HoldingsChannel.com
Funds Holding MUNI

On this page, we present all of the funds holding MUNI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MUNI, with a link to that fund's top holdings. The next columns indicate the amount of MUNI stock held by each of the funds holding MUNI, followed by the MUNI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 168 funds holding MUNI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding MUNI), click the fund name in the "Holder" column of the funds-holding-MUNI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,217,163$62,659 06/30/2022
     MUNI1,217,163$62,659 06/30/2022
CWM LLC1,100,536$56,656 06/30/2022
     MUNI1,100,536$56,656 06/30/2022
Sand Hill Global Advisors LLC1,085,631$55,888 06/30/2022
     MUNI1,085,631$55,888 06/30/2022
Wells Fargo & Company MN507,611$26,132 06/30/2022
     MUNI507,611$26,132 06/30/2022
WCG Wealth Advisors LLC498,704$25,673 06/30/2022
     MUNI498,704$25,673 06/30/2022
UBS Group AG469,712$24,181 06/30/2022
     MUNI469,712$24,181 06/30/2022
Advisor Group Holdings Inc.438,082$22,639 06/30/2022
     MUNI438,082$22,639 06/30/2022
BKD Wealth Advisors LLC431,541$22,216 06/30/2022
     MUNI431,541$22,216 06/30/2022
Morgan Stanley426,590$21,961 06/30/2022
     MUNI426,590$21,961 06/30/2022
Syverson Strege & Co380,566$19,592 06/30/2022
     MUNI380,566$19,592 06/30/2022
McKinley Carter Wealth Services Inc.350,510$18,044 06/30/2022
     MUNI350,510$18,044 06/30/2022
Miracle Mile Advisors LLC329,643$16,970 06/30/2022
     MUNI329,643$16,970 06/30/2022
LPL Financial LLC276,309$14,224 06/30/2022
     MUNI276,309$14,224 06/30/2022
Biltmore Wealth Management LLC275,023$14,158 06/30/2022
     MUNI275,023$14,158 06/30/2022
Honkamp Krueger Financial Services Inc.232,155$11,951 06/30/2022
     MUNI232,155$11,951 06/30/2022
Putnam FL Investment Management Co.212,267$10,928 06/30/2022
     MUNI212,267$10,928 06/30/2022
HighTower Advisors LLC204,412$10,525 06/30/2022
     MUNI204,412$10,525 06/30/2022
Legacy Financial Advisors Inc.174,798$8,999 06/30/2022
     MUNI174,798$8,999 06/30/2022
Renaissance Technologies LLC160,403$8,258 06/30/2022
     MUNI160,403$8,258 06/30/2022
Royal Bank of Canada135,252$6,963 06/30/2022
     MUNI135,252$6,963 06/30/2022
Stephenson National Bank & Trust130,983$6,743 06/30/2022
     MUNI130,983$6,743 06/30/2022
Thrivent Financial for Lutherans123,527$6,359 06/30/2022
     MUNI123,527$6,359 06/30/2022
Envestnet Asset Management Inc.121,792$6,270 06/30/2022
     MUNI121,792$6,270 06/30/2022
STA Wealth Management LLC117,721$6,060 06/30/2022
     MUNI117,721$6,060 06/30/2022
Stifel Financial Corp114,720$5,906 06/30/2022
     MUNI114,720$5,906 06/30/2022
ERn Financial LLC102,885$5,297 06/30/2022
     MUNI102,885$5,297 06/30/2022
Rockefeller Capital Management L.P.97,198$5,003 06/30/2022
     MUNI97,198$5,003 06/30/2022
MBL Wealth LLC73,485$3,895 03/31/2022
     MUNI73,485$3,895 03/31/2022
Allspring Global Investments Holdings LLC71,226$3,666 06/30/2022
     MUNI71,226$3,666 06/30/2022
CarsonAllaria Wealth Management Ltd.70,789$3,644 06/30/2022
     MUNI70,789$3,644 06/30/2022
Hennion & Walsh Asset Management Inc.70,295$3,619 06/30/2022
     MUNI70,295$3,619 06/30/2022
Signify Wealth69,742$3,590 06/30/2022
     MUNI69,742$3,590 06/30/2022
Raymond James Financial Services Advisors Inc.60,220$3,100 06/30/2022
     MUNI60,220$3,100 06/30/2022
Foster & Motley Inc.60,052$3,091 06/30/2022
     MUNI60,052$3,091 06/30/2022
Davis R M Inc.59,317$3,054 06/30/2022
     MUNI59,317$3,054 06/30/2022
Cornerstone Wealth Management LLC55,247$2,844 06/30/2022
     MUNI55,247$2,844 06/30/2022
Financial Engines Advisors L.L.C.54,106$2,785 06/30/2022
     MUNI54,106$2,785 06/30/2022
Capital One Financial Corp49,591$2,628 03/31/2022
     MUNI49,591$2,628 03/31/2022
Capital Analysts LLC49,788$2,563 06/30/2022
     MUNI49,788$2,563 06/30/2022
Allworth Financial LP49,495$2,548 06/30/2022
     MUNI49,495$2,548 06/30/2022
First International Bank & Trust47,912$2,467 06/30/2022
     MUNI47,912$2,467 06/30/2022
Brinker Capital Investments LLC46,738$2,406 06/30/2022
     MUNI46,738$2,406 06/30/2022
PFS Investments Inc.45,473$2,341 06/30/2022
     MUNI45,473$2,341 06/30/2022
Patten Group Inc.44,431$2,306 06/30/2022
     MUNI44,431$2,306 06/30/2022
Rehmann Capital Advisory Group44,162$2,273 06/30/2022
     MUNI44,162$2,273 06/30/2022
GWM Advisors LLC43,706$2,250 06/30/2022
     MUNI43,706$2,250 06/30/2022
JPMorgan Chase & Co.43,530$2,241 06/30/2022
     MUNI43,530$2,241 06/30/2022
Karn Couzens & Associates Inc.38,905$2,062 03/31/2022
     MUNI38,905$2,062 03/31/2022
Hanson & Doremus Investment Management39,818$2,050 06/30/2022
     MUNI39,818$2,050 06/30/2022
Aviance Capital Partners LLC39,554$2,036 06/30/2022
     MUNI39,554$2,036 06/30/2022
Stokes Capital Advisors LLC38,295$1,971 06/30/2022
     MUNI38,295$1,971 06/30/2022
Commonwealth Equity Services LLC38,001$1,956 06/30/2022
     MUNI38,001$1,956 06/30/2022
Sunesis Advisors LLC35,513$1,828 06/30/2022
     MUNI35,513$1,828 06/30/2022
Private Advisor Group LLC33,930$1,747 06/30/2022
     MUNI33,930$1,747 06/30/2022
MML Investors Services LLC29,799$1,534 06/30/2022
     MUNI29,799$1,534 06/30/2022
Adviser Investments LLC29,105$1,498 06/30/2022
     MUNI29,105$1,498 06/30/2022
Cambridge Investment Research Advisors Inc.28,006$1,442 06/30/2022
     MUNI28,006$1,442 06/30/2022
Landmark Wealth Management LLC26,979$1,389 06/30/2022
     MUNI26,979$1,389 06/30/2022
Retirement Planning Group26,673$1,373 06/30/2022
     MUNI26,673$1,373 06/30/2022
Rockland Trust Co.26,096$1,343 06/30/2022
     MUNI26,096$1,343 06/30/2022
Executive Wealth Management LLC24,487$1,260 06/30/2022
     MUNI24,487$1,260 06/30/2022
Occidental Asset Management LLC24,051$1,238 06/30/2022
     MUNI24,051$1,238 06/30/2022
Janney Capital Management LLC23,316$1,200 06/30/2022
     MUNI23,316$1,200 06/30/2022
AdvisorNet Financial Inc22,936$1,181 06/30/2022
     MUNI22,936$1,181 06/30/2022
BEAM Asset Management LLC22,646$1,166 06/30/2022
     MUNI22,646$1,166 06/30/2022
Janney Montgomery Scott LLC22,692$1,163 06/30/2022
     MUNI22,692$1,163 06/30/2022
Coldstream Capital Management Inc.21,878$1,126 06/30/2022
     MUNI21,878$1,126 06/30/2022
Kingfisher Capital LLC21,394$1,101 06/30/2022
     MUNI21,394$1,101 06/30/2022
First Trust Advisors LP21,356$1,099 06/30/2022
     MUNI21,356$1,099 06/30/2022
Cetera Advisor Networks LLC19,883$1,023 06/30/2022
     MUNI19,883$1,023 06/30/2022
Natixis Advisors L.P.19,331$995 06/30/2022
     MUNI19,331$995 06/30/2022
Dynamic Advisor Solutions LLC19,051$981 06/30/2022
     MUNI19,051$981 06/30/2022
Clear Creek Financial Management LLC17,748$914 06/30/2022
     MUNI17,748$914 06/30/2022
Paladin Advisory Group LLC $909 06/30/2022
     Call17,674$909 06/30/2022
Summit X LLC17,172$884 06/30/2022
     MUNI17,172$884 06/30/2022
TD Capital Management LLC16,373$843 06/30/2022
     MUNI16,373$843 06/30/2022
Avantax Advisory Services Inc.16,349$842 06/30/2022
     MUNI16,349$842 06/30/2022
Baird Financial Group Inc.16,181$833 06/30/2022
     MUNI16,181$833 06/30/2022
B. Riley Wealth Management Inc.15,800$813 06/30/2022
     MUNI15,800$813 06/30/2022
Orion Portfolio Solutions LLC15,500$798 06/30/2022
     MUNI15,500$798 06/30/2022
WealthShield Partners LLC15,250$785 06/30/2022
     MUNI15,250$785 06/30/2022
Toroso Investments LLC15,201$783 06/30/2022
     MUNI15,201$783 06/30/2022
Quantitative Advantage LLC14,429$743 06/30/2022
     MUNI14,429$743 06/30/2022
Opal Wealth Advisors LLC13,196$679 06/30/2022
     MUNI13,196$679 06/30/2022
WBH Advisory Inc.12,905$670 06/30/2022
     MUNI12,905$670 06/30/2022
Continuum Advisory LLC12,984$668 06/30/2022
     MUNI12,984$668 06/30/2022
Powers Advisory Group LLC12,699$654 06/30/2022
     MUNI12,699$654 06/30/2022
Captrust Financial Advisors12,350$636 06/30/2022
     MUNI12,350$636 06/30/2022
IFP Advisors Inc11,772$623 06/30/2022
     MUNI11,772$623 06/30/2022
First Affirmative Financial Network11,692$602 06/30/2022
     MUNI11,692$602 06/30/2022
Flow Traders U.S. LLC11,024$568 06/30/2022
     MUNI11,024$568 06/30/2022
Avondale Wealth Management10,350$533 06/30/2022
     MUNI10,350$533 06/30/2022
Prestige Wealth Management Group LLC10,327$532 06/30/2022
     MUNI10,327$532 06/30/2022
Newman Dignan & Sheerar Inc.10,113$521 06/30/2022
     MUNI10,113$521 06/30/2022
Truist Financial Corp9,604$494 06/30/2022
     MUNI9,604$494 06/30/2022
Beacon Financial Advisory LLC9,491$489 06/30/2022
     MUNI9,491$489 06/30/2022
Hollencrest Capital Management8,966$462 06/30/2022
     MUNI8,966$462 06/30/2022
CX Institutional8,938$460 06/30/2022
     MUNI8,938$460 06/30/2022
Kowal Investment Group LLC8,598$443 06/30/2022
     MUNI8,598$443 06/30/2022
Kestra Advisory Services LLC8,365$431 06/30/2022
     MUNI8,365$431 06/30/2022
StrategIQ Financial Group LLC8,290$427 06/30/2022
     MUNI8,290$427 06/30/2022
McNamara Financial Services Inc.8,269$426 06/30/2022
     MUNI8,269$426 06/30/2022
Steel Peak Wealth Management LLC8,075$416 06/30/2022
     MUNI8,075$416 06/30/2022
Intergy Private Wealth LLC8,024$413 06/30/2022
     MUNI8,024$413 06/30/2022
HBK Sorce Advisory LLC7,750$399 06/30/2022
     MUNI7,750$399 06/30/2022
BCS Wealth Management7,632$393 06/30/2022
     MUNI7,632$393 06/30/2022
Creative Planning7,544$388 06/30/2022
     MUNI7,544$388 06/30/2022
Vicus Capital7,459$384 06/30/2022
     MUNI7,459$384 06/30/2022
Argent Trust Co7,350$378 06/30/2022
     MUNI7,350$378 06/30/2022
Visionary Wealth Advisors7,280$375 06/30/2022
     MUNI7,280$375 06/30/2022
Susquehanna International Group LLP7,077$364 06/30/2022
     MUNI7,077$364 06/30/2022
Castle Rock Wealth Management LLC6,994$363 06/30/2022
     MUNI6,994$363 06/30/2022
Madison Wealth Partners Inc6,961$358 06/30/2022
     MUNI6,961$358 06/30/2022
Capital Market Strategies LLC6,939$357 06/30/2022
     MUNI6,939$357 06/30/2022
King Luther Capital Management Corp6,796$350 06/30/2022
     MUNI6,796$350 06/30/2022
BerganKDV Wealth Management LLC6,779$349 06/30/2022
     MUNI6,779$349 06/30/2022
Lincoln National Corp6,758$348 06/30/2022
     MUNI6,758$348 06/30/2022
CWS Financial Advisors LLC6,762$348 06/30/2022
     MUNI6,762$348 06/30/2022
DAVENPORT & Co LLC6,508$335 06/30/2022
     MUNI6,508$335 06/30/2022
Beaumont Financial Partners LLC6,490$334 06/30/2022
     MUNI6,490$334 06/30/2022
Belpointe Asset Management LLC6,435$331 06/30/2022
     MUNI6,435$331 06/30/2022
Wilbanks Smith & Thomas Asset Management LLC6,150$317 06/30/2022
     MUNI6,150$317 06/30/2022
Capstone Triton Financial Group LLC6,082$317 06/30/2022
     MUNI6,082$317 06/30/2022
SignalPoint Asset Management LLC6,100$314 06/30/2022
     MUNI6,100$314 06/30/2022
XML Financial LLC5,781$298 06/30/2022
     MUNI5,781$298 06/30/2022
Cetera Investment Advisers5,698$293 06/30/2022
     MUNI5,698$293 06/30/2022
Raymond James & Associates5,647$291 06/30/2022
     MUNI5,647$291 06/30/2022
Boston Private Wealth LLC5,648$291 06/30/2022
     MUNI5,648$291 06/30/2022
Eudaimonia Advisors LLC5,275$272 06/30/2022
     MUNI5,275$272 06/30/2022
Main Street Financial Solutions LLC5,102$263 06/30/2022
     MUNI5,102$263 06/30/2022
Prospera Financial Services Inc5,001$258 06/30/2022
     MUNI5,001$258 06/30/2022
AlphaMark Advisors LLC5,000$257 06/30/2022
     MUNI5,000$257 06/30/2022
EP Wealth Advisors LLC4,950$255 06/30/2022
     MUNI4,950$255 06/30/2022
Paragon Capital Management Ltd4,559$235 06/30/2022
     MUNI4,559$235 06/30/2022
4,390$226 06/30/2022
     MUNI4,390$226 06/30/2022
FMR LLC4,287$221 06/30/2022
     MUNI4,287$221 06/30/2022
PFG Advisors4,030$207 06/30/2022
     MUNI4,030$207 06/30/2022
JSF Financial LLC4,000$206 06/30/2022
     MUNI4,000$206 06/30/2022
Benjamin F. Edwards & Company Inc.3,816$196 06/30/2022
     MUNI3,816$196 06/30/2022
Endurance Wealth Management Inc.3,800$196 06/30/2022
     MUNI3,800$196 06/30/2022
Richard P Slaughter Associates Inc3,622$186 06/30/2022
     MUNI3,622$186 06/30/2022
US Bancorp DE3,553$183 06/30/2022
     MUNI3,553$183 06/30/2022
Tortoise Investment Management LLC2,041$105 06/30/2022
     MUNI2,041$105 06/30/2022
Geneos Wealth Management Inc.1,905$98 06/30/2022
     MUNI1,905$98 06/30/2022
Zullo Investment Group Inc.1,850$95 06/30/2022
     MUNI1,850$95 06/30/2022
Clearview Wealth Advisors LLC1,770$91 06/30/2022
     MUNI1,770$91 06/30/2022
The PNC Financial Services Group Inc.1,555$80 06/30/2022
     MUNI1,555$80 06/30/2022
Total Clarity Wealth Management Inc.1,450$75 06/30/2022
     MUNI1,450$75 06/30/2022
Rosenberg Matthew Hamilton1,338$69 06/30/2022
     MUNI1,338$69 06/30/2022
Spire Wealth Management1,175$60 06/30/2022
     MUNI1,175$60 06/30/2022
Steward Partners Investment Advisory LLC1,027$53 06/30/2022
     MUNI1,027$53 06/30/2022
Covington Capital Management941$48 06/30/2022
     MUNI941$48 06/30/2022
SeaCrest Wealth Management LLC615$32 06/30/2022
     MUNI615$32 06/30/2022
Harbour Investments Inc.574$30 06/30/2022
     MUNI574$30 06/30/2022
Whittier Trust Co. of Nevada Inc.501$26 06/30/2022
     MUNI501$26 06/30/2022
Strategic Asset Management LLC475$24 06/30/2022
     MUNI475$24 06/30/2022
Bartlett & Co. LLC450$23 06/30/2022
     MUNI450$23 06/30/2022
Citigroup Inc.400$21 06/30/2022
     MUNI400$21 06/30/2022
Stonebridge Capital Advisors LLC260$13 06/30/2022
     MUNI260$13 06/30/2022
Activest Wealth Management256$13 06/30/2022
     MUNI256$13 06/30/2022
Huntington National Bank202$10 06/30/2022
     MUNI202$10 06/30/2022
Riggs Asset Managment Co. Inc.194$10 06/30/2022
     MUNI194$10 06/30/2022
Capital Investment Advisory Services LLC204$10 06/30/2022
     MUNI204$10 06/30/2022
Allianz Asset Management GmbH160$8 06/30/2022
     MUNI160$8 06/30/2022
James Investment Research Inc.133$7 06/30/2022
     MUNI133$7 06/30/2022
Vaughan Nelson Investment Management L.P.110$6 06/30/2022
     MUNI110$6 06/30/2022
Castle Wealth Management LLC65$3 06/30/2022
     MUNI65$3 06/30/2022
Professional Financial Advisors LLC47$2 06/30/2022
     MUNI47$2 06/30/2022
Proequities Inc.0$0 06/30/2022
     MUNI0$0 06/30/2022

See Summary: Institutional Holders of MUNI
See Details: Top 10 Hedge Funds Holding MUNI
Also See: MUNI Holdings Changes

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