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Putnam Managed (PMM) Institutional Ownership

Putnam Managed logo
$6.52 -0.03 (-0.38%)
Closing price 07/10/2026 03:58 PM Eastern
Extended Trading
$6.53 +0.00 (+0.08%)
As of 07/10/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
45
Total
Institutional Inflows
(last 12 months)
$15.50M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$8.13M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.1,191,663$7.79M0.2%-1.8%2.782%
7/1/2026 Noble Wealth Management PBC31,793$208K0.1%+89.3%0.074%
6/3/2026NewEdge Advisors LLC32,419$199K0.0%+32.8%0.076%
5/19/2026NewEdge Advisors LLC32,419$199K0.0%+32.8%0.076%
5/19/2026Bank of America Corp DE88,372$543K0.0%-35.3%0.206%
5/18/2026Rivernorth Capital Management LLC107,693$662K0.0%-60.8%0.251%
5/18/2026Royal Bank of Canada109,662$674K0.0%+18.9%0.256%
5/13/2026Cetera Investment Advisers63,411$390K0.0%-51.2%0.148%
5/4/2026NWF Advisory Services Inc.20,000$123K0.0%N/A0.047%
5/1/2026Simplicity Wealth LLC12,000$74K0.0%N/A0.028%
4/30/2026Kestra Advisory Services LLC39,476$243K0.0%+13.3%0.092%
4/20/2026Keudell Morrison Wealth Management57,600$354K0.1%-3.4%0.134%
4/17/2026WealthBridge Capital Management LLC36,500$224K0.1%+7.4%0.085%
4/17/2026XML Financial LLC52,113$320K0.0%-22.9%0.122%
4/17/2026Everstar Asset Management LLC18,900$116K0.1%-14.9%0.044%
3/17/2026Rockefeller Capital Management L.P.72,420$454K0.0%-9.1%0.156%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management7,100$45K0.0%N/A0.015%
2/25/2026Sit Investment Associates Inc.221,351$1.39M0.0%-56.0%0.477%
2/19/2026Invesco Ltd.417,901$2.62M0.0%+23.1%0.900%
2/18/2026NewEdge Advisors LLC24,419$153K0.0%-29.0%0.053%
2/18/2026Rivernorth Capital Management LLC274,720$1.72M0.1%N/A0.592%
2/17/2026Guggenheim Capital LLC937,993$5.88M0.0%-3.7%2.020%
2/17/2026Cetera Investment Advisers130,062$815K0.0%-3.4%0.280%
2/17/2026Osaic Holdings Inc.48,047$301K0.0%-23.3%0.103%
2/17/2026&PARTNERS119,560$750K0.0%N/A0.258%
2/17/2026Royal Bank of Canada92,194$578K0.0%-3.0%0.199%
2/13/2026Kestra Advisory Services LLC34,852$219K0.0%-21.6%0.000%
2/13/2026UMB Bank n.a.11,200$70K0.0%N/A0.000%
2/13/2026Van ECK Associates Corp318,677$2.00M0.0%+13.6%0.000%
2/13/2026Wells Fargo & Company MN1,111,767$6.97M0.0%+1.4%0.000%
2/13/2026Cohen & Steers Inc.20,000$125K0.0%N/A0.000%
2/12/2026Advisors Asset Management Inc.867,048$5.44M0.1%+29.9%0.000%
2/12/2026Jane Street Group LLC38,851$244K0.0%N/A0.000%
2/11/2026LPL Financial LLC188,605$1.18M0.0%+58.9%0.000%
2/11/2026Ackerman Capital Advisors LLC37,584$236K0.0%+60.5%0.000%
2/11/2026XML Financial LLC67,563$424K0.0%-39.2%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.7,256$45K0.0%-38.9%0.000%
2/6/2026Keudell Morrison Wealth Management59,600$374K0.1%N/A0.128%
2/6/2026Kennedy Investment Group14,748$92K0.0%-91.6%0.032%
2/6/2026HighTower Advisors LLC34,926$219K0.0%N/A0.075%
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2/5/2026Everstar Asset Management LLC22,200$139K0.1%-23.2%0.048%
2/5/2026Mesirow Financial Investment Management Inc.10,069$63K0.0%N/A0.022%
2/5/2026Allworth Financial LP42,129$264K0.0%-6.6%0.091%
2/3/2026International Assets Investment Management LLC5,679$36K0.0%N/A0.012%
2/2/2026Oppenheimer & Co. Inc.57,294$359K0.0%-4.9%0.123%
1/30/2026Activest Wealth Management4,500$28K0.0%-31.8%0.010%
1/28/2026Joseph P. Lucia & Associates LLC27,986$175K0.1%-6.2%0.060%
1/23/2026G2 Capital Management LLC OH107,416$673K0.2%N/A0.231%
1/23/2026U.S. Capital Wealth Advisors LLC10,000$63K0.0%-76.1%0.022%
1/21/2026WealthBridge Capital Management LLC34,000$213K0.0%+9.5%0.073%
1/14/2026 Hennion & Walsh Asset Management Inc.1,009,350$6.33M0.2%+78.7%2.174%
1/13/2026Capital Investment Advisors LLC60,369$379K0.0%-13.1%0.130%
12/2/2025Allworth Financial LP45,129$273K0.0%-56.3%0.097%
11/17/2025Northwestern Mutual Wealth Management Co.11,873$72K0.0%+18.7%0.026%
11/17/2025Bank of America Corp DE131,223$793K0.0%+4.8%0.283%
11/17/2025Ameriprise Financial Inc.307,887$1.84M0.0%+36.4%0.663%
11/14/2025Raymond James Financial Inc.548,110$3.31M0.0%+4.1%1.181%
11/14/2025Virtu Financial LLC11,498$69K0.0%N/A0.025%
11/13/2025Van ECK Associates Corp280,580$1.70M0.0%+1.6%0.604%
11/7/2025Readystate Asset Management LP15,619$94K0.0%N/A0.034%
11/7/2025WealthCare Investment Partners LLC10,000$61K0.0%N/A0.022%
11/6/2025Wedbush Securities Inc.12,412$75K0.0%-19.3%0.027%
11/6/2025Advisors Asset Management Inc.667,217$4.03M0.1%-22.7%1.437%
10/28/2025Kennedy Investment Group176,063$1.06M0.4%-10.9%0.379%
10/27/2025Gill Capital Partners LLC33,467$202K0.1%-19.4%0.072%
10/22/2025Ackerman Capital Advisors LLC23,414$141K0.0%N/A0.050%
10/22/2025 Hennion & Walsh Asset Management Inc.564,976$3.41M0.1%+11.5%1.217%
10/20/2025XML Financial LLC111,165$671K0.1%+93.0%0.239%
10/9/2025U.S. Capital Wealth Advisors LLC41,835$253K0.0%+36.7%0.090%
9/4/2025Osaic Holdings Inc.61,743$369K0.0%+23.3%0.133%
8/19/2025B. Riley Wealth Advisors Inc.18,473$110K0.0%N/A0.040%
8/18/2025Nomura Holdings Inc.10,000$60K0.0%N/A0.022%
8/15/2025Bank of America Corp DE125,252$749K0.0%+48.1%0.270%
8/14/2025Raymond James Financial Inc.526,601$3.15M0.0%+11.8%1.134%
8/13/2025Guggenheim Capital LLC997,567$5.97M0.0%+10.2%2.148%
8/13/2025Invesco Ltd.261,413$1.56M0.0%+55.0%0.563%
8/13/2025Everstar Asset Management LLC29,812$178K0.1%-33.6%0.064%
8/13/2025Northwestern Mutual Wealth Management Co.10,000$60K0.0%-16.7%0.022%
8/12/2025Advisors Asset Management Inc.862,612$5.16M0.1%-1.5%1.858%
8/12/2025Steward Partners Investment Advisory LLC12,485$75K0.0%-34.3%0.027%
8/12/2025WealthBridge Capital Management LLC31,050$186K0.0%-13.9%0.067%
8/8/2025Meridian Wealth Management LLC14,291$85K0.0%N/A0.031%
8/7/2025Allworth Financial LP103,242$617K0.0%N/A0.222%
8/6/2025Wedbush Securities Inc.15,372$92K0.0%+23.8%0.033%
8/1/2025Ashton Thomas Private Wealth LLC17,327$104K0.0%N/A0.037%
7/29/2025Ballast Inc.30,832$184K0.1%N/A0.066%
7/28/2025Duncker Streett & Co. Inc.7,000$42K0.0%N/A0.015%
7/22/2025Keudell Morrison Wealth Management66,964$400K0.1%-3.1%0.144%
7/22/2025 Wealthcare Advisory Partners LLC12,018$72K0.0%N/A0.026%
7/17/2025XML Financial LLC57,600$344K0.0%+149.4%0.124%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
7/17/2025Capital Investment Advisors LLC69,056$413K0.0%-5.5%0.149%
7/16/2025Kennedy Investment Group197,626$1.18M0.5%-11.6%0.426%
7/14/2025U.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%


PMM Institutional Ownership - Frequently Asked Questions

During the previous two years, 77 institutional investors and hedge funds held shares of Putnam Managed. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($7.79M), Wells Fargo & Company MN ($6.97M), Guggenheim Capital LLC ($5.88M), Advisors Asset Management Inc. ($5.44M), Raymond James Financial Inc. ($3.31M), Raymond James & Associates ($2.74M), and Invesco Ltd. ($2.62M).Learn more on Putnam Managed's institutional investors.

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

Of the 64 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. ($988.55K), Hennion & Walsh Asset Management Inc. ($761.54K), Advisors Asset Management Inc. ($426.69K), Sit Investment Associates Inc. ($342.24K), Invesco Ltd. ($297.49K), Rivernorth Capital Management LLC ($274.72K), and Rothschild Investment LLC ($253.07K).

Institutional investors have bought a total of 2,513,111 shares in the last 24 months. This purchase volume represents approximately $15.50M in transactions.

Of the 27 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: Sit Investment Associates Inc. ($281.60K), Kennedy Investment Group ($208.87K), Advisors Asset Management Inc. ($208.61K), Rivernorth Capital Management LLC ($167.03K), Cetera Investment Advisers ($71.18K), Allworth Financial LP ($61.11K), and XML Financial LLC ($59.05K).

Institutional investors have sold a total of 1,318,557 shares in the last 24 months. This volume of shares sold represents approximately $8.13M in transactions.


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This page (NYSE:PMM) was last updated on 7/11/2026 by MarketBeat.com Staff.
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