Latest Institutional Transactions on Western Asset Managed Municipals Fund Inc. (MMU)
This table provides information on the latest institutional transactions involving Western Asset Managed Municipals Fund Inc. (MMU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6K- 24.97% |
$61.4K - $65.8K
|
18K
$186K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 40.47% |
$175K - $187K
|
59.2K
$611K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.2K+ 984.01% |
$575K - $616K
|
61.9K
$638K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$4.1K - $4.38K
|
400
$4.12K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
181K+ 71.56% |
$1.85M - $1.98M
|
434K
$4.47M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 2.44% |
$104K - $111K
|
428K
$4.41M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$16.7K - $17.8K
|
1.63K
$16.8K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11.8KNew |
$121K - $130K
|
11.8K
$122K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.9KNew |
$315K - $330K
|
31.9K
$329K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.3KNew |
$42.5K - $44.5K
|
4.3K
$44.3K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-16.2K- 13.25% |
$161K - $168K
|
106K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 16.84% |
$133K - $139K
|
93.1K
$960K
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
90K+ 767.33% |
$890K - $932K
|
102K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-475- 2.88% |
$4.7K - $4.92K
|
16K
$165K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30KNew |
$297K - $311K
|
30K
$309K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
717New |
$7.09K - $7.42K
|
717
$7.39K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
690+ 1.64% |
$6.82K - $7.14K
|
42.8K
$441K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.48KNew |
$44.3K - $46.3K
|
4.48K
$46.1K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.34K- 16.1% |
$23.1K - $24.2K
|
12.2K
$126K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3K+ 240.58% |
$29.7K - $31.1K
|
4.25K
$43.8K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77.1KNew |
$763K - $798K
|
77.1K
$795K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-745- 36.13% |
$7.37K - $7.71K
|
1.32K
$13.6K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
241+ 1.63% |
$2.38K - $2.49K
|
15K
$155K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.37K- 15.67% |
$53.1K - $55.5K
|
28.9K
$298K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
91+ 0.08% |
$900 - $942
|
109K
$1.13M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
22New |
$218 - $228
|
22
$227
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
79+ 1.64% |
$781 - $818
|
4.9K
$50.5K
|
|
Q1 2024 | |||||||
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.35KNew |
$53.2K - $55.9K
|
5.35K
$55.2K
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
67.9KNew |
$675K - $710K
|
67.9K
$700K
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
106KNew |
$1.05M - $1.1M
|
106K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
9.72KNew |
$96.6K - $102K
|
9.72K
$100K
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
545KNew |
$5.42M - $5.69M
|
545K
$5.62M
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
20KNew |
$199K - $209K
|
20K
$206K
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
686+ 3.41% |
$6.82K - $7.17K
|
20.8K
$214K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.63KNew |
$16.2K - $17K
|
1.63K
$16.8K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.96K+ 7.94% |
$19.5K - $20.5K
|
26.7K
$275K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.23KNew |
$12.2K - $12.9K
|
1.23K
$12.7K
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.09K- 15.53% |
$20.8K - $21.8K
|
11.4K
$117K
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-7.22K- 19.58% |
$71.8K - $75.5K
|
29.7K
$306K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
44New |
$437 - $460
|
44
$454
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.89K- 15.24% |
$18.8K - $19.8K
|
10.5K
$109K
|
|
Q4 2023 | |||||||
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
13.5KNew |
$117K - $138K
|
13.5K
$140K
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
36.1KNew |
$312K - $367K
|
36.1K
$372K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
668New |
$5.77K - $6.8K
|
668
$6.89K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.34K- 6.6% |
$11.6K - $13.6K
|
19K
$195K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$11.3K - $13.4K
|
1.31K
$13.5K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
123KNew |
$1.06M - $1.25M
|
123K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.89KNew |
$16.3K - $19.2K
|
1.89K
$19.5K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
830New |
$7.17K - $8.45K
|
830
$8.56K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.35KNew |
$20.3K - $23.9K
|
2.35K
$24.2K
|