline
CAPSTONE CAPITAL LLC29,450$303K0.24%013F-HRTimeline
Csenge Advisory Group29,093$282K0.02%-18,57713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC26,056$268K0.22%new13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.25,158$259K0.21%+3,02813F-HRTimeline
Fortitude Advisory Group L.L.C.26,694$258K0.19%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC25,000$257K0.03%013F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…23,221$239K0.01%+6,60013F-HRTimelineGroup
Aviance Capital Partners, LLC22,825$235K0.03%+1,72613F-HRTimeline
Stonebrook Private Inc.22,653$233K0.06%-2,78513F-HRTimeline
Advisory Services Network, LLC21,706$223K<0.01%013F-HRTimeline
Uniting Wealth Partners, LLC21,683$223K0.11%+1,91913F-HRTimeline
Cambridge Investment Research Advisors,…21,414$220K<0.01%-2,42413F-HRTimeline
Merit Financial Group, LLC20,410$210K<0.01%new13F-HRTimeline
Providence First Trust Co20,303$209K0.08%-4,00013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,408$189K<0.01%+38313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding18,016$185K-37,921Timeline
NWF Advisory Services Inc.17,900$184K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.17,590$181K0.01%new13F-HRTimeline
Fiduciary Alliance LLC17,077$176K0.02%-1,34113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,049$175K<0.01%-46413F-HRTimelineGroup
Keudell/Morrison Wealth Management15,350$158K0.04%-5,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,020$155K<0.01%013F-HRTimeline
RFG Advisory, LLC14,945$154K<0.01%new13F-HRTimeline
COMERICA BANK14,015$144K<0.01%-2,15713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,860$143K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.13,778$142K0.01%+5113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,686$131K<0.01%-1,68113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,200$126K<0.01%new13F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC11,829$122K0.05%013F-HRTimeline
Cetera Investment Advisers11,407$117K<0.01%-52613F-HRTimeline
Altus Wealth Group LLC11,371$117K0.05%013F-HRTimeline
AlphaCore Capital LLC11,365$117K0.01%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC11,205$115K0.01%+25113F-HRTimeline
Occidental Asset Management, LLC11,103$114K0.02%+78713F-HRTimeline
Cottage Street Advisors LLC10,000$103K0.05%013F-HRTimeline
Farther Finance Advisors, LLC9,079$94K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,049$82.8K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,690$68.8K<0.01%013F-HRTimeline
Mechanics Financial Corp6,650$68.4K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,000$61.7K<0.01%013F-HRTimelineGroup
MOTCO5,412$55.7K0.01%013F-HRTimeline
Independence Bank of Kentucky3,000$30.9K<0.01%013F-HRTimeline
WPG Advisers, LLC2,644$27.2K0.03%-1,45413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,626$16.8K0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,437$14.8K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC830$8.54K<0.01%013F-HRTimeline
MAI Capital Management695$7.15K<0.01%+513F-HRTimeline
Guardian Wealth Management, Inc.667$6.87K<0.01%-113F-HRTimeline
Park Square Financial Group, LLC520$5.35K<0.01%-13513F-HRTimeline
Tortoise Investment Management, LLC457$4.7K<0.01%013F-HR/ATimeline
FNY Investment Advisers, LLC400$4K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.301$3.1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.