Purchases and Sales Made in Q4 2021 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.2K+ 12.72% |
$631K - $687K
|
684K
$4.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.2K+ 149.7% |
$533K - $580K
|
109K
$675K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
41.7K+ 22.7% |
$341K - $371K
|
225K
$1.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 6.19% |
$321K - $350K
|
674K
$4.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
30.7KNew |
$251K - $273K
|
30.7K
$191K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 5.07% |
$90.5K - $98.6K
|
230K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.7KNew |
$87.1K - $94.9K
|
10.7K
$66.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2K+ 16.73% |
$83.4K - $90.8K
|
71.2K
$442K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
8.5KNew |
$69.4K - $75.7K
|
8.5K
$52.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.96K+ 4.34% |
$65K - $70.8K
|
191K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.25KNew |
$51K - $55.6K
|
6.25K
$38.8K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.21KNew |
$34.4K - $37.5K
|
4.21K
$26.2K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.12K+ 2.82% |
$33.7K - $36.7K
|
150K
$931K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.54KNew |
$28.9K - $31.5K
|
3.54K
$22K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.22K+ 47.35% |
$26.3K - $28.7K
|
10K
$62.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.95K+ 28.28% |
$24.1K - $26.3K
|
13.4K
$83.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.13K+ 2.91% |
$17.4K - $18.9K
|
75.3K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.07K+ 0.82% |
$16.9K - $18.5K
|
254K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.66K+ 8.78% |
$13.6K - $14.8K
|
20.6K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64K+ 1.24% |
$13.4K - $14.6K
|
133K
$826K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.2K+ 9.87% |
$9.84K - $10.7K
|
13.4K
$83.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 7.43% |
$9.84K - $10.7K
|
17.4K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.17KNew |
$9.59K - $10.4K
|
1.17K
$7.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500+ 4.65% |
$4.09K - $4.45K
|
11.3K
$69.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
479New |
$3.91K - $4.26K
|
479
$2.97K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
343+ 0.83% |
$2.8K - $3.05K
|
41.7K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276New |
$2.25K - $2.46K
|
276
$1.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
268+ 0.77% |
$2.19K - $2.39K
|
35.1K
$218K
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
163+ 1.14% |
$1.33K - $1.45K
|
14.5K
$90.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67+ 0.13% |
$547 - $596
|
49.9K
$310K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46+ 0.76% |
$376 - $409
|
6.09K
$37.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10+ 0.06% |
$81.7 - $89
|
16.3K
$102K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-137- 0.13% |
$1.12K - $1.22K
|
106K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-353- 0.43% |
$2.88K - $3.14K
|
81.7K
$507K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-595- 0.95% |
$4.86K - $5.3K
|
62K
$385K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-849- 4.86% |
$6.94K - $7.56K
|
16.6K
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-943- 1.09% |
$7.7K - $8.39K
|
85.8K
$533K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1KClosed |
$8.95K - $9.75K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.55K- 1.61% |
$12.6K - $13.8K
|
94.8K
$588K
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
SELL
|
- |
-2.5K- 2.99% |
$20.4K - $22.3K
|
81.2K
$504K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.93K- 13.86% |
$23.9K - $26K
|
18.2K
$113K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.04K- 37.62% |
$49.4K - $53.8K
|
10K
$62.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8.28K- 6.32% |
$67.6K - $73.7K
|
123K
$761K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.17K- 16.13% |
$74.9K - $81.6K
|
47.7K
$296K
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-13K- 37.14% |
$106K - $116K
|
22K
$137K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-17.5K- 9.48% |
$143K - $156K
|
167K
$1.04M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-31.7K- 32.91% |
$259K - $282K
|
64.6K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-34KClosed |
$278K - $303K
|
0
$0
|