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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.59KNew |
$35K - $39.4K
|
5.59K
$34.7K
|
|
|
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
$109K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.25KClosed |
$7.84K - $8.81K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
670New |
$4.2K - $4.72K
|
670
$4.17K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55.6KNew |
$382K - $491K
|
55.6K
$346K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.25KClosed |
$43K - $55.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-479Closed |
$3.3K - $4.23K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-8.5KClosed |
$58.5K - $75.1K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
11.8KNew |
$81.2K - $104K
|
11.8K
$73.4K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1KClosed |
$8.95K - $9.75K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.17KNew |
$9.59K - $10.4K
|
1.17K
$7.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-34KClosed |
$278K - $303K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.7KNew |
$87.1K - $94.9K
|
10.7K
$66.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.22K+ 47.35% |
$26.3K - $28.7K
|
10K
$62.3K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$10K - $10.6K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.78KClosed |
$14.9K - $15.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.93K- 19.57% |
$23.7K - $25.9K
|
12K
$74.8K
|
|
|
Aug 11, 2021
Q2 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-2.5KClosed |
$20.3K - $22.2K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5K+ 33.33% |
$40.5K - $44.3K
|
20K
$124K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1KClosed |
$90.3K - $98.8K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8KNew |
$104K - $113K
|
12.8K
$79.6K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.5KNew |
$27.8K - $29.5K
|
3.5K
$21.8K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-935Closed |
$7.43K - $7.87K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7.36KClosed |
$58.5K - $62K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.1KClosed |
$144K - $152K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1Closed |
$7.95 - $8.42
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.6KNew |
$100K - $106K
|
12.6K
$78.6K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.9KClosed |
$246K - $260K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-332Closed |
$2.51K - $2.68K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$18.9K - $20.2K
|
2.5K
$15.6K
|
|
|
Feb 12, 2021
Q4 2020
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
20.6KNew |
$156K - $166K
|
20.6K
$128K
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.22KClosed |
$9.24K - $9.85K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.45KClosed |
$33.7K - $35.9K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
11.2KNew |
$84.8K - $90.4K
|
11.2K
$69.7K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-133KClosed |
$969K - $1.06M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.18K- 99.97% |
$23.2K - $25.3K
|
1
$6.22
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-138KClosed |
$902K - $1.03M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.5KNew |
$147K - $169K
|
22.5K
$140K
|
|
|
Aug 14, 2020
Q2 2020
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-72.5KClosed |
$476K - $545K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-500Closed |
$3.28K - $3.76K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.86K- 82.3% |
$12.2K - $14K
|
400
$2.49K
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-200Closed |
$1.31K - $1.5K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-174Closed |
$1.14K - $1.31K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.5KClosed |
$75.4K - $86.4K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-43.2KClosed |
$283K - $324K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25.1KClosed |
$165K - $189K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-13.8KClosed |
$90.5K - $104K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25KClosed |
$164K - $188K
|
0
$0
|
|