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 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55.6KNew |
$320K - $344K
|
55.6K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-215K- 98.62% |
$1.24M - $1.33M
|
3K
$18.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$82.2K - $88.5K
|
14.3K
$87.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20K+ 51.36% |
$115K - $124K
|
58.9K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.3KNew |
$99.6K - $107K
|
17.3K
$106K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
30.8KNew |
$177K - $191K
|
30.8K
$188K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
7KNew |
$40.3K - $43.3K
|
7K
$42.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
140New |
$805 - $867
|
140
$854
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-480- 1.48% |
$2.76K - $2.97K
|
31.9K
$194K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12KNew |
$69.1K - $74.4K
|
12K
$73.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-2.15K- 3.11% |
$12.4K - $13.3K
|
67K
$408K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3KNew |
$17.3K - $18.6K
|
3K
$18.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
72New |
$414 - $446
|
72
$439
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39New |
$234 - $249
|
39
$238
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$5.99 - $6.38
|
14K
$85.6K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
18.1K+ 13.8% |
$109K - $116K
|
150K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.1K+ 30.93% |
$30.5K - $32.5K
|
21.6K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$64K - $68.1K
|
10.7K
$65.1K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-22K- 68.69% |
$132K - $141K
|
10K
$61.3K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$120 - $128
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
124+ 1.03% |
$743 - $791
|
12.1K
$74K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
367+ 1.28% |
$2.2K - $2.34K
|
29K
$177K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.19K+ 18.51% |
$19.1K - $20.3K
|
20.4K
$124K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9KNew |
$53.9K - $57.4K
|
9K
$54.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
66.3KNew |
$397K - $423K
|
66.3K
$404K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
347New |
$2.07K - $2.26K
|
347
$2.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34KNew |
$203K - $222K
|
34K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
41KNew |
$245K - $267K
|
41K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.2KNew |
$103K - $112K
|
17.2K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-33.4K- 70.89% |
$200K - $218K
|
13.7K
$83.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7.54K+ 21.07% |
$45K - $49.2K
|
43.3K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 46.92% |
$13.2K - $14.4K
|
2.5K
$15.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-72.3K- 18.59% |
$431K - $471K
|
316K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 2.18% |
$8.96K - $9.78K
|
70.2K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-8K- 54.79% |
$47.8K - $52.2K
|
6.6K
$40.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5K- 28.63% |
$29.9K - $32.6K
|
12.5K
$76K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.91K+ 235.93% |
$17.4K - $19K
|
4.14K
$25.3K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3KNew |
$69.4K - $74.4K
|
11.3K
$68.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
24KNew |
$147K - $158K
|
24K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-200- 1.68% |
$1.23K - $1.32K
|
11.7K
$71.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.02K- 7.7% |
$6.28K - $6.72K
|
12.2K
$74.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
11.4KNew |
$70.3K - $75.3K
|
11.4K
$69.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$614 - $658
|
100
$610
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.83KNew |
$23.5K - $25.2K
|
3.83K
$23.4K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.1K+ 554.52% |
$320K - $343K
|
61.4K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
87+ 0.69% |
$534 - $572
|
12.6K
$77.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$3.68K - $3.95K
|
600
$3.66K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-449- 0.79% |
$2.76K - $2.95K
|
56.4K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.5K+ 7.54% |
$181K - $194K
|
420K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-193- 0.2% |
$1.19K - $1.27K
|
95.9K
$585K
|
|