Mariner

Mariner’s Western Asset Managed Municipals Fund MMU Stock Holding History

Mariner’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 Q1	$175K	Sell	17,334 -1,708	-9%	-$17.9K	﹤0.01%	3200
2025 Q4	$199K	Sell	19,042 -2,627	-12%	-$27.3K	﹤0.01%	3173
2025 Q3	$224K	Sell	21,669 -7,962	-27%	-$79.9K	﹤0.01%	3078
2025 Q2	$293K	Sell	29,631 -13,689	-32%	-$136K	﹤0.01%	2744
2025 Q1	$446K	Buy	43,320 +15,839	+58%	+$164K	﹤0.01%	2303
2024 Q4	$280K	Buy	27,481 +1,208	+5%	+$12.7K	﹤0.01%	2692
2024 Q3	$285K	Sell	26,273 -1,812	-6%	-$19.3K	﹤0.01%	2614
2024 Q2	$291K	Sell	28,085 -2,330	-8%	-$23.6K	﹤0.01%	2474
2024 Q1	$318K	Buy	30,415 +10,889	+56%	+$111K	﹤0.01%	2391
2023 Q4	$199K	Buy	19,526 +5,791	+42%	+$54.6K	﹤0.01%	2696
2023 Q3	$123K	Buy	13,735 +2,188	+19%	+$21.2K	﹤0.01%	2646
2023 Q2	$115K	Buy	11,547 +67	+0.6%	+$671	﹤0.01%	2610
2023 Q1	$118K	Sell	11,480 -3,388	-23%	-$34.9K	﹤0.01%	2542
2022 Q4	$150K	Buy	14,868 +4,471	+43%	+$44.3K	﹤0.01%	2427
2022 Q3	$101K	Buy	+10,397	New	+$111K	﹤0.01%	2202

Other funds holding MMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return