Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Western Asset Managed Municipals Fund Inc. meliputi 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 kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi 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 |
