WESTERN ASSET MUN HI INCM FD shareholder history

Current and past WESTERN ASSET MUN HI INCM FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 23180.00%0.00%0.01%Q2 2013Q3 202341
FIFTH THIRD BANCORP 37370.00%0.00%0.00%Q2 2013Q2 202237
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 3330.00%0.01%0.04%Q2 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 19150.00%0.00%0.00%Q1 2015Q3 202334
Cambridge Investment Research Advisors, Inc. 1610.00%0.01%0.03%Q2 2013Q3 202333
Janney Montgomery Scott LLC 2120.00%0.00%0.01%Q4 2013Q3 202333
Capital Investment Advisors, LLC 22100.00%0.02%0.07%Q4 2013Q4 202332
Bridgecreek Investment Management, LLC 22100.02%0.04%0.06%Q2 2013Q3 202332
UNITED CAPITAL FINANCIAL ADVISORS, LLC 31310.00%0.01%0.02%Q3 2014Q1 202231
FIRST TRUST ADVISORS LP 2460.00%0.00%0.00%Q2 2013Q3 202330
ClearBridge Investments 28280.00%0.00%0.00%Q3 2013Q2 202028
Tradewinds Capital Management, LLC 27270.00%0.01%0.01%Q4 2013Q2 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Newman Dignan & Sheerar, Inc. 26260.01%0.16%1.40%Q1 2017Q2 202326
Gilman Hill Asset Management, LLC 25250.05%0.08%0.13%Q4 2013Q4 201925
GUGGENHEIM CAPITAL LLC 13100.00%0.01%0.02%Q2 2013Q3 202323
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1220.01%0.06%0.32%Q4 2013Q4 202222
Steward Partners Investment Advisory, LLC 1840.00%0.00%0.00%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 1380.00%0.00%0.01%Q2 2013Q1 202221
VAN ECK ASSOCIATES CORP 21210.00%0.00%0.00%Q2 2013Q2 201821
Brown Advisory Securities, LLC 20200.03%0.10%0.22%Q2 2014Q1 201920
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.00%0.00%Q4 2017Q2 202219
Ancora Advisors LLC 19190.00%0.01%0.01%Q4 2016Q2 202119
Realta Investment Advisors 19190.08%0.09%0.12%Q1 2019Q3 202319
Commonwealth Equity Services, Inc 18180.00%0.00%0.00%Q2 2013Q3 201718
Karpus Management, Inc. 1120.00%0.12%0.36%Q1 2017Q1 202318
CITIGROUP INC 17170.00%0.00%0.00%Q2 2013Q2 201717
McIlrath & Eck, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Global Endowment Management, LP 17170.01%0.02%0.04%Q2 2013Q2 201717
GILL CAPITAL PARTNERS, LLC 1610.11%0.15%0.22%Q4 2018Q4 202317
1607 Capital Partners, LLC 1060.01%0.15%0.52%Q4 2018Q3 202316
Sigma Planning Corp 15150.01%0.01%0.02%Q4 2014Q2 201815
Thomas J. Herzfeld Advisors, Inc. 920.00%0.11%0.28%Q1 2014Q3 202315
Invesco Ltd. 630.00%0.00%0.00%Q2 2013Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Tower Research Capital LLC (TRC) 520.00%0.00%0.00%Q2 2013Q1 202215
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
WEDBUSH SECURITIES INC 14140.03%0.04%0.05%Q2 2013Q3 201614
ENVESTNET ASSET MANAGEMENT INC 1040.00%0.00%0.01%Q2 2014Q2 201914
Ellevest, Inc. 14140.00%0.00%0.00%Q4 2019Q1 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1220.00%0.00%0.00%Q4 2018Q3 202314
Baird Financial Group, Inc. 770.00%0.00%0.00%Q2 2015Q4 202214
Prospera Financial Services Inc 13130.01%0.03%0.10%Q3 2020Q3 202313
MSI Financial Services Inc 13130.00%0.01%0.05%Q2 2013Q2 201613
AdvisorNet Financial, Inc 13130.00%0.00%0.00%Q1 2019Q1 202213
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q4 2016Q3 202313
Quad-Cities Investment Group, LLC 660.05%0.12%0.24%Q2 2018Q3 202312
FNY Investment Advisers, LLC 310.00%0.00%0.02%Q2 2018Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.01%0.01%0.02%Q4 2018Q3 202112
AQR Arbitrage LLC 620.00%0.01%0.03%Q1 2018Q3 202312
WOLVERINE ASSET MANAGEMENT LLC 420.00%0.01%0.02%Q2 2013Q3 202211
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q4 2013Q1 201610
SENTINEL TRUST CO LBA 10100.03%0.03%0.04%Q4 2017Q1 202010
Advisors Asset Management, Inc. 10100.01%0.04%0.06%Q3 2013Q4 201510
DOLIVER ADVISORS, LP 210.04%0.12%0.37%Q2 2013Q1 20189
Spire Wealth Management 990.00%0.00%0.00%Q1 2021Q1 20239
RMB Capital Management, LLC 510.00%0.01%0.02%Q2 2015Q4 20209
WFG Advisors, LP 630.01%0.02%0.04%Q2 2013Q2 20179
Wealthcare Advisory Partners LLC 810.00%0.01%0.02%Q2 2020Q3 20239
Allworth Financial LP 990.00%0.00%0.00%Q2 2021Q2 20239
PARAMETRIC PORTFOLIO ASSOCIATES LLC 630.00%0.00%0.00%Q3 2013Q1 20189
Vivaldi Capital Management LP 990.10%0.18%0.50%Q3 2017Q3 20199
Fortitude Advisory Group L.L.C. 880.07%0.11%0.13%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q3 2013Q1 20208
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Tortoise Investment Management, LLC 770.13%0.37%0.67%Q1 2022Q3 20237
HM PAYSON & CO 770.00%0.00%0.00%Q2 2019Q4 20207
Rehmann Capital Advisory Group 770.01%0.01%0.01%Q1 2018Q3 20197
SUNTRUST BANKS INC 770.00%0.00%0.00%Q3 2017Q1 20197
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Quadrant Private Wealth Management, LLC 660.04%0.04%0.05%Q1 2021Q2 20226
D.A. DAVIDSON & CO. 660.00%0.00%0.00%Q1 2016Q2 20176
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.00%0.02%0.02%Q4 2020Q1 20236
RIVERNORTH CAPITAL MANAGEMENT, LLC 660.03%0.16%0.31%Q2 2022Q3 20236
USCA RIA LLC 420.04%0.04%0.06%Q2 2014Q4 20156
Clear Creek Financial Management, LLC 550.02%0.03%0.04%Q2 2019Q2 20205
TOBIAS FINANCIAL ADVISORS, INC. 550.04%0.10%0.13%Q4 2019Q4 20205
Atria Wealth Solutions, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
AQR Capital Management 550.00%0.00%0.00%Q4 2013Q4 20145
ANCORA FAMILY WEALTH ADVISORS, LLC 550.04%0.05%0.05%Q3 2015Q3 20165
ROBINSON CAPITAL MANAGEMENT, LLC 210.17%0.49%0.74%Q3 2019Q3 20235
Fragasso Group Inc. 550.49%0.54%0.63%Q4 2013Q4 20145
BB&T SECURITIES, LLC 440.00%0.00%0.00%Q1 2016Q4 20164
XML Financial, LLC 310.01%0.01%0.02%Q3 2021Q4 20224
Weaver Consulting Group 440.02%0.02%0.03%Q1 2019Q4 20194
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2013Q4 20174
MELFA WEALTH MANAGEMENT, INC. 440.42%0.45%0.48%Q4 2022Q3 20234
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CALTON & ASSOCIATES, INC. 440.02%0.02%0.02%Q1 2019Q4 20194
B. Riley Wealth Advisors, Inc. 440.02%0.02%0.03%Q3 2017Q2 20184
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
Woodline Partners LP 440.00%0.00%0.01%Q4 2022Q3 20234
IHT Wealth Management, LLC 440.00%0.01%0.01%Q2 2017Q1 20184
FLAGSHIP HARBOR ADVISORS, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
CWM, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Dalton Investments LLC 440.02%0.02%0.02%Q4 2013Q3 20144
HighTower Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2019Q3 20193
Hilltop Holdings Inc. 330.03%0.03%0.03%Q2 2019Q4 20193
Dakota Wealth Management 330.02%0.04%0.06%Q3 2018Q1 20193
BARCLAYS PLC 330.00%0.00%0.00%Q2 2013Q4 20133
Gradient Investments LLC 330.00%0.00%0.00%Q2 2022Q4 20223
REUTER JAMES WEALTH MANAGEMENT, LLC 330.04%0.04%0.05%Q4 2021Q2 20223
Lloyd Park, LLC 210.26%0.29%0.31%Q4 2021Q3 20223
American Portfolios Advisors 330.00%0.00%0.00%Q1 2022Q3 20223
Krilogy Financial LLC 330.17%0.18%0.19%Q3 2017Q1 20183
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q3 2017Q3 20183
AMERIPRISE FINANCIAL INC 210.00%0.00%0.00%Q2 2013Q1 20173
Kestra Advisory Services, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Ackerman Capital Advisors, LLC 110.00%0.02%0.05%Q1 2019Q4 20192
Dynamic Advisor Solutions LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Glassman Wealth Services 220.00%0.00%0.00%Q2 2017Q3 20172
Creative Planning 110.00%0.00%0.00%Q4 2014Q2 20172
Fiera Capital Corp 220.01%0.01%0.01%Q3 2017Q4 20172
ORG Partners LLC 220.06%0.09%0.12%Q2 2023Q3 20232
Bank of New York Mellon Corp 220.00%0.00%0.00%Q2 2013Q3 20132
FSA Wealth Management LLC 110.01%0.01%0.01%Q2 2020Q4 20202
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2022Q3 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
Bell Bank 220.12%0.13%0.13%Q1 2016Q2 20162
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q3 2015Q4 20152
Alerus Investment Advisors Corp 220.00%0.00%0.00%Q2 2013Q3 20132
FMR LLC 110.00%0.00%0.00%Q4 2020Q3 20232
Archford Capital Strategies, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Parallel Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Laird Norton Wetherby Wealth Management, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
B. Riley Wealth Management, Inc. 110.02%0.02%0.02%Q1 2020Q3 20202
Virtu KCG Holdings LLC 220.00%0.00%0.00%Q3 2013Q4 20132
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.01%0.03%0.04%Q1 2014Q2 20142
TFS CAPITAL LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Logan Stone Capital, LLC 220.16%0.16%0.16%Q4 2022Q1 20232
Front Row Advisors LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Virtu Financial LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Smithfield Trust Co 110.01%0.01%0.01%Q1 2017Q1 20171
SIT INVESTMENT ASSOCIATES INC 110.00%0.00%0.00%Q1 2020Q1 20201
ROMAN BUTLER FULLERTON & CO 110.06%0.06%0.06%Q4 2018Q4 20181
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q4 20141
Walleye Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Weiss Asset Management LP 110.01%0.01%0.01%Q4 2017Q4 20171
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2020Q3 20201
CORNERSTONE ADVISORS INC 110.03%0.03%0.03%Q3 2013Q3 20131
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
People's United Financial, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2014Q3 20141
ROPES WEALTH ADVISORS LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Regal Investment Advisors LLC 110.00%0.00%0.00%Q2 2013Q2 20131
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q1 2015Q1 20151
Hennion & Walsh Asset Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Squarepoint Ops LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Copperwynd Financial, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
WADE G W & INC 110.01%0.01%0.01%Q1 2017Q1 20171
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Concert Wealth Management Inc. 110.02%0.02%0.02%Q2 2016Q2 20161
External links

This page lists all the filers that currently own WESTERN ASSET MUN HI INCM FD or have owned WESTERN ASSET MUN HI INCM FD in the past.