Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Western Asset Managed Municipals Fund Inc. inkluderar Baird Financial Group, Inc., Gill Capital Partners, Llc, Penserra Capital Management LLC, Abound Wealth Management, och Highline Wealth Partners Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11 992 | 0,41 | 123 | −0,81 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 62 265 | 8,77 | 640 | 7,20 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 397 523 | 7,45 | 45 207 | 5,81 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 490 950 | 7,93 | 5 047 | 6,25 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 11 772 | 11,59 | 121 | 10,00 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 350 | 4 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 587 | 6 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 687 348 | 15,99 | 7 066 | 14,21 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 158 855 | 9,23 | 11 913 | 7,56 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 15 032 | 155 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 54 483 | 22,55 | 560 | 20,69 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 237 | 23 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 28 914 | 41,68 | 302 | 42,65 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 22 968 | 1,01 | 236 | −0,42 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 10 703 | 110 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 455 539 | 13,72 | 5 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 126 993 | 5,58 | 1 305 | 3,98 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 10 487 | 1,58 | 108 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 683 545 | 8,87 | 17 307 | 7,20 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 344 641 | 8,10 | 3 412 | 8,08 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 30 200 | 310 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 145 654 | 0,94 | 1 497 | −0,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 223 373 | 0,62 | 2 296 | −0,91 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 13 449 | 10,57 | 138 | 9,52 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 45 933 | 472 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 299 771 | 21,26 | 3 082 | 19,42 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1 080 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 124 562 | 2,62 | 1 280 | 1,03 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 43 346 | 1,09 | 446 | −0,45 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1 036 528 | 23,44 | 10 656 | 21,55 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15 642 | 163 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 2 251 | 23 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 59 491 | 0,62 | 612 | −0,97 | ||||
| 2026-05-11 | 13F | Robinson Capital Management, Llc | 668 431 | 12,89 | 6 818 | 10,29 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 12 733 | 6,61 | 131 | 4,84 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 42 838 | 24,18 | 440 | 22,22 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 48 456 | 10,75 | 498 | 9,21 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 20 930 | 26,85 | 215 | 25,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 150 818 | 1,20 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3 322 | 0,45 | 34 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 37 193 | 35,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 54 650 | 5,31 | 562 | 3,70 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14 044 | 144 | ||||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 26 258 | 0,61 | 270 | −1,10 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 2 019 | 6,66 | 21 | 5,26 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 166 676 | 5,19 | 1 713 | 3,57 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 114 522 | 1,17 | 1 177 | −0,34 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 27 958 | 1,16 | 287 | −0,35 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 13 551 | 6,73 | 141 | 6,82 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 67 965 | 548,89 | 699 | 540,37 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 38 317 | 3,61 | 394 | 1,81 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 15 000 | 154 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 902 | 5,30 | 92 | 3,41 |
