Security key
54401B206
Lord Abbett Municipal Opportunities Fund - Common Shares
CUSIP: 54401B206
Q1 2026 13F Holders as of 31 Mar 2026
- Security type / class
- Equity / Common Shares
- Total 13F shares
- 9,785
- Total 13F value
- $99,413
- Share change
- 0
- SEC-reported price per share
- $10.16
- Number of holders
- 1
- Shares outstanding
- 10,750,400
Holder snapshot
3 signals
Security identity
1 source field
Report period
Q1 2026
Institutions
1
Top holders
1
54401B206 full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q4 2025
Lord Abbett Municipal Opportunities Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 54401B206
Recent filing periods:
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
5/8
Latest evidence
31 Dec 2025
13D/G
3/4/5
13F
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 8 holder rows.
Quick read
LORD, ABBETT & CO. LLC leads the comparable SEC ownership view at 1.8%.
5 of 8 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.
Comparable ownership
Top 5
LORD, ABBETT & CO. LLC
1.8%
Douglas B. Sieg
1%
Daniel S. Solender
1.1%
Christopher T. English
0.2%
Financial Gravity Asset Managemen...
0.09%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 8 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 |
| Financial Gravity Asset Management, Inc. |
13F
Company
|
0.09%
|
$100,000
9,785 shares
|
— | 31 Dec 2025 |
| Philip B. Herman |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$1,083,656
108,042 shares
|
— | 22 Oct 2024 |
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 Q1 2026
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 Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
1
Q1 2026 holders
1
Holder diff
0
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend