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Putnam Managed Municipal Income Trust (PMM) Institutional Ownership

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

Current
Institutional Ownership
Percentage
13.54%
Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$7.46M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.79M
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PMM Institutional Buying and Selling by Quarter

Putnam Managed Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024 Avantax Advisory Services Inc.54,365$326K0.0%+4.4%0.117%
5/7/2024 Keudell Morrison Wealth Management133,709$801K0.2%-22.4%0.288%
5/4/2024 Joseph P. Lucia & Associates LLC50,726$304K0.2%-8.2%0.109%
5/1/2024 Bridgewater Advisors Inc.76,102$456K0.1%N/A0.164%
4/30/2024 WealthBridge Capital Management LLC41,751$250K0.1%N/A0.090%
3/27/2024Nomura Holdings Inc.10,400$63K0.0%N/A0.022%
3/15/2024B. Riley Wealth Advisors Inc.43,427$265K0.0%-4.2%0.094%
2/13/2024Aristides Capital LLC19,900$121K0.0%N/A0.041%
2/8/2024Sheaff Brock Investment Advisors LLC68,670$418K0.0%+15.4%0.141%
2/8/2024Robinson Capital Management LLC404,437$2.47M0.9%+41.9%0.830%
2/7/2024 Avantax Advisory Services Inc.52,089$317K0.0%-10.8%0.107%
2/6/2024 Private Advisor Group LLC13,244$81K0.0%-23.7%0.027%
2/6/2024 Spire Wealth Management17,464$107K0.0%N/A0.036%
2/6/2024 Fortitude Advisory Group L.L.C.18,764$114K0.1%+25.1%0.038%
2/5/2024 Kestra Private Wealth Services LLC13,244$81K0.0%+17.2%0.027%
2/5/2024 Van ECK Associates Corp335,394$2.04M0.0%+13.1%0.688%
2/5/2024 Stonebrook Private Inc.21,661$132K0.0%N/A0.044%
2/2/2024 Gilliland Jeter Wealth Management LLC11,655$71K0.0%N/A0.024%
1/31/2024 HTLF Bank11,200$68K0.0%N/A0.023%
1/30/2024 Tyche Wealth Partners LLC39,722$242K0.1%N/A0.081%
1/29/2024 Joseph P. Lucia & Associates LLC55,260$336K0.2%-8.0%0.113%
1/29/2024 Kennedy Investment Group293,532$1.79M1.0%-4.0%0.602%
1/25/2024 International Assets Investment Management LLC56,454$343K0.0%+511.7%0.116%
1/24/2024 International Assets Investment Management LLC56,454$343K0.0%+511.7%0.116%
1/24/2024 Clear Creek Financial Management LLC14,350$87K0.0%N/A0.029%
1/16/2024 Raymond James Financial Services Advisors Inc.85,915$522K0.0%-48.7%0.176%
1/16/2024 Raymond James & Associates427,727$2.60M0.0%-5.7%0.877%
1/12/2024 Advisor Resource Council49,300$300K0.0%N/A0.101%
1/8/2024 Gill Capital Partners LLC41,537$253K0.1%-32.4%0.085%
1/5/2024 Capital Investment Advisors LLC90,016$547K0.0%-3.1%0.185%
12/1/2023B. Riley Wealth Advisors Inc.45,312$249K0.0%+4.9%0.093%
11/14/2023Clough Capital Partners L P16,879$92K0.0%-31.6%0.035%
11/14/2023Robinson Capital Management LLC285,013$1.50M0.7%N/A0.585%
11/13/2023Wolverine Asset Management LLC74,763$409K0.0%+356.4%0.153%
11/8/2023Sheaff Brock Investment Advisors LLC59,523$326K0.0%-3.8%0.122%
11/8/2023 Van ECK Associates Corp296,478$1.62M0.0%+17.4%0.608%
11/8/2023 Landscape Capital Management L.L.C.40,376$221K0.0%+6.7%0.083%
11/8/2023 Avantax Advisory Services Inc.58,419$320K0.0%-43.7%0.120%
11/8/2023 Moors & Cabot Inc.60,000$328K0.0%+41.2%0.123%
11/8/2023 Kestra Private Wealth Services LLC11,300$62K0.0%N/A0.023%
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10/30/2023 Joseph P. Lucia & Associates LLC60,086$329K0.1%-3.9%0.123%
10/25/2023 Kennedy Investment Group305,868$1.67M1.0%-4.2%0.627%
10/24/2023Goodwin Daniel L132,912$727K0.4%+5.6%0.273%
10/24/2023 Raymond James Financial Services Advisors Inc.167,411$916K0.0%-28.8%0.343%
10/24/2023 Raymond James & Associates453,676$2.48M0.0%-25.3%0.931%
10/18/2023 Keudell Morrison Wealth Management305,983$1.67M0.5%-4.5%0.628%
10/16/2023 Capital Investment Advisors LLC92,895$508K0.0%-9.4%0.191%
10/10/2023 Parkside Investments LLC15,000$82K0.0%N/A0.031%
10/5/2023 Quad Cities Investment Group LLC10,653$58K0.0%-16.8%0.022%
10/4/2023 International Assets Investment Management LLC9,229$50K0.0%N/A0.019%
9/12/2023Farther Finance Advisors LLC6,218$38K0.0%N/A0.013%
8/11/2023Regal Investment Advisors LLC13,606$83K0.0%N/A0.028%
8/11/2023 Landscape Capital Management L.L.C.37,857$231K0.0%N/A0.078%
8/11/2023 Fairhaven Wealth Management LLC18,300$111K0.0%N/A0.038%
8/10/2023 Moors & Cabot Inc.42,500$259K0.0%+6.3%0.087%
8/8/2023Sheaff Brock Investment Advisors LLC61,900$377K0.0%+14.8%0.127%
8/7/2023Wolverine Asset Management LLC16,382$100K0.0%N/A0.034%
8/3/2023 Van ECK Associates Corp252,517$1.54M0.0%+44.5%0.518%
7/31/2023LPL Financial LLC162,585$990K0.0%-5.0%0.334%
7/27/2023Virtu Financial LLC33,466$204K0.0%N/A0.069%
7/27/2023B. Riley Wealth Advisors Inc.43,211$264K0.0%-16.1%0.089%
7/25/2023 Raymond James Financial Services Advisors Inc.235,110$1.43M0.0%-1.3%0.482%
7/25/2023 Raymond James & Associates607,084$3.70M0.0%-5.0%1.245%
7/24/2023Goodwin Daniel L125,912$767K0.4%+3.3%0.258%
7/21/2023 Joseph P. Lucia & Associates LLC62,498$381K0.3%-5.7%0.128%
7/20/2023 Keudell Morrison Wealth Management320,483$1.95M0.6%-4.3%0.657%
7/19/2023 Kennedy Investment Group319,288$1.94M1.1%-2.0%0.655%
7/10/2023AE Wealth Management LLC11,935$73K0.0%-21.8%0.024%
6/1/2023 Kennedy Investment Group325,843$2.00M1.2%-13.9%0.668%
5/10/2023Grey Street Capital LLC19,884$122K0.1%N/A0.041%
5/9/2023 Motco9,900$61K0.0%N/A0.020%
5/5/2023 Fortitude Advisory Group L.L.C.14,000$86K0.1%+17.9%0.029%
5/5/2023 Moors & Cabot Inc.40,000$245K0.0%-11.1%0.082%
5/3/2023 Van ECK Associates Corp174,769$1.07M0.0%-4.3%0.358%
5/2/2023 Joseph P. Lucia & Associates LLC66,301$406K0.3%-9.8%0.136%
5/1/2023Sheaff Brock Investment Advisors LLC53,900$330K0.0%-17.2%0.111%
4/28/2023 Avantax Advisory Services Inc.140,309$860K0.0%-12.2%0.288%
4/20/2023 Melfa Wealth Management LLC97,578$598K0.6%+8.0%0.200%
4/20/2023Goodwin Daniel L121,912$747K0.4%+26.8%0.250%
4/14/2023 Raymond James Financial Services Advisors Inc.238,246$1.46M0.0%+3.5%0.489%
4/14/2023 Raymond James & Associates639,349$3.92M0.0%-1.4%1.311%
3/15/2023B. Riley Wealth Advisors Inc.51,260$323K0.0%+21.3%0.000%
2/21/2023 Ruedi Wealth Management Inc.7,164$45K0.0%N/A0.000%
2/13/2023 Joseph P. Lucia & Associates LLC73,509$462K0.3%-11.9%0.000%
2/10/2023 Fairhaven Wealth Management LLC18,300$115K0.0%N/A0.037%
2/10/2023 Moors & Cabot Inc.45,000$283K0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.230,207$1.45M0.0%-58.3%0.000%
2/8/2023 Raymond James & Associates648,454$4.07M0.0%-3.6%0.000%
2/8/2023 Van ECK Associates Corp182,567$1.15M0.0%+19.0%0.000%
2/7/2023 AlphaCentric Advisors LLC17,600$111K0.1%+291.1%0.000%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
2/7/2023Commonwealth Equity Services LLC52,016$326K0.0%+10.8%0.000%
2/7/2023LPL Financial LLC156,616$984K0.0%+15.5%0.000%
2/3/2023Tradition Wealth Management LLC4,111$26K0.0%N/A0.008%
2/1/2023 Great Valley Advisor Group Inc.10,523$66K0.0%N/A0.022%
1/31/2023 Melfa Wealth Management LLC90,352$567K0.6%N/A0.185%
1/23/2023Goodwin Daniel L96,112$604K0.3%+2.7%0.197%
1/20/2023 Keudell Morrison Wealth Management335,183$2.11M0.7%+37.8%0.686%
1/18/2023 Calton & Associates Inc.13,683$86K0.0%N/A0.028%
1/18/2023Family Asset Management LLC10,400$65K0.1%N/A0.021%
1/5/2023 Capital Investment Advisors LLC103,159$648K0.0%-3.2%0.211%
(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, 66 institutional investors and hedge funds held shares of Putnam Managed Municipal Income Trust. The most heavily invested institutionals were Raymond James & Associates ($2.60M), Robinson Capital Management LLC ($2.47M), Van ECK Associates Corp ($2.04M), Kennedy Investment Group ($1.79M), LPL Financial LLC ($990K), Keudell Morrison Wealth Management ($801K), and Goodwin Daniel L ($727K).Learn more on PMM's institutional investors.

What percentage of Putnam Managed Municipal Income Trust stock is owned by institutional investors?

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

Which institutional investors have been buying Putnam Managed Municipal Income Trust stock?

Of the 54 institutional investors that purchased Putnam Managed Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robinson Capital Management LLC ($404.44K), Keudell Morrison Wealth Management ($335.18K), Van ECK Associates Corp ($231.86K), Avantax Advisory Services Inc. ($199.49K), Raymond James Financial Services Advisors Inc. ($128.94K), International Assets Investment Management LLC ($103.68K), and Melfa Wealth Management LLC ($97.58K).

How much institutional buying is happening at Putnam Managed Municipal Income Trust?

Institutional investors have bought a total of 2,576,842 shares in the last 24 months. This purchase volume represents approximately $15.64M in transactions.

Which Putnam Managed Municipal Income Trust major shareholders have been selling company stock?

Of the 24 institutional investors that sold Putnam Managed Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($473.66K), Raymond James & Associates ($250.23K), Kennedy Investment Group ($84.95K), Avantax Advisory Services Inc. ($71.23K), Keudell Morrison Wealth Management ($67.55K), Van ECK Associates Corp ($63.74K), and Joseph P. Lucia & Associates LLC ($58.68K).

How much institutional selling is happening at Putnam Managed Municipal Income Trust?

Institutional investors have sold a total of 1,276,203 shares in the last 24 months. This volume of shares sold represents approximately $7.66M in transactions.


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This page (NYSE:PMM) was last updated on 5/10/2024 by MarketBeat.com Staff

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