Latest Institutional Purchases of Putnam Managed Municipal Income Trust (PMM)
This list provides information on the latest institutional transactions involving Putnam Managed Municipal Income Trust (PMM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18K+ 94.74% |
$90.2K - $111K
|
37K
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
15.9KNew |
$79.8K - $98.6K
|
15.9K
$98.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$71.1K - $87.8K
|
14.2K
$87.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
11.2KNew |
$56.1K - $69.3K
|
11.2K
$69.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.13KNew |
$40.7K - $50.3K
|
8.13K
$50.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$20K - $24.8K
|
4K
$24.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.25KNew |
$6.25K - $7.72K
|
1.25K
$7.73K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.06KNew |
$5.31K - $6.56K
|
1.06K
$6.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346+ 1.04% |
$1.73K - $2.14K
|
33.7K
$209K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
140New |
$701 - $867
|
140
$868
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 1.24% |
$30.1 - $37.1
|
489
$3.03K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
15KNew |
$79.4K - $93.5K
|
15K
$93K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$61.7K - $72.6K
|
11.7K
$72.3K
|
|
|
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
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.6KNew |
$138K - $153K
|
24.6K
$152K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.6KNew |
$76.3K - $84.8K
|
13.6K
$84.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12KNew |
$67.4K - $74.9K
|
12K
$74.5K
|
|
|
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
|
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 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
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
13.7KNew |
$77.6K - $91K
|
13.7K
$84.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5KNew |
$59.7K - $70K
|
10.5K
$65.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10.4KNew |
$59K - $69.2K
|
10.4K
$64.5K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.16KNew |
$40.6K - $47.6K
|
7.16K
$44.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.11KNew |
$23.3K - $27.3K
|
4.11K
$25.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.56KNew |
$8.83K - $10.4K
|
1.56K
$9.65K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.55KNew |
$8.81K - $10.3K
|
1.55K
$9.63K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.41KNew |
$8.01K - $9.4K
|
1.41K
$8.76K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
477New |
$2.7K - $3.17K
|
477
$2.96K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
224+ 1.59% |
$1.27K - $1.49K
|
14.3K
$88.8K
|
|
| Q3 2022 | |||||||
|
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
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2KNew |
$11.3K - $14.6K
|
2K
$12.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
650New |
$3.67K - $4.75K
|
650
$4.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
153+ 0.57% |
$863 - $1.12K
|
27.2K
$168K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
14.4KNew |
$90.3K - $102K
|
14.4K
$89.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.59KNew |
$35K - $39.4K
|
5.59K
$34.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4KNew |
$25.1K - $28.2K
|
4K
$24.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
670New |
$4.2K - $4.72K
|
670
$4.15K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55.6KNew |
$382K - $491K
|
55.6K
$345K
|
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
11.8KNew |
$81.2K - $104K
|
11.8K
$73.2K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.7KNew |
$87.1K - $94.9K
|
10.7K
$66.1K
|
|