Western Asst MN PRT FD Inc

Q3 2023 vs Q1 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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B. Riley Wealth Advisors, Inc.

UNCHANGED

Shares10,790 from 10,790

Change0 (0%)

Value$114.6K ($0)

Filed 2024-05-16

Saba Capital Management, L.P.A

CLOSED

Shares0 from 355,578

Change-355,578 (-100%)

Value$0 (-$3.8M)

Filed 2024-05-15

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 297,105

Change-297,105 (-100%)

Value$0 (-$3.1M)

Filed 2024-05-15

Morgan Stanley

CLOSED

Shares0 from 296,924

Change-296,924 (-100%)

Value$0 (-$3.1M)

Filed 2024-10-17

Advisors Asset Management, Inc.

CLOSED

Shares0 from 279,842

Change-279,842 (-100%)

Value$0 (-$3.0M)

Filed 2026-08-26

Raymond James & Associates

CLOSED

Shares0 from 267,448

Change-267,448 (-100%)

Value$0 (-$2.8M)

Filed 2024-04-22

1607 Capital Partners, LLC

CLOSED

Shares0 from 248,128

Change-248,128 (-100%)

Value$0 (-$2.6M)

Filed 2024-05-13

Guggenheim Capital LLC

CLOSED

Shares0 from 210,010

Change-210,010 (-100%)

Value$0 (-$2.2M)

Filed 2024-05-14

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 143,644

Change-143,644 (-100%)

Value$0 (-$1.5M)

Filed 2024-04-22

Karpus Management, Inc.

CLOSED

Shares0 from 141,845

Change-141,845 (-100%)

Value$0 (-$1.5M)

Filed 2024-05-13

Logan Stone Capital, LLC

CLOSED

Shares0 from 121,550

Change-121,550 (-100%)

Value$0 (-$1.3M)

Filed 2024-05-15

Invesco Ltd.

CLOSED

Shares0 from 73,116

Change-73,116 (-100%)

Value$0 (-$773.6K)

Filed 2024-05-14

AQR Arbitrage LLC

CLOSED

Shares0 from 71,714

Change-71,714 (-100%)

Value$0 (-$758.7K)

Filed 2024-05-15

Melfa Wealth Management, Inc.

CLOSED

Shares0 from 68,905

Change-68,905 (-100%)

Value$0 (-$729.0K)

Filed 2024-04-23

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 60,885

Change-60,885 (-100%)

Value$0 (-$644.2K)

Filed 2024-05-15

UBS Group AG

CLOSED

Shares0 from 55,948

Change-55,948 (-100%)

Value$0 (-$591.9K)

Filed 2024-05-13

Indiana Trust & Investment Management Co

CLOSED

Shares0 from 55,000

Change-55,000 (-100%)

Value$0 (-$581.9K)

Filed 2024-04-16

HighTower Advisors, LLC

CLOSED

Shares0 from 42,376

Change-42,376 (-100%)

Value$0 (-$428.0K)

Filed 2024-05-06

Truist Financial Corp

CLOSED

Shares0 from 42,140

Change-42,140 (-100%)

Value$0 (-$445.8K)

Filed 2024-05-13

Alpine Global Management, LLC

CLOSED

Shares0 from 36,639

Change-36,639 (-100%)

Value$0 (-$387.6K)

Filed 2024-08-06

Moors & Cabot, Inc.

CLOSED

Shares0 from 33,874

Change-33,874 (-100%)

Value$0 (-$358.4K)

Filed 2024-05-08

Matisse Capital

CLOSED

Shares0 from 31,435

Change-31,435 (-100%)

Value$0 (-$332.6K)

Filed 2024-04-30

LPL Financial LLC

CLOSED

Shares0 from 31,101

Change-31,101 (-100%)

Value$0 (-$329.1K)

Filed 2024-05-10

Royal Bank of Canada

CLOSED

Shares0 from 29,928

Change-29,928 (-100%)

Value$0 (-$317.0K)

Filed 2024-11-05

First Trust Advisors LP

CLOSED

Shares0 from 27,693

Change-27,693 (-100%)

Value$0 (-$293.0K)

Filed 2024-05-13

Raymond James Trust N.A.

CLOSED

Shares0 from 27,530

Change-27,530 (-100%)

Value$0 (-$291.3K)

Filed 2024-04-24

BAR Harbor Wealth Management

CLOSED

Shares0 from 19,405

Change-19,405 (-100%)

Value$0 (-$205.3K)

Filed 2024-04-24

Wells Fargo & Company

CLOSED

Shares0 from 17,082

Change-17,082 (-100%)

Value$0 (-$180.7K)

Filed 2024-05-10

Advisory Services Network, LLC

CLOSED

Shares0 from 16,000

Change-16,000 (-100%)

Value$0 (-$169.3K)

Filed 2024-05-06

Cohen & Steers, Inc.

CLOSED

Shares0 from 15,823

Change-15,823 (-100%)

Value$0 (-$167)

Filed 2024-05-15

Stifel Financial Corp

CLOSED

Shares0 from 15,070

Change-15,070 (-100%)

Value$0 (-$159.4K)

Filed 2024-05-14

Cary Street Partners Investment Advisory LLC

CLOSED

Shares0 from 14,873

Change-14,873 (-100%)

Value$0 (-$157.4K)

Filed 2024-04-30

SIT Investment Associates Inc

CLOSED

Shares0 from 13,091

Change-13,091 (-100%)

Value$0 (-$139)

Filed 2024-05-14

Aviance Capital Partners, LLC

CLOSED

Shares0 from 12,955

Change-12,955 (-100%)

Value$0 (-$137.1K)

Filed 2024-04-18

Bank of America Corp

CLOSED

Shares0 from 11,750

Change-11,750 (-100%)

Value$0 (-$124.3K)

Filed 2025-03-18

Ramiah Investment Group

CLOSED

Shares0 from 11,487

Change-11,487 (-100%)

Value$0 (-$121.5K)

Filed 2026-05-29

Drive Wealth Management, LLC

CLOSED

Shares0 from 10,430

Change-10,430 (-100%)

Value$0 (-$110.8K)

Filed 2024-04-22

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 10,274

Change-10,274 (-100%)

Value$0 (-$109)

Filed 2024-04-24

Wolverine Asset Management LLC

CLOSED

Shares0 from 3,120

Change-3,120 (-100%)

Value$0 (-$33.0K)

Filed 2024-05-13

Huntington National Bank

CLOSED

Shares0 from 2,750

Change-2,750 (-100%)

Value$0 (-$29.1K)

Filed 2024-05-03

JPMorgan Chase & Co

CLOSED

Shares0 from 2,501

Change-2,501 (-100%)

Value$0 (-$26.5K)

Filed 2024-12-26

FinTrust Capital Advisors, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$21.2K)

Filed 2024-05-02

Osaic Holdings, Inc.

CLOSED

Shares0 from 1,774

Change-1,774 (-100%)

Value$0 (-$18.8K)

Filed 2024-05-10

Comerica Bank

CLOSED

Shares0 from 1,354

Change-1,354 (-100%)

Value$0 (-$14.3K)

Filed 2024-05-16

Bartlett & Co. Wealth Management LLC

CLOSED

Shares0 from 1,120

Change-1,120 (-100%)

Value$0 (-$11.9K)

Filed 2024-05-09

Tortoise Investment Management, LLC

CLOSED

Shares0 from 1,040

Change-1,040 (-100%)

Value$0 (-$11.0K)

Filed 2025-08-07

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 803

Change-803 (-100%)

Value$0 (-$8.5K)

Filed 2024-05-15

NewEdge Advisors, LLC

CLOSED

Shares0 from 708

Change-708 (-100%)

Value$0 (-$7.5K)

Filed 2024-05-14

CWM, LLC

CLOSED

Shares0 from 251

Change-251 (-100%)

Value$0 (-$3)

Filed 2024-04-05

Bessemer Group Inc

CLOSED

Shares0 from 141

Change-141 (-100%)

Value$0 (-$1)

Filed 2024-08-13

FNY Investment Advisers, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1)

Filed 2024-05-03

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-05-01

Advisor Partners II, LLC

N/A

Shares— from 49,568

Change-49,568 (-100%)

Value—

Bartlett & Co. LLC

N/A

Shares— from 1,120

Change-1,120 (-100%)

Value—

	Status
B. Riley Wealth Advisors, Inc.	UNCHANGED	10,790	10,790	0	0%	$114.6K	$114.6K	$0	2024-05-16
Saba Capital Management, L.P.A	CLOSED	0	355,578	-355,578	-100%	$3.8M	$0	-$3.8M	2024-05-15
Rivernorth Capital Management, LLC	CLOSED	0	297,105	-297,105	-100%	$3.1M	$0	-$3.1M	2024-05-15
Morgan Stanley	CLOSED	0	296,924	-296,924	-100%	$3.1M	$0	-$3.1M	2024-10-17
Advisors Asset Management, Inc.	CLOSED	0	279,842	-279,842	-100%	$3.0M	$0	-$3.0M	2026-08-26
Raymond James & Associates	CLOSED	0	267,448	-267,448	-100%	$2.8M	$0	-$2.8M	2024-04-22
1607 Capital Partners, LLC	CLOSED	0	248,128	-248,128	-100%	$2.6M	$0	-$2.6M	2024-05-13
Guggenheim Capital LLC	CLOSED	0	210,010	-210,010	-100%	$2.2M	$0	-$2.2M	2024-05-14
Raymond James Financial Services Advisors, Inc.	CLOSED	0	143,644	-143,644	-100%	$1.5M	$0	-$1.5M	2024-04-22
Karpus Management, Inc.	CLOSED	0	141,845	-141,845	-100%	$1.5M	$0	-$1.5M	2024-05-13
Logan Stone Capital, LLC	CLOSED	0	121,550	-121,550	-100%	$1.3M	$0	-$1.3M	2024-05-15
Invesco Ltd.	CLOSED	0	73,116	-73,116	-100%	$773.6K	$0	-$773.6K	2024-05-14
AQR Arbitrage LLC	CLOSED	0	71,714	-71,714	-100%	$758.7K	$0	-$758.7K	2024-05-15
Melfa Wealth Management, Inc.	CLOSED	0	68,905	-68,905	-100%	$729.0K	$0	-$729.0K	2024-04-23
Steward Partners Investment Advisory, LLC	CLOSED	0	60,885	-60,885	-100%	$644.2K	$0	-$644.2K	2024-05-15
UBS Group AG	CLOSED	0	55,948	-55,948	-100%	$591.9K	$0	-$591.9K	2024-05-13
Indiana Trust & Investment Management Co	CLOSED	0	55,000	-55,000	-100%	$581.9K	$0	-$581.9K	2024-04-16
HighTower Advisors, LLC	CLOSED	0	42,376	-42,376	-100%	$428.0K	$0	-$428.0K	2024-05-06
Truist Financial Corp	CLOSED	0	42,140	-42,140	-100%	$445.8K	$0	-$445.8K	2024-05-13
Alpine Global Management, LLC	CLOSED	0	36,639	-36,639	-100%	$387.6K	$0	-$387.6K	2024-08-06
Moors & Cabot, Inc.	CLOSED	0	33,874	-33,874	-100%	$358.4K	$0	-$358.4K	2024-05-08
Matisse Capital	CLOSED	0	31,435	-31,435	-100%	$332.6K	$0	-$332.6K	2024-04-30
LPL Financial LLC	CLOSED	0	31,101	-31,101	-100%	$329.1K	$0	-$329.1K	2024-05-10
Royal Bank of Canada	CLOSED	0	29,928	-29,928	-100%	$317.0K	$0	-$317.0K	2024-11-05
First Trust Advisors LP	CLOSED	0	27,693	-27,693	-100%	$293.0K	$0	-$293.0K	2024-05-13
Raymond James Trust N.A.	CLOSED	0	27,530	-27,530	-100%	$291.3K	$0	-$291.3K	2024-04-24
BAR Harbor Wealth Management	CLOSED	0	19,405	-19,405	-100%	$205.3K	$0	-$205.3K	2024-04-24
Wells Fargo & Company	CLOSED	0	17,082	-17,082	-100%	$180.7K	$0	-$180.7K	2024-05-10
Advisory Services Network, LLC	CLOSED	0	16,000	-16,000	-100%	$169.3K	$0	-$169.3K	2024-05-06
Cohen & Steers, Inc.	CLOSED	0	15,823	-15,823	-100%	$167	$0	-$167	2024-05-15
Stifel Financial Corp	CLOSED	0	15,070	-15,070	-100%	$159.4K	$0	-$159.4K	2024-05-14
Cary Street Partners Investment Advisory LLC	CLOSED	0	14,873	-14,873	-100%	$157.4K	$0	-$157.4K	2024-04-30
SIT Investment Associates Inc	CLOSED	0	13,091	-13,091	-100%	$139	$0	-$139	2024-05-14
Aviance Capital Partners, LLC	CLOSED	0	12,955	-12,955	-100%	$137.1K	$0	-$137.1K	2024-04-18
Bank of America Corp	CLOSED	0	11,750	-11,750	-100%	$124.3K	$0	-$124.3K	2025-03-18
Ramiah Investment Group	CLOSED	0	11,487	-11,487	-100%	$121.5K	$0	-$121.5K	2026-05-29
Drive Wealth Management, LLC	CLOSED	0	10,430	-10,430	-100%	$110.8K	$0	-$110.8K	2024-04-22
Cambridge Investment Research Advisors, Inc.	CLOSED	0	10,274	-10,274	-100%	$109	$0	-$109	2024-04-24
Wolverine Asset Management LLC	CLOSED	0	3,120	-3,120	-100%	$33.0K	$0	-$33.0K	2024-05-13
Huntington National Bank	CLOSED	0	2,750	-2,750	-100%	$29.1K	$0	-$29.1K	2024-05-03
JPMorgan Chase & Co	CLOSED	0	2,501	-2,501	-100%	$26.5K	$0	-$26.5K	2024-12-26
FinTrust Capital Advisors, LLC	CLOSED	0	2,000	-2,000	-100%	$21.2K	$0	-$21.2K	2024-05-02
Osaic Holdings, Inc.	CLOSED	0	1,774	-1,774	-100%	$18.8K	$0	-$18.8K	2024-05-10
Comerica Bank	CLOSED	0	1,354	-1,354	-100%	$14.3K	$0	-$14.3K	2024-05-16
Bartlett & Co. Wealth Management LLC	CLOSED	0	1,120	-1,120	-100%	$11.9K	$0	-$11.9K	2024-05-09
Tortoise Investment Management, LLC	CLOSED	0	1,040	-1,040	-100%	$11.0K	$0	-$11.0K	2025-08-07
Northwestern Mutual Wealth Management Co	CLOSED	0	803	-803	-100%	$8.5K	$0	-$8.5K	2024-05-15
NewEdge Advisors, LLC	CLOSED	0	708	-708	-100%	$7.5K	$0	-$7.5K	2024-05-14
CWM, LLC	CLOSED	0	251	-251	-100%	$3	$0	-$3	2024-04-05
Bessemer Group Inc	CLOSED	0	141	-141	-100%	$1	$0	-$1	2024-08-13
FNY Investment Advisers, LLC	CLOSED	0	100	-100	-100%	$1	$0	-$1	2024-05-03
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2024-05-01
Advisor Partners II, LLC	N/A	—	49,568	-49,568	-100%	$524.4K	—	—	—
Bartlett & Co. LLC	N/A	—	1,120	-1,120	-100%	$12	—	—	—

Showing 54 of 54 institutions