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 102 institutions that hold shares in the stock, with a total of 8.78 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
11,735
shares
|
$68,767
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
11,447
shares
|
$67,079
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
11,200
shares
|
$65,632
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,200
shares
|
$65,632
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
11,108
shares
|
$65,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
10,020
shares
|
$58,717
0.0% of portfolio
|
Q4 2021
Added 47.35%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
7,149
shares
|
$41,893
0.0% of portfolio
|
Q3 2022
Reduced 12.27%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
6,600
shares
|
$38,676
0.01% of portfolio
|
Q4 2024
Reduced 54.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,046
shares
|
$35,429
0.0% of portfolio
|
Q4 2017
Added 260.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,322
shares
|
$31,186
0.0% of portfolio
|
Q3 2022
Reduced 13.1%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,142
shares
|
$24,272
0.0% of portfolio
|
Q4 2024
Added 235.93%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,749
shares
|
$16,109
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,144
shares
|
$12,563
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,124
shares
|
$12,446
0.0% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,000
shares
|
$11,720
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
2,000
shares
|
$11,720
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,554
shares
|
$9,106
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,420
shares
|
$8,321
0.0% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,200
shares
|
$7,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,199
shares
|
$7,026
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,059
shares
|
$6,205
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
670
shares
|
$3,926
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
347
shares
|
$2,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
100
shares
|
$586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
20
shares
|
$117
0.0% of portfolio
|
Q4 2024
New holding
|