Sowell Financial Services LLC Putnam Managed Municipal Income Trust Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$8.1 - $8.86 $90,290 - $98,762	-11,147 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$6.56 - $7.51 $11,460 - $13,119	1,747 Added 18.59%	11,147 $82,000
Q3 2019 Nov 14, 2019	BUY	$7.68 - $8.1 $72,192 - $76,140	9,400 New	9,400 $74,000
Q4 2018 Mar 05, 2019	SELL	$6.57 - $7.08 $127,458 - $137,352	-19,400 Closed	0 $0
Q3 2017 Nov 07, 2017	BUY	$7.52 - $7.72 $145,888 - $149,768	19,400	19,400 $145,000

Others Institutions Holding PMM

# of Institutions

96

Shares Held

7.64M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

669K
Shares

$4.16 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

649K
Shares

$4.04 Million
0.08% of portfolio
Morgan Stanley New York, NY

599K
Shares

$3.73 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

592K
Shares

$3.68 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

456K
Shares

$2.83 Million
0.0% of portfolio

About PUTNAM MANAGED MUNICIPAL INCOME TRUST

Ticker PMM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Managed Municipal Income Trust is a close-ended fixed income mutual fund launched and managed by Putnam Investment Management LLC. It is co-managed by Putnam Investments Limited. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of tax-exempt municipal securities, including ...

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