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Western Asset Municipal High (MHF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares606,009 from 462,064
Change+143,945 (+31%)
Value$3.6M (+$407.7K)
Filed 2026-11-06
Titleist Asset Management, LLC
DECREASED
Shares454,670 from 457,913
Change-3,243 (-1%)
Value$2.7M (-$472.8K)
Filed 2026-10-08
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares350,491 from 180,539
Change+169,952 (+94%)
Value$2.1M (+$842.7K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares95,717 from 83,821
Change+11,896 (+14%)
Value$575 (-$586.4K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares92,734 from 91,561
Change+1,173 (+1%)
Value$557.3K (-$83.6K)
Filed 2026-11-03
Melfa Wealth Management, Inc.
UNCHANGED
Shares63,214 from 63,214
Change0 (0%)
Value$379.9K (-$62.6K)
Filed 2026-11-06
Quad-Cities Investment Group, LLC
INCREASED
Shares45,451 from 44,924
Change+527 (+1%)
Value$273.2K (-$41.3K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
NEW
Shares40,097
Change+40,097
Value$241.0K
Filed 2026-11-03
Collaborative Wealth Managment Inc.
INCREASED
Shares37,878 from 15,000
Change+22,878 (+153%)
Value$227.6K (+$122.6K)
Filed 2026-11-06
Gill Capital Partners, LLC
UNCHANGED
Shares37,026 from 37,026
Change0 (0%)
Value$222.5K (-$36.7K)
Filed 2026-10-13
Wolverine Asset Management LLC
NEW
Shares36,179
Change+36,179
Value$217.4K
Filed 2026-11-02
Redwood Family Wealth LLC
UNCHANGED
Shares25,797 from 25,797
Change0 (0%)
Value$155.0K (-$25.5K)
Filed 2026-10-20
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares22,950 from 22,950
Change0 (0%)
Value$137.9K (-$22.7K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
UNCHANGED
Shares20,850 from 20,850
Change0 (0%)
Value$125.3K (-$20.6K)
Filed 2026-10-21
Fiera Capital Corp
DECREASED
Shares18,965 from 141,560
Change-122,595 (-87%)
Value$114.0K (-$876.9K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares18,487
Change+18,487
Value$111.1K
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares14,219 from 15,904
Change-1,685 (-11%)
Value$85.5K (-$25.9K)
Filed 2026-11-02
Vista Investment Partners II, LLC
UNCHANGED
Shares11,869 from 11,869
Change0 (0%)
Value$71.3K (-$11.8K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,792 from 10,624
Change+168 (+2%)
Value$67.0K (-$8.4K)
Filed 2026-10-13
StoneX Group Inc.
NEW
Shares10,781
Change+10,781
Value$66.8K
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares10,197 from 10,119
Change+78 (+1%)
Value$61.4K (-$9.8K)
Filed 2026-11-02
GGM Financial LLC
INCREASED
Shares3,874 from 3,835
Change+39 (+1%)
Value$23.3K (-$3.6K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares1,808 from 1,808
Change0 (0%)
Value$12.7K ($0)
Filed 2026-11-06
HUB Investment Partners, LLC
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$210.0K)
Filed 2026-11-03
CoreCap Advisors, LLC
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-08
Raymond James Financial Inc
N/A
Shares— from 1,003,312
Change-1,003,312 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 586,427
Change-586,427 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 465,604
Change-465,604 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 410,965
Change-410,965 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 137,750
Change-137,750 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 128,925
Change-128,925 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 103,500
Change-103,500 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 63,521
Change-63,521 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 61,146
Change-61,146 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 50,424
Change-50,424 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 47,540
Change-47,540 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 46,300
Change-46,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 38,779
Change-38,779 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 36,795
Change-36,795 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 36,365
Change-36,365 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 36,365
Change-36,365 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 34,505
Change-34,505 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 27,383
Change-27,383 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,945
Change-20,945 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 17,659
Change-17,659 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,191
Change-17,191 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,572
Change-14,572 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,337
Change-14,337 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,941
Change-13,941 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Status
LPL Financial LLC
INCREASED606,009462,064+143,945+31%$3.2M$3.6M+$407.7K2026-11-06
Titleist Asset Management, LLC
DECREASED454,670457,913-3,243-1%$3.2M$2.7M-$472.8K2026-10-08
Hennion & Walsh Asset Management, Inc.
INCREASED350,491180,539+169,952+94%$1.3M$2.1M+$842.7K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED95,71783,821+11,896+14%$587.0K$575-$586.4K2026-11-02
Ascentis Wealth Management, LLC
INCREASED92,73491,561+1,173+1%$640.9K$557.3K-$83.6K2026-11-03
Melfa Wealth Management, Inc.
UNCHANGED63,21463,21400%$442.5K$379.9K-$62.6K2026-11-06
Quad-Cities Investment Group, LLC
INCREASED45,45144,924+527+1%$314.5K$273.2K-$41.3K2026-10-16
Ashton Thomas Private Wealth, LLC
NEW40,097—+40,097——$241.0K—2026-11-03
Collaborative Wealth Managment Inc.
INCREASED37,87815,000+22,878+153%$105.0K$227.6K+$122.6K2026-11-06
Gill Capital Partners, LLC
UNCHANGED37,02637,02600%$259.2K$222.5K-$36.7K2026-10-13
Wolverine Asset Management LLC
NEW36,179—+36,179——$217.4K—2026-11-02
Redwood Family Wealth LLC
UNCHANGED25,79725,79700%$180.6K$155.0K-$25.5K2026-10-20
Fortitude Advisory Group L.L.C.
UNCHANGED22,95022,95000%$160.7K$137.9K-$22.7K2026-10-15
Wealthcare Advisory Partners LLC
UNCHANGED20,85020,85000%$146.0K$125.3K-$20.6K2026-10-21
Fiera Capital Corp
DECREASED18,965141,560-122,595-87%$990.9K$114.0K-$876.9K2026-11-06
Concurrent Investment Advisors, LLC
NEW18,487—+18,487——$111.1K—2026-10-16
Commonwealth Equity Services, LLC
DECREASED14,21915,904-1,685-11%$111.3K$85.5K-$25.9K2026-11-02
Vista Investment Partners II, LLC
UNCHANGED11,86911,86900%$83.1K$71.3K-$11.8K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED10,79210,624+168+2%$75.4K$67.0K-$8.4K2026-10-13
StoneX Group Inc.
NEW10,781—+10,781——$66.8K—2026-11-03
International Assets Investment Management, LLC
INCREASED10,19710,119+78+1%$71.1K$61.4K-$9.8K2026-11-02
GGM Financial LLC
INCREASED3,8743,835+39+1%$26.8K$23.3K-$3.6K2026-11-05
Allworth Financial LP
UNCHANGED1,8081,80800%$12.7K$12.7K$02026-11-06
HUB Investment Partners, LLC
CLOSED030,000-30,000-100%$210.0K$0-$210.0K2026-11-03
CoreCap Advisors, LLC
CLOSED02,200-2,200-100%$15.4K$0-$15.4K2026-10-08
Raymond James Financial Inc
N/A—1,003,312-1,003,312-100%$7.0M———
Bank of America Corp
N/A—586,427-586,427-100%$4.1M———
Guggenheim Capital LLC
N/A—465,604-465,604-100%$3.3M———
Morgan Stanley
N/A—410,965-410,965-100%$2.9M———
Jones Financial Companies Lllp
N/A—137,750-137,750-100%$949.1K———
Van Eck Associates Corp
N/A—128,925-128,925-100%$902.5K———
Rockefeller Capital Management L.P.
N/A—103,500-103,500-100%$724.5K———
Janney Montgomery Scott LLC
N/A—63,521-63,521-100%$445.0K———
Summit Trail Advisors, LLC
N/A—61,146-61,146-100%$428.0K———
Royal Bank of Canada
N/A—50,424-50,424-100%$353.0K———
HighTower Advisors, LLC
N/A—47,540-47,540-100%$332.8K———
Stratos Wealth Partners, Ltd.
N/A—46,300-46,300-100%$324.1K———
UBS Group AG
N/A—38,779-38,779-100%$271.5K———
Steward Partners Investment Advisory, LLC
N/A—36,795-36,795-100%$257.6K———
Alongside, LLC
N/A—36,365-36,365-100%$254.6K———
49 Wealth Management, LLC
N/A—36,365-36,365-100%$254.6K———
Northwestern Mutual Wealth Management Co
N/A—34,505-34,505-100%$241.5K———
Rothschild Investment LLC
N/A—32,000-32,000-100%$224.0K———
Wells Fargo & Company
N/A—27,383-27,383-100%$191.7K———
Citadel Advisors LLC
N/A—20,945-20,945-100%$146.6K———
Astoria Portfolio Advisors Llc.
N/A—17,659-17,659-100%$123.6K———
Osaic Holdings, Inc.
N/A—17,191-17,191-100%$120.3K———
Envestnet Asset Management Inc
N/A—14,572-14,572-100%$102.0K———
PFG Investments, LLC
N/A—14,337-14,337-100%$100.4K———
Jane Street Group, LLC
N/A—13,941-13,941-100%$97.6K———
Fort Sheridan Advisors LLC
N/A—12,600-12,600-100%$88.2K———
World Investment Advisors
N/A—12,010-12,010-100%$83.4K———
Bartlett & Co. Wealth Management LLC
N/A—4,220-4,220-100%$29.5K———
BFC Planning, Inc.
N/A—2,000-2,000-100%$14.0K———
Showing 54 of 54 institutions