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Putnam Managed Municipal Income Trust (PMM) Institutional Ownership

$6.05 -0.04 (-0.66%)
(As of 12/20/2024 04:33 PM ET)

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)
$8.06M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.59M
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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
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%
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%
7/31/2024Commonwealth 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%
7/25/2024 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%
7/12/2024Capital 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%
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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%
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%
1/5/2024Capital Investment Advisors LLC90,016$547K0.0%-3.1%0.185%
12/1/2023 B. Riley Wealth Advisors Inc.45,312$249K0.0%+4.9%0.093%
11/14/2023 Clough Capital Partners L P16,879$92K0.0%-31.6%0.035%
11/14/2023 Robinson Capital Management LLC285,013$1.50M0.7%N/A0.585%
11/13/2023 Wolverine Asset Management LLC74,763$409K0.0%+356.4%0.153%
11/8/2023 Sheaff Brock Investment Advisors LLC59,523$326K0.0%-3.8%0.122%
11/8/2023 Van ECK Associates Corp296,478$1.62M0.0%+17.4%0.608%
11/8/2023 Landscape Capital Management L.L.C.40,376$221K0.0%+6.7%0.083%
11/8/2023 Avantax Advisory Services Inc.58,419$320K0.0%-43.7%0.120%
11/8/2023 Moors & Cabot Inc.60,000$328K0.0%+41.2%0.123%
11/8/2023 Kestra Private Wealth Services LLC11,300$62K0.0%N/A0.023%
10/30/2023 Joseph P. Lucia & Associates LLC60,086$329K0.1%-3.9%0.123%
10/25/2023 Kennedy 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%
10/18/2023 Keudell Morrison Wealth Management305,983$1.67M0.5%-4.5%0.628%
10/16/2023Capital Investment Advisors LLC92,895$508K0.0%-9.4%0.191%
10/10/2023 Parkside 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%
9/12/2023 Farther Finance Advisors LLC6,218$38K0.0%N/A0.013%
8/11/2023 Regal Investment Advisors LLC13,606$83K0.0%N/A0.028%
8/11/2023 Landscape Capital Management L.L.C.37,857$231K0.0%N/A0.078%
8/11/2023 Fairhaven Wealth Management LLC18,300$111K0.0%N/A0.038%
8/10/2023 Moors & Cabot Inc.42,500$259K0.0%+6.3%0.087%
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8/8/2023 Sheaff Brock Investment Advisors LLC61,900$377K0.0%+14.8%0.127%
8/7/2023 Wolverine Asset Management LLC16,382$100K0.0%N/A0.034%
8/3/2023 Van ECK Associates Corp252,517$1.54M0.0%+44.5%0.518%
7/31/2023 LPL Financial LLC162,585$990K0.0%-5.0%0.334%
7/27/2023 Virtu Financial LLC33,466$204K0.0%N/A0.069%
7/27/2023 B. 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%
7/24/2023Goodwin Daniel L125,912$767K0.4%+3.3%0.258%
7/21/2023 Joseph P. Lucia & Associates LLC62,498$381K0.3%-5.7%0.128%
(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, 60 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 50 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 2,424,236 shares in the last 24 months. This purchase volume represents approximately $14.64M 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 1,285,538 shares in the last 24 months. This volume of shares sold represents approximately $7.77M in transactions.



This page (NYSE:PMM) was last updated on 12/21/2024 by MarketBeat.com Staff
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