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 94 institutions that hold shares in the stock, with a total of 9.17 Million shares, which have been reported (via 13F filing form) to have a value of $53.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
69,114
shares
|
$409,846
0.1% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
66,293
shares
|
$393,117
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
61,132
shares
|
$362,512
0.0% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
58,707
shares
|
$348,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,422
shares
|
$334,582
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
54,937
shares
|
$325,776
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
54,278
shares
|
$321,868
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
50,084
shares
|
$296,998
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
44,912
shares
|
$266,328
0.2% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
41,537
shares
|
$246,314
0.1% of portfolio
|
Q4 2023
Reduced 32.41%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
39,722
shares
|
$235,551
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
38,940
shares
|
$230,914
0.0% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
36,050
shares
|
$213,776
0.06% of portfolio
|
Q4 2024
Reduced 31.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,460
shares
|
$210,277
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34,381
shares
|
$203,879
0.0% of portfolio
|
Q1 2025
Added 41.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
33,665
shares
|
$199,633
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
32,350
shares
|
$191,835
0.02% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
31,682
shares
|
$187,874
0.11% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
29,014
shares
|
$172,053
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
27,700
shares
|
$164,261
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
27,158
shares
|
$161,046
0.19% of portfolio
|
Q3 2022
Added 0.57%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
25,850
shares
|
$153,290
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
23,993
shares
|
$142,278
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
23,100
shares
|
$136,983
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
21,586
shares
|
$128,004
0.0% of portfolio
|
Q1 2025
Added 30.93%
|