Calton & Associates, Inc. Putnam Managed Municipal Income Trust Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	BUY	$5.67 - $6.65 $77,582 - $90,991	13,683 New	13,683 $0
Q2 2022 Jul 12, 2022	SELL	$6.27 - $7.05 $85,792 - $96,465	-13,683 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$7.33 - $7.61 $100,296 - $104,127	13,683	13,683 $100,000

Others Institutions Holding PMM

# of Institutions

100

Shares Held

7.39M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

669K
Shares

$4.12 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

649K
Shares

$3.99 Million
0.08% of portfolio
Morgan Stanley New York, NY

599K
Shares

$3.68 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

592K
Shares

$3.64 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

420K
Shares

$2.58 Million
0.0% of portfolio

About PUTNAM MANAGED MUNICIPAL INCOME TRUST

Ticker PMM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Managed Municipal Income Trust is a close-ended fixed income mutual fund launched and managed by Putnam Investment Management LLC. It is co-managed by Putnam Investments Limited. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of tax-exempt municipal securities, including ...

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