Purchases and Sales Made in Q2 2024 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
253KNew |
$1.48M - $1.58M
|
253K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
199K+ 431.54% |
$1.16M - $1.24M
|
245K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
159K+ 29.75% |
$930K - $995K
|
694K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.9K+ 196.56% |
$437K - $468K
|
113K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
51.9K+ 12.22% |
$303K - $324K
|
476K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
42.7K+ 14.68% |
$249K - $267K
|
333K
$2.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
27.7KNew |
$162K - $173K
|
27.7K
$173K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.2KNew |
$141K - $151K
|
24.2K
$151K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
21.5KNew |
$126K - $134K
|
21.5K
$134K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
17.3K+ 35.18% |
$101K - $108K
|
66.4K
$414K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14K+ 97.56% |
$81.8K - $87.5K
|
28.4K
$177K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$75.9K - $81.3K
|
13K
$81K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 92.92% |
$68.5K - $73.3K
|
24.3K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.5K+ 1.91% |
$67.3K - $72K
|
614K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.5K+ 31.39% |
$67.2K - $71.9K
|
48.1K
$300K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.95K+ 18.54% |
$58.1K - $62.2K
|
63.6K
$396K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.39KNew |
$54.8K - $58.7K
|
9.39K
$58.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.55K+ 13.29% |
$32.4K - $34.7K
|
47.3K
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.66K+ 4.66% |
$15.5K - $16.6K
|
59.7K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.91K+ 2.07% |
$11.1K - $11.9K
|
94.1K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.3K+ 2.16% |
$7.57K - $8.11K
|
61.5K
$383K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 4.76% |
$5.84K - $6.25K
|
22K
$137K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
93+ 0.79% |
$543 - $581
|
11.8K
$73.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
91+ 0.73% |
$531 - $569
|
12.6K
$78.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
29+ 0.03% |
$169 - $181
|
96K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.09% |
$70.1 - $75
|
13.3K
$82.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-423- 0.5% |
$2.47K - $2.64K
|
84.4K
$526K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-463- 4.34% |
$2.7K - $2.89K
|
10.2K
$63.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-479- 2.55% |
$2.8K - $2.99K
|
18.3K
$114K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-971- 3.48% |
$5.67K - $6.07K
|
26.9K
$168K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.28K- 8.94% |
$7.46K - $7.98K
|
13K
$81K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.28K- 4.48% |
$13.3K - $14.2K
|
48.5K
$302K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.84K- 15.21% |
$34.1K - $36.5K
|
32.5K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.91K- 25.69% |
$34.5K - $37K
|
17.1K
$107K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.17K- 10.19% |
$53.6K - $57.3K
|
80.8K
$504K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.6K- 23.43% |
$62K - $66.4K
|
34.7K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-11.7K- 4.32% |
$68.5K - $73.3K
|
260K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 46.64% |
$71.6K - $76.6K
|
14K
$87.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.5K- 26.75% |
$84.9K - $90.9K
|
39.8K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-15KClosed |
$87.6K - $93.8K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-15.6K- 11.63% |
$90.8K - $97.2K
|
118K
$736K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.7K- 32.3% |
$97.4K - $104K
|
35K
$218K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.9K- 12.79% |
$105K - $112K
|
122K
$762K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.5K- 4.52% |
$108K - $116K
|
391K
$2.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.6K- 25.6% |
$114K - $122K
|
56.9K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.1K- 3.44% |
$117K - $126K
|
564K
$3.51M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.1K- 3.44% |
$117K - $126K
|
564K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-25.9K- 14.0% |
$151K - $162K
|
159K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26K- 7.56% |
$152K - $163K
|
318K
$1.98M
|