WESTERN ASSET MANAGED MUNICIPALS FUND INC. - MMU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,092,453 | 42,725 | 0.0% | 0.0% | 1 | +98,042 | 2.45% | Q4 2025 | Feb 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 2,729,554 | 28,496 | 1.35% | 2.03% | 2 | -710,517 | -20.65% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,546,311 | 16,143 | 0.0% | 0.0% | 3 | +272,573 | 21.4% | Q4 2025 | Feb 17, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 1,390,231 | 14,514 | 0.99% | 1.24% | 4 | -202,791 | -12.73% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,060,923 | 11,076 | 0.0% | 0.0% | 5 | -122 | -0.01% | Q4 2025 | Feb 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 839,687 | 8,766 | 0.06% | 0.05% | 6 | +182,299 | 27.73% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 592,613 | 6,186 | 0.1% | 0.07% | 7 | +176,501 | 42.42% | Q4 2025 | Feb 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 592,100 | 6,181 | 2.53% | 2.24% | 8 | +183,938 | 45.06% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 544,800 | 5,687 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 503,357 | 5,255 | 0.18% | 0.14% | 10 | +142,371 | 39.44% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 454,895 | 4,749 | 0.0% | 0.0% | 11 | +19,045 | 4.37% | Q4 2025 | Feb 13, 2026 |
| Fiera Capital Corp | History | Added to | 452,673 | 4,725 | 0.01% | 0.01% | 12 | +162,657 | 56.09% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 400,567 | 4,182 | 0.0% | 0.0% | 13 | +45,592 | 12.84% | Q4 2025 | Feb 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 376,788 | 3,933 | 0.29% | 0.3% | 14 | -21,197 | -5.33% | Q4 2025 | Feb 13, 2026 |
| Rareview Capital LLC | History | Added to | 318,812 | 3,156 | 2.05% | 1.86% | 15 | +11,026 | 3.58% | Q4 2025 | Jan 29, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 297,109 | 3,101 | 1.48% | — | 16 | +297,109 | New | Q4 2025 | Jan 09, 2026 |
| Invesco Ltd. | History | Added to | 247,859 | 2,587 | 0.0% | 0.0% | 17 | +7,181 | 2.98% | Q4 2025 | Feb 19, 2026 |
| Leo Wealth, LLC | History | Added to | 247,215 | 2,580 | 0.19% | 0.23% | 18 | +75,765 | 44.19% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 221,993 | 2,317 | 0.0% | 0.0% | 19 | +48,647 | 28.06% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | No change | 185,111 | 1,932 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 158,446 | 1,654 | 0.0% | — | 21 | +158,446 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 149,028 | 1,556 | 0.01% | 0.01% | 22 | +625 | 0.42% | Q4 2025 | Jan 05, 2026 |
| UBS Group AG | History | Reduced | 145,034 | 1,514 | 0.0% | 0.0% | 23 | -7,922 | -5.18% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 144,294 | 1,506 | 0.0% | 0.0% | 24 | -15,693 | -9.81% | Q4 2025 | Mar 16, 2026 |
| LPL Financial LLC | History | Added to | 121,381 | 1,267 | 0.0% | 0.0% | 25 | +1,838 | 1.54% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 120,286 | 1,255 | 0.01% | 0.01% | 26 | +11,194 | 10.26% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 113,195 | 1,181 | 0.0% | 0.0% | 27 | -5,741 | -4.83% | Q4 2025 | Feb 17, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 109,141 | 1,139 | 0.66% | 0.66% | 28 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Nuveen, LLC | History | No change | 91,512 | 955 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Melone Private Wealth, LLC | History | Added to | 79,955 | 834 | 0.35% | 0.37% | 30 | +1,345 | 1.71% | Q4 2025 | Jan 07, 2026 |
| Traub Capital Management LLC | History | Reduced | 75,855 | 791 | 0.76% | 0.92% | 31 | -14,634 | -16.17% | Q4 2025 | Jan 29, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 67,913 | 709 | 0.21% | 0.21% | 32 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 63,750 | 660 | 0.02% | 0.02% | 33 | +272 | 0.43% | Q4 2025 | Jan 28, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 62,541 | 652 | 0.39% | — | 34 | +62,541 | New | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 59,122 | 617 | 0.0% | 0.0% | 35 | -8,449 | -12.5% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 59,049 | 616 | 0.0% | 0.0% | 36 | +14,583 | 32.8% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 57,244 | 597 | 0.01% | 0.01% | 37 | +28,523 | 99.31% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Reduced | 55,737 | 581 | 0.03% | 0.03% | 38 | -6,966 | -11.11% | Q4 2025 | Jan 26, 2026 |
| COHEN & STEERS, INC. | History | No change | 53,000 | 553 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 51,893 | 541 | 0.01% | 0.01% | 40 | +3,350 | 6.9% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | No change | 46,337 | 481 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 45,746 | 478 | 0.0% | 0.0% | 42 | +814 | 1.81% | Q4 2025 | Jan 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 45,666 | 476 | 0.05% | 0.06% | 43 | -5,168 | -10.17% | Q4 2025 | Feb 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 44,865 | 468 | 0.05% | 0.04% | 44 | +9,275 | 26.06% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 44,459 | 464 | 0.01% | 0.01% | 45 | +12,344 | 38.44% | Q4 2025 | Mar 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 43,751 | 456 | 0.04% | — | 46 | +43,751 | New | Q4 2025 | Feb 12, 2026 |
| Carson Advisory Inc. | History | No change | 43,604 | 455 | 0.24% | 0.24% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 42,877 | 447 | 0.06% | 0.06% | 48 | +1,550 | 3.75% | Q4 2025 | Jan 27, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 41,682 | 435 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 41,116 | 429 | 0.02% | 0.02% | 50 | +142 | 0.35% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 38,680 | 403 | 0.0% | 0.0% | 51 | +4,421 | 12.9% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 38,206 | 398 | 0.0% | 0.0% | 52 | -4,511 | -10.56% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 37,688 | 393 | 0.0% | 0.0% | 53 | -3,570 | -8.65% | Q4 2025 | Feb 12, 2026 |
| Rock Point Advisors, LLC | History | Added to | 36,983 | 386 | 0.1% | 0.1% | 54 | +2,083 | 5.97% | Q4 2025 | Feb 04, 2026 |
| Burford Brothers, Inc. | History | No change | 36,100 | 376 | 0.16% | 0.16% | 55 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 35,486 | 370 | 0.0% | 0.0% | 56 | +8,213 | 30.11% | Q4 2025 | Feb 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 34,496 | 360 | 0.07% | 0.08% | 57 | -1,304 | -3.64% | Q4 2025 | Feb 11, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 31,736 | 331 | 0.22% | 0.22% | 58 | +1,626 | 5.4% | Q4 2025 | Jan 08, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 31,754 | 331 | 0.14% | 0.18% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 30,000 | 313 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 29,450 | 307 | 0.2% | 0.2% | 61 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,914 | 301 | 0.0% | 0.0% | 62 | +8,506 | 41.68% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 28,150 | 293 | 0.0% | 0.0% | 63 | -4,593 | -14.03% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 27,637 | 288 | 0.0% | 0.0% | 65 | +1,303 | 4.95% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,550 | 288 | 0.0% | 0.0% | 64 | +760 | 2.84% | Q4 2025 | Feb 05, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 26,098 | 272 | 0.18% | 0.18% | 66 | +631 | 2.48% | Q4 2025 | Feb 09, 2026 |
| Stonebrook Private Inc. | History | Added to | 23,320 | 243 | 0.05% | 0.05% | 67 | +265 | 1.15% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 22,739 | 237 | 0.0% | 0.01% | 68 | -24,985 | -52.35% | Q4 2025 | Feb 09, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 21,286 | 222 | 0.04% | 0.03% | 69 | +3,973 | 22.95% | Q4 2025 | Jan 07, 2026 |
| Catalina Capital Group, LLC | History | No change | 20,665 | 215 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Providence First Trust Co | History | No change | 20,103 | 209 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cottage Street Advisors LLC | History | Added to | 20,000 | 208 | 0.09% | 0.04% | 73 | +10,000 | 100.0% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 20,000 | 208 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 19,042 | 198 | 0.0% | 0.0% | 74 | -2,627 | -12.12% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,441 | 192 | 0.0% | 0.0% | 75 | +311 | 1.72% | Q4 2025 | Feb 18, 2026 |
| NWF Advisory Services Inc. | History | No change | 17,900 | 186 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 17,292 | 180 | 0.0% | 0.0% | 77 | -852 | -4.7% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 16,899 | 176 | 0.0% | 0.0% | 78 | +702 | 4.33% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,899 | 176 | 0.0% | 0.0% | 79 | -391 | -2.26% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,500 | 172 | 0.0% | 0.0% | 80 | +2,000 | 13.79% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 16,388 | 171 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 15,642 | 163 | 0.0% | — | 82 | +15,642 | New | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 14,959 | 156 | 0.0% | 0.0% | 83 | -61 | -0.41% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | New | 14,777 | 154 | 0.0% | — | 84 | +14,777 | New | Q4 2025 | Feb 13, 2026 |
| Permanent Capital Management, LP | History | New | 13,513 | 141 | 0.03% | — | 85 | +13,513 | New | Q4 2025 | Jan 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,443 | 140 | 0.0% | 0.0% | 86 | -589 | -4.2% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,696 | 132 | 0.0% | 0.0% | 87 | +164 | 1.31% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | No change | 12,338 | 128 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,163 | 126 | 0.0% | 0.0% | 89 | -3,704 | -23.34% | Q4 2025 | Feb 02, 2026 |
| Occidental Asset Management, LLC | History | Added to | 11,944 | 124 | 0.01% | 0.01% | 90 | +893 | 8.08% | Q4 2025 | Jan 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 11,943 | 124 | 0.03% | 0.03% | 91 | +64 | 0.54% | Q4 2025 | Jan 09, 2026 |
| Altus Wealth Group LLC | History | No change | 11,371 | 118 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 10,962 | 114 | 0.01% | — | 93 | +10,962 | New | Q4 2025 | Jan 12, 2026 |
| Cerity Partners LLC | History | New | 10,878 | 113 | 0.0% | — | 94 | +10,878 | New | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,549 | 110 | 0.0% | 0.0% | 95 | +108 | 1.03% | Q4 2025 | Feb 10, 2026 |
| Summit Trail Advisors, LLC | History | New | 10,474 | 109 | 0.0% | — | 96 | +10,474 | New | Q4 2025 | Feb 17, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 10,500 | 109 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,324 | 107 | 0.0% | 0.0% | 98 | +214 | 2.12% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 8,454 | 88 | 0.01% | — | 99 | +8,454 | New | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 6,644 | 69 | 0.02% | — | 101 | +6,644 | New | Q4 2025 | Feb 05, 2026 |
| Mechanics Financial Corp | History | No change | 6,650 | 69 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Reduced | 6,339 | 66 | 0.0% | 0.0% | 102 | -7,676 | -54.77% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,404 | 66 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | No change | 6,000 | 62 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,400 | 56 | 0.0% | — | 105 | +5,400 | New | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 5,190 | 54 | 0.0% | 0.0% | 106 | -1,500 | -22.42% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 4,083 | 42 | 0.01% | 0.01% | 107 | -388 | -8.68% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,307 | 34 | 0.0% | — | 108 | +3,307 | New | Q4 2025 | Feb 03, 2026 |
| Independence Bank of Kentucky | History | No change | 3,000 | 31 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WPG Advisers, LLC | History | Added to | 1,893 | 19 | 0.01% | 0.01% | 110 | +172 | 9.99% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,800 | 18 | 0.0% | — | 111 | +1,800 | New | Q4 2025 | Feb 10, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,626 | 16 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kilter Group LLC | History | Added to | 1,235 | 12 | 0.01% | 0.01% | 113 | +26 | 2.15% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 719 | 7 | 0.0% | 0.0% | 114 | +10 | 1.41% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 301 | 3 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Karpus Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -437,479 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -115,198 | -100.0% | Q3 2025 | Nov 03, 2025 |
| RIVERBRIDGE PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,109 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,846 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,835 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,729 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,180 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,001 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atala Financial Inc | History | Closed out | 0 | 0 | — | 0.14% | — | -3,440 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -457 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Dec 15, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |