Vanguard Capital Wealth Advisors Putnam Managed Municipal Income Trust Transaction History

Vanguard Capital Wealth Advisors

$102 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$5.67 - $6.65 $1,270 - $1,489	224 Added 1.59%	14,320 $0
Q3 2022 Oct 21, 2022	BUY	$5.64 - $7.3 $1,128 - $1,460	200 Added 1.44%	14,096 $80,000
Q2 2022 Aug 04, 2022	BUY	$6.27 - $7.05 $1,235 - $1,388	197 Added 1.44%	13,896 $92,000
Q1 2022 Apr 29, 2022	SELL	$6.88 - $8.84 $5,655 - $7,266	-822 Reduced 5.66%	13,699 $96,000
Q4 2021 Feb 02, 2022	BUY	$8.17 - $8.9 $1,331 - $1,450	163 Added 1.14%	14,521 $127,000
Q3 2021 Nov 01, 2021	BUY	$8.34 - $8.86 $1,317 - $1,399	158 Added 1.11%	14,358 $1.02 Million
Q2 2021 Jul 28, 2021	SELL	$8.1 - $8.86 $23,652 - $25,871	-2,920 Reduced 17.06%	14,200 $124,000
Q1 2021 Apr 12, 2021	BUY	$7.95 - $8.42 $136,104 - $144,150	17,120 New	17,120 $139,000

Others Institutions Holding PMM

# of Institutions

99

Shares Held

7.39M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

669K
Shares

$4.17 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

649K
Shares

$4.04 Million
0.08% of portfolio
Morgan Stanley New York, NY

599K
Shares

$3.73 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

592K
Shares

$3.69 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

420K
Shares

$2.62 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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