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Equibles

Carson Advisory Inc.

Position in MMU — Western Asset Managed Municipals Fund Inc.

CIK 1909304 ATHENS, GA
Back to MMU Full portfolio

Position in MMU

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$412,673
+$5,544 QoQ
Shares Held
39,604
0.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#49
of 106 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MMU Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $7,413,510 across 11 Asset Management names. MMU ranks #7 (5.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NZF
Nuveen Municipal Credit Income Fund
 131,159 $1,663,096
2 SBI
Western Asset Intermediate Muni Fund Inc.
 165,297 $1,300,887
3 BX
Blackstone Inc.
 9,573 $1,126,454
4 CG
Carlyle Group Inc.
 18,526 $780,129
5 BAM
Brookfield Asset Management Ltd.
 12,706 $569,864
6 APO
Apollo Global Management, Inc.
 4,473 $529,200
7 MMU
Western Asset Managed Municipals Fund Inc.
This page 		39,604 $412,673
8 RVT
Royce Small-Cap Trust, Inc.
 18,408 $339,995

All Filings in MMU

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $412,673 39,604
2026-03-31 $407,129 39,604
2025-12-31 $455,225 43,604
2025-09-30 $450,865 43,604
2025-06-30 $456,429 46,104
2025-03-31 $505,280 49,104
2024-12-31 $446,443 43,769
2024-09-30 $436,895 40,304
2024-06-30 $406,796 39,304
2024-03-31 $379,376 36,304