NPFS
MMU

Novak & Powell Financial Services’s Western Asset Managed Municipals Fund MMU Stock Holding History

Novak & Powell Financial Services’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
2025
Q3 		– Sell
-9,716
Closed -$96.2K – 169
2025
Q2 		$96.2K Buy
+9,716
New +$96.3K 0.07% 146
2024
Q2 		– Sell
-9,716
Closed -$102K – 158
2024
Q1 		$102K Buy
+9,716
New +$98.9K 0.08% 142

Other funds holding MMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Novak & Powell Financial Services's MMU Position: Q3 2025 in Review

Novak & Powell Financial Services sold out of Western Asset Managed Municipals Fund (MMU) in Q3 2025, closing a stake of 9,716 shares — an estimated $96.2K sold.

Novak & Powell Financial Services first reported a position in MMU in Q1 2024 and held it in 2 quarters. The position peaked at $102K in Q1 2024. 113 funds tracked by Wall St. Rank hold MMU as of Q3 2025.

  • Novak & Powell Financial Services reported no remaining Western Asset Managed Municipals Fund position as of Q3 2025 after selling out during the quarter.
  • Novak & Powell Financial Services sold 9,716 Western Asset Managed Municipals Fund shares in Q3 2025, an estimated $96.2K.
  • Novak & Powell Financial Services first reported a position in Western Asset Managed Municipals Fund in Q1 2024 and held it in 2 quarters.
  • Novak & Powell Financial Services's Western Asset Managed Municipals Fund position peaked at $102K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q3 2025.

Based on Novak & Powell Financial Services's 13F filing for Q3 2025, filed 14 Nov 2025.