Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Western Asset Managed Municipals Fund Inc., to m.in Baird Financial Group, Inc., Gill Capital Partners, Llc, Penserra Capital Management LLC, Abound Wealth Management, i Highline Wealth Partners Llc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
