Purchases and Sales Made in Q1 2024 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q1 2024. 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 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
128K+ 31.59% |
$769K - $805K
|
535K
$3.32M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 24.16% |
$681K - $713K
|
584K
$3.63M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 24.16% |
$681K - $713K
|
584K
$3.63M
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
76.1KNew |
$456K - $477K
|
76.1K
$473K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.7KNew |
$322K - $337K
|
53.7K
$333K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
49.1KNew |
$294K - $308K
|
49.1K
$305K
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
41.8KNew |
$250K - $262K
|
41.8K
$259K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.3K+ 397.4% |
$247K - $259K
|
51.7K
$321K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
36.6KNew |
$219K - $230K
|
36.6K
$228K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.9KNew |
$215K - $225K
|
35.9K
$223K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28.3KNew |
$169K - $177K
|
28.3K
$175K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23KNew |
$138K - $144K
|
23K
$143K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 3.57% |
$120K - $126K
|
584K
$3.63M
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
20K+ 4.95% |
$120K - $125K
|
424K
$2.64M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.2KNew |
$90.9K - $95.2K
|
15.2K
$94.3K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.57KNew |
$21.4K - $22.4K
|
3.57K
$22.1K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.75KNew |
$16.5K - $17.2K
|
2.75K
$17.1K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.67K+ 4.9% |
$16K - $16.7K
|
57.1K
$355K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.28K+ 4.37% |
$13.6K - $14.3K
|
54.4K
$338K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.89K+ 4.34% |
$11.3K - $11.8K
|
45.3K
$281K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.78KNew |
$10.7K - $11.2K
|
1.78K
$11.1K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.36K+ 1.14% |
$8.16K - $8.55K
|
121K
$749K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 1.93% |
$6.82K - $7.14K
|
60.2K
$374K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
900+ 7.68% |
$5.39K - $5.64K
|
12.6K
$78.4K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
540+ 0.29% |
$3.23K - $3.39K
|
185K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
290New |
$1.74K - $1.82K
|
290
$1.8K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$599 - $627
|
100
$621
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
88+ 0.76% |
$527 - $552
|
11.7K
$72.9K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
87+ 0.09% |
$521 - $545
|
96K
$596K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 0.09% |
$77.9 - $81.5
|
14.3K
$88.7K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.09% |
$71.9 - $75.2
|
13.3K
$82.3K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-82- 0.76% |
$491 - $514
|
10.8K
$66.8K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-163- 0.35% |
$976 - $1.02K
|
46.1K
$286K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-356- 0.93% |
$2.13K - $2.23K
|
38.1K
$237K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-774- 5.84% |
$4.64K - $4.85K
|
12.5K
$77.4K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.3K- 2.11% |
$7.77K - $8.13K
|
60.2K
$374K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 3.39% |
$8.06K - $8.44K
|
38.4K
$238K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 24.25% |
$9.03K - $9.46K
|
4.71K
$29.2K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.62K- 20.28% |
$15.7K - $16.4K
|
10.3K
$63.9K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.99K- 2.77% |
$23.9K - $25K
|
140K
$871K
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.53K- 8.2% |
$27.2K - $28.4K
|
50.7K
$315K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.48K- 11.03% |
$56.8K - $59.4K
|
76.4K
$475K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.3K- 11.8% |
$73.8K - $77.3K
|
92.2K
$572K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.3K- 15.29% |
$91.6K - $95.9K
|
84.8K
$527K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.4K- 4.3% |
$110K - $115K
|
409K
$2.54M
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-22.3K- 7.59% |
$133K - $140K
|
271K
$1.68M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.7K- 4.69% |
$178K - $186K
|
603K
$3.74M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.7K- 8.44% |
$190K - $199K
|
344K
$2.14M
|