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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
11.8KNew |
$81.2K - $104K
|
11.8K
$73.6K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.7KNew |
$87.1K - $94.9K
|
10.7K
$66.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.22K+ 47.35% |
$26.3K - $28.7K
|
10K
$62.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.17KNew |
$9.59K - $10.4K
|
1.17K
$7.31K
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8KNew |
$104K - $113K
|
12.8K
$79.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5K+ 33.33% |
$40.5K - $44.3K
|
20K
$125K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.6KNew |
$100K - $106K
|
12.6K
$78.7K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.5KNew |
$27.8K - $29.5K
|
3.5K
$21.8K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
20.6KNew |
$156K - $166K
|
20.6K
$128K
|
|
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
11.2KNew |
$84.8K - $90.4K
|
11.2K
$69.8K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$18.9K - $20.2K
|
2.5K
$15.6K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.5KNew |
$147K - $169K
|
22.5K
$140K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$112K - $117K
|
14.4K
$89.7K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.69KNew |
$75.4K - $78.5K
|
9.69K
$60.4K
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.05K+ 129.79% |
$22.6K - $23.6K
|
5.4K
$33.6K
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.2KNew |
$8.25K - $9K
|
1.2K
$7.47K
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 70.6% |
$74.1K - $75.6K
|
25.6K
$159K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15.7K+ 260.34% |
$115K - $120K
|
21.8K
$136K
|
|
| Q3 2017 | |||||||
|
Oct 17, 2017
Q3 2017
|
City Holding CO
|
BUY
|
- |
2KNew |
$15K - $15.4K
|
2K
$12.5K
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
432New |
N/A
|
432
$2.69K
|
|
| Q3 2015 | |||||||
|
Jan 17, 2018
Q3 2015
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
254+ 0.84% |
N/A
|
30.6K
$191K
|
|