Lord Abbett Municipal Opportunities Fund - Common Shares

CUSIP: 54401B206

Q4 2025 13F Holders as of 31 Dec 2025

Holder snapshot 5 signals
Share change
+9,785
SEC-reported price per share
$10.22
Number of holders
1
Value change
+$100,000
Number of buys
1
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
10,750,400

Security key

54401B206

Report period

Q4 2025

Institutions

1

Top holders

1

Ownership snapshot

Top reported holders of 54401B206 - Lord Abbett Municipal Opportunities Fund - Common Shares (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
LORD, ABBETT & CO. LLC
Disclosed value leader
Daniel S. Solender
Comparable rows
4/7
Latest evidence
03 Nov 2025
13D/G 3/4/5 Lead comparable stake: 1.8% 3 rows are not safely comparable across share classes. 13D/G row: LORD, ABBETT & CO. LLC Showing 1-6 of 7 holder rows.

Quick read

LORD, ABBETT & CO. LLC leads the comparable SEC ownership view at 1.8%.

4 of 7 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens LORD, ABBETT & CO. LLC's linked filing trail.
Comparable ownership Top 4
LORD, ABBETT & CO. LLC 1.8%
Douglas B. Sieg 1%
Daniel S. Solender 1.1%
Christopher T. English 0.2%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 7 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
LORD, ABBETT & CO. LLC
13D/G
DOUGLAS B. SIEG
1.8%
113,741 shares
$0 30 Jun 2025
Douglas B. Sieg
3/4/5 13D/G
10%+ Owner · GREGORY M. SHUMAN
1%
from 13D/G
$1,003,000
100,000 shares
24 Oct 2024
Daniel S. Solender
3/4/5
Portfolio Manager
1.1%
$1,189,993
115,646 shares
31 Oct 2025
Christopher T. English
3/4/5
Portfolio Manager
0.2%
$216,022
20,993 shares
03 Nov 2025
Philip B. Herman
3/4/5
10%+ Owner
class O/S missing
$1,083,656
108,042 shares
22 Oct 2024
Gregory M. Shuman
3/4/5
Portfolio Manager
class O/S missing
$1,080,585
106,357 shares
09 Apr 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
1
Shares
9,785
Rows available
1
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2025 vs Q4 2025 Across Filers

Q4 2025 holders
1
Q4 2025 holders
1
Holder diff
0
Investor Q4 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q4 2025 value Q4 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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