Purchases and Sales Made in Q3 2023 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
285KNew |
$1.51M - $1.78M
|
285K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
58.4K+ 356.37% |
$309K - $364K
|
74.8K
$464K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.6K+ 7.59% |
$299K - $353K
|
802K
$4.98M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.3K+ 22.73% |
$255K - $301K
|
261K
$1.62M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
44K+ 17.41% |
$233K - $274K
|
296K
$1.84M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 44.06% |
$122K - $144K
|
75.7K
$470K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
22.3K+ 88.69% |
$118K - $139K
|
47.5K
$295K
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
19KNew |
$101K - $118K
|
19K
$118K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.5K+ 41.18% |
$92.6K - $109K
|
60K
$373K
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
15KNew |
$79.4K - $93.5K
|
15K
$93.2K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$61.7K - $72.6K
|
11.7K
$72.4K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 9.47% |
$60.2K - $70.9K
|
132K
$817K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.3KNew |
$59.8K - $70.4K
|
11.3K
$70.2K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1KNew |
$53.6K - $63.1K
|
10.1K
$62.9K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.23KNew |
$48.8K - $57.5K
|
9.23K
$57.3K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
7K+ 5.56% |
$37K - $43.6K
|
133K
$825K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 58.68% |
$19.3K - $22.7K
|
9.87K
$61.3K
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.52K+ 6.65% |
$13.3K - $15.7K
|
40.4K
$251K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.1K+ 4.86% |
$11.1K - $13.1K
|
45.3K
$281K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.67K+ 1.56% |
$8.83K - $10.4K
|
108K
$674K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
734+ 3.66% |
$3.88K - $4.57K
|
20.8K
$129K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
311+ 0.94% |
$1.65K - $1.94K
|
33.4K
$207K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
88+ 0.51% |
$466 - $548
|
17.3K
$108K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-187- 1.2% |
$989 - $1.17K
|
15.4K
$95.9K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-310- 41.95% |
$1.64K - $1.93K
|
429
$2.66K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-505- 0.52% |
$2.67K - $3.15K
|
96.2K
$597K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-980- 66.99% |
$5.18K - $6.11K
|
483
$3K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 2.44% |
$7.2K - $8.49K
|
54.4K
$338K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.68K- 10.16% |
$8.88K - $10.5K
|
14.8K
$92.2K
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.92K- 1.96% |
$10.2K - $12K
|
95.8K
$595K
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.16K- 16.84% |
$11.4K - $13.4K
|
10.7K
$66.2K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.38K- 3.84% |
$12.6K - $14.8K
|
59.5K
$370K
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.41K- 3.86% |
$12.8K - $15K
|
60.1K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.41K- 1.48% |
$12.8K - $15K
|
160K
$995K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.13K- 1.89% |
$16.5K - $19.5K
|
163K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.07K- 8.09% |
$21.5K - $25.3K
|
46.3K
$287K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.37K- 11.53% |
$28.4K - $33.4K
|
41.2K
$256K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.4K- 32.36% |
$33.9K - $39.9K
|
13.4K
$83.1K
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-7.8K- 31.61% |
$41.3K - $48.6K
|
16.9K
$105K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.11K- 4.2% |
$42.9K - $50.5K
|
185K
$1.15M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.6K- 9.36% |
$50.8K - $59.8K
|
92.9K
$577K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-13.4K- 4.2% |
$71K - $83.6K
|
306K
$1.9M
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-14.5K- 4.52% |
$76.7K - $90.3K
|
306K
$1.9M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.9K- 44.55% |
$78.9K - $92.9K
|
18.6K
$115K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-45.4K- 43.74% |
$240K - $283K
|
58.4K
$363K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46.8K- 9.28% |
$247K - $291K
|
457K
$2.84M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-67.7K- 28.79% |
$358K - $422K
|
167K
$1.04M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-153K- 25.27% |
$812K - $956K
|
454K
$2.82M
|