Purchases and Sales Made in Q4 2022 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
378KNew |
$2.15M - $2.52M
|
378K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
163KNew |
$926K - $1.09M
|
163K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 21.95% |
$681K - $799K
|
668K
$4.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
91.9K+ 37.75% |
$521K - $611K
|
335K
$2.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
90.4KNew |
$512K - $601K
|
90.4K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
71.9K+ 16.99% |
$408K - $478K
|
495K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53.2K+ 71.18% |
$302K - $354K
|
128K
$787K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
45KNew |
$255K - $299K
|
45K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37KNew |
$210K - $246K
|
37K
$228K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
29.1K+ 19.0% |
$165K - $194K
|
183K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.7KNew |
$157K - $184K
|
27.7K
$170K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21K+ 15.46% |
$119K - $139K
|
157K
$963K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
18.3KNew |
$104K - $122K
|
18.3K
$113K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
13.7KNew |
$77.6K - $91K
|
13.7K
$84.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
13.1K+ 291.11% |
$74.3K - $87.1K
|
17.6K
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11.9KNew |
$67.3K - $79K
|
11.9K
$73K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$61.3K - $71.9K
|
10.8K
$66.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5KNew |
$59.7K - $70K
|
10.5K
$64.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.4KNew |
$59K - $69.2K
|
10.4K
$64K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$57.8K - $67.8K
|
10.2K
$62.7K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.01K+ 21.31% |
$51.1K - $59.9K
|
51.3K
$315K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.16KNew |
$40.6K - $47.6K
|
7.16K
$44.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.08K+ 10.81% |
$28.8K - $33.8K
|
52K
$320K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.11KNew |
$23.3K - $27.3K
|
4.11K
$25.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
2.5K+ 2.67% |
$14.2K - $16.6K
|
96.1K
$591K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.56KNew |
$8.83K - $10.4K
|
1.56K
$9.58K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.55KNew |
$8.81K - $10.3K
|
1.55K
$9.56K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.41KNew |
$8.01K - $9.4K
|
1.41K
$8.69K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
756+ 113.34% |
$4.29K - $5.03K
|
1.42K
$8.75K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
739New |
$4.19K - $4.91K
|
739
$4.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
714+ 4.18% |
$4.05K - $4.75K
|
17.8K
$109K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
601+ 3.85% |
$3.41K - $4K
|
16.2K
$99.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
477New |
$2.7K - $3.17K
|
477
$2.93K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
401New |
$2.27K - $2.67K
|
401
$2.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
396+ 1.24% |
$2.25K - $2.63K
|
32.4K
$199K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
224+ 1.59% |
$1.27K - $1.49K
|
14.3K
$88.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$567 - $665
|
100
$615
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-198- 0.38% |
$1.12K - $1.32K
|
52.4K
$322K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-582- 2.75% |
$3.3K - $3.87K
|
20.6K
$127K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 6.99% |
$6.08K - $7.13K
|
14.3K
$87.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.33K- 8.02% |
$7.54K - $8.84K
|
15.3K
$93.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.39K- 2.81% |
$13.5K - $15.9K
|
82.6K
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.39K- 2.13% |
$13.6K - $15.9K
|
110K
$675K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.4K- 3.19% |
$19.3K - $22.6K
|
103K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.21K- 25.36% |
$23.9K - $28K
|
12.4K
$76.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-9.94K- 11.91% |
$56.3K - $66.1K
|
73.5K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13K- 42.06% |
$74K - $86.8K
|
18K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-14.7K- 23.84% |
$83.2K - $97.6K
|
46.9K
$288K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15K- 64.52% |
$85.1K - $99.8K
|
8.25K
$50.7K
|