Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Western Asset Managed Municipals Fund Inc. includono Baird Financial Group, Inc., Gill Capital Partners, Llc, Penserra Capital Management LLC, Abound Wealth Management, e Highline Wealth Partners Llc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
