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Get Institutions for : 
Putnam Managed Municipal Income Trust (PMM)  
$5.88 0.00 (0.09%) as of 4:30 Thu 5/2


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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  : 
0.28 (4.91%)  




 
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 2089 - 2023-12-31 632,419 $3,845,000 371,909
   MORGAN STANLEY 4184 - 2023-12-31 470,364 $2,860,000 -332,108
   FIXED INCOME SECURITIES INC 459 - 2023-12-31 406,629 $2,472,000 137,305
   ROBINSON CAPITAL MANAGEMENT LLC 37 - 2023-12-31 404,437 $2,467,000 119,424
   RAYMOND JAMES & ASSOCIATES 2024 - 2024-03-31 409,335 $2,452,000 -18,392
   AMERIPRISE FINANCIAL INC 2731 - 2023-12-31 375,770 $2,285,000 -81,395
   VAN ECK ASSOCIATES CORP 787 - 2023-12-31 335,394 $2,039,000 38,916
   KENNEDY INVESTMENT GROUP 29 - 2024-03-31 271,252 $1,625,000 -22,280
   SIT INVESTMENT ASSOCIATES INC 323 *New 2023-12-31 241,331 $1,467,000 241,331
   UBS Group AG 3328 - 2023-12-31 184,389 $1,121,000 -858
   Keudell/Morrison Wealth Management 55 - 2023-12-31 172,358 $1,048,000 -133,625
   INVESCO LTD 2837 - 2023-12-31 150,855 $917,000 -11,672
   LPL FINANCIAL CORP 3108 - 2023-12-31 144,200 $877,000 -15,972
   GOODWIN DANIEL L 34 - 2023-09-30 132,912 $727,000 7,000
   Advisor Group Holdings Inc. 2819 - 2023-12-31 119,319 $725,000 -12,221
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 335 - 2023-12-31 104,517 $635,000 64,141
   Rockefeller Capital Management L.P. 1289 - 2023-12-31 100,086 $609,000 3,873
   MELFA WEALTH MANAGEMENT LLC 64 - 2024-03-31 96,020 $575,000 87
   FINANCIAL NETWORK 1779 - 2023-12-31 92,417 $562,000 -16,038
   Capital Investment Advisors LLC 375 - 2024-03-31 90,016 $539,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2566 - 2024-03-31 76,435 $458,000 -9,480
   Sheaff Brock Investment Advisors LLC 286 - 2023-12-31 68,670 $418,000 9,147
   TWIN FOCUS CAPITAL PARTNERS, LLC 102 - 2023-12-31 61,893 $376,000 0
   ROYAL BANK OF CANADA 3948 - 2023-12-31 59,028 $359,000 -16,651
   Joseph P. Lucia & Associates LLC 89 - 2023-12-31 55,260 $336,000 -4,826
   COMMONWEALTH EQUITY SERVICES LLC. 3027 - 2023-12-31 54,421 $331,000 -3
   H D Vest Advisory Services 1199 - 2023-12-31 52,089 $317,000 -6,330
   GUGGENHEIM CAPITAL LLC 1688 - 2023-12-31 46,289 $281,000 -1,237
   NATIONAL ASSET MANAGEMENT, INC. 1108 - 2023-12-31 43,427 $265,000 -1,885
   GILL CAPITAL PARTNERS LLC 96 - 2023-12-31 41,537 $253,000 -19,914
   Tyche Wealth Partners LLC 235 - 2024-03-31 39,722 $238,000 0
   BANK OF AMERICA CORP /DE/ 4925 - 2023-12-31 38,443 $234,000 -28,424
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2892 - 2024-03-31 38,353 $230,000 -1,346
   Archetype Wealth Partners LLC 97 - 2023-12-31 37,000 $225,000 18,000
   IHT Wealth Management LLC 899 - 2023-12-31 33,748 $205,000 346
   Concurrent Investment Advisors LLC 779 - 2023-12-31 27,890 $170,000 0
   MARINER WEALTH ADVISORS, LLC 2743 *New 2023-12-31 26,280 $160,000 26,280
   Burford Brothers Inc. 146 - 2023-12-31 25,850 $157,000 0
   SABA CAPITAL MANAGEMENT, L.P. 240 *New 2023-12-31 22,770 $138,000 22,770
   Stonebrook Private Inc. 198 - 2023-12-31 21,661 $132,000 0
   Steward Partners Investment Advisory LLC 1569 - 2023-12-31 21,000 $128,000 199
   Moors & Cabot Inc. 796 - 2023-12-31 20,000 $122,000 -40,000
   Jupiter Wealth Management LLC 80 - 2023-12-31 20,000 $122,000 0
   Aristides Capital LLC 231 *New 2023-12-31 19,900 $121,000 19,900
   Fortitude Advisory Group L.L.C. 212 - 2023-12-31 18,764 $114,000 3,766
   Fairhaven Wealth Management LLC 111 - 2023-12-31 18,300 $111,000 0
   Financial Advocates Investment Management 698 - 2023-12-31 18,039 $110,000 675
   Spire Wealth Management 981 - 2024-03-31 17,464 $105,000 0
   HOHIMER WEALTH MANAGEMENT LLC 188 - 2023-12-31 14,395 $88,000 0
   United Bank 88 - 2023-12-31 14,400 $88,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1824 - 2023-12-31 14,264 $87,000 -1,184
   JANE STREET GROUP LLC 5034 *New 2023-12-31 14,185 $86,000 14,185
   Clear Creek Financial Management LLC 411 - 2024-03-31 14,350 $86,000 0
   REGAL INVESTMENT ADVISORS, LLC 524 - 2023-12-31 13,606 $83,000 0
   Private Advisor Group LLC 2122 - 2023-12-31 13,244 $81,000 -4,103
   KESTRA PRIVATE WEALTH SERVICES LLC 1137 - 2023-12-31 13,244 $81,000 1,944
   RAYMOND JAMES TRUST CO 1230 - 2024-03-31 13,380 $80,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1038 - 2023-12-31 12,902 $78,000 -1,940
   Procyon Private Wealth Partners LLC 500 - 2024-03-31 12,803 $77,000 0
   Integrated Wealth Concepts LLC 1526 - 2023-12-31 12,018 $73,000 0
   AE Wealth Management LLC 1953 - 2023-12-31 11,935 $72,000 0
   Goss Wealth Management LLC 2077 *New 2023-12-31 11,720 $71,000 11,720
   Gilliland Jeter Wealth Management LLC 160 - 2023-12-31 11,655 $71,000 0
   HTLF Bank 238 - 2024-03-31 11,200 $67,000 0
   WEDBUSH MORGAN SECURITIES INC 1059 - 2023-12-31 10,670 $65,000 -1,152
   Quad-Cities Investment Group LLC 174 - 2024-03-31 10,754 $64,000 -82
   Family Asset Management LLC 126 - 2023-12-31 10,400 $63,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5364 - 2023-12-31 10,385 $63,000 -35,867
   NOMURA HOLDINGS INC 979 *New 2023-12-31 10,400 $63,000 10,400
   TCTC HOLDINGS, LLC 283 - 2023-12-31 10,020 $61,000 0
   DUBUQUE BANK & TRUST CO 237 - 2023-09-30 11,200 $61,000 0
   Ruedi Wealth Management Inc. - 2023-12-31 7,164 $44,000 0
   US BANCORP 2716 - 2023-12-31 7,149 $43,000 0
   BENJAMIN EDWARDS INC 497 - 2023-12-31 5,400 $33,000 0
   PNC FINANCIAL SERVICES GROUP INC 3172 - 2023-12-31 5,322 $32,000 0
   Farther Finance Advisors LLC 1212 - 2023-12-31 4,710 $29,000 -5,157
   Truvestments Capital LLC 416 *New 2023-12-31 4,000 $24,000 4,000
   GUARANTY TRUST CO OF MISSOURI /MO/ 946 *New 2024-03-31 3,565 $21,000 3,565
   AdvisorNet Financial Inc 1194 - 2024-03-31 2,124 $13,000 0
   Geneos Wealth Management Inc. - 2023-12-31 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
   Concord Wealth Partners 575 - 2023-12-31 1,554 $9,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 750 - 2022-12-31 1,199 $8,000 0
   Northwest Financial Advisors 399 - 2023-12-31 1,247 $8,000 0
   Capital Analysts Inc. 930 *New 2023-12-31 1,059 $6,000 1,059
   Mascoma Wealth Management LLC - 2023-12-31 670 $4,000 0
   FNY Investment Advisers LLC 343 - 2023-12-31 600 $3,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 519 - 2023-12-31 400 $2,000 0
   Disciplined Equity Management Inc. 102 *New 2023-12-31 140 $1,000 140
   TWO SIGMA SECURITIES LLC 1406 *Closed 2023-12-31 0 $0 -11,658
   ANCORA ADVISORS, LLC 1527 *Closed 2023-12-31 0 $0 -25,590
   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
   Oakmont Partners LLC 757 *Closed 2024-03-31 0 $0 -15,933
   PROEQUITIES INC. 6841 - 2023-12-31 0 $0 0
   FMR LLC 5183 *Closed 2023-12-31 0 $0 -1
   CWM LLC 4561 *Closed 2024-03-31 0 $0 -489
   ENVESTNET ASSET MANAGEMENT INC 4151 *Closed 2023-12-31 0 $0 -10,130
  100 Records found
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