Free Trial

Putnam Managed (PMM) Institutional Ownership

Putnam Managed logo
$6.57 +0.22 (+3.53%)
Closing price 11/6/2026 03:58 PM Eastern
Extended Trading
$6.55 -0.02 (-0.37%)
As of 11/6/2026 07:30 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.

Institutional Ownership Changes (13F Filings) for Putnam Managed (NYSE:PMM)

Current
Institutional Ownership
Percentage
13.54%
Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$12.21M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$6.43M
Get PMM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Putnam Managed stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PMM Institutional Buying and Selling by Quarter

Putnam Managed Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2026 Kestra Advisory Services LLC33,476$182K0.0%-13.9%0.078%
10/30/2026 XML Financial LLC53,413$291K0.0%+13.4%0.125%
10/23/2026 Capital Investment Advisors LLC54,997$299K0.0%-6.6%0.128%
10/1/2026 Noble Wealth Management PBC29,293$159K0.1%-7.9%0.068%
9/9/2026Robinson Capital Management LLC423,151$2.77M1.2%+34.4%0.988%
9/8/2026 Allworth Financial LP42,197$276K0.0%+7.7%0.099%
8/26/2026HighTower Advisors LLC14,801$97K0.0%-26.7%0.035%
8/23/2026 Fortitude Advisory Group L.L.C.21,429$140K0.1%+17.2%0.050%
8/21/2026 XML Financial LLC47,113$308K0.0%-9.6%0.110%
8/20/2026Susquehanna International Group LLP46,558$304K0.0%+11.7%0.109%
8/19/2026Van ECK Associates Corp399,438$2.61M0.0%+10.5%0.933%
8/11/2026Jupiter Wealth Management LLC20,000$131K0.1%N/A0.047%
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%
5/4/2026 NWF Advisory Services Inc.20,000$123K0.0%N/A0.047%
5/1/2026 Simplicity Wealth LLC12,000$74K0.0%N/A0.028%
4/30/2026 Kestra Advisory Services LLC39,476$243K0.0%+13.3%0.092%
4/20/2026 Keudell Morrison Wealth Management57,600$354K0.1%-3.4%0.134%
4/17/2026 WealthBridge Capital Management LLC36,500$224K0.1%+7.4%0.085%
4/17/2026 XML 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%
2/13/2026 Kestra Advisory Services LLC34,852$219K0.0%-21.6%0.000%
2/13/2026 UMB Bank n.a.11,200$70K0.0%N/A0.000%
Today's free pick (on me) (Ad)

Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one lesser known company. With plans filed for 1,000,000 new satellites, that licensing fee could scale dramatically. Analyst Dylan says the stock could move by December 8th.tc pixel

Get today's free pick before December 8th.
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%
2/11/2026 LPL Financial LLC188,605$1.18M0.0%+58.9%0.000%
2/11/2026 Ackerman Capital Advisors LLC37,584$236K0.0%+60.5%0.000%
2/11/2026 XML Financial LLC67,563$424K0.0%-39.2%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.7,256$45K0.0%-38.9%0.000%
2/6/2026 Keudell Morrison Wealth Management59,600$374K0.1%N/A0.128%
2/6/2026 Kennedy Investment Group14,748$92K0.0%-91.6%0.032%
2/6/2026HighTower Advisors LLC34,926$219K0.0%N/A0.075%
2/5/2026Everstar Asset Management LLC22,200$139K0.1%-23.2%0.048%
2/5/2026 Mesirow Financial Investment Management Inc.10,069$63K0.0%N/A0.022%
2/5/2026 Allworth Financial LP42,129$264K0.0%-6.6%0.091%
2/3/2026 International Assets Investment Management LLC5,679$36K0.0%N/A0.012%
2/2/2026 Oppenheimer & Co. Inc.57,294$359K0.0%-4.9%0.123%
1/30/2026 Activest Wealth Management4,500$28K0.0%-31.8%0.010%
1/28/2026 Joseph P. Lucia & Associates LLC27,986$175K0.1%-6.2%0.060%
1/23/2026 G2 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%
1/21/2026 WealthBridge 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%
1/13/2026 Capital Investment Advisors LLC60,369$379K0.0%-13.1%0.130%
12/2/2025 Allworth 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%
11/7/2025 WealthCare Investment Partners LLC10,000$61K0.0%N/A0.022%
11/6/2025 Wedbush 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%
10/28/2025 Kennedy Investment Group176,063$1.06M0.4%-10.9%0.379%
10/27/2025 Gill Capital Partners LLC33,467$202K0.1%-19.4%0.072%
10/22/2025 Ackerman 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%
10/20/2025 XML 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%
8/19/2025 B. 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%
Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal called it the "$64 trillion question": is a stock market crash on the way? Weiss Ratings' latest research says 2026 could be very rough for some well-known stocks. A major shift now taking shape in the market could hit some of America's most-loved names hard. Weiss analysts have pinpointed five stocks they believe investors should steer clear of while it plays out.tc pixel

See the five stocks Weiss Ratings analysts are watching closely now.
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%
8/12/2025 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%


PMM Institutional Ownership - Frequently Asked Questions

During the previous two years, 74 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), Robinson Capital Management LLC ($2.77M), 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 59 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 Guggenheim Capital LLC ($212.88K).

Institutional investors have bought a total of 1,950,771 shares in the last 24 months. This purchase volume represents approximately $12.21M in transactions.

Of the 24 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), Rivernorth Capital Management LLC ($167.03K), Kennedy Investment Group ($161.32K), Cetera Investment Advisers ($71.18K), XML Financial LLC ($64.05K), Allworth Financial LP ($61.11K), and Bank of America Corp DE ($48.27K).

Institutional investors have sold a total of 1,038,754 shares in the last 24 months. This volume of shares sold represents approximately $6.43M in transactions.



Institutional ownership data for NYSE:PMM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners