Purchases and Sales Made in Q4 2023 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
372K+ 142.76% |
$1.86M - $2.3M
|
632K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
241KNew |
$1.21M - $1.49M
|
241K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
137K+ 50.96% |
$688K - $850K
|
407K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
119K+ 41.9% |
$598K - $739K
|
404K
$2.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
64.1K+ 158.86% |
$321K - $397K
|
105K
$632K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.5KNew |
$283K - $349K
|
56.5K
$342K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
49.3KNew |
$247K - $305K
|
49.3K
$298K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
39.7KNew |
$199K - $246K
|
39.7K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
38.9K+ 13.13% |
$195K - $241K
|
335K
$2.03M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.9KNew |
$140K - $173K
|
27.9K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.3KNew |
$132K - $163K
|
26.3K
$159K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
25.9KNew |
$130K - $160K
|
25.9K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
22.8KNew |
$114K - $141K
|
22.8K
$138K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
21.7KNew |
$109K - $134K
|
21.7K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
19.9KNew |
$99.7K - $123K
|
19.9K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18K+ 94.74% |
$90.2K - $111K
|
37K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
17.5KNew |
$87.5K - $108K
|
17.5K
$106K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
15.9KNew |
$79.8K - $98.6K
|
15.9K
$96.4K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
15KNew |
$75.2K - $92.9K
|
15K
$90.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14.4KNew |
$71.9K - $88.8K
|
14.4K
$86.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$71.1K - $87.8K
|
14.2K
$85.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7KNew |
$58.7K - $72.5K
|
11.7K
$70.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
11.7KNew |
$58.4K - $72.1K
|
11.7K
$70.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
11.2KNew |
$56.1K - $69.3K
|
11.2K
$67.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.4KNew |
$52.1K - $64.4K
|
10.4K
$62.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9.15K+ 15.37% |
$45.8K - $56.6K
|
68.7K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.13KNew |
$40.7K - $50.3K
|
8.13K
$49.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$20K - $24.8K
|
4K
$24.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.87K+ 4.03% |
$19.4K - $24K
|
100K
$606K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.77K+ 25.11% |
$18.9K - $23.3K
|
18.8K
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.94K+ 17.2% |
$9.74K - $12K
|
13.2K
$80.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.25KNew |
$6.25K - $7.72K
|
1.25K
$7.54K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.06KNew |
$5.31K - $6.56K
|
1.06K
$6.41K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
675+ 3.89% |
$3.38K - $4.18K
|
18K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346+ 1.04% |
$1.73K - $2.14K
|
33.7K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199+ 0.96% |
$997 - $1.23K
|
21K
$127K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
183+ 1.72% |
$917 - $1.13K
|
10.8K
$65.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
140New |
$701 - $867
|
140
$847
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
97+ 0.1% |
$486 - $600
|
95.9K
$580K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 1.24% |
$30.1 - $37.1
|
489
$2.96K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3- 0.01% |
$15 - $18.6
|
54.4K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-858- 0.46% |
$4.3K - $5.31K
|
184K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.15K- 9.74% |
$5.77K - $7.13K
|
10.7K
$64.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.18K- 7.66% |
$5.93K - $7.33K
|
14.3K
$86.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.24K- 2.6% |
$6.2K - $7.66K
|
46.3K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.48K- 3.59% |
$7.41K - $9.16K
|
39.7K
$240K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.89K- 4.16% |
$9.44K - $11.7K
|
43.4K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.94K- 13.07% |
$9.72K - $12K
|
12.9K
$78.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 3.1% |
$14.4K - $17.8K
|
90K
$545K
|