Purchases and Sales Made in Q3 2025 in Putnam Managed Municipal Income Trust (PMM)
This table provides information about the institutional ownership of Putnam Managed Municipal Income Trust (PMM) during Q3 2025. The information is specifically focused on institutions that hold shares of PUTNAM MANAGED MUNICIPAL INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 10.15% |
$584K - $622K
|
1.1M
$6.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.2K+ 36.44% |
$475K - $506K
|
308K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78.1K+ 138.16% |
$451K - $481K
|
135K
$821K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
78K+ 29.82% |
$451K - $480K
|
339K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
58.2K+ 11.49% |
$336K - $359K
|
565K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
53.6K+ 92.99% |
$310K - $330K
|
111K
$678K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
23.4KNew |
$135K - $144K
|
23.4K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.5K+ 4.08% |
$124K - $132K
|
548K
$3.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
15.6KNew |
$90.3K - $96.2K
|
15.6K
$95.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 16.02% |
$75.9K - $80.9K
|
95.1K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.5KNew |
$66.5K - $70.8K
|
11.5K
$70.1K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.2K+ 36.69% |
$64.9K - $69.2K
|
41.8K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10KNew |
$57.8K - $61.6K
|
10K
$61K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.97K+ 4.77% |
$34.5K - $36.8K
|
131K
$800K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
4.28K+ 1.55% |
$24.8K - $26.4K
|
281K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.84K+ 9.45% |
$22.2K - $23.7K
|
44.5K
$271K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.11KNew |
$17.9K - $19.1K
|
3.11K
$18.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.4KNew |
$13.9K - $14.8K
|
2.4K
$14.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.96KNew |
$11.3K - $12.1K
|
1.96K
$11.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.87K+ 18.73% |
$10.8K - $11.5K
|
11.9K
$72.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1KNew |
$5.78K - $6.16K
|
1K
$6.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
892+ 1.44% |
$5.16K - $5.49K
|
62.6K
$382K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
804+ 1.35% |
$4.65K - $4.95K
|
60.3K
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
389+ 0.56% |
$2.25K - $2.4K
|
69.4K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34+ 0.27% |
$197 - $209
|
12.5K
$76.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 1.32% |
$80.9 - $86.2
|
1.08K
$6.58K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13+ 0.04% |
$75.1 - $80.1
|
34.4K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-259- 2.11% |
$1.5K - $1.6K
|
12K
$73.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-912- 3.06% |
$5.27K - $5.62K
|
28.9K
$176K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1K- 3.24% |
$5.78K - $6.16K
|
29.8K
$182K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.02K- 1.26% |
$5.9K - $6.29K
|
79.7K
$486K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.48K- 3.88% |
$8.54K - $9.1K
|
36.6K
$223K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.5K- 8.65% |
$8.67K - $9.24K
|
15.9K
$96.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.96K- 19.26% |
$17.1K - $18.2K
|
12.4K
$75.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.1K- 4.12% |
$29.5K - $31.4K
|
119K
$724K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.07K- 19.43% |
$46.6K - $49.7K
|
33.5K
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.21K- 13.37% |
$47.5K - $50.6K
|
53.2K
$325K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.9K- 17.09% |
$85.8K - $91.5K
|
72.1K
$440K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-21.6K- 10.91% |
$125K - $133K
|
176K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-23.7K- 2.38% |
$137K - $146K
|
974K
$5.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.4K- 3.28% |
$152K - $162K
|
778K
$4.74M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-58.1K- 56.29% |
$336K - $358K
|
45.1K
$275K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-195K- 22.65% |
$1.13M - $1.2M
|
667K
$4.07M
|
|