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 $54.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
6,600
shares
|
$39,138
0.01% of portfolio
|
Q4 2024
Reduced 54.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,046
shares
|
$35,852
0.0% of portfolio
|
Q4 2017
Added 260.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,322
shares
|
$31,559
0.0% of portfolio
|
Q3 2022
Reduced 13.1%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
2,749
shares
|
$16,301
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,144
shares
|
$12,713
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,124
shares
|
$12,595
0.0% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,000
shares
|
$11,860
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
2,000
shares
|
$11,860
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,554
shares
|
$9,215
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,420
shares
|
$8,420
0.0% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,200
shares
|
$7,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,199
shares
|
$7,110
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,059
shares
|
$6,279
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
670
shares
|
$3,973
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
100
shares
|
$593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
39
shares
|
$231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q3 2020
Reduced 99.97%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|