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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
20,391
shares
|
$124,589
0.01% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
18,473
shares
|
$112,870
0.01% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
18,285
shares
|
$111,721
0.07% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
17,350
shares
|
$106,008
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
17,327
shares
|
$105,867
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
15,372
shares
|
$93,922
0.0% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
14,400
shares
|
$87,984
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
14,395
shares
|
$87,953
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,291
shares
|
$87,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,034
shares
|
$85,747
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
13,606
shares
|
$83,132
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,380
shares
|
$81,751
0.0% of portfolio
|
Q3 2023
Reduced 32.36%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,803
shares
|
$78,226
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,485
shares
|
$76,283
0.0% of portfolio
|
Q2 2025
Reduced 34.29%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
12,464
shares
|
$76,155
0.0% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
12,281
shares
|
$75,036
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
12,246
shares
|
$74,823
0.0% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
12,018
shares
|
$73,429
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,735
shares
|
$71,700
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
11,200
shares
|
$68,432
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,200
shares
|
$68,432
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
10,020
shares
|
$61,222
0.0% of portfolio
|
Q4 2021
Added 47.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$61,100
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
10,000
shares
|
$61,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
9,000
shares
|
$54,990
0.04% of portfolio
|
Q1 2025
New holding
|