Security Snapshot

Lord Abbett Municipal Opportunities Fund - Common Shares Institutional Ownership

CUSIP: 54401B206

13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

1

Shares (Excl. Options)

9,785

Price

$10.16

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Latest holder snapshot 2 signals
Share change
0
Number of holders
1
Issuer context 3 identity fields
Shares outstanding
10,750,400
SEC-reported price per share
$10.16
Insider filing price
$10.16
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • 54401B206 - Lord Abbett Municipal Opportunities Fund - Common Shares is tracked under CUSIP 54401B206.
  • 1 institution reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $100,000 to $99,413.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 1 institution filings for Q1 2026.

Open SEC Evidence

Security key

54401B206

Latest holder period

Q1 2026

13F holders

1

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
54401B206
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
LORD, ABBETT & CO. LLC 1.8% -45% 113,741 +1.4% DOUGLAS B. SIEG 30 Jun 2025
Sieg Douglas B. 1% 109,654 GREGORY M. SHUMAN 30 Sep 2025

As of 31 Mar 2026, 1 institutional investors reported holding 9,785 shares of Lord Abbett Municipal Opportunities Fund - Common Shares. This represents 0.09% of the company’s total 10,750,400 outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
2
Latest
Q1 2026
Rows shown
1-2 of 2
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 9,785 $99,413 $10.16 1
2025 Q4 9,785 $100,000 +$100,000 $10.22 1
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