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 $55.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
20,391
shares
|
$123,365
0.01% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,389
shares
|
$123,353
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
19,000
shares
|
$114,950
0.0% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
18,285
shares
|
$110,624
0.08% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
17,350
shares
|
$104,967
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
14,400
shares
|
$87,120
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
14,395
shares
|
$87,089
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,034
shares
|
$84,905
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
13,606
shares
|
$82,316
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,380
shares
|
$80,949
0.0% of portfolio
|
Q3 2023
Reduced 32.36%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,803
shares
|
$77,458
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
12,464
shares
|
$75,407
0.0% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
12,412
shares
|
$75,092
0.0% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
12,246
shares
|
$74,088
0.0% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,238
shares
|
$74,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
12,138
shares
|
$73,434
0.03% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
12,000
shares
|
$72,600
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,735
shares
|
$70,996
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,200
shares
|
$67,760
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
11,200
shares
|
$67,760
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
10,677
shares
|
$64,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
10,049
shares
|
$60,796
0.01% of portfolio
|
Q1 2025
Reduced 68.69%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
10,020
shares
|
$60,621
0.0% of portfolio
|
Q4 2021
Added 47.35%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
9,000
shares
|
$54,450
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
7,149
shares
|
$43,251
0.0% of portfolio
|
Q3 2022
Reduced 12.27%
|