PWA
MMU

Provenance Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Provenance 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
2025
Q1 		– Sell
-1,131
Closed -$11.5K – 568
2024
Q4 		$11.5K Hold
1,131
– – ﹤0.01% 304
2024
Q3 		$12.3K Buy
+1,131
New +$12K ﹤0.01% 320

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Provenance Wealth Advisors's MMU Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q1 2025, closing a stake of 1,131 shares — an estimated $11.5K sold.

Provenance Wealth Advisors first reported a position in MMU in Q3 2024 and held it in 2 quarters. The position peaked at $12.3K in Q3 2024. 110 funds tracked by Wall St. Rank hold MMU as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 1,131 Western Asset Managed Municipals Fund shares in Q1 2025, an estimated $11.5K.
  • Provenance Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $12.3K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.