CUSIP 19761L607MULTI SEC MUNIMUSTQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 4.95M | $101.96M |
| 2 | Ameriprise Financial Inc | 2.87M | $59.13M |
| 3 | Lpl Financial LLC | 2.83M | $58.24M |
| 4 | Bank Of America Corp /De/ | 1.12M | $23.08M |
| 5 | Wells Fargo & Company/Mn | 961.6K | $19.82M |
| 6 | Haven Private, LLC | 956.5K | $19.71M |
| 7 | Royal Bank Of Canada | 327.2K | $6.74M |
| 8 | Truwealth Advisors, LLC | 291.0K | $6.00M |
| 9 | Commonwealth Equity Services, LLC |
| 280.3K |
| $5.78M |
| 10 | Jpmorgan Chase & Co | 252.4K | $5.20M |