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 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.1K- 23.65% |
$20.6K - $25.4K
|
13.2K
$80.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.83K- 8.03% |
$24.2K - $29.9K
|
55.3K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.16K- 52.27% |
$25.8K - $31.9K
|
4.71K
$28.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.33K- 10.84% |
$31.7K - $39.2K
|
52.1K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.7K- 7.18% |
$58.5K - $72.2K
|
151K
$913K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 9.29% |
$61.2K - $75.6K
|
119K
$722K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-12.3K- 4.03% |
$61.8K - $76.4K
|
294K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16K- 9.97% |
$80K - $98.9K
|
144K
$872K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16K- 14.79% |
$80.4K - $99.3K
|
92.4K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.7K- 22.0% |
$83.4K - $103K
|
59K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.8K- 30.36% |
$83.9K - $104K
|
38.4K
$233K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-19.9K- 32.41% |
$99.8K - $123K
|
41.5K
$251K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.9K- 5.72% |
$130K - $161K
|
428K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 77.55% |
$180K - $222K
|
10.4K
$62.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-40K- 66.67% |
$200K - $248K
|
20K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-81.4K- 17.8% |
$408K - $504K
|
376K
$2.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-81.5K- 48.68% |
$408K - $504K
|
85.9K
$520K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.5K- 16.59% |
$469K - $579K
|
470K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-134K- 43.67% |
$669K - $827K
|
172K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-332K- 41.39% |
$1.66M - $2.06M
|
470K
$2.85M
|