Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Western Asset Managed Municipals Fund Inc. comprennent Traub Capital Management LLC, Modern Wealth Management, LLC, Brinker Capital Investments, LLC, et Kovitz Investment Group Partners, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-08-14 | 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 |
