Purchases and Sales Made in Q2 2022 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
236K+ 120.79% |
$1.48M - $1.66M
|
431K
$2.61M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
163KNew |
$1.02M - $1.15M
|
163K
$989K
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
154KNew |
$963K - $1.08M
|
154K
$929K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
148K+ 58.71% |
$928K - $1.04M
|
400K
$2.42M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145K+ 50.53% |
$911K - $1.02M
|
433K
$2.62M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
89.5KNew |
$561K - $631K
|
89.5K
$542K
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
57.5K+ 61.14% |
$360K - $405K
|
152K
$917K
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
27KNew |
$169K - $190K
|
27K
$163K
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
14.4KNew |
$90.3K - $102K
|
14.4K
$87.1K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.5K+ 19.16% |
$78.6K - $88.4K
|
77.9K
$471K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10K+ 78.43% |
$62.7K - $70.5K
|
22.8K
$138K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.45K+ 27.82% |
$40.5K - $45.5K
|
29.7K
$179K
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.59KNew |
$35K - $39.4K
|
5.59K
$33.8K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4KNew |
$25.1K - $28.2K
|
4K
$24.2K
|
|
Jul 22, 2022
Q2 2022
|
Goodwin Daniel L
|
BUY
|
- |
3.5K+ 3.88% |
$21.9K - $24.7K
|
93.6K
$566K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.35K+ 16.24% |
$21K - $23.6K
|
24K
$145K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.72K+ 2.27% |
$17K - $19.1K
|
122K
$739K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 13.99% |
$6.27K - $7.05K
|
8.15K
$49.3K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
885+ 1.71% |
$5.55K - $6.24K
|
52.5K
$318K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
713+ 4.36% |
$4.47K - $5.03K
|
17.1K
$103K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
670New |
$4.2K - $4.72K
|
670
$4.05K
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
197+ 1.44% |
$1.24K - $1.39K
|
13.9K
$84.1K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$627 - $705
|
100
$605
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
50+ 0.37% |
$314 - $353
|
13.5K
$81.4K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-429- 0.34% |
$2.69K - $3.02K
|
125K
$754K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-670- 9.86% |
$4.2K - $4.72K
|
6.12K
$37.1K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-814Closed |
$5.1K - $5.74K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.02K- 1.9% |
$6.42K - $7.22K
|
52.9K
$320K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.25KClosed |
$7.84K - $8.81K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.36K- 1.71% |
$8.53K - $9.6K
|
78K
$472K
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.7K- 2.09% |
$10.7K - $12K
|
79.5K
$481K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 6.94% |
$14.8K - $16.6K
|
31.6K
$191K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.74K- 9.05% |
$23.4K - $26.4K
|
37.6K
$227K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.21KClosed |
$26.4K - $29.7K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5KClosed |
$31.3K - $35.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.52K- 12.8% |
$34.6K - $38.9K
|
37.6K
$227K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.75K- 5.12% |
$36K - $40.5K
|
107K
$645K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7K- 7.23% |
$43.9K - $49.4K
|
89.8K
$543K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.95K- 33.89% |
$56.1K - $63.1K
|
17.5K
$106K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-9.52K- 97.86% |
$59.7K - $67.1K
|
208
$1.26K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-9.8K- 23.26% |
$61.5K - $69.1K
|
32.3K
$196K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-9.91K- 41.33% |
$62.1K - $69.9K
|
14.1K
$85.1K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8KClosed |
$67.4K - $75.8K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-12KClosed |
$75.2K - $84.6K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.7KClosed |
$85.8K - $96.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.7KClosed |
$91.9K - $103K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-15.7K- 14.32% |
$98.3K - $110K
|
93.7K
$567K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-17KClosed |
$107K - $120K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.3K- 20.91% |
$114K - $129K
|
69.1K
$418K
|