B. Riley Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

B. Riley Wealth Advisors’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$188K	Sell	21,027 -4,429	-17%	-$44.1K	0.01%	949
2026 Q2	$268K	Sell	25,456 -12,897	-34%	-$133K	0.01%	660
2026 Q1	$382K	Sell	38,353 -2,763	-7%	-$29K	0.02%	513
2025 Q4	$429K	Buy	41,116 +142	+0.3%	+$1.47K	0.02%	586
2025 Q3	$424K	Sell	40,974 -5,397	-12%	-$54.2K	0.02%	590
2025 Q2	$459K	Sell	46,371 -9,746	-17%	-$96.6K	0.02%	557
2025 Q1	$577K	Buy	56,117 +67	+0.1%	+$693	0.02%	704
2024 Q4	$572K	Sell	56,050 -9,620	-15%	-$101K	0.02%	650
2024 Q3	$715K	Sell	65,670 -10,702	-14%	-$114K	0.02%	603
2024 Q2	$795K	Buy	76,372 +57,418	+303%	+$581K	0.02%	617
2024 Q1	$170K	Sell	18,954 -54,665	-74%	-$557K	﹤0.01%	1299
2023 Q4	$749K	Buy	73,619 +54,665	+288%	+$516K	0.02%	631
2023 Q3	$170K	Buy	+18,954	New	+$183K	﹤0.01%	1299
2014 Q3	–	Sell	-900	Closed	-$11.8K	–	1395
2014 Q2	$11.8K	Buy	+900	New	+$11.7K	﹤0.01%	1712

Other funds holding MMU

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capstone Capital Henderson, Nevada $179M AUM 14.26% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors's MMU Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Western Asset Managed Municipals Fund (MMU) stake by 17% in Q3 2026, selling an estimated $44.1K and leaving 21,027 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #949.

B. Riley Wealth Advisors first reported a position in MMU in Q2 2014 and has held it in 14 quarters since. The position peaked at $795K in Q2 2024. 9 funds tracked by Wall St. Rank hold MMU as of Q3 2026.

B. Riley Wealth Advisors held 21,027 shares of Western Asset Managed Municipals Fund worth $188K as of Q3 2026.
B. Riley Wealth Advisors sold 4,429 Western Asset Managed Municipals Fund shares in Q3 2026, an estimated $44.1K.
Western Asset Managed Municipals Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #949 holding.
B. Riley Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q2 2014 and has held it in 14 quarters since.
B. Riley Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $795K in Q2 2024.
9 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.