Purchases and Sales Made in Q3 2022 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
121K+ 28.07% |
$682K - $883K
|
552K
$3.43M
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
89.8K+ 58.49% |
$506K - $656K
|
243K
$1.51M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.8K+ 20.69% |
$191K - $247K
|
197K
$1.22M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
24.6KNew |
$139K - $180K
|
24.6K
$153K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.1KNew |
$125K - $161K
|
22.1K
$137K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.7KNew |
$99.6K - $129K
|
17.7K
$110K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.3K+ 4.33% |
$97.8K - $127K
|
418K
$2.59M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15.6KNew |
$88K - $114K
|
15.6K
$96.9K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 11.01% |
$75.9K - $98.2K
|
136K
$842K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.8KNew |
$72.2K - $93.5K
|
12.8K
$79.5K
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.7KNew |
$60.3K - $78K
|
10.7K
$66.3K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.13K+ 4.15% |
$45.8K - $59.3K
|
204K
$1.27M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.03K+ 9.03% |
$39.7K - $51.3K
|
85K
$528K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.4K+ 47.83% |
$36.1K - $46.7K
|
19.8K
$123K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.05KNew |
$34.1K - $44.1K
|
6.05K
$37.5K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.08K+ 7.35% |
$28.6K - $37K
|
74.2K
$461K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.16K+ 23.53% |
$17.8K - $23.1K
|
16.6K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2KNew |
$11.3K - $14.6K
|
2K
$12.4K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
650New |
$3.67K - $4.75K
|
650
$4.04K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500+ 2.2% |
$2.82K - $3.65K
|
23.3K
$144K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
459+ 220.67% |
$2.59K - $3.35K
|
667
$4.14K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
353+ 1.12% |
$1.99K - $2.58K
|
32K
$199K
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
200+ 1.44% |
$1.13K - $1.46K
|
14.1K
$87.5K
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
153+ 0.57% |
$863 - $1.12K
|
27.2K
$169K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
89+ 0.17% |
$502 - $650
|
52.6K
$327K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
27+ 0.2% |
$152 - $197
|
13.5K
$83.7K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13+ 0.08% |
$73.3 - $94.9
|
17.1K
$106K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-802- 13.1% |
$4.52K - $5.85K
|
5.32K
$33K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 12.27% |
$5.64K - $7.3K
|
7.15K
$44.4K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.96K- 0.36% |
$11.1K - $14.3K
|
547K
$3.4M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.24K- 15.94% |
$12.6K - $16.4K
|
11.8K
$73.4K
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.1K- 4.8% |
$17.5K - $22.6K
|
61.5K
$382K
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4K- 4.45% |
$22.6K - $29.2K
|
85.8K
$533K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.22K- 9.08% |
$23.8K - $30.8K
|
42.3K
$262K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.31K- 0.78% |
$29.9K - $38.7K
|
673K
$4.18M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.97K- 11.28% |
$33.7K - $43.6K
|
46.9K
$291K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.57K- 17.48% |
$37.1K - $48K
|
31K
$193K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.62K- 35.97% |
$48.6K - $62.9K
|
15.3K
$95.3K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.89K- 2.28% |
$55.8K - $72.2K
|
423K
$2.63M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-10K- 12.86% |
$56.6K - $73.2K
|
68K
$422K
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-10.3K- 10.97% |
$58K - $75.1K
|
83.4K
$518K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 9.98% |
$70.1K - $90.8K
|
112K
$696K
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-13.9K- 8.32% |
$78.5K - $102K
|
153K
$953K
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-15.7K- 48.69% |
$88.8K - $115K
|
16.6K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.4K- 43.61% |
$92.4K - $120K
|
21.2K
$132K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-17.5K- 79.55% |
$98.7K - $128K
|
4.5K
$27.9K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-19.4K- 65.3% |
$109K - $141K
|
10.3K
$63.9K
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-28K- 31.27% |
$158K - $204K
|
61.5K
$382K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-76.7K- 50.65% |
$433K - $560K
|
74.8K
$464K
|