Institutional Ownership Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 9.24 Million shares, which have been reported (via 13F filing form) to have a value of $56.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
61,743
shares
|
$377,249
0.0% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
61,458
shares
|
$375,508
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
59,470
shares
|
$363,361
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
58,938
shares
|
$360,111
0.0% of portfolio
|
Q2 2025
Added 51.36%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
57,600
shares
|
$351,936
0.03% of portfolio
|
Q2 2025
Added 149.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
56,514
shares
|
$345,300
0.0% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,422
shares
|
$344,738
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
55,583
shares
|
$339,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
53,856
shares
|
$329,060
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
41,537
shares
|
$253,791
0.09% of portfolio
|
Q4 2023
Reduced 32.41%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
40,635
shares
|
$248,279
0.0% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
39,722
shares
|
$242,701
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,065
shares
|
$232,577
0.0% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
34,393
shares
|
$210,141
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
31,870
shares
|
$194,725
0.02% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
31,050
shares
|
$189,715
0.05% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
30,832
shares
|
$188,383
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
30,832
shares
|
$188,383
0.09% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
30,606
shares
|
$187,002
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
29,812
shares
|
$182,151
0.11% of portfolio
|
Q2 2025
Reduced 33.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
29,014
shares
|
$177,275
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
27,700
shares
|
$169,247
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
27,158
shares
|
$165,935
0.19% of portfolio
|
Q3 2022
Added 0.57%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
25,850
shares
|
$157,943
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
23,993
shares
|
$146,597
0.02% of portfolio
|
Q3 2024
New holding
|