Purchases and Sales Made in Q2 2025 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
248K+ 95.7% |
$1.42M - $1.53M
|
507K
$3.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
103KNew |
$594K - $639K
|
103K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
92.7K+ 54.97% |
$533K - $574K
|
261K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
91.9K+ 10.15% |
$529K - $569K
|
998K
$6.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.9K+ 7.55% |
$402K - $433K
|
996K
$6.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
69.1KNew |
$397K - $427K
|
69.1K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55.7K+ 11.82% |
$320K - $345K
|
527K
$3.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55.6KNew |
$320K - $344K
|
55.6K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.7K+ 48.13% |
$234K - $252K
|
125K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
34.5K+ 149.35% |
$198K - $214K
|
57.6K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
30.8KNew |
$177K - $191K
|
30.8K
$188K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30.6KNew |
$176K - $189K
|
30.6K
$187K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20K+ 51.36% |
$115K - $124K
|
58.9K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.3KNew |
$99.6K - $107K
|
17.3K
$106K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$82.2K - $88.5K
|
14.3K
$87.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12KNew |
$69.1K - $74.4K
|
12K
$73.4K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 20.37% |
$60.1K - $64.7K
|
61.7K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$57.5K - $61.9K
|
10K
$61.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.32K+ 7.21% |
$47.8K - $51.5K
|
124K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
7.74K+ 2.88% |
$44.5K - $47.9K
|
276K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
7KNew |
$40.3K - $43.3K
|
7K
$42.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.97K+ 20.7% |
$40.1K - $43.1K
|
40.6K
$248K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.27K+ 0.53% |
$24.6K - $26.4K
|
804K
$4.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3KNew |
$17.3K - $18.6K
|
3K
$18.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.96K+ 23.85% |
$17K - $18.3K
|
15.4K
$93.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.61K+ 7.35% |
$15K - $16.1K
|
38.1K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.58K+ 2.87% |
$9.07K - $9.76K
|
56.5K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 2.42% |
$6.97K - $7.5K
|
51.3K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
928+ 1.16% |
$5.34K - $5.74K
|
80.7K
$493K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
763+ 1.3% |
$4.39K - $4.72K
|
59.5K
$363K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
326+ 0.53% |
$1.87K - $2.02K
|
61.5K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
271+ 0.12% |
$1.56K - $1.68K
|
226K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
140New |
$805 - $867
|
140
$855
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
72New |
$414 - $446
|
72
$440
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
43+ 0.35% |
$247 - $266
|
12.3K
$75K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.03% |
$69 - $74.3
|
34.4K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.47% |
$28.8 - $31
|
1.06K
$6.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-422- 0.78% |
$2.43K - $2.61K
|
53.9K
$329K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-480- 1.48% |
$2.76K - $2.97K
|
31.9K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-778- 0.94% |
$4.47K - $4.82K
|
82K
$501K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-850- 2.68% |
$4.89K - $5.26K
|
30.8K
$188K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.92K- 9.4% |
$11K - $11.9K
|
18.5K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2K- 16.67% |
$11.5K - $12.4K
|
10K
$61.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-2.15K- 3.11% |
$12.4K - $13.3K
|
67K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5K- 13.87% |
$28.8K - $31K
|
31.1K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.52K- 34.29% |
$37.5K - $40.3K
|
12.5K
$76.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-12.4K- 2.41% |
$71.3K - $76.8K
|
503K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13.2K- 1.51% |
$76K - $81.8K
|
863K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-15.1K- 33.62% |
$86.8K - $93.5K
|
29.8K
$182K
|