Merriman Wealth Management, LLC Putnam Managed Municipal Income Trust Transaction History

Merriman Wealth Management, LLC

$2.36 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$6.56 - $7.51 $164,918 - $188,801	-25,140 Closed	0 $0
Q1 2020 Apr 22, 2020	SELL	$5.94 - $8.42 $5,209 - $7,384	-877 Reduced 3.37%	25,140 $181,000
Q1 2019 Apr 23, 2019	BUY	$6.88 - $7.51 $178,996 - $195,387	26,017 New	26,017 $195,000

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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