United Capital Financial Advisers, LLC Putnam Managed Municipal Income Trust Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$5.99 - $6.27 $15,669 - $16,402
-2,616 Reduced 20.28%
10,286 $61,000
Q4 2023

Feb 14, 2024
SELL
$5.01 - $6.19 $9,719 - $12,008
-1,940 Reduced 13.07%
12,902 $78,000
Q3 2023

Nov 14, 2023
SELL
$5.29 - $6.23 $8,876 - $10,453
-1,678 Reduced 10.16%
14,842 $81,000
Q2 2023

Aug 14, 2023
SELL
$5.61 - $6.23 $8,156 - $9,058
-1,454 Reduced 8.09%
16,520 $100,000
Q1 2023

Aug 14, 2023
BUY
$6.06 - $7.21 $8,811 - $10,483
1,454 Added 8.8%
17,974 $110,000
Q4 2022

Feb 14, 2023
SELL
$5.67 - $6.65 $73,976 - $86,762
-13,047 Reduced 42.06%
17,974 $112,000
Q3 2022

Nov 14, 2022
SELL
$5.64 - $7.3 $37,066 - $47,975
-6,572 Reduced 17.48%
31,021 $175,000
Q2 2022

Aug 11, 2022
SELL
$6.27 - $7.05 $34,610 - $38,916
-5,520 Reduced 12.8%
37,593 $249,000
Q1 2022

May 16, 2022
SELL
$6.88 - $8.84 $31,304 - $40,222
-4,550 Reduced 9.55%
43,113 $305,000
Q4 2021

Feb 14, 2022
SELL
$8.17 - $8.9 $74,910 - $81,604
-9,169 Reduced 16.13%
47,663 $418,000
Q3 2021

Nov 15, 2021
BUY
$8.34 - $8.86 $9,174 - $9,746
1,100 Added 1.97%
56,832 $474,000
Q2 2021

Aug 13, 2021
SELL
$8.1 - $8.86 $24,470 - $26,766
-3,021 Reduced 5.14%
55,732 $489,000
Q1 2021

May 14, 2021
SELL
$7.95 - $8.42 $858 - $909
-108 Reduced 0.18%
58,753 $479,000
Q4 2020

Feb 17, 2021
SELL
$7.57 - $8.07 $31,741 - $33,837
-4,193 Reduced 6.65%
58,861 $475,000
Q2 2020

Aug 13, 2020
SELL
$6.56 - $7.51 $39,373 - $45,075
-6,002 Reduced 8.69%
63,054 $462,000
Q1 2020

May 15, 2020
SELL
$5.94 - $8.42 $112,557 - $159,550
-18,949 Reduced 21.53%
69,056 $497,000
Q4 2019

Feb 14, 2020
SELL
$7.78 - $8.1 $35,531 - $36,992
-4,567 Reduced 4.93%
88,005 $703,000
Q3 2019

Nov 14, 2019
SELL
$7.68 - $8.1 $1.52 Million - $1.6 Million
-197,270 Reduced 68.06%
92,572 $725,000
Q2 2019

Aug 13, 2019
BUY
$7.4 - $7.73 $387,634 - $404,920
52,383 Added 22.06%
289,842 $2.21 Million
Q1 2019

May 14, 2019
BUY
$6.88 - $7.51 $372,146 - $406,223
54,091 Added 29.5%
237,459 $1.78 Million
Q4 2018

Feb 14, 2019
SELL
$6.57 - $7.08 $9,138 - $9,848
-1,391 Reduced 0.75%
183,368 $1.23 Million
Q3 2018

Nov 14, 2018
BUY
$6.92 - $7.23 $7,072 - $7,389
1,022 Added 0.56%
184,759 $1.28 Million
Q2 2018

Aug 14, 2018
SELL
$7.0 - $7.14 $449,526 - $458,516
-64,218 Reduced 25.9%
183,737 $1.3 Million
Q1 2018

May 15, 2018
BUY
$6.96 - $7.43 $337,970 - $360,793
48,559 Added 24.35%
247,955 $1.77 Million
Q4 2017

Feb 13, 2018
BUY
$7.33 - $7.61 $173,207 - $179,824
23,630 Added 13.44%
199,396 $1.48 Million
Q3 2017

Nov 14, 2017
BUY
$7.52 - $7.72 $126,215 - $129,572
16,784 Added 10.56%
175,766 $1.33 Million
Q2 2017

Aug 14, 2017
BUY
N/A
158,982
158,982 $1.19 Million

Others Institutions Holding PMM

# of Institutions
100
Shares Held
7.39M
Call Options Held
0
Put Options Held
0
View Full List

About PUTNAM MANAGED MUNICIPAL INCOME TRUST

PMM Quotes by TradingView
  • 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 ...
More about PMM
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