Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Western Asset Managed Municipals Fund Inc. inkluderer Traub Capital Management LLC, Modern Wealth Management, LLC, Brinker Capital Investments, LLC, og Kovitz Investment Group Partners, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
