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Get Institutions for : 
Putnam Managed Municipal Income Trust (PMM)  
$5.96 0.03 (0.5%) as of 4:30 Thu 5/23


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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 : 
 $5.34  
Last Quarter's Ending Price : 
 $6.08  
Last Quarter's Average Price : 
 $5.60  
Change from last quarter's     
avg. price to the last closing  : 
0.36 (6.43%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 2175 - 2024-03-31 602,756 $3,611,000 -29,663
   MORGAN STANLEY 4093 - 2024-03-31 584,023 $3,498,000 113,659
   FIXED INCOME SECURITIES INC 398 - 2024-03-31 535,084 $3,205,000 128,455
   ROBINSON CAPITAL MANAGEMENT LLC 34 - 2024-03-31 424,437 $2,491,000 20,000
   RAYMOND JAMES & ASSOCIATES 2024 - 2024-03-31 409,335 $2,452,000 -18,392
   AMERIPRISE FINANCIAL INC 2782 - 2024-03-31 344,037 $2,061,000 -31,733
   VAN ECK ASSOCIATES CORP 894 - 2024-03-31 290,742 $1,742,000 -44,652
   KENNEDY INVESTMENT GROUP 29 - 2024-03-31 271,252 $1,625,000 -22,280
   UBS Group AG 3464 - 2024-03-31 184,929 $1,108,000 540
   LPL FINANCIAL CORP 3275 - 2024-03-31 140,208 $840,000 -3,992
   Keudell/Morrison Wealth Management 79 - 2024-03-31 133,709 $801,000 -38,649
   GOODWIN DANIEL L 34 - 2023-09-30 132,912 $727,000 7,000
   Advisor Group Holdings Inc. 2623 - 2024-03-31 120,682 $723,000 1,363
   INVESCO LTD 3154 - 2024-03-31 96,573 $578,000 -54,282
   MELFA WEALTH MANAGEMENT LLC 64 - 2024-03-31 96,020 $575,000 87
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 425 - 2024-03-31 92,189 $552,000 -12,328
   Capital Investment Advisors LLC 375 - 2024-03-31 90,016 $539,000 0
   Rockefeller Capital Management L.P. 1457 - 2024-03-31 84,786 $508,000 -15,300
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2566 - 2024-03-31 76,435 $458,000 -9,480
   Bridgewater Advisors Inc. 92 *New 2024-03-31 76,102 $456,000 76,102
   Sheaff Brock Investment Advisors LLC 305 - 2024-03-31 68,670 $411,000 0
   ROYAL BANK OF CANADA 3667 - 2024-03-31 60,167 $360,000 1,139
   COMMONWEALTH EQUITY SERVICES LLC. 3111 - 2024-03-31 57,089 $342,000 2,668
   H D Vest Advisory Services 1247 - 2024-03-31 54,365 $326,000 2,276
   FINANCIAL NETWORK 2226 - 2024-03-31 53,450 $320,000 -38,967
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4008 - 2024-03-31 51,655 $309,000 41,270
   Joseph P. Lucia & Associates LLC 93 - 2024-03-31 50,726 $304,000 -4,534
   WOLVERINE ASSET MANAGEMENT LLC 468 - 2024-03-31 49,098 $294,000 49,098
   GUGGENHEIM CAPITAL LLC 1679 - 2024-03-31 46,126 $276,000 -163
   WealthBridge Capital Management LLC 153 *New 2024-03-31 41,751 $250,000 41,751
   NATIONAL ASSET MANAGEMENT, INC. 1145 - 2024-03-31 45,312 $249,000 1,885
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2892 - 2024-03-31 38,353 $230,000 -1,346
   BANK OF AMERICA CORP /DE/ 4818 - 2024-03-31 38,087 $228,000 -356
   Archetype Wealth Partners LLC 136 - 2024-03-31 37,000 $222,000 0
   NOMURA HOLDINGS INC 737 - 2024-03-31 36,640 $219,000 26,240
   HRT FINANCIAL LLC 1622 *New 2024-03-31 35,945 $215,000 35,945
   IHT Wealth Management LLC 942 - 2024-03-31 33,748 $202,000 0
   FRANKLIN RESOURCES INC 2500 *New 2024-03-31 28,251 $169,000 28,251
   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
   TWIN FOCUS CAPITAL PARTNERS, LLC 139 - 2024-03-31 23,993 $144,000 -37,900
   CITADEL ADVISORS LLC 4728 *New 2024-03-31 23,020 $138,000 23,020
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1855 - 2024-03-31 14,277 $86,000 13
   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
   KESTRA PRIVATE WEALTH SERVICES LLC 1239 - 2024-03-31 13,256 $79,000 12
   Procyon Private Wealth Partners LLC 500 - 2024-03-31 12,803 $77,000 0
   Goss Wealth Management LLC 2142 - 2024-03-31 12,620 $76,000 900
   Private Advisor Group LLC 2211 - 2024-03-31 12,470 $75,000 -774
   SIT INVESTMENT ASSOCIATES INC 486 - 2024-03-31 12,400 $74,000 -228,931
   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
   Gilliland Jeter Wealth Management LLC 251 - 2024-03-31 11,743 $70,000 88
   HTLF Bank 238 - 2024-03-31 11,200 $67,000 0
   Quad-Cities Investment Group LLC 174 - 2024-03-31 10,754 $64,000 -82
   WEDBUSH MORGAN SECURITIES INC 1201 - 2024-03-31 10,670 $64,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1049 - 2024-03-31 10,286 $62,000 -2,616
   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
   GUARANTY TRUST CO OF MISSOURI /MO/ 946 *New 2024-03-31 3,565 $21,000 3,565
   ORG Partners LLC 241 *New 2024-03-31 2,749 $16,000 2,749
   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 - 2023-12-31 2,000 $12,000 0
   Hilltop National Bank 616 - 2024-03-31 1,780 $11,000 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
   TOWER RESEARCH CAPITAL LLC 5165 *New 2024-03-31 290 $2,000 290
   Disciplined Equity Management Inc. 58 - 2024-03-31 140 $1,000 0
   Advisor Resource Council 255 *Closed 2024-03-31 0 $0 -49,300
   VIRTU FINANCIAL LLC 1551 *Closed 2023-12-31 0 $0 -18,556
   AlphaCentric Advisors LLC 224 *Closed 2024-03-31 0 $0 -8,125
   Fairhaven Wealth Management LLC 126 *Closed 2024-03-31 0 $0 -18,300
   Oakmont Partners LLC 757 *Closed 2024-03-31 0 $0 -15,933
   Moors & Cabot Inc. 896 *Closed 2024-03-31 0 $0 -20,000
   CWM LLC 4561 *Closed 2024-03-31 0 $0 -489
  100 Records found
  1    
  Page 1 of 1
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