OLVIG
MMU

Oliver Lagore Vanvalin Investment Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$10.3K Buy
+1,000
New +$9.91K ﹤0.01% 416
2024
Q4 		$10.2K Hold
1,000
– – ﹤0.01% 443
2024
Q3 		$10.8K Buy
+1,000
New +$10.7K ﹤0.01% 416

Other funds holding MMU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MMU Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Western Asset Managed Municipals Fund (MMU) in Q2 2025: 1,000 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MMU as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in MMU in Q3 2024 and has held it in 3 quarters since. The position peaked at $10.8K in Q3 2024. 115 funds tracked by Wall St. Rank hold MMU as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,000 shares of Western Asset Managed Municipals Fund worth $10.3K as of Q2 2025.
  • Western Asset Managed Municipals Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Western Asset Managed Municipals Fund made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #416 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Western Asset Managed Municipals Fund in Q3 2024 and has held it in 3 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Western Asset Managed Municipals Fund position peaked at $10.8K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.