Hennion & Walsh Asset Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Hennion & Walsh Asset Management’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	$6.86M	Buy	768,088 +153,841	+25%	+$1.53M	0.2%	116
2026 Q2	$6.4M	Buy	614,247 +117,425	+24%	+$1.21M	0.18%	133
2026 Q1	$5.11M	Sell	496,822 -6,535	-1%	-$68.6K	0.17%	144
2025 Q4	$5.26M	Buy	503,357 +142,371	+39%	+$1.48M	0.18%	135
2025 Q3	$3.73M	Buy	+360,986	New	+$3.62M	0.14%	193
2021 Q4	–	Sell	-241,268	Closed	-$3.22M	–	769
2021 Q3	$3.22M	Sell	241,268 -2,594	-1%	-$35.2K	0.17%	175
2021 Q2	$3.3M	Sell	243,862 -3,706	-1%	-$49.6K	0.18%	165
2021 Q1	$3.22M	Buy	+247,568	New	+$3.2M	0.19%	143

Other funds holding MMU

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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

Hennion & Walsh Asset Management's MMU Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Western Asset Managed Municipals Fund (MMU) stake by 25% in Q3 2026, buying an estimated $1.53M and bringing the position to 768,088 shares worth $6.86M. The position accounts for 0.2% of the portfolio, ranked #116.

Hennion & Walsh Asset Management first reported a position in MMU in Q1 2021 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold MMU as of Q3 2026.

Hennion & Walsh Asset Management held 768,088 shares of Western Asset Managed Municipals Fund worth $6.86M as of Q3 2026.
Hennion & Walsh Asset Management bought 153,841 Western Asset Managed Municipals Fund shares in Q3 2026, an estimated $1.53M.
Western Asset Managed Municipals Fund made up 0.2% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #116 holding.
Hennion & Walsh Asset Management first reported a position in Western Asset Managed Municipals Fund in Q1 2021 and has held it in 8 quarters since.
9 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.