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Putnam Managed (PMM) Institutional Ownership

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$6.18 +0.09 (+1.48%)
Closing price 03:59 PM Eastern
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$6.18 0.00 (0.00%)
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)
44
Total
Institutional Inflows
(last 12 months)
$17.97M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$6.42M
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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
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%
4/17/2026 Everstar 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%
2/13/2026UMB 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%
2/11/2026 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%
2/5/2026 Everstar 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%
2/5/2026Allworth 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%
1/28/2026Joseph P. Lucia & Associates LLC27,986$175K0.1%-6.2%0.060%
1/23/2026G2 Capital Management LLC OH107,416$673K0.2%N/A0.231%
1/23/2026 U.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%
1/14/2026Hennion & 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%
12/2/2025Allworth 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%
11/7/2025 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%
10/22/2025Ackerman Capital Advisors LLC23,414$141K0.0%N/A0.050%
10/22/2025Hennion & 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%
10/9/2025 U.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%
8/13/2025 Everstar 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%
8/12/2025 WealthBridge 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%
8/6/2025 Wedbush 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%
7/28/2025 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%


PMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMM shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Putnam Managed. The most heavily invested institutionals were Wells Fargo & Company MN ($6.97M), Hennion & Walsh Asset Management Inc. ($6.33M), 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.

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 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. ($555.15K), Sit Investment Associates Inc. ($342.24K), Invesco Ltd. ($297.49K), Rivernorth Capital Management LLC ($274.72K), and Rothschild Investment LLC ($253.07K).

How much institutional buying is happening at Putnam Managed?

Institutional investors have bought a total of 2,915,251 shares in the last 24 months. This purchase volume represents approximately $17.97M in transactions.

Which of Putnam Managed's major shareholders have been selling company stock?

Of the 25 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), Allworth Financial LP ($61.11K), XML Financial LLC ($59.05K), Guggenheim Capital LLC ($35.87K), and U.S. Capital Wealth Advisors LLC ($31.84K).

How much institutional selling is happening at Putnam Managed?

Institutional investors have sold a total of 1,039,289 shares in the last 24 months. This volume of shares sold represents approximately $6.42M in transactions.


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This page (NYSE:PMM) was last updated on 5/5/2026 by MarketBeat.com Staff.
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