Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Western Asset Managed Municipals Fund Inc. termasuk Traub Capital Management LLC, Modern Wealth Management, LLC, NWF Advisory Services Inc., Brinker Capital Investments, LLC, dan Kovitz Investment Group Partners, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 172,474 | 1.56 | 1,707 | -2.29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,105 | 120 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 223,902 | 32.92 | 2,217 | 27.87 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 63,124 | 0.41 | 624 | -1.11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,363 | 1.34 | 122 | -2.40 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 220,315 | 6.99 | 2,181 | 2.97 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 971,195 | 10.85 | 9,615 | 6.64 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10,000 | 99 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 449,227 | 0.93 | 4,447 | -2.88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 101,729 | 8.66 | 1,007 | 4.57 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 45,581 | 1.63 | 454 | -2.16 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17,290 | 15.69 | 171 | 11.76 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 21,408 | 16.30 | 212 | 11.64 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10,013 | 99 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,585 | 174 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 150,275 | 14.88 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 17,900 | 184 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 17,388 | 172 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 40,727 | 3.06 | 403 | -0.74 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 17,166 | 0.69 | 170 | -3.43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 96,021 | 0.34 | 951 | -3.46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 166,042 | 6.78 | 1,644 | 2.69 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26,549 | 30.08 | 263 | 24.76 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 9,716 | 96 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 104,982 | 1,039 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,748 | 0.90 | 176 | -3.31 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 67,913 | 0.52 | 672 | -3.31 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 304,360 | 50.57 | 3,013 | 44.86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,021,591 | 61.80 | 10,114 | 55.66 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 25,920 | 13.56 | 257 | 9.40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,036,443 | 0.91 | 39,961 | -2.92 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 22,851 | 0.87 | 226 | -3.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 476,085 | 117.29 | 4,713 | 109.09 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 11,597 | 3.50 | 115 | -0.87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 171,780 | 20.78 | 1,701 | 16.20 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33,888 | 5.47 | 0 | |||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 30,000 | 310 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 26,221 | 12.92 | 260 | 8.82 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 40,103 | 4.02 | 397 | 0.25 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 20,665 | 205 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12,847 | 12.62 | 127 | 8.55 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 702 | 1.01 | 7 | -14.29 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 30,099 | 19.64 | 298 | 15.12 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26,285 | 22.75 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 42,200 | 13.62 | 418 | 9.16 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 339,520 | 0.06 | 3,385 | -4.24 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 11,551 | 1.64 | 114 | -1.72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 75,423 | 13.14 | 747 | 8.91 |
