Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Western Asset Managed Municipals Fund Inc. incluem Baird Financial Group, Inc., Gill Capital Partners, Llc, Penserra Capital Management LLC, Abound Wealth Management, e Highline Wealth Partners Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
