Purchases and Sales Made in Q3 2024 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
346K+ 141.3% |
$2.13M - $2.28M
|
592K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
161K+ 1296.06% |
$987K - $1.06M
|
173K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
76.7KNew |
$471K - $505K
|
76.7K
$476K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
61.2K+ 92.27% |
$376K - $403K
|
128K
$792K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
58.3KNew |
$358K - $384K
|
58.3K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.8K+ 8.93% |
$337K - $361K
|
669K
$4.16M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.1K+ 554.52% |
$320K - $343K
|
61.4K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
35.8KNew |
$220K - $236K
|
35.8K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 6.24% |
$216K - $231K
|
599K
$3.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.5K+ 7.54% |
$181K - $194K
|
420K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
24KNew |
$147K - $158K
|
24K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.5K+ 15.53% |
$108K - $115K
|
130K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
11.4KNew |
$70.3K - $75.3K
|
11.4K
$71.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3KNew |
$69.4K - $74.4K
|
11.3K
$70.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$65.9K - $70.6K
|
10.7K
$66.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6K+ 21.16% |
$36.8K - $39.5K
|
34.4K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.95K+ 10.47% |
$30.4K - $32.6K
|
52.3K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.83KNew |
$23.5K - $25.2K
|
3.83K
$23.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05K+ 5.88% |
$18.7K - $20.1K
|
54.9K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.92K+ 1.83% |
$17.9K - $19.2K
|
162K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$16.9K - $18.1K
|
2.75K
$17.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.54K+ 4.13% |
$15.6K - $16.7K
|
64K
$397K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.73K+ 6.42% |
$10.6K - $11.4K
|
28.6K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.52K+ 2.39% |
$9.36K - $10K
|
65.2K
$405K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$7.57K - $8.11K
|
1.23K
$7.66K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 2.79% |
$6.83K - $7.32K
|
40.9K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$3.68K - $3.95K
|
600
$3.73K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
183+ 1.56% |
$1.12K - $1.2K
|
11.9K
$74.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$614 - $658
|
100
$621
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
87+ 0.69% |
$534 - $572
|
12.6K
$78.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58+ 0.18% |
$356 - $382
|
32.6K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.04% |
$61.4 - $65.8
|
24.4K
$151K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55- 0.09% |
$338 - $362
|
59.7K
$371K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-93- 0.79% |
$571 - $612
|
11.7K
$72.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-193- 0.2% |
$1.19K - $1.27K
|
95.9K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-200- 1.68% |
$1.23K - $1.32K
|
11.7K
$72.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-360- 20.22% |
$2.21K - $2.37K
|
1.42K
$8.82K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-449- 0.79% |
$2.76K - $2.95K
|
56.4K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.02K- 7.7% |
$6.28K - $6.72K
|
12.2K
$76K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.69K- 9.89% |
$10.4K - $11.1K
|
15.4K
$95.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.45K- 2.91% |
$15.1K - $16.1K
|
81.9K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.61K- 0.82% |
$16K - $17.2K
|
315K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-3.75K- 1.13% |
$23K - $24.7K
|
330K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-4.47K- 1.72% |
$27.5K - $29.4K
|
255K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.2K- 25.59% |
$38K - $40.8K
|
18K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-6.9K- 32.09% |
$42.4K - $45.4K
|
14.6K
$90.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.35K- 6.83% |
$51.3K - $55K
|
114K
$707K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.5K- 36.12% |
$77K - $82.5K
|
22.2K
$138K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-13.3K- 27.37% |
$81.4K - $87.3K
|
35.2K
$219K
|