Ownership history in Carson Advisory Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in WESTERN ASSET MANAGED MUNS F (MMU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 43,604 | — | 0% | 0.24% | $455K | $10.33 |
| 2025 Q3 | REDUCED | 43,604 | -2,500 | -5.4% | 0.24% | $451K | $10.07 |
| 2025 Q2 | REDUCED | 46,104 | -3,000 | -6.1% | 0.29% | $456K | $9.48 |
| 2025 Q1 | ADDED | 49,104 | +5,335 | +12.2% | 0.34% | $505K | $9.69 |
| 2024 Q4 | ADDED | 43,769 | +3,465 | +8.6% | 0.31% | $446K | $9.46 |
| 2024 Q3 | ADDED | 40,304 | +1,000 | +2.5% | 0.27% | $437K | $9.89 |
| 2024 Q2 | ADDED | 39,304 | +3,000 | +8.3% | 0.29% | $407K | $9.30 |
| 2024 Q1 | INITIATED | 36,304 | — | — | 0.27% | $379K | — |
As of 2025 Q4 — sorted by position size