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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.27K+ 0.53% |
$24.6K - $26.4K
|
804K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-12.4K- 2.41% |
$71.3K - $76.8K
|
503K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-78.6K- 47.48% |
$452K - $486K
|
86.9K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.03% |
$69 - $74.3
|
34.4K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.9K+ 7.55% |
$402K - $433K
|
996K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
7.74K+ 2.88% |
$44.5K - $47.9K
|
276K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
271+ 0.12% |
$1.56K - $1.68K
|
226K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-422- 0.78% |
$2.43K - $2.61K
|
53.9K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.7K+ 48.13% |
$234K - $252K
|
125K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-778- 0.94% |
$4.47K - $4.82K
|
82K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$57.5K - $61.9K
|
10K
$58.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55.7K+ 11.82% |
$320K - $345K
|
527K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.97K+ 20.7% |
$40.1K - $43.1K
|
40.6K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2K- 16.67% |
$11.5K - $12.4K
|
10K
$58.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-15.1K- 33.62% |
$86.8K - $93.5K
|
29.8K
$175K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
92.7K+ 54.97% |
$533K - $574K
|
261K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 2.42% |
$6.97K - $7.5K
|
51.3K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.47% |
$28.8 - $31
|
1.06K
$6.25K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
91.9K+ 10.15% |
$529K - $569K
|
998K
$5.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-268K- 69.63% |
$1.54M - $1.66M
|
117K
$687K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5K- 13.87% |
$28.8K - $31K
|
31.1K
$182K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13.2K- 1.51% |
$76K - $81.8K
|
863K
$5.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.52K- 34.29% |
$37.5K - $40.3K
|
12.5K
$73.3K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
43+ 0.35% |
$247 - $266
|
12.3K
$72.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.32K+ 7.21% |
$47.8K - $51.5K
|
124K
$727K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-215K- 98.62% |
$1.24M - $1.33M
|
3K
$17.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55.6KNew |
$320K - $344K
|
55.6K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
928+ 1.16% |
$5.34K - $5.74K
|
80.7K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.58K+ 2.87% |
$9.07K - $9.76K
|
56.5K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20K+ 51.36% |
$115K - $124K
|
58.9K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$82.2K - $88.5K
|
14.3K
$83.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
103KNew |
$594K - $639K
|
103K
$606K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
248K+ 95.7% |
$1.42M - $1.53M
|
507K
$2.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
326+ 0.53% |
$1.87K - $2.02K
|
61.5K
$361K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.96K+ 23.85% |
$17K - $18.3K
|
15.4K
$90.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-850- 2.68% |
$4.89K - $5.26K
|
30.8K
$181K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.3KNew |
$99.6K - $107K
|
17.3K
$102K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
763+ 1.3% |
$4.39K - $4.72K
|
59.5K
$349K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.61K+ 7.35% |
$15K - $16.1K
|
38.1K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
30.8KNew |
$177K - $191K
|
30.8K
$181K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
7KNew |
$40.3K - $43.3K
|
7K
$41.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
140New |
$805 - $867
|
140
$822
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-480- 1.48% |
$2.76K - $2.97K
|
31.9K
$187K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12KNew |
$69.1K - $74.4K
|
12K
$70.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-2.15K- 3.11% |
$12.4K - $13.3K
|
67K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3KNew |
$17.3K - $18.6K
|
3K
$17.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
34.5K+ 149.35% |
$198K - $214K
|
57.6K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
69.1KNew |
$397K - $427K
|
69.1K
$405K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-26K- 11.62% |
$149K - $161K
|
198K
$1.16M
|