Free Trial

Putnam Managed Municipal Income Trust (PMM) Institutional Ownership

$6.18 +0.05 (+0.73%)
As of 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Putnam Managed Municipal Income Trust (NYSE:PMM)

Current
Institutional Ownership
Percentage
13.54%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$7.78M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.83M
Get PMM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Putnam Managed Municipal Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PMM Institutional Buying and Selling by Quarter

Putnam Managed Municipal Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC4,142$25K0.0%+235.9%0.009%
1/13/2025 Capital Investment Advisors LLC75,746$452K0.0%-6.3%0.163%
12/13/2024B. Riley Wealth Advisors Inc.22,163$145K0.0%-36.1%0.048%
11/25/2024Sanctuary Advisors LLC11,300$70K0.0%N/A0.024%
11/14/2024Rockefeller Capital Management L.P.81,910$533K0.0%-2.9%0.176%
11/12/2024Activest Wealth Management14,600$95K0.0%-32.1%0.031%
11/9/2024Landscape Capital Management L.L.C.47,165$307K0.0%-49.9%0.102%
11/8/2024Advisors Asset Management Inc.648,972$4.23M0.1%-6.5%1.398%
11/4/2024Wolverine Asset Management LLC127,613$831K0.0%+92.3%0.275%
11/4/2024Ashton Thomas Securities LLC3,831$25K0.0%N/A0.008%
10/31/2024Keudell Morrison Wealth Management96,158$626K0.2%-18.6%0.207%
10/31/2024Concurrent Investment Advisors LLC28,647$186K0.0%+6.4%0.062%
10/29/2024Van ECK Associates Corp329,656$2.09M0.0%-1.1%0.710%
10/29/2024Clear Creek Financial Management LLC34,350$224K0.0%+21.2%0.074%
10/24/2024Ackerman Capital Advisors LLC10,726$70K0.0%N/A0.023%
10/22/2024 International Assets Investment Management LLC61,446$400K0.0%+554.5%0.132%
10/21/2024Kennedy Investment Group255,048$1.66M0.8%-1.7%0.549%
10/18/2024Raymond James & Associates420,283$2.74M0.0%+7.5%0.905%
10/7/2024WealthBridge Capital Management LLC52,250$340K0.1%+10.5%0.113%
8/19/2024B. Riley Wealth Advisors Inc.34,696$216K0.0%-23.4%0.075%
8/2/2024 Arbor Trust Wealth Advisors LLC13,000$81K0.0%N/A0.028%
8/2/2024Wolverine Asset Management LLC66,373$412K0.0%+35.2%0.143%
7/31/2024Van ECK Associates Corp333,409$2.07M0.0%+14.7%0.718%
7/31/2024Commonwealth Equity Services LLC59,747$370K0.0%+4.7%0.129%
7/31/2024Rothschild Investment LLC253,067$1.57M0.1%N/A0.545%
7/30/2024 International Assets Investment Management LLC9,388$58K0.0%N/A0.020%
7/25/2024Clear Creek Financial Management LLC28,350$176K0.0%+97.6%0.061%
7/24/2024Joseph P. Lucia & Associates LLC48,451$300K0.2%-4.5%0.104%
7/19/2024Raymond James & Associates390,827$2.42M0.0%-4.5%0.842%
7/18/2024Kennedy Investment Group259,521$1.61M0.8%-4.3%0.559%
7/17/2024Keudell Morrison Wealth Management118,158$733K0.2%-11.6%0.254%
7/12/2024 Capital Investment Advisors LLC80,846$501K0.0%-10.2%0.174%
7/11/2024 Wesbanco Bank Inc.27,700$172K0.0%N/A0.060%
5/20/2024Virtu Financial LLC15,180$91K0.0%N/A0.033%
5/16/2024B. Riley Wealth Advisors Inc.45,312$249K0.0%+4.3%0.098%
5/14/2024Advisors Asset Management Inc.535,084$3.21M0.1%+31.6%1.152%
5/14/2024Robinson Capital Management LLC424,437$2.49M0.9%+4.9%0.914%
5/8/2024Avantax Advisory Services Inc.54,365$326K0.0%+4.4%0.117%
5/7/2024Keudell Morrison Wealth Management133,709$801K0.2%-22.4%0.288%
5/4/2024Joseph P. Lucia & Associates LLC50,726$304K0.2%-8.2%0.109%
Buy this coin BEFORE Inauguration Day … (Ad)

Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $125,000 by the end of his first month in office.

5/1/2024 Bridgewater Advisors Inc.76,102$456K0.1%N/A0.164%
4/30/2024WealthBridge Capital Management LLC41,751$250K0.1%N/A0.090%
3/27/2024Nomura Holdings Inc.10,400$63K0.0%N/A0.022%
3/15/2024B. Riley Wealth Advisors Inc.43,427$265K0.0%-4.2%0.094%
2/13/2024Aristides Capital LLC19,900$121K0.0%N/A0.041%
2/8/2024Sheaff Brock Investment Advisors LLC68,670$418K0.0%+15.4%0.141%
2/8/2024Robinson Capital Management LLC404,437$2.47M0.9%+41.9%0.830%
2/7/2024Avantax Advisory Services Inc.52,089$317K0.0%-10.8%0.107%
2/6/2024Private Advisor Group LLC13,244$81K0.0%-23.7%0.027%
2/6/2024Spire Wealth Management17,464$107K0.0%N/A0.036%
2/6/2024Fortitude Advisory Group L.L.C.18,764$114K0.1%+25.1%0.038%
2/5/2024Kestra Private Wealth Services LLC13,244$81K0.0%+17.2%0.027%
2/5/2024Van ECK Associates Corp335,394$2.04M0.0%+13.1%0.688%
2/5/2024Stonebrook Private Inc.21,661$132K0.0%N/A0.044%
2/2/2024Gilliland Jeter Wealth Management LLC11,655$71K0.0%N/A0.024%
1/31/2024HTLF Bank11,200$68K0.0%N/A0.023%
1/30/2024Tyche Wealth Partners LLC39,722$242K0.1%N/A0.081%
1/29/2024Joseph P. Lucia & Associates LLC55,260$336K0.2%-8.0%0.113%
1/29/2024Kennedy Investment Group293,532$1.79M1.0%-4.0%0.602%
1/25/2024 International Assets Investment Management LLC56,454$343K0.0%+511.7%0.116%
1/24/2024 International Assets Investment Management LLC56,454$343K0.0%+511.7%0.116%
1/24/2024Clear Creek Financial Management LLC14,350$87K0.0%N/A0.029%
1/16/2024Raymond James Financial Services Advisors Inc.85,915$522K0.0%-48.7%0.176%
1/16/2024Raymond James & Associates427,727$2.60M0.0%-5.7%0.877%
1/12/2024Advisor Resource Council49,300$300K0.0%N/A0.101%
1/8/2024 Gill Capital Partners LLC41,537$253K0.1%-32.4%0.085%
1/5/2024 Capital Investment Advisors LLC90,016$547K0.0%-3.1%0.185%
12/1/2023B. Riley Wealth Advisors Inc.45,312$249K0.0%+4.9%0.093%
11/14/2023Clough Capital Partners L P16,879$92K0.0%-31.6%0.035%
11/14/2023Robinson Capital Management LLC285,013$1.50M0.7%N/A0.585%
11/13/2023Wolverine Asset Management LLC74,763$409K0.0%+356.4%0.153%
11/8/2023Sheaff Brock Investment Advisors LLC59,523$326K0.0%-3.8%0.122%
11/8/2023Van ECK Associates Corp296,478$1.62M0.0%+17.4%0.608%
11/8/2023Landscape Capital Management L.L.C.40,376$221K0.0%+6.7%0.083%
11/8/2023Avantax Advisory Services Inc.58,419$320K0.0%-43.7%0.120%
11/8/2023Moors & Cabot Inc.60,000$328K0.0%+41.2%0.123%
11/8/2023Kestra Private Wealth Services LLC11,300$62K0.0%N/A0.023%
10/30/2023Joseph P. Lucia & Associates LLC60,086$329K0.1%-3.9%0.123%
10/25/2023Kennedy Investment Group305,868$1.67M1.0%-4.2%0.627%
10/24/2023Goodwin Daniel L132,912$727K0.4%+5.6%0.273%
10/24/2023Raymond James Financial Services Advisors Inc.167,411$916K0.0%-28.8%0.343%
10/24/2023Raymond James & Associates453,676$2.48M0.0%-25.3%0.931%
10/18/2023Keudell Morrison Wealth Management305,983$1.67M0.5%-4.5%0.628%
10/16/2023 Capital Investment Advisors LLC92,895$508K0.0%-9.4%0.191%
10/10/2023Parkside Investments LLC15,000$82K0.0%N/A0.031%
10/5/2023 Quad Cities Investment Group LLC10,653$58K0.0%-16.8%0.022%
10/4/2023 International Assets Investment Management LLC9,229$50K0.0%N/A0.019%
9/12/2023Farther Finance Advisors LLC6,218$38K0.0%N/A0.013%
8/11/2023Regal Investment Advisors LLC13,606$83K0.0%N/A0.028%
8/11/2023Landscape Capital Management L.L.C.37,857$231K0.0%N/A0.078%
"Elon Musk’s Final Move”: Get in NOW (Ad)

I believe Elon's next venture, his "Final Move," could mint more millionaires than any project he's ever been a part of before.

Click Here to see why - and get all the details on how you could join him >>>
8/11/2023Fairhaven Wealth Management LLC18,300$111K0.0%N/A0.038%
8/10/2023Moors & Cabot Inc.42,500$259K0.0%+6.3%0.087%
8/8/2023Sheaff Brock Investment Advisors LLC61,900$377K0.0%+14.8%0.127%
8/7/2023Wolverine Asset Management LLC16,382$100K0.0%N/A0.034%
8/3/2023Van ECK Associates Corp252,517$1.54M0.0%+44.5%0.518%
7/31/2023LPL Financial LLC162,585$990K0.0%-5.0%0.334%
7/27/2023Virtu Financial LLC33,466$204K0.0%N/A0.069%
7/27/2023B. Riley Wealth Advisors Inc.43,211$264K0.0%-16.1%0.089%
7/25/2023Raymond James Financial Services Advisors Inc.235,110$1.43M0.0%-1.3%0.482%
7/25/2023Raymond James & Associates607,084$3.70M0.0%-5.0%1.245%
(Data available from 1/1/2016 forward)

PMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMM shares?

During the previous two years, 59 institutional investors and hedge funds held shares of Putnam Managed Municipal Income Trust. The most heavily invested institutionals were Advisors Asset Management Inc. ($4.23M), Raymond James & Associates ($2.74M), Robinson Capital Management LLC ($2.49M), Van ECK Associates Corp ($2.09M), Kennedy Investment Group ($1.66M), Rothschild Investment LLC ($1.57M), and LPL Financial LLC ($990K).Learn more on PMM's institutional investors.

What percentage of Putnam Managed Municipal Income Trust stock is owned by institutional investors?

13.54% of Putnam Managed Municipal Income Trust stock is owned by institutional investors. Learn more on PMM's institutional investor holdings.

Which institutional investors have been buying Putnam Managed Municipal Income Trust stock?

Of the 48 institutional investors that purchased Putnam Managed Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robinson Capital Management LLC ($424.44K), Rothschild Investment LLC ($253.07K), Van ECK Associates Corp ($232.44K), International Assets Investment Management LLC ($165.13K), Wolverine Asset Management LLC ($153.28K), Advisors Asset Management Inc. ($128.46K), and Melfa Wealth Management LLC ($97.58K).

How much institutional buying is happening at Putnam Managed Municipal Income Trust?

Institutional investors have bought a total of 2,311,204 shares in the last 24 months. This purchase volume represents approximately $13.93M in transactions.

Which Putnam Managed Municipal Income Trust major shareholders have been selling company stock?

Of the 21 institutional investors that sold Putnam Managed Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($473.66K), Raymond James & Associates ($263.44K), Keudell Morrison Wealth Management ($105.10K), Kennedy Investment Group ($101.15K), Avantax Advisory Services Inc. ($71.23K), Landscape Capital Management L.L.C. ($46.93K), and Advisors Asset Management Inc. ($45.29K).

How much institutional selling is happening at Putnam Managed Municipal Income Trust?

Institutional investors have sold a total of 1,287,238 shares in the last 24 months. This volume of shares sold represents approximately $7.78M in transactions.



This page (NYSE:PMM) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners