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PUTNAM MANAGED (PMM) Institutional Ownership

PUTNAM MANAGED logo
$6.13 -0.03 (-0.49%)
Closing price 03:59 PM Eastern
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As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Putnam Managed (NYSE:PMM)

Current
Institutional Ownership
Percentage
13.54%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$19.05M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$4.02M
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Skip Chart & View Institutional Buying and Selling Data

PMM Institutional Buying and Selling by Quarter

PUTNAM MANAGED Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.61,743$369K0.0%+23.3%0.133%
8/19/2025 B. Riley Wealth Advisors Inc.18,473$110K0.0%N/A0.040%
8/18/2025 Nomura Holdings Inc.10,000$60K0.0%N/A0.022%
8/15/2025 Bank of America Corp DE125,252$749K0.0%+48.1%0.270%
8/14/2025 Raymond James Financial Inc.526,601$3.15M0.0%+11.8%1.134%
8/13/2025 Guggenheim Capital LLC997,567$5.97M0.0%+10.2%2.148%
8/13/2025 Invesco Ltd.261,413$1.56M0.0%+55.0%0.563%
8/13/2025 Everstar Asset Management LLC29,812$178K0.1%-33.6%0.064%
8/13/2025 Northwestern Mutual Wealth Management Co.10,000$60K0.0%-16.7%0.022%
8/12/2025 Advisors Asset Management Inc.862,612$5.16M0.1%-1.5%1.858%
8/12/2025 Steward Partners Investment Advisory LLC12,485$75K0.0%-34.3%0.027%
8/12/2025 WealthBridge Capital Management LLC31,050$186K0.0%-13.9%0.067%
8/8/2025 Meridian Wealth Management LLC14,291$85K0.0%N/A0.031%
8/7/2025 Allworth Financial LP103,242$617K0.0%N/A0.222%
8/6/2025 Wedbush Securities Inc.15,372$92K0.0%+23.8%0.033%
8/1/2025 Ashton Thomas Private Wealth LLC17,327$104K0.0%N/A0.037%
7/29/2025 Ballast Inc.30,832$184K0.1%N/A0.066%
7/28/2025 Duncker Streett & Co. Inc.7,000$42K0.0%N/A0.015%
7/22/2025 Keudell Morrison Wealth Management66,964$400K0.1%-3.1%0.144%
7/22/2025 Wealthcare Advisory Partners LLC12,018$72K0.0%N/A0.026%
7/17/2025 XML Financial LLC57,600$344K0.0%+149.4%0.124%
7/17/2025 Capital Investment Advisors LLC69,056$413K0.0%-5.5%0.149%
7/16/2025 Kennedy Investment Group197,626$1.18M0.5%-11.6%0.426%
7/14/2025 U.S. Capital Wealth Advisors LLC30,606$183K0.0%N/A0.066%
5/16/2025NewEdge Advisors LLC34,381$211K0.0%+41.1%0.074%
5/16/2025Advisors Asset Management Inc.875,831$5.37M0.1%+9.8%1.886%
5/15/2025Royal Bank of Canada82,728$507K0.0%-5.7%0.178%
5/14/2025Joseph P. Lucia & Associates LLC31,682$194K0.1%-5.9%0.068%
5/13/2025Sit Investment Associates Inc.515,349$3.16M0.1%+130.8%1.110%
5/12/2025Invesco Ltd.168,686$1.03M0.0%+71.3%0.363%
5/6/2025Cetera Investment Advisers54,937$337K0.0%-3.5%0.118%
5/6/2025Avantax Advisory Services Inc.38,940$239K0.0%-29.2%0.084%
4/28/2025Clear Creek Financial Management LLC32,350$198K0.0%-5.8%0.070%
4/25/2025Smallwood Wealth Investment Management LLC9,000$55K0.0%N/A0.019%
4/23/2025Keudell Morrison Wealth Management69,114$424K0.1%-3.5%0.149%
4/22/2025XML Financial LLC23,100$142K0.0%N/A0.050%
4/22/2025Kennedy Investment Group223,621$1.37M0.6%-6.0%0.482%
4/22/2025Advisor Resource Council66,293$406K0.0%N/A0.143%
4/14/2025Capital Investment Advisors LLC73,056$448K0.0%-3.6%0.157%
4/10/2025Hennion & Walsh Asset Management Inc.258,949$1.59M0.1%N/A0.558%
4/8/2025Rothschild Investment LLC218,067$1.34M0.1%-11.7%0.470%
2/25/2025B. Riley Wealth Advisors Inc.20,389$122K0.0%-8.0%0.044%
2/17/2025Nomura Holdings Inc.51,000$304K0.0%+246.8%0.110%
2/17/2025Logan Stone Capital LLC40,956$245K0.1%N/A0.088%
2/17/2025Cetera Investment Advisers56,917$340K0.0%-12.7%0.123%
2/17/2025Bank of America Corp DE109,842$656K0.0%-15.8%0.237%
2/17/2025Ameriprise Financial Inc.259,547$1.55M0.0%-17.7%0.559%
2/14/2025Jane Street Group LLC34,047$203K0.0%N/A0.073%
2/14/2025Arkos Global Advisors32,094$192K0.0%-13.3%0.069%
2/13/2025Guggenheim Capital LLC712,551$4.25M0.0%+20.4%1.535%
2/13/2025XTX Topco Ltd17,220$103K0.0%N/A0.037%
2/13/2025Raymond James Financial Inc.455,685$2.72M0.0%N/A0.981%
2/13/2025Invesco Ltd.98,495$588K0.0%+132.0%0.212%
2/13/2025Wedbush Securities Inc.14,007$84K0.0%+37.2%0.030%
2/13/2025Sit Investment Associates Inc.223,312$1.33M0.0%+29.0%0.481%
2/13/2025Wells Fargo & Company MN712,659$4.26M0.0%+6.5%1.535%
2/12/2025Landscape Capital Management L.L.C.13,731$82K0.0%-70.9%0.030%
2/12/2025Thomas J. Herzfeld Advisors Inc.43,341$259K0.1%+21.1%0.093%
2/12/2025Everstar Asset Management LLC45,514$272K0.2%-40.7%0.098%
2/11/2025LPL Financial LLC87,320$521K0.0%-23.3%0.188%
2/11/2025Virtu Financial LLC11,108$66K0.0%N/A0.024%
2/10/2025Advisors Asset Management Inc.797,465$4.76M0.1%+22.9%1.718%
2/10/2025Avantax Advisory Services Inc.55,037$329K0.0%+34.4%0.119%
2/6/2025Raymond James Financial Inc.455,685$2.72M0.0%N/A0.981%
2/5/2025Noble Wealth Management PBC17,350$104K0.1%N/A0.037%
2/5/2025Oppenheimer & Co. Inc.58,707$350K0.0%N/A0.126%
2/4/2025Rothschild Investment LLC247,067$1.48M0.1%-2.4%0.532%
2/3/2025Wolverine Asset Management LLC99,993$597K0.0%-21.6%0.215%
2/3/2025WealthBridge Capital Management LLC36,050$215K0.1%-31.0%0.078%
1/31/2025Robinson Capital Management LLC316,401$1.89M0.8%-18.6%0.681%
1/29/2025Van ECK Associates Corp341,484$2.04M0.0%+3.6%0.735%
1/28/2025Activest Wealth Management6,600$39K0.0%-54.8%0.014%
1/24/2025Spire Wealth Management12,464$74K0.0%-28.6%0.027%
1/23/2025Keudell Morrison Wealth Management71,614$428K0.1%-25.5%0.154%
1/22/2025Kennedy Investment Group237,908$1.42M0.6%-6.7%0.512%
1/17/2025Avior Wealth Management LLC4,142$25K0.0%+235.9%0.009%
1/13/2025Capital Investment Advisors LLC75,746$452K0.0%-6.3%0.163%
12/13/2024B. Riley Wealth Advisors Inc.22,163$145K0.0%-36.1%0.048%
11/25/2024Sanctuary Advisors LLC11,300$70K0.0%N/A0.024%
11/14/2024Rockefeller Capital Management L.P.81,910$533K0.0%-2.9%0.176%
11/12/2024Activest Wealth Management14,600$95K0.0%-32.1%0.031%
11/9/2024Landscape Capital Management L.L.C.47,165$307K0.0%-49.9%0.102%
11/8/2024Advisors Asset Management Inc.648,972$4.23M0.1%-6.5%1.398%
11/4/2024Wolverine Asset Management LLC127,613$831K0.0%+92.3%0.275%
11/4/2024Ashton Thomas Securities LLC3,831$25K0.0%N/A0.008%
10/31/2024Keudell Morrison Wealth Management96,158$626K0.2%-18.6%0.207%
10/31/2024Concurrent Investment Advisors LLC28,647$186K0.0%+6.4%0.062%
10/29/2024Van ECK Associates Corp329,656$2.09M0.0%-1.1%0.710%
10/29/2024Clear Creek Financial Management LLC34,350$224K0.0%+21.2%0.074%
10/24/2024Ackerman Capital Advisors LLC10,726$70K0.0%N/A0.023%
10/22/2024International Assets Investment Management LLC61,446$400K0.0%+554.5%0.132%
10/21/2024Kennedy Investment Group255,048$1.66M0.8%-1.7%0.549%
10/18/2024Raymond James & Associates420,283$2.74M0.0%+7.5%0.905%
10/7/2024WealthBridge Capital Management LLC52,250$340K0.1%+10.5%0.113%
8/19/2024B. Riley Wealth Advisors Inc.34,696$216K0.0%-23.4%0.075%
8/2/2024Arbor Trust Wealth Advisors LLC13,000$81K0.0%N/A0.028%
8/2/2024Wolverine Asset Management LLC66,373$412K0.0%+35.2%0.143%
7/31/2024Van ECK Associates Corp333,409$2.07M0.0%+14.7%0.718%
7/31/2024Commonwealth Equity Services LLC59,747$370K0.0%+4.7%0.129%
7/31/2024Rothschild Investment LLC253,067$1.57M0.1%N/A0.545%
(Data available from 1/1/2016 forward)

PMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMM shares?

During the previous two years, 80 institutional investors and hedge funds held shares of PUTNAM MANAGED. The most heavily invested institutionals were Guggenheim Capital LLC ($5.97M), Advisors Asset Management Inc. ($5.16M), Wells Fargo & Company MN ($4.26M), Sit Investment Associates Inc. ($3.16M), Raymond James Financial Inc. ($3.15M), Raymond James & Associates ($2.74M), and Van ECK Associates Corp ($2.04M).Learn more on PUTNAM MANAGED's institutional investors.

What percentage of PUTNAM MANAGED's stock is owned by institutional investors?

13.54% of PUTNAM MANAGED's stock is owned by institutional investors. Learn more on PMM's institutional investor holdings.

Which institutional investors have been buying PUTNAM MANAGED's stock?

Of the 61 institutional investors that purchased PUTNAM MANAGED's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($967.04K), Robinson Capital Management LLC ($424.44K), Advisors Asset Management Inc. ($355.31K), Sit Investment Associates Inc. ($342.24K), Hennion & Walsh Asset Management Inc. ($258.95K), Rothschild Investment LLC ($253.07K), and Invesco Ltd. ($218.96K).

How much institutional buying is happening at PUTNAM MANAGED?

Institutional investors have bought a total of 3,149,634 shares in the last 24 months. This purchase volume represents approximately $19.05M in transactions.

Which of PUTNAM MANAGED's major shareholders have been selling company stock?

Of the 26 institutional investors that sold PUTNAM MANAGED's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landscape Capital Management L.L.C. ($80.37K), Robinson Capital Management LLC ($72.27K), Kennedy Investment Group ($61.90K), Advisors Asset Management Inc. ($58.50K), Ameriprise Financial Inc. ($55.87K), Keudell Morrison Wealth Management ($51.19K), and Everstar Asset Management LLC ($46.29K).

How much institutional selling is happening at PUTNAM MANAGED?

Institutional investors have sold a total of 658,356 shares in the last 24 months. This volume of shares sold represents approximately $4.02M in transactions.


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This page (NYSE:PMM) was last updated on 9/22/2025 by MarketBeat.com Staff
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