There is a long list of 254 institutional holders of MUNI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of MUNI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-MUNI table below, the initial column indicates the name of each top institutional holder of MUNI, with a link to that fund's top holdings. The next columns indicate the amount of MUNI stock held by each of the institutional holders of MUNI, followed by the MUNI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Morgan Stanley	1,535,790	$81,090	12/31/2023
MUNI	1,535,790	$81,090	12/31/2023
CWM LLC	1,336,560	$70,129	03/31/2024
MUNI	1,336,560	$70,129	03/31/2024
LPL Financial LLC	1,246,906	$65,837	12/31/2023
MUNI	1,246,906	$65,837	12/31/2023
Bank of America Corp DE	1,123,817	$59,338	12/31/2023
MUNI	1,123,817	$59,338	12/31/2023
Wells Fargo & Company MN	918,569	$48,500	12/31/2023
MUNI	918,569	$48,500	12/31/2023
Towneley Capital Management Inc DE	898,942	$47,464	12/31/2023
MUNI	898,942	$47,464	12/31/2023
Bailard Inc.	831,039	$43,879	12/31/2023
MUNI	831,039	$43,879	12/31/2023
JPMorgan Chase & Co.	700,596	$36,991	12/31/2023
MUNI	700,596	$36,991	12/31/2023
UBS Group AG	691,874	$36,531	12/31/2023
MUNI	691,874	$36,531	12/31/2023
WCG Wealth Advisors LLC	530,934	$28,033	12/31/2023
MUNI	530,934	$28,033	12/31/2023
Advisor Group Holdings Inc.	527,640	$27,862	12/31/2023
MUNI	527,640	$27,862	12/31/2023
Envestnet Asset Management Inc.	508,907	$26,870	12/31/2023
MUNI	508,907	$26,870	12/31/2023
Honkamp Krueger Financial Services Inc.	415,728	$21,950	12/31/2023
MUNI	415,728	$21,950	12/31/2023
MBL Wealth LLC	369,627	$19,516	12/31/2023
MUNI	369,627	$19,516	12/31/2023
HighTower Advisors LLC	331,988	$17,530	12/31/2023
MUNI	331,988	$17,530	12/31/2023
Goelzer Investment Management Inc.	287,499	$15,180	12/31/2023
MUNI	287,499	$15,180	12/31/2023
Cetera Advisor Networks LLC	275,909	$14,568	12/31/2023
MUNI	275,909	$14,568	12/31/2023
Sand Hill Global Advisors LLC	259,617	$13,708	12/31/2023
MUNI	259,617	$13,708	12/31/2023
McKinley Carter Wealth Services Inc.	254,982	$13,463	12/31/2023
MUNI	254,982	$13,463	12/31/2023
Thrivent Financial for Lutherans	249,870	$13,193	12/31/2023
MUNI	249,870	$13,193	12/31/2023
Gratus Capital LLC	242,501	$12,804	12/31/2023
MUNI	242,501	$12,804	12/31/2023
Quotient Wealth Partners LLC	232,399	$12,271	12/31/2023
MUNI	232,399	$12,271	12/31/2023
Renaissance Technologies LLC	221,971	$11,720	12/31/2023
MUNI	221,971	$11,720	12/31/2023
Orion Portfolio Solutions LLC	185,715	$9,803	12/31/2023
MUNI	185,715	$9,803	12/31/2023
Wealth Alliance Advisory Group LLC	164,688	$8,641	03/31/2024
MUNI	164,688	$8,641	03/31/2024
Fermata Advisors LLC	163,197	$8,563	03/31/2024
MUNI	163,197	$8,563	03/31/2024
XML Financial LLC	152,648	$8,060	12/31/2023
MUNI	152,648	$8,060	12/31/2023
Raymond James & Associates	138,077	$7,290	12/31/2023
MUNI	138,077	$7,290	12/31/2023
Capital Analysts LLC	135,355	$7,147	12/31/2023
MUNI	135,355	$7,147	12/31/2023
Arden Trust Co	132,352	$6,945	03/31/2024
MUNI	132,352	$6,945	03/31/2024
Stifel Financial Corp	122,635	$6,475	12/31/2023
MUNI	122,635	$6,475	12/31/2023
Cambridge Investment Research Advisors Inc.	121,366	$6,408	12/31/2023
MUNI	121,366	$6,408	12/31/2023
Vantage Financial Partners Ltd. Inc.	117,453	$6,202	12/31/2023
MUNI	117,453	$6,202	12/31/2023
Royal Bank of Canada	116,008	$6,126	12/31/2023
MUNI	116,008	$6,126	12/31/2023
Commonwealth Equity Services LLC	115,520	$6,099	12/31/2023
MUNI	115,520	$6,099	12/31/2023
Allworth Financial LP	115,043	$6,074	12/31/2023
MUNI	115,043	$6,074	12/31/2023
Clear Rock Advisors LLC	104,312	$5,467	12/31/2023
MUNI	104,312	$5,467	12/31/2023
Financial Synergies Wealth Advisors Inc.	103,456	$5,428	03/31/2024
MUNI	103,456	$5,428	03/31/2024
BKD Wealth Advisors LLC	101,838	$5,377	12/31/2023
MUNI	101,838	$5,377	12/31/2023
Goodwin Investment Advisory	97,262	$5,135	12/31/2023
MUNI	97,262	$5,135	12/31/2023
Cerity Partners LLC	95,157	$5,039	12/31/2023
MUNI	95,157	$5,039	12/31/2023
Stephenson National Bank & Trust	94,056	$4,935	03/31/2024
MUNI	94,056	$4,935	03/31/2024
Equita Financial Network Inc.	92,938	$4,907	12/31/2023
MUNI	92,938	$4,907	12/31/2023
BCS Wealth Management	90,160	$4,731	03/31/2024
MUNI	90,160	$4,731	03/31/2024
StoneX Group Inc.	81,928	$4,332	12/31/2023
MUNI	81,928	$4,332	12/31/2023
Kelman Lazarov Inc.	81,243	$4,290	12/31/2023
MUNI	81,243	$4,290	12/31/2023
Rehmann Capital Advisory Group	81,165	$4,286	12/31/2023
MUNI	81,165	$4,286	12/31/2023
Visionary Wealth Advisors	81,074	$4,281	12/31/2023
MUNI	81,074	$4,281	12/31/2023
Beta Wealth Group Inc.	79,800	$4,213	12/31/2023
MUNI	79,800	$4,213	12/31/2023
CarsonAllaria Wealth Management Ltd.	77,684	$4,102	12/31/2023
MUNI	77,684	$4,102	12/31/2023

See All: Funds Holding MUNI
See Details: Top 10 Hedge Funds Holding MUNI
Also See: MUNI Holdings Changes

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