MMU Western Asset Managed Municipa
Western Asset Managed Municipa (MMU) Institutional Ownership
What the institutions did with MMU last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 4.4M | 22.5% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.8M | 8.9% |
| BANK OF AMERICA CORP /DE/ | 1.7M | 8.5% |
| RAYMOND JAMES FINANCIAL INC | 1.4M | 6.9% |
| GUGGENHEIM CAPITAL LLC | 1.2M | 6.1% |
| 1607 Capital Partners, LLC | 851.9K | 4.3% |
| Advisors Asset Management, Inc. | 810.3K | 4.1% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 716.6K | 3.6% |
| Hennion & Walsh Asset Management, Inc. | 614.2K | 3.1% |
| Allianz Asset Management GmbH | 544.8K | 2.8% |
| VAN ECK ASSOCIATES CORP | 460.1K | 2.3% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 333.5K | 1.7% |
| WELLS FARGO & COMPANY/MN | 314.0K | 1.6% |
| Westview Management dba Westview Investment Advisors | 294.7K | 1.5% |
| Rareview Capital LLC | 273.4K | 1.4% |
| Invesco Ltd. | 235.7K | 1.2% |
| ENVESTNET ASSET MANAGEMENT INC | 223.4K | 1.1% |
| HighTower Advisors, LLC | 200.9K | 1.0% |
| ROYAL BANK OF CANADA | 162.9K | 0.8% |
| Fiera Capital Corp | 150.6K | 0.8% |
| Rockefeller Capital Management L.P. | 143.8K | 0.7% |
| LPL Financial LLC | 141.9K | 0.7% |
| Steward Partners Investment Advisory, LLC | 141.4K | 0.7% |
| UBS Group AG | 139.0K | 0.7% |
| PARK AVENUE SECURITIES LLC | 135.7K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| 1607 Capital Partners, LLC | Reduced | 1.3M | 851.9K | -478.7K |
| RAYMOND JAMES FINANCIAL INC | Increased | 1.2M | 1.4M | +204.3K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Reduced | 1.9M | 1.8M | -181.4K |
| WELLS FARGO & COMPANY/MN | Reduced | 491.0K | 314.0K | -176.9K |
| GUGGENHEIM CAPITAL LLC | Increased | 1.0M | 1.2M | +167.3K |
| Advisors Asset Management, Inc. | Increased | 687.3K | 810.3K | +123.0K |
| Hennion & Walsh Asset Management, Inc. | Increased | 496.8K | 614.2K | +117.4K |
| Wakefield Asset Management LLLP | New | 0 | 92.4K | +92.4K |
| Rareview Capital LLC | Reduced | 344.6K | 273.4K | -71.3K |
| Thomas J. Herzfeld Advisors, Inc. | New | 0 | 63.6K | +63.6K |
| ROBINSON CAPITAL MANAGEMENT, LLC | Increased | 668.4K | 716.6K | +48.2K |
| MORGAN STANLEY | Increased | 4.4M | 4.4M | +47.8K |
| Cambridge Investment Research Advisors, Inc. | Increased | 37.2K | 70.7K | +33.5K |
| Ackerman Capital Advisors, LLC | Increased | 42.8K | 75.1K | +32.3K |
| Virtu Financial LLC | New | 0 | 31.5K | +31.5K |
| Stratos Wealth Partners, LTD. | Sold Out | 30.2K | 0 | -30.2K |
| Concurrent Investment Advisors, LLC | Sold Out | 28.8K | 0 | -28.8K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 24.1K | +24.1K |
| COHEN & STEERS, INC. | Increased | 53.0K | 74.0K | +21.0K |
| MGO ONE SEVEN LLC | New | 0 | 20.9K | +20.9K |
| OSAIC HOLDINGS, INC. | Reduced | 114.5K | 94.3K | -20.2K |
| Janney Montgomery Scott LLC | Increased | 42.5K | 62.1K | +19.6K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Reduced | 45.9K | 27.9K | -18.1K |
| JANE STREET GROUP, LLC | Sold Out | 17.6K | 0 | -17.6K |
| LPL Financial LLC | Increased | 124.6K | 141.9K | +17.3K |
| CARY STREET PARTNERS FINANCIAL LLC | Reduced | 62.3K | 46.4K | -15.9K |
| HighTower Advisors, LLC | Increased | 185.1K | 200.9K | +15.8K |
| PARK AVENUE SECURITIES LLC | Reduced | 150.8K | 135.7K | -15.1K |
| VERUS CAPITAL PARTNERS, LLC | Sold Out | 15.0K | 0 | -15.0K |
| HARBOUR INVESTMENTS, INC. | Sold Out | 15.0K | 0 | -15.0K |
| Steward Partners Investment Advisory, LLC | Increased | 127.0K | 141.4K | +14.4K |
| Aviance Capital Partners, LLC | Reduced | 41.2K | 27.4K | -13.9K |
| B. Riley Wealth Advisors, Inc. | Reduced | 38.4K | 25.5K | -12.9K |
| Traub Capital Management LLC | Reduced | 56.3K | 44.1K | -12.2K |
| Focus Partners Wealth | Sold Out | 11.5K | 0 | -11.5K |
| Advisory Services Network, LLC | Increased | 12.3K | 22.3K | +10.0K |
| Cetera Investment Advisers | Increased | 12.2K | 21.8K | +9.6K |
| NewEdge Advisors, LLC | Reduced | 32.4K | 23.1K | -9.3K |
| AMERIPRISE FINANCIAL INC | Increased | 59.5K | 67.5K | +8.0K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | Reduced | 30.5K | 22.5K | -7.9K |
| Ashton Thomas Private Wealth, LLC | Increased | 20.9K | 28.8K | +7.9K |
| PFG Investments, LLC | Reduced | 53.4K | 46.6K | -6.8K |
| Fiera Capital Corp | Reduced | 156.3K | 150.6K | -5.6K |
| BANK OF AMERICA CORP /DE/ | Increased | 1.7M | 1.7M | +5.5K |
| MELFA WEALTH MANAGEMENT, INC. | Reduced | 109.1K | 104.0K | -5.1K |
| VAN ECK ASSOCIATES CORP | Increased | 455.5K | 460.1K | +4.5K |
| ROYAL BANK OF CANADA | Reduced | 166.7K | 162.9K | -3.8K |
| STIFEL FINANCIAL CORP | Increased | 36.8K | 40.4K | +3.6K |
| FIRST TRUST ADVISORS LP | Reduced | 16.9K | 13.3K | -3.6K |
| NWF Advisory Services Inc. | Increased | 14.9K | 17.9K | +3.0K |
| Closed-End Fund Advisors, Inc. | Reduced | 56.9K | 53.9K | -3.0K |
| Summit Trail Advisors, LLC | Reduced | 68.0K | 65.3K | -2.7K |
| Sovereign Financial Group, Inc. | Increased | 15.4K | 17.7K | +2.3K |
| BlackRock, Inc. | Sold Out | 2.2K | 0 | -2.2K |
| RFG Advisory, LLC | Increased | 16.9K | 19.1K | +2.2K |
| Penserra Capital Management LLC | Increased | 1.1K | 3.2K | +2.2K |
| UBS Group AG | Reduced | 141.2K | 139.0K | -2.1K |
| Westview Management dba Westview Investment Advisors | Reduced | 296.7K | 294.7K | -1.9K |
| CHOREO, LLC | Reduced | 54.7K | 52.8K | -1.9K |
| Rockefeller Capital Management L.P. | Reduced | 145.7K | 143.8K | -1.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.