Institutional Ownership Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 9.13 Million shares, which have been reported (via 13F filing form) to have a value of $55.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
62,635
shares
|
$382,073
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
60,274
shares
|
$367,671
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
58,938
shares
|
$359,521
0.0% of portfolio
|
Q2 2025
Added 51.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,422
shares
|
$344,174
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
53,244
shares
|
$324,788
0.0% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
45,129
shares
|
$275,286
0.0% of portfolio
|
Q3 2025
Reduced 56.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
44,477
shares
|
$271,309
0.0% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
41,835
shares
|
$255,193
0.01% of portfolio
|
Q3 2025
Added 36.69%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
39,722
shares
|
$242,304
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
36,588
shares
|
$223,186
0.0% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
34,406
shares
|
$209,876
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
33,467
shares
|
$204,148
0.07% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
31,870
shares
|
$194,407
0.02% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
31,050
shares
|
$189,405
0.05% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
29,832
shares
|
$181,975
0.08% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
29,014
shares
|
$176,985
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
28,900
shares
|
$176,290
0.1% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
27,700
shares
|
$168,970
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
27,158
shares
|
$165,663
0.19% of portfolio
|
Q3 2022
Added 0.57%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
25,850
shares
|
$157,685
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
23,993
shares
|
$146,357
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
23,414
shares
|
$142,825
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
18,285
shares
|
$111,538
0.06% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
17,350
shares
|
$105,835
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
17,327
shares
|
$105,694
0.0% of portfolio
|
Q2 2025
New holding
|
|