Purchases and Sales Made in Q1 2025 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q1 2025. 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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
292K+ 130.78% |
$1.75M - $1.86M
|
515K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
259KNew |
$1.55M - $1.65M
|
259K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
213K+ 29.88% |
$1.28M - $1.36M
|
926K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
193K+ 27.1% |
$1.16M - $1.23M
|
906K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
164K+ 74.11% |
$982K - $1.05M
|
385K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 10.87% |
$470K - $500K
|
800K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
78.4K+ 9.83% |
$469K - $500K
|
876K
$5.27M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
70.2K+ 71.26% |
$420K - $448K
|
169K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
66.3KNew |
$397K - $423K
|
66.3K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.2K+ 32.25% |
$169K - $180K
|
115K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
23.1KNew |
$138K - $147K
|
23.1K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
18.1K+ 13.8% |
$109K - $116K
|
150K
$900K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.2K+ 3.34% |
$91.3K - $97.2K
|
471K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$73.3K - $78.1K
|
12.2K
$73.7K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$64K - $68.1K
|
10.7K
$64.3K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10K+ 41.1% |
$60K - $63.9K
|
34.4K
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9KNew |
$53.9K - $57.4K
|
9K
$54.2K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.1K+ 30.93% |
$30.5K - $32.5K
|
21.6K
$130K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.19K+ 18.51% |
$19.1K - $20.3K
|
20.4K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.17K+ 6.2% |
$19K - $20.2K
|
54.3K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 2.12% |
$7.6K - $8.1K
|
61.1K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 2.33% |
$6.82K - $7.26K
|
50.1K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
845+ 2.44% |
$5.06K - $5.39K
|
35.5K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
450+ 1.35% |
$2.7K - $2.87K
|
33.7K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
367+ 1.28% |
$2.2K - $2.34K
|
29K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
124+ 1.03% |
$743 - $791
|
12.1K
$73.1K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39New |
$234 - $249
|
39
$235
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$5.99 - $6.38
|
14K
$84.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$120 - $128
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-602- 1.32% |
$3.61K - $3.84K
|
44.9K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.6K- 11.39% |
$9.55K - $10.2K
|
12.4K
$74.7K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.98K- 3.48% |
$11.9K - $12.6K
|
54.9K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.98K- 5.89% |
$11.9K - $12.7K
|
31.7K
$191K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2K- 5.82% |
$12K - $12.8K
|
32.4K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.18K- 2.66% |
$13.1K - $13.9K
|
79.8K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-2.5K- 3.49% |
$15K - $16K
|
69.1K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 3.55% |
$16.1K - $17.2K
|
73.1K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.6K- 15.93% |
$21.6K - $23K
|
19K
$114K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.24K- 2.5% |
$25.4K - $27K
|
165K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.97K- 5.67% |
$29.8K - $31.7K
|
82.7K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-14.3K- 6.01% |
$85.6K - $91.2K
|
224K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.1K- 29.25% |
$96.4K - $103K
|
38.9K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-22K- 68.69% |
$132K - $141K
|
10K
$60.5K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.3K- 23.02% |
$151K - $161K
|
84.6K
$509K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-29K- 11.74% |
$174K - $185K
|
218K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.2K- 13.16% |
$205K - $218K
|
225K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-72.9K- 21.36% |
$437K - $465K
|
269K
$1.62M
|