Latest Institutional Transactions on Putnam Managed Municipal Income Trust (PMM)
This table provides information on the latest institutional transactions involving Putnam Managed Municipal Income Trust (PMM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
164K+ 74.11% |
$982K - $1.05M
|
385K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39New |
$234 - $249
|
39
$235
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-72.9K- 21.36% |
$437K - $465K
|
269K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10K+ 41.1% |
$60K - $63.9K
|
34.4K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.3K- 23.02% |
$151K - $161K
|
84.6K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 10.87% |
$470K - $500K
|
800K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$64K - $68.1K
|
10.7K
$64.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.97K- 5.67% |
$29.8K - $31.7K
|
82.7K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$5.99 - $6.38
|
14K
$84.5K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
78.4K+ 9.83% |
$469K - $500K
|
876K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
18.1K+ 13.8% |
$109K - $116K
|
150K
$900K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.1K+ 30.93% |
$30.5K - $32.5K
|
21.6K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-602- 1.32% |
$3.61K - $3.84K
|
44.9K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.2K- 13.16% |
$205K - $218K
|
225K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
450+ 1.35% |
$2.7K - $2.87K
|
33.7K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.98K- 5.89% |
$11.9K - $12.7K
|
31.7K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.18K- 2.66% |
$13.1K - $13.9K
|
79.8K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.17K+ 6.2% |
$19K - $20.2K
|
54.3K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
193K+ 27.1% |
$1.16M - $1.23M
|
906K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-22K- 68.69% |
$132K - $141K
|
10K
$60.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
292K+ 130.78% |
$1.75M - $1.86M
|
515K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
213K+ 29.88% |
$1.28M - $1.36M
|
926K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.6K- 15.93% |
$21.6K - $23K
|
19K
$114K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.2K+ 3.34% |
$91.3K - $97.2K
|
471K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.24K- 2.5% |
$25.4K - $27K
|
165K
$996K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
70.2K+ 71.26% |
$420K - $448K
|
169K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 2.12% |
$7.6K - $8.1K
|
61.1K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.2K+ 32.25% |
$169K - $180K
|
115K
$695K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.6K- 11.39% |
$9.55K - $10.2K
|
12.4K
$74.7K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.1K- 29.25% |
$96.4K - $103K
|
38.9K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.98K- 3.48% |
$11.9K - $12.6K
|
54.9K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$120 - $128
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$73.3K - $78.1K
|
12.2K
$73.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
367+ 1.28% |
$2.2K - $2.34K
|
29K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
124+ 1.03% |
$743 - $791
|
12.1K
$73.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.19K+ 18.51% |
$19.1K - $20.3K
|
20.4K
$123K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2K- 5.82% |
$12K - $12.8K
|
32.4K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9KNew |
$53.9K - $57.4K
|
9K
$54.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
845+ 2.44% |
$5.06K - $5.39K
|
35.5K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
23.1KNew |
$138K - $147K
|
23.1K
$139K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-2.5K- 3.49% |
$15K - $16K
|
69.1K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-14.3K- 6.01% |
$85.6K - $91.2K
|
224K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
66.3KNew |
$397K - $423K
|
66.3K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 3.55% |
$16.1K - $17.2K
|
73.1K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
259KNew |
$1.55M - $1.65M
|
259K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-29K- 11.74% |
$174K - $185K
|
218K
$1.31M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 2.42% |
$7.24K - $7.9K
|
51.3K
$309K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.77K- 8.0% |
$10.6K - $11.6K
|
20.4K
$123K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$7.16K - $7.82K
|
1.2K
$7.22K
|
|