Purchases and Sales Made in Q2 2023 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
157K+ 435.05% |
$882K - $979K
|
193K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 17.1% |
$611K - $679K
|
746K
$4.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
77.7K+ 44.49% |
$436K - $484K
|
253K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.3KNew |
$282K - $313K
|
50.3K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
37.9KNew |
$212K - $236K
|
37.9K
$229K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
33.5KNew |
$188K - $208K
|
33.5K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$141K - $157K
|
25.2K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
24.7KNew |
$138K - $154K
|
24.7K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.6KNew |
$138K - $153K
|
24.6K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18K+ 3.7% |
$101K - $112K
|
504K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
16.4KNew |
$91.9K - $102K
|
16.4K
$99.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.6KNew |
$76.3K - $84.8K
|
13.6K
$82.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12KNew |
$67.4K - $74.9K
|
12K
$72.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10KNew |
$56.2K - $62.4K
|
10K
$60.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
8.1KNew |
$45.4K - $50.5K
|
8.1K
$49K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8K+ 14.84% |
$44.9K - $49.8K
|
61.9K
$374K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.22KNew |
$34.9K - $38.7K
|
6.22K
$37.6K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.2K+ 60.87% |
$34.8K - $38.6K
|
16.4K
$99.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.07K+ 5.53% |
$28.4K - $31.6K
|
96.7K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.16K+ 3.58% |
$23.3K - $25.9K
|
120K
$727K
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
BUY
|
- |
4K+ 3.28% |
$22.4K - $24.9K
|
126K
$762K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.72K+ 5.18% |
$15.3K - $16.9K
|
55.2K
$334K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.5K+ 6.25% |
$14K - $15.6K
|
42.5K
$257K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 32.02% |
$8.46K - $9.39K
|
6.22K
$37.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 2.52% |
$7.7K - $8.55K
|
55.8K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 6.97% |
$7.33K - $8.14K
|
20.1K
$121K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
998+ 7.13% |
$5.6K - $6.22K
|
15K
$90.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
676+ 1.3% |
$3.79K - $4.21K
|
52.5K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
338+ 1.03% |
$1.9K - $2.11K
|
33.1K
$200K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
250+ 1.99% |
$1.4K - $1.56K
|
12.8K
$77.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
177+ 0.18% |
$993 - $1.1K
|
97.8K
$591K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
95+ 0.55% |
$533 - $592
|
17.3K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87New |
$488 - $542
|
87
$526
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
20+ 1.39% |
$112 - $125
|
1.46K
$8.85K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.38% |
$44.9 - $49.8
|
2.12K
$12.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-249- 0.09% |
$1.4K - $1.55K
|
269K
$1.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-666- 0.65% |
$3.74K - $4.15K
|
102K
$620K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-944- 5.16% |
$5.3K - $5.88K
|
17.4K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 8.09% |
$8.16K - $9.06K
|
16.5K
$99.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.14K- 1.32% |
$17.6K - $19.5K
|
235K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.33K- 21.79% |
$18.7K - $20.7K
|
11.9K
$72.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.8K- 5.74% |
$21.3K - $23.7K
|
62.5K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.99K- 24.18% |
$28K - $31.1K
|
15.6K
$94.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.08K- 9.83% |
$28.5K - $31.6K
|
46.5K
$282K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6.56K- 2.01% |
$36.8K - $40.8K
|
319K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.75K- 4.47% |
$43.5K - $48.3K
|
166K
$1M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.29K- 16.1% |
$46.5K - $51.6K
|
43.2K
$261K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.56K- 5.0% |
$48K - $53.3K
|
163K
$984K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-14.4K- 4.3% |
$80.8K - $89.7K
|
320K
$1.94M
|