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Western Asset Municipal High Income Fund (MHF) Institutional Ownership

Western Asset Municipal High Income Fund logo
$6.85 0.00 (0.00%)
As of 08/28/2026 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Western Asset Municipal High Income Fund (NYSE:MHF)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$10.85M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.54M
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MHF Institutional Buying and Selling by Quarter

Western Asset Municipal High Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Fortitude Advisory Group L.L.C.22,950$161K0.1%-17.0%0.103%
8/20/2026 Northwestern Mutual Wealth Management Co.34,505$242K0.0%+6.7%0.155%
8/19/2026 Van ECK Associates Corp128,925$902K0.0%-11.3%0.580%
8/18/2026 49 Wealth Management LLC36,365$255K0.0%N/A0.164%
8/17/2026 Bank of America Corp DE586,427$4.11M0.0%N/A2.640%
8/12/2026 Northwestern Mutual Wealth Management Co.34,505$242K0.0%N/A0.155%
7/9/2026 Hennion & Walsh Asset Management Inc.180,539$1.26M0.0%-41.4%0.813%
5/19/2026 Bank of America Corp DE594,884$4.13M0.0%-0.4%2.678%
5/18/2026 Royal Bank of Canada50,356$349K0.0%+441.2%0.227%
4/27/2026 World Investment Advisors12,010$83K0.0%-14.3%0.054%
3/6/2026 Redwood Family Wealth LLC25,797$177K0.2%N/A0.119%
2/24/2026 Astoria Portfolio Advisors LLC.17,232$119K0.0%N/A0.080%
2/18/2026 XTX Topco Ltd21,966$151K0.0%N/A0.101%
2/17/2026 Guggenheim Capital LLC473,057$3.26M0.0%-4.5%2.184%
2/16/2026 Fortitude Advisory Group L.L.C.27,652$190K0.1%+20.5%0.128%
2/13/2026 Kestra Advisory Services LLC6,200$43K0.0%N/A0.029%
2/13/2026 Van ECK Associates Corp96,283$662K0.0%+21.2%0.445%
2/12/2026 Commonwealth Equity Services LLC23,432$161K0.0%+8.5%0.108%
2/12/2026 Titleist Asset Management LLC416,080$2.86M0.2%N/A1.921%
2/12/2026 Marex Group plc23,030$158K0.0%N/A0.106%
2/12/2026 Steward Partners Investment Advisory LLC17,726$122K0.0%+24.2%0.082%
2/11/2026 Janney Montgomery Scott LLC64,061$441K0.0%-5.1%0.296%
2/11/2026 LPL Financial LLC389,642$2.68M0.0%+17.0%1.799%
2/10/2026 Gill Capital Partners LLC37,026$255K0.1%-8.5%0.171%
2/10/2026 Northwestern Mutual Wealth Management Co.9,580$66K0.0%-20.0%0.044%
2/9/2026 Collaborative Wealth Managment Inc.15,000$103K0.0%-23.3%0.069%
2/2/2026 Wolverine Asset Management LLC37,870$261K0.0%N/A0.175%
1/29/2026 Ashton Thomas Private Wealth LLC40,097$276K0.0%+16.5%0.185%
1/20/2026 Stratos Wealth Partners LTD.40,300$277K0.0%+47.6%0.186%
1/14/2026 ORG Wealth Partners LLC89,367$615K0.2%+12.6%0.413%
1/14/2026 Hennion & Walsh Asset Management Inc.310,074$2.13M0.1%-7.5%1.432%
1/8/2026 Wealth Enhancement Advisory Services LLC10,636$73K0.0%N/A0.049%
11/17/2025 Northwestern Mutual Wealth Management Co.11,973$87K0.0%-57.6%0.055%
11/17/2025 Bank of America Corp DE585,215$4.23M0.0%+0.4%2.702%
11/14/2025 Raymond James Financial Inc.1,046,548$7.57M0.0%+1.0%4.832%
11/13/2025 Private Advisor Group LLC10,101$73K0.0%N/A0.047%
11/12/2025 PKS Advisory Services LLC11,000$80K0.0%-21.4%0.051%
11/7/2025 Rothschild Investment LLC7,000$51K0.0%-78.1%0.032%
11/6/2025 Prospera Financial Services Inc166,418$1.20M0.0%+8.5%0.768%
11/5/2025 Envestnet Asset Management Inc.61,107$442K0.0%N/A0.282%
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11/4/2025 Ashton Thomas Private Wealth LLC34,417$250K0.0%N/A0.159%
11/4/2025 Jones Financial Companies Lllp119,741$871K0.0%+25.4%0.553%
10/31/2025 International Assets Investment Management LLC10,021$71K0.0%N/A0.046%
10/22/2025 Hennion & Walsh Asset Management Inc.335,222$2.42M0.1%-22.9%1.548%
10/15/2025 World Investment Advisors14,010$101K0.0%N/A0.065%
10/9/2025 Bartlett & CO. Wealth Management LLC4,220$31K0.0%+68.8%0.019%
9/4/2025 Osaic Holdings Inc.7,323$51K0.0%+113.9%0.034%
8/15/2025 Bank of America Corp DE582,865$4.05M0.0%+5.5%2.691%
8/14/2025 Raymond James Financial Inc.1,035,945$7.20M0.0%+8.9%4.783%
8/13/2025 Guggenheim Capital LLC505,298$3.51M0.0%+24.0%2.333%
8/8/2025 Cetera Investment Advisers13,296$92K0.0%N/A0.061%
8/6/2025 Prospera Financial Services Inc153,411$1.07M0.0%+6.6%0.708%
7/29/2025 Stratos Wealth Partners LTD.27,300$190K0.0%N/A0.126%
7/22/2025 Wealthcare Advisory Partners LLC20,850$145K0.0%+16.8%0.096%
7/18/2025 PFG Investments LLC14,337$100K0.0%-28.3%0.066%
7/17/2025 Janney Montgomery Scott LLC67,478$469K0.0%-9.8%0.312%
7/16/2025 ORG Wealth Partners LLC78,774$555K0.2%+11.6%0.364%
5/14/2025Northwestern Mutual Wealth Management Co.29,228$217K0.0%+131.9%0.135%
5/13/2025Raymond James Financial Inc.951,514$7.05M0.0%-1.5%4.394%
5/12/2025Invesco Ltd.64,120$475K0.0%N/A0.296%
4/22/2025Cambridge Investment Research Advisors Inc.91,642$679K0.0%-6.0%0.423%
4/21/2025ORG Wealth Partners LLC70,562$522K0.2%+2,713.5%0.326%
4/17/2025Janney Montgomery Scott LLC74,840$555K0.0%-7.6%0.346%
4/15/2025Wealthcare Advisory Partners LLC17,850$132K0.0%+64.5%0.082%
4/10/2025Hennion & Walsh Asset Management Inc.467,154$3.46M0.2%-1.7%2.157%
2/18/2025GTS Securities LLC13,000$88K0.0%N/A0.000%
2/17/2025Nomura Holdings Inc.11,600$79K0.0%N/A0.000%
2/17/2025Bank of America Corp DE593,414$4.04M0.0%-0.7%0.000%
2/14/2025South Plains Financial Inc.9,969$68K0.1%N/A0.000%
2/13/20251607 Capital Partners LLC24,976$170K0.0%-94.5%0.000%
2/13/2025Guggenheim Capital LLC331,858$2.26M0.0%-34.7%0.000%
2/13/2025Raymond James Financial Inc.965,981$6.57M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN51,865$353K0.0%+11.8%0.000%
2/12/2025PKS Advisory Services LLC14,000$95K0.0%N/A0.000%
2/11/2025LPL Financial LLC49,597$337K0.0%+7.9%0.000%
2/10/2025Collaborative Wealth Managment Inc.19,565$133K0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC13,716$93K0.0%N/A0.000%
2/7/2025HighTower Advisors LLC125,811$856K0.0%+1.5%0.000%
2/7/2025Vista Investment Partners II LLC11,869$81K0.0%N/A0.000%
2/7/2025Tortoise Investment Management LLC106,408$724K0.1%-37.3%0.000%
2/7/2025Independent Advisor Alliance18,890$128K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.965,981$6.57M0.0%N/A0.000%
2/6/2025Jones Financial Companies Lllp62,321$424K0.0%+14.4%0.000%
1/29/2025Van ECK Associates Corp111,950$761K0.0%+4.2%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.475,225$3.23M0.1%+9.8%0.000%
12/3/2024Rivernorth Capital Management LLC121,437$878K0.0%-86.7%0.000%
11/15/2024Rivernorth Capital Management LLC121,437$878K0.0%-86.7%0.000%
11/14/2024Rockefeller Capital Management L.P.128,500$929K0.0%+9.4%0.000%
11/8/2024Prospera Financial Services Inc115,262$833K0.0%+28.7%0.000%
10/29/2024Van ECK Associates Corp107,407$766K0.0%N/A0.000%
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10/24/2024Wealth Enhancement Advisory Services LLC19,208$139K0.0%N/A0.000%
10/24/2024PFG Investments LLC20,000$145K0.0%N/A0.000%
10/23/2024Hennion & Walsh Asset Management Inc.432,792$3.13M0.1%+244.0%0.000%
10/22/2024International Assets Investment Management LLC70,819$512K0.0%+628.0%0.000%
10/18/2024Raymond James & Associates399,925$2.89M0.0%-3.7%0.000%
10/11/2024ORG Partners LLC66,934$484K0.1%-2.9%0.000%
9/5/2024Sanctuary Advisors LLC20,103$137K0.0%N/A0.000%
8/21/2024Truist Financial Corp39,509$268K0.0%-74.3%0.000%
8/2/2024Tortoise Investment Management LLC681,625$4.62M0.5%-32.3%0.000%
7/31/2024Commonwealth Equity Services LLC34,417$233K0.0%+18.3%0.000%


MHF Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 institutional investors and hedge funds held shares of Western Asset Municipal High Income Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($7.57M), Bank of America Corp DE ($4.11M), Guggenheim Capital LLC ($3.26M), Raymond James & Associates ($2.89M), Titleist Asset Management LLC ($2.86M), LPL Financial LLC ($2.68M), and Hennion & Walsh Asset Management Inc. ($1.26M).Learn more on Western Asset Municipal High Income Fund's institutional investors.

Of the 46 institutional investors that purchased Western Asset Municipal High Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.03M), Bank of America Corp DE ($619.04K), Titleist Asset Management LLC ($416.08K), Hennion & Walsh Asset Management Inc. ($349.42K), Van ECK Associates Corp ($128.79K), Guggenheim Capital LLC ($97.67K), and ORG Wealth Partners LLC ($86.24K).

Institutional investors have bought a total of 1,556,858 shares in the last 24 months. This purchase volume represents approximately $10.85M in transactions.

Of the 12 institutional investors that sold Western Asset Municipal High Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($252.30K), Rothschild Investment LLC ($25K), Guggenheim Capital LLC ($22.37K), Northwestern Mutual Wealth Management Co. ($18.63K), Van ECK Associates Corp ($16.41K), Fortitude Advisory Group L.L.C. ($4.70K), and Collaborative Wealth Managment Inc. ($4.57K).

Institutional investors have sold a total of 358,287 shares in the last 24 months. This volume of shares sold represents approximately $2.54M in transactions.



Institutional ownership data for NYSE:MHF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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