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Putnam Managed Municipal Income Trust (PMM) Institutional Ownership

Putnam Managed Municipal Income Trust logo
$6.15 +0.03 (+0.49%)
As of 03/28/2025 04:00 PM Eastern
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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)
34
Total
Institutional Inflows
(last 12 months)
$14.72M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$3.80M
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PMM Institutional Buying and Selling by Quarter

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Putnam Managed Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/25/2025 B. Riley Wealth Advisors Inc.20,389$122K0.0%-8.0%0.044%
2/17/2025 Nomura Holdings Inc.51,000$304K0.0%+246.8%0.110%
2/17/2025 Logan Stone Capital LLC40,956$245K0.1%N/A0.088%
2/17/2025 Cetera Investment Advisers56,917$340K0.0%-12.7%0.123%
2/17/2025 Bank of America Corp DE109,842$656K0.0%-15.8%0.237%
2/17/2025 Ameriprise Financial Inc.259,547$1.55M0.0%-17.7%0.559%
2/14/2025 Jane Street Group LLC34,047$203K0.0%N/A0.073%
2/14/2025 Arkos Global Advisors32,094$192K0.0%-13.3%0.069%
2/13/2025 Guggenheim Capital LLC712,551$4.25M0.0%+20.4%1.535%
2/13/2025 XTX Topco Ltd17,220$103K0.0%N/A0.037%
2/13/2025 Raymond James Financial Inc.455,685$2.72M0.0%N/A0.981%
2/13/2025 Invesco Ltd.98,495$588K0.0%+132.0%0.212%
2/13/2025 Wedbush Securities Inc.14,007$84K0.0%+37.2%0.030%
2/13/2025 Sit Investment Associates Inc.223,312$1.33M0.0%+29.0%0.481%
2/13/2025 Wells Fargo & Company MN712,659$4.26M0.0%+6.5%1.535%
2/12/2025 Landscape Capital Management L.L.C.13,731$82K0.0%-70.9%0.030%
2/12/2025 Thomas J. Herzfeld Advisors Inc.43,341$259K0.1%+21.1%0.093%
2/12/2025 Everstar Asset Management LLC45,514$272K0.2%-40.7%0.098%
2/11/2025 LPL Financial LLC87,320$521K0.0%-23.3%0.188%
2/11/2025 Virtu Financial LLC11,108$66K0.0%N/A0.024%
2/10/2025 Advisors Asset Management Inc.797,465$4.76M0.1%+22.9%1.718%
2/10/2025 Avantax Advisory Services Inc.55,037$329K0.0%+34.4%0.119%
2/6/2025 Raymond James Financial Inc.455,685$2.72M0.0%N/A0.981%
2/5/2025 Noble Wealth Management PBC17,350$104K0.1%N/A0.037%
2/5/2025 Oppenheimer & Co. Inc.58,707$350K0.0%N/A0.126%
2/4/2025 Rothschild Investment LLC247,067$1.48M0.1%-2.4%0.532%
2/3/2025 Wolverine Asset Management LLC99,993$597K0.0%-21.6%0.215%
2/3/2025 WealthBridge Capital Management LLC36,050$215K0.1%-31.0%0.078%
1/31/2025 Robinson Capital Management LLC316,401$1.89M0.8%-18.6%0.681%
1/29/2025 Van ECK Associates Corp341,484$2.04M0.0%+3.6%0.735%
1/28/2025 Activest Wealth Management6,600$39K0.0%-54.8%0.014%
1/24/2025 Spire Wealth Management12,464$74K0.0%-28.6%0.027%
1/23/2025 Keudell Morrison Wealth Management71,614$428K0.1%-25.5%0.154%
1/22/2025 Kennedy Investment Group237,908$1.42M0.6%-6.7%0.512%
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%
12/13/2024 B. Riley Wealth Advisors Inc.22,163$145K0.0%-36.1%0.048%
11/25/2024 Sanctuary Advisors LLC11,300$70K0.0%N/A0.024%
11/14/2024 Rockefeller Capital Management L.P.81,910$533K0.0%-2.9%0.176%
11/12/2024 Activest Wealth Management14,600$95K0.0%-32.1%0.031%
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11/9/2024 Landscape Capital Management L.L.C.47,165$307K0.0%-49.9%0.102%
11/8/2024 Advisors Asset Management Inc.648,972$4.23M0.1%-6.5%1.398%
11/4/2024 Wolverine Asset Management LLC127,613$831K0.0%+92.3%0.275%
11/4/2024 Ashton Thomas Securities LLC3,831$25K0.0%N/A0.008%
10/31/2024 Keudell Morrison Wealth Management96,158$626K0.2%-18.6%0.207%
10/31/2024 Concurrent Investment Advisors LLC28,647$186K0.0%+6.4%0.062%
10/29/2024 Van ECK Associates Corp329,656$2.09M0.0%-1.1%0.710%
10/29/2024 Clear Creek Financial Management LLC34,350$224K0.0%+21.2%0.074%
10/24/2024 Ackerman Capital Advisors LLC10,726$70K0.0%N/A0.023%
10/22/2024 International Assets Investment Management LLC61,446$400K0.0%+554.5%0.132%
10/21/2024 Kennedy Investment Group255,048$1.66M0.8%-1.7%0.549%
10/18/2024Raymond James & Associates420,283$2.74M0.0%+7.5%0.905%
10/7/2024 WealthBridge Capital Management LLC52,250$340K0.1%+10.5%0.113%
8/19/2024 B. 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%
8/2/2024 Wolverine Asset Management LLC66,373$412K0.0%+35.2%0.143%
7/31/2024 Van ECK Associates Corp333,409$2.07M0.0%+14.7%0.718%
7/31/2024 Commonwealth Equity Services LLC59,747$370K0.0%+4.7%0.129%
7/31/2024 Rothschild Investment LLC253,067$1.57M0.1%N/A0.545%
7/30/2024 International Assets Investment Management LLC9,388$58K0.0%N/A0.020%
7/25/2024 Clear Creek Financial Management LLC28,350$176K0.0%+97.6%0.061%
7/24/2024 Joseph P. Lucia & Associates LLC48,451$300K0.2%-4.5%0.104%
7/19/2024Raymond James & Associates390,827$2.42M0.0%-4.5%0.842%
7/18/2024 Kennedy Investment Group259,521$1.61M0.8%-4.3%0.559%
7/17/2024 Keudell 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%
5/20/2024 Virtu Financial LLC15,180$91K0.0%N/A0.033%
5/16/2024 B. Riley Wealth Advisors Inc.45,312$249K0.0%+4.3%0.098%
5/14/2024 Advisors Asset Management Inc.535,084$3.21M0.1%+31.6%1.152%
5/14/2024 Robinson Capital Management LLC424,437$2.49M0.9%+4.9%0.914%
5/8/2024 Avantax Advisory Services Inc.54,365$326K0.0%+4.4%0.117%
5/7/2024 Keudell Morrison Wealth Management133,709$801K0.2%-22.4%0.288%
5/4/2024 Joseph P. Lucia & Associates LLC50,726$304K0.2%-8.2%0.109%
5/1/2024 Bridgewater Advisors Inc.76,102$456K0.1%N/A0.164%
4/30/2024 WealthBridge Capital Management LLC41,751$250K0.1%N/A0.090%
3/27/2024 Nomura Holdings Inc.10,400$63K0.0%N/A0.022%
3/15/2024 B. Riley Wealth Advisors Inc.43,427$265K0.0%-4.2%0.094%
2/13/2024 Aristides Capital LLC19,900$121K0.0%N/A0.041%
2/8/2024 Sheaff Brock Investment Advisors LLC68,670$418K0.0%+15.4%0.141%
2/8/2024 Robinson Capital Management LLC404,437$2.47M0.9%+41.9%0.830%
2/7/2024 Avantax Advisory Services Inc.52,089$317K0.0%-10.8%0.107%
2/6/2024 Private Advisor Group LLC13,244$81K0.0%-23.7%0.027%
2/6/2024 Spire Wealth Management17,464$107K0.0%N/A0.036%
2/6/2024 Fortitude Advisory Group L.L.C.18,764$114K0.1%+25.1%0.038%
2/5/2024 Kestra Private Wealth Services LLC13,244$81K0.0%+17.2%0.027%
2/5/2024 Van ECK Associates Corp335,394$2.04M0.0%+13.1%0.688%
2/5/2024 Stonebrook Private Inc.21,661$132K0.0%N/A0.044%
2/2/2024 Gilliland Jeter Wealth Management LLC11,655$71K0.0%N/A0.024%
1/31/2024 HTLF Bank11,200$68K0.0%N/A0.023%
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1/30/2024 Tyche Wealth Partners LLC39,722$242K0.1%N/A0.081%
1/29/2024 Joseph P. Lucia & Associates LLC55,260$336K0.2%-8.0%0.113%
1/29/2024 Kennedy 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%
1/24/2024 Clear 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%
1/12/2024 Advisor Resource Council49,300$300K0.0%N/A0.101%
1/8/2024 Gill Capital Partners LLC41,537$253K0.1%-32.4%0.085%
(Data available from 1/1/2016 forward)

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PMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMM shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Putnam Managed Municipal Income Trust. The most heavily invested institutionals were Advisors Asset Management Inc. ($4.76M), Wells Fargo & Company MN ($4.26M), Guggenheim Capital LLC ($4.25M), Raymond James & Associates ($2.74M), Raymond James Financial Inc. ($2.72M), Van ECK Associates Corp ($2.04M), and Robinson Capital Management LLC ($1.89M).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 55 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: Raymond James Financial Inc. ($911.37K), Robinson Capital Management LLC ($424.44K), Advisors Asset Management Inc. ($276.95K), Rothschild Investment LLC ($253.07K), Van ECK Associates Corp ($215.12K), International Assets Investment Management LLC ($165.13K), and Wolverine Asset Management LLC ($153.28K).

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

Institutional investors have bought a total of 3,639,503 shares in the last 24 months. This purchase volume represents approximately $21.78M in transactions.

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

Of the 31 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 & Associates ($239.24K), Raymond James Financial Services Advisors Inc. ($152.33K), Keudell Morrison Wealth Management ($129.64K), Kennedy Investment Group ($118.29K), Landscape Capital Management L.L.C. ($80.37K), Robinson Capital Management LLC ($72.27K), and Avantax Advisory Services Inc. ($71.23K).

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

Institutional investors have sold a total of 1,291,206 shares in the last 24 months. This volume of shares sold represents approximately $7.69M in transactions.


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This page (NYSE:PMM) was last updated on 3/29/2025 by MarketBeat.com Staff
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