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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25.1KClosed |
$165K - $189K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-43.2KClosed |
$283K - $324K
|
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
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-300Closed |
$1.78K - $2.53K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-47KClosed |
$279K - $396K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-20KClosed |
$119K - $168K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 04, 2020
Q4 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-17.7KClosed |
$138K - $143K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$112K - $117K
|
14.4K
$89.8K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.69KNew |
$75.4K - $78.5K
|
9.69K
$60.5K
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.19KClosed |
$32.6K - $34K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-28.8KClosed |
$224K - $233K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Larson Financial Group LLC
|
SELL
|
- |
-10Closed |
$77.8 - $81
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.3KClosed |
$86.8K - $91.5K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-661Closed |
$5.08K - $5.35K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-20KClosed |
$148K - $155K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-10.6KClosed |
$78.1K - $81.6K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-14.4KClosed |
$107K - $111K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Ckw Financial Group
|
SELL
|
- |
-13.6KClosed |
$101K - $105K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.1KClosed |
$89.5K - $93.5K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50KClosed |
$370K - $387K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.05K+ 129.79% |
$22.6K - $23.6K
|
5.4K
$33.7K
|
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.4KClosed |
$17.8K - $18.6K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Park Avenue Securities LLC
|
SELL
|
- |
-34.7KClosed |
$257K - $268K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.73KClosed |
$20.2K - $21.1K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.2KNew |
$8.25K - $9K
|
1.2K
$7.48K
|
|
|
Apr 12, 2019
Q1 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-2.8KClosed |
$18.4K - $19.8K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-300Closed |
$1.97K - $2.12K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11.4KClosed |
$75.1K - $80.9K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-15.8KClosed |
$104K - $112K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-38.4KClosed |
$253K - $272K
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-12KClosed |
$78.8K - $85K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-8.63KClosed |
$56.7K - $61.1K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1KClosed |
$6.57K - $7.08K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 19, 2018
Q3 2018
|
Csenge Advisory Group
|
SELL
|
- |
-33.6KClosed |
$233K - $243K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-400Closed |
$2.77K - $2.89K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.8KClosed |
$75.1K - $78.4K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16.2KClosed |
$112K - $117K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.9KClosed |
$144K - $151K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-51.2KClosed |
$358K - $365K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.8KClosed |
$19.6K - $20K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-28KClosed |
$196K - $200K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 70.6% |
$74.1K - $75.6K
|
25.6K
$160K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11.2KClosed |
$78.2K - $83.4K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-24.1KClosed |
$168K - $179K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.36KClosed |
$23.4K - $25K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$116K - $124K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-201KClosed |
$1.4M - $1.5M
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Truepoint, Inc.
|
SELL
|
- |
-22.2KClosed |
$155K - $165K
|
0
$0
|
|