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Get Institutions for : 
Putnam Managed Municipal Income Trust (PMM)  
$6.02 0.02 (0.33%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 91    7
Total shares held : 
6,225,783  
% of shares held : 
11.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
172,315  
% of shares held change : 
  0.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$6.07  
Last Quarter's Ending Price : 
$5.99  
Last Quarter's Average Price
$6.14  
Change from last quarter's     
avg. price to the last closing  : 
0.12 (1.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 456,957
 7.34%
 
Increased Positions :
16
 769,931
 12.37%
 
Unchanged Positions :
33
 387,818
 6.23%
 
Decreased Positions :
27
-894,816
-14.37%
 
Closed Positions :
8
-159,757
-2.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Capital Investment Advisors LLC 375 - 2024-03-31 90,016 $539,000 0
   Sheaff Brock Investment Advisors LLC 305 - 2024-03-31 68,670 $411,000 0
   GILL CAPITAL PARTNERS LLC 101 - 2024-03-31 41,537 $243,000 0
   Tyche Wealth Partners LLC 235 - 2024-03-31 39,722 $238,000 0
   Archetype Wealth Partners LLC 136 - 2024-03-31 37,000 $222,000 0
   IHT Wealth Management LLC 942 - 2024-03-31 33,748 $202,000 0
   Concurrent Investment Advisors LLC 815 - 2024-03-31 27,890 $167,000 0
   MARINER WEALTH ADVISORS, LLC 2828 - 2024-03-31 26,280 $157,000 0
   Burford Brothers Inc. 145 - 2024-03-31 25,850 $155,000 0
   Stonebrook Private Inc. 207 - 2024-03-31 21,661 $130,000 0
   Steward Partners Investment Advisory LLC 1642 - 2024-03-31 21,000 $126,000 0
   Jupiter Wealth Management LLC 92 - 2024-03-31 20,000 $120,000 0
   Fortitude Advisory Group L.L.C. 209 - 2024-03-31 18,764 $112,000 0
   Financial Advocates Investment Management 731 - 2024-03-31 18,039 $108,000 0
   Spire Wealth Management 981 - 2024-03-31 17,464 $105,000 0
   Clear Creek Financial Management LLC 411 - 2024-03-31 14,350 $86,000 0
   HOHIMER WEALTH MANAGEMENT LLC 217 - 2024-03-31 14,395 $86,000 0
   United Bank 94 - 2024-03-31 14,400 $86,000 0
   REGAL INVESTMENT ADVISORS, LLC 565 - 2024-03-31 13,606 $82,000 0
   RAYMOND JAMES TRUST CO 1230 - 2024-03-31 13,380 $80,000 0
   Procyon Private Wealth Partners LLC 500 - 2024-03-31 12,803 $77,000 0
   Integrated Wealth Concepts LLC 1580 - 2024-03-31 12,018 $72,000 0
   AE Wealth Management LLC 1118 - 2024-03-31 11,935 $71,000 0
   HTLF Bank 238 - 2024-03-31 11,200 $67,000 0
   WEDBUSH MORGAN SECURITIES INC 1201 - 2024-03-31 10,670 $64,000 0
   Family Asset Management LLC 123 - 2024-03-31 10,400 $62,000 0
   DUBUQUE BANK & TRUST CO 237 - 2023-09-30 11,200 $61,000 0
   TCTC HOLDINGS, LLC 292 - 2024-03-31 10,020 $60,000 0
   Ruedi Wealth Management Inc. 88 - 2024-03-31 7,164 $43,000 0
   US BANCORP 2753 - 2024-03-31 7,149 $43,000 0
   PNC FINANCIAL SERVICES GROUP INC 3194 - 2024-03-31 5,322 $32,000 0
   BENJAMIN EDWARDS INC 521 - 2024-03-31 5,400 $32,000 0
   Farther Finance Advisors LLC 1383 - 2024-03-31 4,710 $28,000 0
   AdvisorNet Financial Inc 1194 - 2024-03-31 2,124 $13,000 0
   Geneos Wealth Management Inc. 1491 - 2024-03-31 2,144 $13,000 0
   CITY HOLDING CO 402 - 2024-03-31 2,000 $12,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC 426 - 2024-03-31 2,000 $12,000 0
   Concord Wealth Partners 580 - 2024-03-31 1,554 $9,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 750 - 2022-12-31 1,199 $8,000 0
   Northwest Financial Advisors 545 - 2024-03-31 1,247 $7,000 0
   Capital Analysts Inc. 959 - 2024-03-31 1,059 $6,000 0
   Mascoma Wealth Management LLC 388 - 2024-03-31 670 $4,000 0
   FNY Investment Advisers LLC 526 - 2024-03-31 600 $3,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 544 - 2024-03-31 400 $2,000 0
   Disciplined Equity Management Inc. 58 - 2024-03-31 140 $1,000 0
   PROEQUITIES INC. 8466 - 2024-03-31 0 $0 0

  46 Records found
  1    
  Page 1 of 1
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