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 9.23 Million shares, which have been reported (via 13F filing form) to have a value of $54.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
7,149
shares
|
$41,964
0.0% of portfolio
|
Q3 2022
Reduced 12.27%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
7,000
shares
|
$41,090
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
6,600
shares
|
$38,742
0.01% of portfolio
|
Q4 2024
Reduced 54.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,046
shares
|
$35,490
0.0% of portfolio
|
Q4 2017
Added 260.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,322
shares
|
$31,240
0.0% of portfolio
|
Q3 2022
Reduced 13.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$17,610
0.0% of portfolio
|
Q2 2025
Reduced 98.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$17,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,749
shares
|
$16,136
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,144
shares
|
$12,585
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,124
shares
|
$12,467
0.0% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,000
shares
|
$11,740
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$11,740
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,554
shares
|
$9,121
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,420
shares
|
$8,335
0.0% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,199
shares
|
$7,038
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,064
shares
|
$6,245
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
670
shares
|
$3,932
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
140
shares
|
$821
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
100
shares
|
$587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
72
shares
|
$422
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q3 2020
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|