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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-7.8K- 31.61% |
$41.3K - $48.6K
|
16.9K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$61.7K - $72.6K
|
11.7K
$72.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.4K- 32.36% |
$33.9K - $39.9K
|
13.4K
$83K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1KNew |
$53.6K - $63.1K
|
10.1K
$62.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
7K+ 5.56% |
$37K - $43.6K
|
133K
$824K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
15KNew |
$79.4K - $93.5K
|
15K
$93K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12KNew |
$67.4K - $74.9K
|
12K
$74.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.6KNew |
$138K - $153K
|
24.6K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
8.1KNew |
$45.4K - $50.5K
|
8.1K
$50.2K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.2K+ 60.87% |
$34.8K - $38.6K
|
16.4K
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.6KNew |
$76.3K - $84.8K
|
13.6K
$84.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87New |
$488 - $542
|
87
$539
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.38% |
$44.9 - $49.8
|
2.12K
$13.2K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$120K - $143K
|
19.9K
$123K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
9.9KNew |
$60K - $71.4K
|
9.9K
$61.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3KNew |
$18.2K - $21.6K
|
3K
$18.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.14KNew |
$13K - $15.5K
|
2.14K
$13.3K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.16KNew |
$40.6K - $47.6K
|
7.16K
$44.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-14.7K- 23.84% |
$83.2K - $97.6K
|
46.9K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
27.7KNew |
$157K - $184K
|
27.7K
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
18.3KNew |
$104K - $122K
|
18.3K
$113K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.41KNew |
$8.01K - $9.4K
|
1.41K
$8.76K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.11KNew |
$23.3K - $27.3K
|
4.11K
$25.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
477New |
$2.7K - $3.17K
|
477
$2.96K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5KNew |
$59.7K - $70K
|
10.5K
$65.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.55KNew |
$8.81K - $10.3K
|
1.55K
$9.63K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.4KNew |
$59K - $69.2K
|
10.4K
$64.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
13.7KNew |
$77.6K - $91K
|
13.7K
$84.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
224+ 1.59% |
$1.27K - $1.49K
|
14.3K
$88.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.56KNew |
$8.83K - $10.4K
|
1.56K
$9.65K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2KNew |
$11.3K - $14.6K
|
2K
$12.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
153+ 0.57% |
$863 - $1.12K
|
27.2K
$168K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-802- 13.1% |
$4.52K - $5.85K
|
5.32K
$33K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 12.27% |
$5.64K - $7.3K
|
7.15K
$44.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-19.4K- 65.3% |
$109K - $141K
|
10.3K
$63.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
650New |
$3.67K - $4.75K
|
650
$4.03K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
24.6KNew |
$139K - $180K
|
24.6K
$153K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.8KNew |
$72.2K - $93.5K
|
12.8K
$79.4K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4KNew |
$25.1K - $28.2K
|
4K
$24.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-53KClosed |
$332K - $374K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-182KClosed |
$1.14M - $1.28M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.7KClosed |
$91.9K - $103K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-12KClosed |
$75.2K - $84.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
14.4KNew |
$90.3K - $102K
|
14.4K
$89.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5KClosed |
$31.3K - $35.3K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-60.4KClosed |
$378K - $426K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.59KNew |
$35K - $39.4K
|
5.59K
$34.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-17KClosed |
$107K - $120K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.95K- 33.89% |
$56.1K - $63.1K
|
17.5K
$108K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.25KClosed |
$7.84K - $8.81K
|
0
$0
|
|