Putnam Managed (PMM) Institutional Ownership

$6.21 -0.03 (-0.48%)

Closing price 06/3/2026 03:58 PM Eastern

Extended Trading

$6.22 +0.01 (+0.16%)

As of 06/3/2026 04:10 PM Eastern

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Current Institutional Ownership Percentage: 13.54%
Number of Institutional Buyers (last 12 months): 44
Total Institutional Inflows (last 12 months): $15.40M

Number of Institutional Sellers (last 12 months): 26
Total Institutional Outflows (last 12 months): $7.98M

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PMM Institutional Buying and Selling by Quarter

Putnam Managed Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	32,419	$199K	0.0%	+32.8%	0.076%
5/19/2026	NewEdge Advisors LLC	32,419	$199K	0.0%	+32.8%	0.076%
5/19/2026	Bank of America Corp DE	88,372	$543K	0.0%	-35.3%	0.206%
5/18/2026	Rivernorth Capital Management LLC	107,693	$662K	0.0%	-60.8%	0.251%
5/18/2026	Royal Bank of Canada	109,662	$674K	0.0%	+18.9%	0.256%
5/13/2026	Cetera Investment Advisers	63,411	$390K	0.0%	-51.2%	0.148%
5/4/2026	NWF Advisory Services Inc.	20,000	$123K	0.0%	N/A	0.047%
5/1/2026	Simplicity Wealth LLC	12,000	$74K	0.0%	N/A	0.028%
4/30/2026	Kestra Advisory Services LLC	39,476	$243K	0.0%	+13.3%	0.092%
4/20/2026	Keudell Morrison Wealth Management	57,600	$354K	0.1%	-3.4%	0.134%
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4/17/2026	WealthBridge Capital Management LLC	36,500	$224K	0.1%	+7.4%	0.085%
4/17/2026	XML Financial LLC	52,113	$320K	0.0%	-22.9%	0.122%
4/17/2026	Everstar Asset Management LLC	18,900	$116K	0.1%	-14.9%	0.044%
3/17/2026	Rockefeller Capital Management L.P.	72,420	$454K	0.0%	-9.1%	0.156%
3/5/2026	Gunpowder Capital Management LLC dba Oliver Wealth Management	7,100	$45K	0.0%	N/A	0.015%
2/25/2026	Sit Investment Associates Inc.	221,351	$1.39M	0.0%	-56.0%	0.477%
2/19/2026	Invesco Ltd.	417,901	$2.62M	0.0%	+23.1%	0.900%
2/18/2026	NewEdge Advisors LLC	24,419	$153K	0.0%	-29.0%	0.053%
2/18/2026	Rivernorth Capital Management LLC	274,720	$1.72M	0.1%	N/A	0.592%
2/17/2026	Guggenheim Capital LLC	937,993	$5.88M	0.0%	-3.7%	2.020%
2/17/2026	Cetera Investment Advisers	130,062	$815K	0.0%	-3.4%	0.280%
2/17/2026	Osaic Holdings Inc.	48,047	$301K	0.0%	-23.3%	0.103%
2/17/2026	&PARTNERS	119,560	$750K	0.0%	N/A	0.258%
2/17/2026	Royal Bank of Canada	92,194	$578K	0.0%	-3.0%	0.199%
2/13/2026	Kestra Advisory Services LLC	34,852	$219K	0.0%	-21.6%	0.000%
2/13/2026	UMB Bank n.a.	11,200	$70K	0.0%	N/A	0.000%
2/13/2026	Van ECK Associates Corp	318,677	$2.00M	0.0%	+13.6%	0.000%
2/13/2026	Wells Fargo & Company MN	1,111,767	$6.97M	0.0%	+1.4%	0.000%
2/13/2026	Cohen & Steers Inc.	20,000	$125K	0.0%	N/A	0.000%
2/12/2026	Advisors Asset Management Inc.	867,048	$5.44M	0.1%	+29.9%	0.000%
2/12/2026	Jane Street Group LLC	38,851	$244K	0.0%	N/A	0.000%
2/11/2026	LPL Financial LLC	188,605	$1.18M	0.0%	+58.9%	0.000%
2/11/2026	Ackerman Capital Advisors LLC	37,584	$236K	0.0%	+60.5%	0.000%
2/11/2026	XML Financial LLC	67,563	$424K	0.0%	-39.2%	0.000%
2/10/2026	Northwestern Mutual Wealth Management Co.	7,256	$45K	0.0%	-38.9%	0.000%
2/6/2026	Keudell Morrison Wealth Management	59,600	$374K	0.1%	N/A	0.128%
2/6/2026	Kennedy Investment Group	14,748	$92K	0.0%	-91.6%	0.032%
2/6/2026	HighTower Advisors LLC	34,926	$219K	0.0%	N/A	0.075%
2/5/2026	Everstar Asset Management LLC	22,200	$139K	0.1%	-23.2%	0.048%
2/5/2026	Mesirow Financial Investment Management Inc.	10,069	$63K	0.0%	N/A	0.022%
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2/5/2026	Allworth Financial LP	42,129	$264K	0.0%	-6.6%	0.091%
2/3/2026	International Assets Investment Management LLC	5,679	$36K	0.0%	N/A	0.012%
2/2/2026	Oppenheimer & Co. Inc.	57,294	$359K	0.0%	-4.9%	0.123%
1/30/2026	Activest Wealth Management	4,500	$28K	0.0%	-31.8%	0.010%
1/28/2026	Joseph P. Lucia & Associates LLC	27,986	$175K	0.1%	-6.2%	0.060%
1/23/2026	G2 Capital Management LLC OH	107,416	$673K	0.2%	N/A	0.231%
1/23/2026	U.S. Capital Wealth Advisors LLC	10,000	$63K	0.0%	-76.1%	0.022%
1/21/2026	WealthBridge Capital Management LLC	34,000	$213K	0.0%	+9.5%	0.073%
1/14/2026	Hennion & Walsh Asset Management Inc.	1,009,350	$6.33M	0.2%	+78.7%	2.174%
1/13/2026	Capital Investment Advisors LLC	60,369	$379K	0.0%	-13.1%	0.130%
12/2/2025	Allworth Financial LP	45,129	$273K	0.0%	-56.3%	0.097%
11/17/2025	Northwestern Mutual Wealth Management Co.	11,873	$72K	0.0%	+18.7%	0.026%
11/17/2025	Bank of America Corp DE	131,223	$793K	0.0%	+4.8%	0.283%
11/17/2025	Ameriprise Financial Inc.	307,887	$1.84M	0.0%	+36.4%	0.663%
11/14/2025	Raymond James Financial Inc.	548,110	$3.31M	0.0%	+4.1%	1.181%
11/14/2025	Virtu Financial LLC	11,498	$69K	0.0%	N/A	0.025%
11/13/2025	Van ECK Associates Corp	280,580	$1.70M	0.0%	+1.6%	0.604%
11/7/2025	Readystate Asset Management LP	15,619	$94K	0.0%	N/A	0.034%
11/7/2025	WealthCare Investment Partners LLC	10,000	$61K	0.0%	N/A	0.022%
11/6/2025	Wedbush Securities Inc.	12,412	$75K	0.0%	-19.3%	0.027%
11/6/2025	Advisors Asset Management Inc.	667,217	$4.03M	0.1%	-22.7%	1.437%
10/28/2025	Kennedy Investment Group	176,063	$1.06M	0.4%	-10.9%	0.379%
10/27/2025	Gill Capital Partners LLC	33,467	$202K	0.1%	-19.4%	0.072%
10/22/2025	Ackerman Capital Advisors LLC	23,414	$141K	0.0%	N/A	0.050%
10/22/2025	Hennion & Walsh Asset Management Inc.	564,976	$3.41M	0.1%	+11.5%	1.217%
10/20/2025	XML Financial LLC	111,165	$671K	0.1%	+93.0%	0.239%
10/9/2025	U.S. Capital Wealth Advisors LLC	41,835	$253K	0.0%	+36.7%	0.090%
9/4/2025	Osaic Holdings Inc.	61,743	$369K	0.0%	+23.3%	0.133%
8/19/2025	B. Riley Wealth Advisors Inc.	18,473	$110K	0.0%	N/A	0.040%
8/18/2025	Nomura Holdings Inc.	10,000	$60K	0.0%	N/A	0.022%
8/15/2025	Bank of America Corp DE	125,252	$749K	0.0%	+48.1%	0.270%
8/14/2025	Raymond James Financial Inc.	526,601	$3.15M	0.0%	+11.8%	1.134%
8/13/2025	Guggenheim Capital LLC	997,567	$5.97M	0.0%	+10.2%	2.148%
8/13/2025	Invesco Ltd.	261,413	$1.56M	0.0%	+55.0%	0.563%
8/13/2025	Everstar Asset Management LLC	29,812	$178K	0.1%	-33.6%	0.064%
8/13/2025	Northwestern Mutual Wealth Management Co.	10,000	$60K	0.0%	-16.7%	0.022%
8/12/2025	Advisors Asset Management Inc.	862,612	$5.16M	0.1%	-1.5%	1.858%
8/12/2025	Steward Partners Investment Advisory LLC	12,485	$75K	0.0%	-34.3%	0.027%
8/12/2025	WealthBridge Capital Management LLC	31,050	$186K	0.0%	-13.9%	0.067%
8/8/2025	Meridian Wealth Management LLC	14,291	$85K	0.0%	N/A	0.031%
8/7/2025	Allworth Financial LP	103,242	$617K	0.0%	N/A	0.222%
8/6/2025	Wedbush Securities Inc.	15,372	$92K	0.0%	+23.8%	0.033%
8/1/2025	Ashton Thomas Private Wealth LLC	17,327	$104K	0.0%	N/A	0.037%
7/29/2025	Ballast Inc.	30,832	$184K	0.1%	N/A	0.066%
7/28/2025	Duncker Streett & Co. Inc.	7,000	$42K	0.0%	N/A	0.015%
7/22/2025	Keudell Morrison Wealth Management	66,964	$400K	0.1%	-3.1%	0.144%
7/22/2025	Wealthcare Advisory Partners LLC	12,018	$72K	0.0%	N/A	0.026%
7/17/2025	XML Financial LLC	57,600	$344K	0.0%	+149.4%	0.124%
7/17/2025	Capital Investment Advisors LLC	69,056	$413K	0.0%	-5.5%	0.149%
7/16/2025	Kennedy Investment Group	197,626	$1.18M	0.5%	-11.6%	0.426%
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7/14/2025	U.S. Capital Wealth Advisors LLC	30,606	$183K	0.0%	N/A	0.066%
5/16/2025	NewEdge Advisors LLC	34,381	$211K	0.0%	+41.1%	0.074%
5/16/2025	Advisors Asset Management Inc.	875,831	$5.37M	0.1%	+9.8%	1.886%
5/15/2025	Royal Bank of Canada	82,728	$507K	0.0%	-5.7%	0.178%
5/14/2025	Joseph P. Lucia & Associates LLC	31,682	$194K	0.1%	-5.9%	0.068%
5/13/2025	Sit Investment Associates Inc.	515,349	$3.16M	0.1%	+130.8%	1.110%
5/12/2025	Invesco Ltd.	168,686	$1.03M	0.0%	+71.3%	0.363%
5/6/2025	Cetera Investment Advisers	54,937	$337K	0.0%	-3.5%	0.118%
5/6/2025	Avantax Advisory Services Inc.	38,940	$239K	0.0%	-29.2%	0.084%
4/28/2025	Clear Creek Financial Management LLC	32,350	$198K	0.0%	-5.8%	0.070%

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 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.

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 2,498,111 shares in the last 24 months. This purchase volume represents approximately $15.40M in transactions.

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: 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 1,296,201 shares in the last 24 months. This volume of shares sold represents approximately $7.98M in transactions.

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This page (NYSE:PMM) was last updated on 6/4/2026 by MarketBeat.com Staff.

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Putnam Managed (PMM) Institutional Ownership

PMM Institutional Buying and Selling by Quarter

Putnam Managed Major Shareholders & Ownership History

PMM Institutional Ownership - Frequently Asked Questions

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Putnam Managed (PMM) Institutional Ownership

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

PMM Institutional Buying and Selling by Quarter

Putnam Managed Major Shareholders & Ownership History

PMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMM shares?

What percentage of Putnam Managed's stock is owned by institutional investors?

Which institutional investors have been buying Putnam Managed's stock?

How much institutional buying is happening at Putnam Managed?

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

How much institutional selling is happening at Putnam Managed?

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