Latest Institutional Transactions on Putnam Managed Municipal Income Trust (PMM)
This table provides information on the latest institutional transactions involving Putnam Managed Municipal Income Trust (PMM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 2.18% |
$8.96K - $9.78K
|
70.2K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
11.8K+ 3.59% |
$70.6K - $77.1K
|
341K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-8K- 54.79% |
$47.8K - $52.2K
|
6.6K
$41.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
88+ 0.74% |
$525 - $574
|
12K
$75K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-833- 4.62% |
$4.97K - $5.43K
|
17.2K
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5K- 28.63% |
$29.9K - $32.6K
|
12.5K
$77.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-24.5K- 25.52% |
$147K - $160K
|
71.6K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.52K- 4.33% |
$9.09K - $9.93K
|
33.7K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-17.1K- 6.72% |
$102K - $112K
|
238K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.91K+ 235.93% |
$17.4K - $19K
|
4.14K
$25.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.1K- 6.31% |
$30.4K - $33.3K
|
75.7K
$473K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3KNew |
$69.4K - $74.4K
|
11.3K
$70.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
24KNew |
$147K - $158K
|
24K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-200- 1.68% |
$1.23K - $1.32K
|
11.7K
$73.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.02K- 7.7% |
$6.28K - $6.72K
|
12.2K
$76.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
11.4KNew |
$70.3K - $75.3K
|
11.4K
$71.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$614 - $658
|
100
$624
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.83KNew |
$23.5K - $25.2K
|
3.83K
$23.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.73K+ 6.42% |
$10.6K - $11.4K
|
28.6K
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6K+ 21.16% |
$36.8K - $39.5K
|
34.4K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.7KNew |
$65.9K - $70.6K
|
10.7K
$66.9K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.1K+ 554.52% |
$320K - $343K
|
61.4K
$383K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
87+ 0.69% |
$534 - $572
|
12.6K
$78.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$3.68K - $3.95K
|
600
$3.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.5K+ 7.54% |
$181K - $194K
|
420K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-449- 0.79% |
$2.76K - $2.95K
|
56.4K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-193- 0.2% |
$1.19K - $1.27K
|
95.9K
$598K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-360- 20.22% |
$2.21K - $2.37K
|
1.42K
$8.86K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$16.9K - $18.1K
|
2.75K
$17.2K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-15KClosed |
$87.6K - $93.8K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$75.9K - $81.3K
|
13K
$81.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-479- 2.55% |
$2.8K - $2.99K
|
18.3K
$114K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
27.7KNew |
$162K - $173K
|
27.7K
$173K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.62K- 20.28% |
$15.7K - $16.4K
|
10.3K
$64.2K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
290New |
$1.74K - $1.82K
|
290
$1.81K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-39K- 42.16% |
$233K - $244K
|
53.5K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.9KNew |
$215K - $225K
|
35.9K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28.3KNew |
$169K - $177K
|
28.3K
$176K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.75KNew |
$16.5K - $17.2K
|
2.75K
$17.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
76.1KNew |
$456K - $477K
|
76.1K
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.57KNew |
$21.4K - $22.4K
|
3.57K
$22.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-82- 0.76% |
$491 - $514
|
10.8K
$67.1K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
25.9KNew |
$130K - $160K
|
25.9K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.13KNew |
$40.7K - $50.3K
|
8.13K
$50.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346+ 1.04% |
$1.73K - $2.14K
|
33.7K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$20K - $24.8K
|
4K
$25K
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
22.8KNew |
$114K - $141K
|
22.8K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-40K- 66.67% |
$200K - $248K
|
20K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
19.9KNew |
$99.7K - $123K
|
19.9K
$124K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.25KNew |
$6.25K - $7.72K
|
1.25K
$7.78K
|
|