Purchases and Sales Made in Q1 2023 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q1 2023. The information is specifically focused on institutions that hold shares of PUTNAM MANAGED MUNICIPAL INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
106K+ 65.07% |
$644K - $766K
|
270K
$1.67M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
83.4K+ 1010.95% |
$505K - $601K
|
91.7K
$569K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
45.4K+ 35.48% |
$275K - $327K
|
173K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
25.8K+ 26.84% |
$156K - $186K
|
122K
$757K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.2K+ 29.31% |
$147K - $175K
|
107K
$663K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$120K - $143K
|
19.9K
$123K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 9.28% |
$88.1K - $105K
|
171K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$60.6K - $72.1K
|
10K
$62.1K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
9.9KNew |
$60K - $71.4K
|
9.9K
$61.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.04K+ 3.49% |
$48.7K - $58K
|
238K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
7.23K+ 8.0% |
$43.8K - $52.1K
|
97.6K
$606K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.24K+ 5.68% |
$37.8K - $45K
|
116K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.49K+ 31.48% |
$27.2K - $32.4K
|
18.8K
$116K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.94KNew |
$23.9K - $28.4K
|
3.94K
$24.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3KNew |
$18.2K - $21.6K
|
3K
$18.6K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.4K+ 4.61% |
$14.5K - $17.3K
|
54.4K
$338K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.14KNew |
$13K - $15.5K
|
2.14K
$13.3K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.13K+ 17.91% |
$12.9K - $15.3K
|
14K
$86.9K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 8.8% |
$8.81K - $10.5K
|
18K
$112K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
963+ 5.94% |
$5.84K - $6.94K
|
17.2K
$107K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
541+ 5.01% |
$3.28K - $3.9K
|
11.3K
$70.5K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
514+ 2.89% |
$3.11K - $3.71K
|
18.3K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
363+ 1.12% |
$2.2K - $2.62K
|
32.8K
$203K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
240+ 0.47% |
$1.45K - $1.73K
|
51.5K
$320K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
180+ 1.45% |
$1.09K - $1.3K
|
12.6K
$78K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
20+ 1.41% |
$121 - $144
|
1.44K
$8.96K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16+ 0.08% |
$97 - $115
|
20.6K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-300- 0.09% |
$1.82K - $2.16K
|
335K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-810- 1.54% |
$4.91K - $5.84K
|
51.6K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.1K- 6.25% |
$6.67K - $7.93K
|
16.5K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.38K- 2.59% |
$8.34K - $9.93K
|
51.9K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5K- 11.11% |
$30.3K - $36.1K
|
40K
$248K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7.21K- 9.81% |
$43.7K - $52K
|
66.3K
$412K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-7.8K- 4.27% |
$47.3K - $56.2K
|
175K
$1.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.11K- 1.4% |
$55.2K - $65.6K
|
639K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.12K- 1.84% |
$55.3K - $65.8K
|
486K
$3.02M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 17.24% |
$68.1K - $81K
|
53.9K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.3K- 25.32% |
$74.3K - $88.4K
|
36.1K
$224K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.5K- 12.19% |
$118K - $140K
|
140K
$871K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.7K- 4.6% |
$186K - $221K
|
637K
$3.96M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-52.6K- 13.91% |
$319K - $380K
|
326K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-77.4K- 59.6% |
$469K - $558K
|
52.5K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-89.4K- 25.2% |
$542K - $644K
|
265K
$1.65M
|