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Federated Herm Prem Muni Inc (FMN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares217,418 from 73,079
Change+144,339 (+198%)
Value$2.1M (+$1.3M)
Filed 2026-10-13
Riverbridge Partners LLC
INCREASED
Shares162,838 from 139,632
Change+23,206 (+17%)
Value$1.6M (-$423)
Filed 2026-11-05
City of London Investment Management Co LTD
UNCHANGED
Shares157,714 from 157,714
Change0 (0%)
Value$1.6M (-$258.7K)
Filed 2026-10-30
Matisse Capital
UNCHANGED
Shares105,041 from 105,041
Change0 (0%)
Value$1.0M (-$172.3K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares101,535 from 101,527
Change+8 (+0%)
Value$1.0M (-$166.4K)
Filed 2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW
Shares90,829
Change+90,829
Value$897.4K
Filed 2026-10-15
Closed-End Fund Advisors, Inc.
INCREASED
Shares90,765 from 61,097
Change+29,668 (+49%)
Value$894.0K (+$192.0K)
Filed 2026-11-04
Gill Capital Partners, LLC
DECREASED
Shares60,939 from 64,739
Change-3,800 (-6%)
Value$600.3K (-$143.6K)
Filed 2026-10-13
Noble Wealth Management PBC
DECREASED
Shares42,100 from 43,250
Change-1,150 (-3%)
Value$414.7K (-$82.3K)
Filed 2026-10-01
Kestra Advisory Services, LLC
DECREASED
Shares31,730 from 36,650
Change-4,920 (-13%)
Value$312.5K (-$108.6K)
Filed 2026-11-02
Ackerman Capital Advisors, LLC
INCREASED
Shares30,510 from 27,495
Change+3,015 (+11%)
Value$300.5K (-$15.4K)
Filed 2026-10-30
Capital Investment Advisors, LLC
INCREASED
Shares26,489 from 24,763
Change+1,726 (+7%)
Value$260.9K (-$23.6K)
Filed 2026-10-22
Sard Wealth Management Group, LLC
UNCHANGED
Shares19,706 from 19,706
Change0 (0%)
Value$194.1K (-$32.3K)
Filed 2026-10-16
XML Financial, LLC
UNCHANGED
Shares17,920 from 17,920
Change0 (0%)
Value$176.5K (-$29.4K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
DECREASED
Shares4,498 from 4,898
Change-400 (-8%)
Value$44.3K (-$12.0K)
Filed 2026-10-29
FNY Investment Advisers, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2 (-$1)
Filed 2026-10-16
US Bancorp \de\
NEW
Shares133
Change+133
Value$1.3K
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 1,947
Change-1,947 (-100%)
Value$0 (-$22.4K)
Filed 2026-10-30
Mascoma Wealth Management LLC
CLOSED
Shares0 from 333
Change-333 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-23
Pathstone Holdings, LLC
N/A
Shares— from 821,241
Change-821,241 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 254,793
Change-254,793 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 195,329
Change-195,329 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 181,608
Change-181,608 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 170,498
Change-170,498 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 147,928
Change-147,928 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 97,163
Change-97,163 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 84,716
Change-84,716 (-100%)
Value—
UBS Group AG
N/A
Shares— from 68,674
Change-68,674 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 66,149
Change-66,149 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 46,656
Change-46,656 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 46,021
Change-46,021 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 45,191
Change-45,191 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 42,722
Change-42,722 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 40,914
Change-40,914 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 36,230
Change-36,230 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 34,937
Change-34,937 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 34,170
Change-34,170 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 32,022
Change-32,022 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 24,555
Change-24,555 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,543
Change-18,543 (-100%)
Value—
North Ground Capital
N/A
Shares— from 15,818
Change-15,818 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,866
Change-12,866 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 298
Change-298 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED217,41873,079+144,339+198%$839.7K$2.1M+$1.3M2026-10-13
Riverbridge Partners LLC
INCREASED162,838139,632+23,206+17%$1.6M$1.6M-$4232026-11-05
City of London Investment Management Co LTD
UNCHANGED157,714157,71400%$1.8M$1.6M-$258.7K2026-10-30
Matisse Capital
UNCHANGED105,041105,04100%$1.2M$1.0M-$172.3K2026-10-29
Bank of New York Mellon Corp
INCREASED101,535101,527+8+0%$1.2M$1.0M-$166.4K2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW90,829—+90,829——$897.4K—2026-10-15
Closed-End Fund Advisors, Inc.
INCREASED90,76561,097+29,668+49%$702.0K$894.0K+$192.0K2026-11-04
Gill Capital Partners, LLC
DECREASED60,93964,739-3,800-6%$743.9K$600.3K-$143.6K2026-10-13
Noble Wealth Management PBC
DECREASED42,10043,250-1,150-3%$496.9K$414.7K-$82.3K2026-10-01
Kestra Advisory Services, LLC
DECREASED31,73036,650-4,920-13%$421.1K$312.5K-$108.6K2026-11-02
Ackerman Capital Advisors, LLC
INCREASED30,51027,495+3,015+11%$315.9K$300.5K-$15.4K2026-10-30
Capital Investment Advisors, LLC
INCREASED26,48924,763+1,726+7%$284.5K$260.9K-$23.6K2026-10-22
Sard Wealth Management Group, LLC
UNCHANGED19,70619,70600%$226.4K$194.1K-$32.3K2026-10-16
XML Financial, LLC
UNCHANGED17,92017,92000%$205.9K$176.5K-$29.4K2026-10-29
Blue Bell Private Wealth Management, LLC
DECREASED4,4984,898-400-8%$56.3K$44.3K-$12.0K2026-10-29
FNY Investment Advisers, LLC
UNCHANGED30030000%$3$2-$12026-10-16
US Bancorp \de\
NEW133—+133——$1.3K—2026-11-05
Signaturefd, LLC
UNCHANGED1100%$8$7-$12026-10-23
Smallwood Wealth Investment Management, LLC
CLOSED01,947-1,947-100%$22.4K$0-$22.4K2026-10-30
Mascoma Wealth Management LLC
CLOSED0333-333-100%$3.8K$0-$3.8K2026-10-23
Pathstone Holdings, LLC
N/A—821,241-821,241-100%$9.4M———
Guggenheim Capital LLC
N/A—254,793-254,793-100%$2.9M———
Robinson Capital Management, LLC
N/A—195,329-195,329-100%$2.2M———
1607 Capital Partners, LLC
N/A—181,608-181,608-100%$2.1M———
Wells Fargo & Company
N/A—170,498-170,498-100%$2.0M———
Rivernorth Capital Management, LLC
N/A—147,928-147,928-100%$1.7M———
Bank of America Corp
N/A—97,163-97,163-100%$1.1M———
Bulldog Investors, LLPA
N/A—84,716-84,716-100%$973.4K———
UBS Group AG
N/A—68,674-68,674-100%$789.1K———
Thomas J. Herzfeld Advisors, Inc.
N/A—66,149-66,149-100%$760.1K———
Melfa Wealth Management, Inc.
N/A—46,656-46,656-100%$536.1K———
Logan Stone Capital, LLC
N/A—46,021-46,021-100%$528.8K———
Karpus Management, Inc.
N/A—45,191-45,191-100%$519.2K———
Invesco Ltd.
N/A—42,722-42,722-100%$490.9K———
Raymond James Financial Inc
N/A—40,914-40,914-100%$470.1K———
ProVise Management Group, LLC
N/A—36,230-36,230-100%$416.3K———
SIT Investment Associates Inc
N/A—34,937-34,937-100%$401.0K———
Horizon Kinetics Asset Management LLC
N/A—34,170-34,170-100%$392.6K———
Morgan Stanley
N/A—32,022-32,022-100%$367.9K———
Ameriprise Financial Inc
N/A—24,555-24,555-100%$282.1K———
Susquehanna International Group, LLP
N/A—18,543-18,543-100%$213.1K———
North Ground Capital
N/A—15,818-15,818-100%$181.7K———
Savvy Advisors, Inc.
N/A—12,866-12,866-100%$147.8K———
Royal Bank of Canada
N/A—10,201-10,201-100%$117.0K———
Financial Gravity Companies, Inc.
N/A—3,260-3,260-100%$37.5K———
Osaic Holdings, Inc.
N/A—298-298-100%$3.4K———
Showing 46 of 46 institutions