Purchases and Sales Made in Q3 2021 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
607KNew |
$5.06M - $5.38M
|
607K
$3.77M
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
35KNew |
$292K - $310K
|
35K
$217K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.3K+ 5.18% |
$261K - $277K
|
635K
$3.94M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
26.7K+ 17.04% |
$223K - $237K
|
184K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 108.2% |
$151K - $161K
|
34.9K
$217K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.7K+ 29.59% |
$139K - $148K
|
73.2K
$454K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
16.2KNew |
$135K - $144K
|
16.2K
$101K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.7KNew |
$122K - $130K
|
14.7K
$91K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
12.7K+ 17.2% |
$106K - $113K
|
86.7K
$539K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2KNew |
$102K - $108K
|
12.2K
$75.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3K+ 6.58% |
$94.4K - $100K
|
183K
$1.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
6.82K+ 3.83% |
$56.9K - $60.4K
|
185K
$1.15M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.35K+ 4.55% |
$53K - $56.3K
|
146K
$906K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.52K+ 9.95% |
$46.1K - $48.9K
|
61K
$379K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.08K+ 5.57% |
$42.4K - $45K
|
96.3K
$598K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.89K+ 1.98% |
$40.8K - $43.3K
|
252K
$1.56M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.6K+ 28.92% |
$30.1K - $31.9K
|
16.1K
$99.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.81K+ 6.89% |
$23.4K - $24.9K
|
43.5K
$270K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.87K+ 1.44% |
$15.6K - $16.5K
|
131K
$816K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 6.21% |
$9.22K - $9.79K
|
18.9K
$117K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 1.97% |
$9.17K - $9.75K
|
56.8K
$353K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 25.54% |
$8.34K - $8.86K
|
4.92K
$30.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
873+ 5.65% |
$7.28K - $7.73K
|
16.3K
$101K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
158+ 1.11% |
$1.32K - $1.4K
|
14.4K
$89.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
103+ 0.1% |
$859 - $913
|
106K
$661K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
88+ 0.42% |
$734 - $780
|
21.1K
$131K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-251- 0.6% |
$2.09K - $2.22K
|
41.4K
$257K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-331- 0.25% |
$2.76K - $2.93K
|
135K
$835K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-415- 2.32% |
$3.46K - $3.68K
|
17.5K
$109K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-623- 0.47% |
$5.2K - $5.52K
|
131K
$813K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$10K - $10.6K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.78KClosed |
$14.9K - $15.8K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.27K- 6.15% |
$27.2K - $28.9K
|
49.8K
$309K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.12K- 1.85% |
$34.3K - $36.5K
|
218K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.33K- 5.02% |
$36.1K - $38.4K
|
82K
$509K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.95K- 98.48% |
$49.7K - $52.8K
|
92
$571
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-18.4K- 22.73% |
$153K - $163K
|
62.6K
$389K
|