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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-479- 2.55% |
$2.8K - $2.99K
|
18.3K
$112K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
27.7KNew |
$162K - $173K
|
27.7K
$169K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.62K- 20.28% |
$15.7K - $16.4K
|
10.3K
$62.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-39K- 42.16% |
$233K - $244K
|
53.5K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28.3KNew |
$169K - $177K
|
28.3K
$173K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.75KNew |
$16.5K - $17.2K
|
2.75K
$16.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
76.1KNew |
$456K - $477K
|
76.1K
$465K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.57KNew |
$21.4K - $22.4K
|
3.57K
$21.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-82- 0.76% |
$491 - $514
|
10.8K
$65.7K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
25.9KNew |
$130K - $160K
|
25.9K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$20K - $24.8K
|
4K
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346+ 1.04% |
$1.73K - $2.14K
|
33.7K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.13KNew |
$40.7K - $50.3K
|
8.13K
$49.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
22.8KNew |
$114K - $141K
|
22.8K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-40K- 66.67% |
$200K - $248K
|
20K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
19.9KNew |
$99.7K - $123K
|
19.9K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.25KNew |
$6.25K - $7.72K
|
1.25K
$7.62K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
21.7KNew |
$109K - $134K
|
21.7K
$132K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 1.24% |
$30.1 - $37.1
|
489
$2.99K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
11.2KNew |
$56.1K - $69.3K
|
11.2K
$68.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
15.9KNew |
$79.8K - $98.6K
|
15.9K
$97.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
39.7KNew |
$199K - $246K
|
39.7K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-19.9K- 32.41% |
$99.8K - $123K
|
41.5K
$254K
|
|
| Q3 2023 | |||||||
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-310- 41.95% |
$1.64K - $1.93K
|
429
$2.62K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-7.8K- 31.61% |
$41.3K - $48.6K
|
16.9K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$61.7K - $72.6K
|
11.7K
$71.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.4K- 32.36% |
$33.9K - $39.9K
|
13.4K
$81.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1KNew |
$53.6K - $63.1K
|
10.1K
$61.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
7K+ 5.56% |
$37K - $43.6K
|
133K
$812K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
15KNew |
$79.4K - $93.5K
|
15K
$91.7K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12KNew |
$67.4K - $74.9K
|
12K
$73.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.6KNew |
$138K - $153K
|
24.6K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
8.1KNew |
$45.4K - $50.5K
|
8.1K
$49.5K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.2K+ 60.87% |
$34.8K - $38.6K
|
16.4K
$100K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.6KNew |
$76.3K - $84.8K
|
13.6K
$83.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87New |
$488 - $542
|
87
$532
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.38% |
$44.9 - $49.8
|
2.12K
$13K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$120K - $143K
|
19.9K
$121K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
9.9KNew |
$60K - $71.4K
|
9.9K
$60.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.14KNew |
$13K - $15.5K
|
2.14K
$13.1K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.16KNew |
$40.6K - $47.6K
|
7.16K
$43.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.7KNew |
$157K - $184K
|
27.7K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-14.7K- 23.84% |
$83.2K - $97.6K
|
46.9K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
18.3KNew |
$104K - $122K
|
18.3K
$112K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.41KNew |
$8.01K - $9.4K
|
1.41K
$8.63K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.11KNew |
$23.3K - $27.3K
|
4.11K
$25.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5KNew |
$59.7K - $70K
|
10.5K
$64.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.55KNew |
$8.81K - $10.3K
|
1.55K
$9.49K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.4KNew |
$59K - $69.2K
|
10.4K
$63.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
13.7KNew |
$77.6K - $91K
|
13.7K
$83.6K
|
|