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Institutional Holdings
MUAOwnership Summary
Institutions Holding
13
Total Shares Held
635,765
Total Value Held
$5,354,550
Quarter
2026-06-30
Active Positions
Increased Positions
3
403,758 shares
Decreased Positions
2
132,463 shares
Held Positions
3
26,661 shares
New Positions
3
72,883 shares
Sold Out Positions
2
337,240 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| PNC Financial Services Group, Inc. | 280,956 | $3,093,329 | ▲ +19,726 | 0.00% | 2026-06-30 |
| MPWM ADVISORY SOLUTIONS, LLC | 97,054 | $1,068,564 | ▼ -4,963 | 0.49% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 70,132 | $772,148 | New position | 0.00% | 2026-06-30 |
| Bank of New York Mellon Corp | 32,042 | $352,789 | ▲ +3,096 | 0.00% | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | 2,680 | $29,507 | Unchanged | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 2,474 | $27,016 | New position | 0.00% | 2026-06-30 |
| Fortis Group Advisors, LLC | 589 | $6,485 | Unchanged | 0.00% | 2026-06-30 |
| IMA Advisory Services, Inc. | 277 | $3,065 | New position | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 90,760 | $999 | ▲ +10,000 | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 35,409 | $390 | ▼ -267 | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 23,392 | $258 | Unchanged | 0.01% | 2026-06-30 |
| VAN ECK ASSOCIATES CORP | 0 | $0 | Sold out | 2026-06-30 | |
| JONES FINANCIAL COMPANIES LLLP | 0 | $0 | Sold out | 2026-06-30 |