Western Asset Managed Municipals Fund Inc.
MMU- Exchange
- NYSE
- SEC CIK
- 0000886043
No open-market purchases or sales by Western Asset Managed Municipals Fund Inc. insiders were filed in the last 90 days; 106 institutions reported holding it in 13F filings for Q2 2026, worth $205.5M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Western Asset Managed Municipals Fund Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 122
- +35 vs. Q3 2023
- Shares held
- 24.0M
- +6.89M (+40.2%) vs. Q3 2023
- Total value
- $244.2M
- +$91.3M (+59.7%) vs. Q3 2023
- New holders
- 46
- 46 more added
- Sold out
- 11
- 22 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MMU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 106 | $205.5M |
| Q1 2026 | 110 | $206.6M |
| Q4 2025 | 117 | $213.2M |
| Q3 2025 | 114 | $215.6M |
| Q2 2025 | 116 | $222.2M |
| Q1 2025 | 112 | $233.8M |
| Q4 2024 | 116 | $236.3M |
| Q3 2024 | 116 | $251.2M |
| Q2 2024 | 118 | $250.0M |
| Q1 2024 | 122 | $258.6M |
| Q4 2023 | 122 | $244.2M |
| Q3 2023 | 88 | $156.3M |
| Q2 2023 | 91 | $153.6M |
| Q1 2023 | 89 | $150.2M |
| Q4 2022 | 93 | $144.2M |
| Q3 2022 | 89 | $121.2M |
| Q2 2022 | 92 | $124.8M |
| Q1 2022 | 83 | $126.7M |
| Q4 2021 | 81 | $131.3M |
| Q3 2021 | 80 | $125.1M |
| Q2 2021 | 82 | $128.2M |
| Q1 2021 | 77 | $114.0M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Western Asset Managed Municipals Fund Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 248 | $2.52K | 0.00% | +242+4,033.3% | Added |
| CWM, LLC | 297 | $3.00K | 0.00% | +297 | New |
| SOA Wealth Advisors, LLC. | 301 | $3.06K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 457 | $4.65K | 0.00% | +457 | New |
| Guardian Wealth Management, Inc. | 668 | $6.79K | 0.01% | +668 | New |
| GWM Advisors LLC | 830 | $8.44K | 0.00% | +830 | New |
| Bessemer Group Inc | 976 | $10.0K | 0.00% | +356+57.4% | Added |
| Wolverine Asset Management LLC | 1,000 | $10.2K | 0.00% | −9,286−90.3% | Reduced |
| Principal Securities, Inc. | 1,247 | $12.7K | 0.00% | +1,247 | New |
| Northwestern Mutual Wealth Management Co | 1,270 | $12.9K | 0.00% | +941+286.0% | Added |
| Bartlett & Co. LLC | 1,313 | $13.0K | 0.00% | +1,313 | New |
| Global Retirement Partners, LLC | 1,306 | $13.1K | 0.00% | +15+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 1,313 | $13.2K | 0.00% | +1,313 | New |
| Elequin Capital LP | 1,887 | $19.2K | 0.01% | +1,887 | New |
| FinTrust Capital Advisors, LLC | 2,345 | $23.8K | 0.00% | +2,345 | New |
| Umb Bank N A | 2,697 | $27.4K | 0.00% | +2,697 | New |
| Independence Bank of Kentucky | 3,000 | $30.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $32.8K | 0.00% | – | New |
| Institutional & Family Asset Management, LLC | 4,187 | $42.6K | 0.01% | +1,167+38.6% | Added |
| Hollencrest Capital Management | 9,270 | $94.3K | 0.01% | 00.0% | Unchanged |
| Weiss Asset Management LP | 10,266 | $104.4K | 0.01% | +10,266 | New |
| Walter & Keenan Financial Consulting Co | 10,700 | $108.8K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,736 | $109.2K | 0.00% | +10,736 | New |
| Scissortail Wealth Management, LLC | 10,880 | $109.2K | 0.03% | +10,880 | New |
| TRUE Private Wealth Advisors | 11,300 | $114.9K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,673 | $118.7K | 0.01% | +11,673 | New |
| Sit Investment Associates Inc | 11,729 | $119.0K | 0.00% | +11,729 | New |
| Dakota Wealth Management | 11,996 | $122.0K | 0.00% | +11,996 | New |
| SeaCrest Wealth Management, LLC | 12,068 | $122.1K | 0.02% | −50.0% | Reduced |
| Drive Wealth Management, LLC | 12,232 | $124.4K | 0.04% | +12,232 | New |
| Summit Trail Advisors, LLC | 12,416 | $126.3K | 0.00% | +12,416 | New |
| Proequities, Inc. | 12,500 | $127.1K | 0.01% | +12,500 | New |
| Simon Quick Advisors, LLC | 13,198 | $134.2K | 0.01% | +13,198 | New |
| Altus Wealth Group LLC | 13,461 | $136.9K | 0.08% | −1,530−10.2% | Reduced |
| Valued Retirements, Inc. | 13,531 | $137.6K | 0.24% | +13,531 | New |
| Cambridge Investment Research Advisors, Inc. | 13,957 | $142.0K | 0.00% | +13,957 | New |
| Ackerman Capital Advisors, LLC | 14,049 | $142.9K | 0.04% | +14,049 | New |
| Harbour Investments, Inc. | 14,600 | $148.5K | 0.01% | +171+1.2% | Added |
| M&T Bank Corp | 14,613 | $148.9K | 0.00% | −2,301−13.6% | Reduced |
| Integrated Capital Management, Inc. | 15,689 | $159.6K | 0.14% | −260−1.6% | Reduced |
| Susquehanna International Group, LLP | 16,736 | $170.2K | 0.00% | −4,597−21.5% | Reduced |
| Mercer Global Advisors Inc | 16,849 | $171.0K | 0.00% | +3,069+22.3% | Added |
| Cary Street Partner Investment Advisory LLC | 17,442 | $177.4K | 0.01% | +17,442 | New |
| Janney Montgomery Scott LLC | 17,568 | $179.0K | 0.00% | +6,328+56.3% | Added |
| Comerica Bank | 18,498 | $188.1K | 0.00% | −1,104−5.6% | Reduced |
| AE Wealth Management LLC | 18,960 | $189.4K | 0.00% | −1,340−6.6% | Reduced |
| Advisory Services Network, LLC | 19,258 | $195.9K | 0.00% | −25,740−57.2% | Reduced |
| Stratos Wealth Partners, LTD. | 19,456 | $197.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,526 | $198.6K | 0.00% | +5,791+42.2% | Added |
| Aviance Capital Partners, LLC | 19,561 | $198.9K | 0.04% | +19,561 | New |
| 1776 Wealth LLC | 20,000 | $203.4K | 0.10% | +20,000 | New |
| Ironsides Asset Advisors, LLC | 20,117 | $204.6K | 0.09% | +5,346+36.2% | Added |
| First Trust Advisors LP | 20,797 | $211.5K | 0.00% | +20,797 | New |
| Concurrent Investment Advisors, LLC | 20,886 | $212.4K | 0.01% | +20,886 | New |
| MML Investors Services, LLC | 21,975 | $223.0K | 0.00% | +1,426+6.9% | Added |
| Fort Point Capital Partners LLC | 24,143 | $245.5K | 0.04% | +24,143 | New |
| Providence First Trust Co | 24,393 | $248.1K | 0.12% | −4,200−14.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 24,730 | $251.5K | 0.15% | +2,222+9.9% | Added |
| Oppenheimer & Co Inc | 26,393 | $268.4K | 0.00% | +15,042+132.5% | Added |
| Lakeview Capital Partners, LLC | 30,095 | $306.1K | 0.05% | −1,521−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 30,193 | $307.0K | 0.00% | +9,437+45.5% | Added |
| Raymond James Trust N.A. | 32,290 | $328.4K | 0.01% | +32,290 | New |
| Riverbridge Partners LLC | 32,598 | $331.5K | 0.00% | +300+0.9% | Added |
| Access Financial Services, Inc. | 34,771 | $353.6K | 0.18% | −19,381−35.8% | Reduced |
| Capstone Capital Wealth Advisors | 35,344 | $359.4K | 0.35% | +35,344 | New |
| Burford Brothers, Inc. | 36,100 | $367.1K | 0.26% | +36,100 | New |
| City of London Investment Management Co Ltd | 36,627 | $372.5K | 0.03% | 00.0% | Unchanged |
| Matisse Capital | 36,871 | $375.0K | 0.20% | +36,871 | New |
| Truist Financial Corp | 37,688 | $383.3K | 0.00% | +37,688 | New |
| Rockefeller Capital Management L.P. | 39,477 | $401.5K | 0.00% | +39,477 | New |
| Compass Financial Group, INC | 40,002 | $406.8K | 0.11% | +1,500+3.9% | Added |
| Private Wealth Strategies, L.L.C. | 41,613 | $423.2K | 0.09% | +489+1.2% | Added |
| Charter Trust Co | 41,682 | $423.9K | 0.03% | +22,760+120.3% | Added |
| Stratos Wealth Advisors, LLC | 42,494 | $432.2K | 0.02% | +160+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,431 | $441.7K | 0.00% | −419−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 43,768 | $445.1K | 0.00% | −10,574−19.5% | Reduced |
| Bank of New York Mellon Corp | 46,621 | $474.1K | 0.00% | +1,497+3.3% | Added |
| Rock Point Advisors, LLC | 46,700 | $474.9K | 0.14% | −1,500−3.1% | Reduced |
| Bridgewater Advisors Inc. | 49,677 | $505.2K | 0.08% | +10,249+26.0% | Added |
| Moors & Cabot, Inc. | 52,399 | $532.9K | 0.03% | −31,963−37.9% | Reduced |
| Stifel Financial Corp | 52,578 | $534.7K | 0.00% | +20,473+63.8% | Added |
| Mosaic Family Wealth Partners, LLC | 55,530 | $564.7K | 0.10% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 64,398 | $642.1K | 0.03% | +256+0.4% | Added |
| Indiana Trust & Investment Management CO | 64,512 | $656.1K | 0.30% | +64,512 | New |
| Stonebrook Private Inc. | 65,365 | $664.8K | 0.22% | +65,365 | New |
| Freestone Capital Holdings, LLC | 67,909 | $690.6K | 0.03% | +67,909 | New |
| National Asset Management, Inc. | 73,619 | $748.7K | 0.02% | +54,665+288.4% | Added |
| Rothschild Investment LLC | 77,104 | $784.1K | 0.07% | +77,104 | New |
| Steward Partners Investment Advisory, LLC | 77,649 | $789.7K | 0.01% | +61,705+387.0% | Added |
| Ameriprise Financial Inc | 83,608 | $868.4K | 0.00% | −9,386−10.1% | Reduced |
| Bank of America Corp | 88,471 | $899.7K | 0.00% | −12,484−12.4% | Reduced |
| Park Avenue Securities LLC | 103,486 | $1.05M | 0.01% | +6,643+6.9% | Added |
| Royal Bank of Canada | 107,096 | $1.09M | 0.00% | −13,919−11.5% | Reduced |
| Melfa Wealth Management, LLC | 108,908 | $1.11M | 1.04% | +79,896+275.4% | Added |
| Envestnet Asset Management Inc | 109,548 | $1.11M | 0.00% | +7,338+7.2% | Added |
| Landscape Capital Management, L.L.C. | 116,271 | $1.18M | 0.11% | +78,820+210.5% | Added |
| Nuveen Asset Management, LLC | 122,946 | $1.25M | 0.00% | +122,946 | New |
| Prospera Financial Services Inc | 127,884 | $1.30M | 0.04% | +4,753+3.9% | Added |
| Vivaldi Capital Management, LLC | 139,959 | $1.42M | 0.43% | −201,742−59.0% | Reduced |
| Leo Wealth, LLC | 147,184 | $1.50M | 0.16% | +147,184 | New |