Latest Institutional Purchases of Putnam Managed Municipal Income Trust (PMM)
This list provides information on the latest institutional transactions involving Putnam Managed Municipal Income Trust (PMM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
346K+ 141.3% |
$2.13M - $2.28M
|
592K
$3.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
161K+ 1296.06% |
$987K - $1.06M
|
173K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
76.7KNew |
$471K - $505K
|
76.7K
$478K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
61.2K+ 92.27% |
$376K - $403K
|
128K
$795K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
58.3KNew |
$358K - $384K
|
58.3K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.8K+ 8.93% |
$337K - $361K
|
669K
$4.17M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.1K+ 554.52% |
$320K - $343K
|
61.4K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
35.8KNew |
$220K - $236K
|
35.8K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 6.24% |
$216K - $231K
|
599K
$3.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.5K+ 7.54% |
$181K - $194K
|
420K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
24KNew |
$147K - $158K
|
24K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.5K+ 15.53% |
$108K - $115K
|
130K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
11.4KNew |
$70.3K - $75.3K
|
11.4K
$71.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$65.9K - $70.6K
|
10.7K
$66.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6K+ 21.16% |
$36.8K - $39.5K
|
34.4K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.95K+ 10.47% |
$30.4K - $32.6K
|
52.3K
$326K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.83KNew |
$23.5K - $25.2K
|
3.83K
$23.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05K+ 5.88% |
$18.7K - $20.1K
|
54.9K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.92K+ 1.83% |
$17.9K - $19.2K
|
162K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$16.9K - $18.1K
|
2.75K
$17.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.54K+ 4.13% |
$15.6K - $16.7K
|
64K
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.73K+ 6.42% |
$10.6K - $11.4K
|
28.6K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.52K+ 2.39% |
$9.36K - $10K
|
65.2K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$7.57K - $8.11K
|
1.23K
$7.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 2.79% |
$6.83K - $7.32K
|
40.9K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$3.68K - $3.95K
|
600
$3.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
183+ 1.56% |
$1.12K - $1.2K
|
11.9K
$74.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$614 - $658
|
100
$623
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
87+ 0.69% |
$534 - $572
|
12.6K
$78.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58+ 0.18% |
$356 - $382
|
32.6K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.04% |
$61.4 - $65.8
|
24.4K
$152K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
253KNew |
$1.48M - $1.58M
|
253K
$1.58M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
27.7KNew |
$162K - $173K
|
27.7K
$173K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$75.9K - $81.3K
|
13K
$81K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 4.76% |
$5.84K - $6.25K
|
22K
$137K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
76.1KNew |
$456K - $477K
|
76.1K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.9KNew |
$215K - $225K
|
35.9K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28.3KNew |
$169K - $177K
|
28.3K
$176K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.2KNew |
$90.9K - $95.2K
|
15.2K
$94.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.57KNew |
$21.4K - $22.4K
|
3.57K
$22.2K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.75KNew |
$16.5K - $17.2K
|
2.75K
$17.1K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
290New |
$1.74K - $1.82K
|
290
$1.81K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
49.3KNew |
$247K - $305K
|
49.3K
$307K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
39.7KNew |
$199K - $246K
|
39.7K
$247K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
25.9KNew |
$130K - $160K
|
25.9K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
22.8KNew |
$114K - $141K
|
22.8K
$142K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
21.7KNew |
$109K - $134K
|
21.7K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
19.9KNew |
$99.7K - $123K
|
19.9K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18K+ 94.74% |
$90.2K - $111K
|
37K
$231K
|
|