MMU

Western Asset Managed Munici

Latest period2024 - Q4Total superinvestors14

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 14 superinvestors own shares of Western Asset Managed Munici (MMU), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Western Asset Managed Munici (MMU), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Western Asset Managed Munici (MMU) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Western Asset Managed Munici (MMU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Louis Melone Jr.@Melone Private Wealth, Llc
Recent Activity
Decreased -5.51%
0.85%
$1.626M
159,428 shares@ 10.21 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 5.22%
0.02%
$1.312M
128,585 shares@ 10.21 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
0.75%
$1.113M
109,141 shares@ 10.21 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$642,194
59,243 shares@ 10.84 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
0.03%
$425,156
41,682 shares@ 10.2 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Decreased -0.15%
0.01%
$356,480
34,949 shares@ 10.21 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 10.13%
0.02%
$317,923
31,169 shares@ 10.2 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 30.46%
0.01%
$309,000
30,319 shares@ 10.2 avg price
Joseph Perfilio@Integrated Capital Management, Inc.
Recent Activity
Increased 7.14%
0.18%
$225,717
22,130 shares@ 10.2 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
New Position
0.02%
$187,864
18,418 shares@ 10.21 avg price