PUTNAM MANAGED MUN INCOME TR (PMM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
85
Reporting holders
$64.9M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $7.8M | 1,194,669 | 0.00% | 7q | +16.2%+$1.1M |
| Hennion & Walsh Asset Management, Inc. | $7.8M | 1,191,663 | 0.22% | 6q | -1.8%-$146.2K |
| WELLS FARGO & COMPANY/MN | $7.2M | 1,103,273 | 0.00% | 31q | -48.6%-$6.8M |
| Advisors Asset Management, Inc. | $6.4M | 979,362 | 0.10% | 15q | +15.9%+$880.1K |
| MORGAN STANLEY | $5.2M | 788,908 | 0.00% | 35q | +9.8%+$459.4K |
| GUGGENHEIM CAPITAL LLC | $4.9M | 754,172 | 0.03% | 13q | -20.3%-$1.3M |
| ROBINSON CAPITAL MANAGEMENT, LLC | $2.8M | 423,151 | 1.22% | 3q | +34.4%+$707.7K |
| VAN ECK ASSOCIATES CORP | $2.6M | 399,438 | 0.00% | 31q | +10.5%+$249.3K |
| Invesco Ltd. | $2.6M | 396,036 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $2.2M | 338,720 | 0.00% | 31q | -50.0%-$2.2M |
| LPL Financial LLC | $1.5M | 223,550 | 0.00% | 31q | -1.6%-$23.3K |
| &PARTNERS | $770.6K | 117,830 | 0.00% | 3q | +2.9%+$21.5K |
| BANK OF AMERICA CORP /DE/ | $693.8K | 106,083 | 0.00% | 31q | +20.0%+$115.8K |
| G2 CAPITAL MANAGEMENT, LLC / OH | $663.3K | 101,416 | 0.14% | 3q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $625.7K | 95,679 | 0.34% | 15q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $588.0K | 89,911 | 0.18% | new | NEW |
| ROYAL BANK OF CANADA | $565.0K | 86,339 | 0.00% | 31q | -21.3%-$152.6K |
| UBS Group AG | $492.3K | 75,277 | 0.00% | 31q | -3.7%-$19.1K |
| OSAIC HOLDINGS, INC. | $489.6K | 74,865 | 0.00% | 26q | +7.0%+$32.2K |
| Bridgewater Advisors Inc. | $471.8K | 76,102 | 0.03% | 10q | HELD |
| Cetera Investment Advisers | $431.3K | 65,944 | 0.00% | 10q | +4.0%+$16.6K |
| Capital Investment Advisors, LLC | $385.0K | 58,869 | 0.01% | 31q | -2.5%-$9.8K |
| OPPENHEIMER & CO INC | $384.4K | 58,773 | 0.00% | 7q | +1.3%+$4.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $376.8K | 57,610 | 0.00% | 31q | +1.7%+$6.1K |
| Keudell/Morrison Wealth Management | $376.7K | 57,600 | 0.07% | 16q | HELD |
| Rockefeller Capital Management L.P. | $374.4K | 57,248 | 0.00% | 25q | -16.9%-$76.0K |
| Ackerman Capital Advisors, LLC | $354.6K | 54,213 | 0.07% | 4q | -28.4%-$140.7K |
| XML Financial, LLC | $308.1K | 47,113 | 0.02% | 6q | -9.6%-$32.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $304.5K | 46,558 | 0.00% | 3q | +11.7%+$31.9K |
| Allworth Financial LP | $276.0K | 42,197 | 0.00% | 5q | +7.7%+$19.6K |
| WealthBridge Capital Management, LLC | $261.6K | 40,000 | 0.05% | 10q | +9.6%+$22.9K |
| Tyche Wealth Partners LLC | $259.8K | 39,722 | 0.04% | 11q | HELD |
| LANGLEY WEALTH MANAGEMENT, LLC | $254.8K | 32,716 | 0.22% | new | FIRST |
| Kestra Advisory Services, LLC | $254.2K | 38,868 | 0.00% | 9q | -1.5%-$4.0K |
| NewEdge Advisors, LLC | $212.0K | 32,419 | 0.00% | 11q | HELD |
| GILL CAPITAL PARTNERS, LLC | $209.2K | 31,984 | 0.06% | 27q | HELD |
| Noble Wealth Management PBC | $207.9K | 31,793 | 0.09% | 6q | +89.3%+$98.1K |
| Concurrent Investment Advisors, LLC | $189.8K | 29,014 | 0.00% | 11q | HELD |
| Clear Creek Financial Management, LLC | $183.3K | 28,020 | 0.01% | 11q | -12.1%-$25.2K |
| WESBANCO BANK INC | $181.2K | 27,700 | 0.00% | 9q | HELD |
| Joseph P. Lucia & Associates, LLC | $180.7K | 27,636 | 0.05% | 30q | -1.3%-$2.3K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $156.9K | 23,993 | 0.02% | 8q | HELD |
| Fortitude Advisory Group L.L.C. | $140.1K | 21,429 | 0.05% | 15q | +17.2%+$20.6K |
| Jupiter Wealth Management LLC | $130.8K | 20,000 | 0.05% | 2q | HELD |
| NWF Advisory Services Inc. | $130.8K | 20,000 | 0.01% | 2q | HELD |
| Mariner, LLC | $127.7K | 19,527 | 0.00% | 11q | +38.7%+$35.6K |
| Everstar Asset Management, LLC | $123.6K | 18,900 | 0.06% | 8q | HELD |
| Ashton Thomas Private Wealth, LLC | $113.3K | 17,327 | 0.00% | 5q | HELD |
| HOHIMER WEALTH MANAGEMENT, LLC | $98.1K | 15,000 | 0.01% | 2q | HELD |
| HighTower Advisors, LLC | $96.8K | 14,801 | 0.00% | 3q | -26.7%-$35.3K |
| Meridian Wealth Management, LLC | $93.5K | 14,291 | 0.00% | 5q | HELD |
| Regal Investment Advisors LLC | $89.0K | 13,606 | 0.00% | 13q | HELD |
| AE Wealth Management LLC | $84.2K | 12,879 | 0.00% | 31q | +9.7%+$7.5K |
| Procyon Advisors, LLC | $83.7K | 12,803 | 0.00% | 21q | HELD |
| Spire Wealth Management | $81.5K | 12,464 | 0.00% | 11q | HELD |
| MGO ONE SEVEN LLC | $79.4K | 12,135 | 0.00% | new | NEW |
| Wealthcare Advisory Partners LLC | $78.6K | 12,018 | 0.00% | 5q | HELD |
| Simplicity Wealth,LLC | $78.5K | 12,000 | 0.00% | 2q | HELD |
| UMB Bank, n.a. | $73.2K | 11,200 | 0.00% | 3q | HELD |
| Mesirow Financial Investment Management, Inc. | $67.6K | 10,339 | 0.00% | 3q | +1.4% |
| WealthCare Investment Partners, LLC | $65.7K | 10,042 | 0.02% | 4q | HELD |
| TCTC Holdings, LLC | $65.5K | 10,020 | 0.00% | 25q | HELD |
| ROTHSCHILD INVESTMENT LLC | $65.4K | 10,000 | 0.00% | 11q | HELD |
| Steward Partners Investment Advisory, LLC | $65.4K | 10,000 | 0.00% | 29q | -20.5%-$16.9K |
| Smallwood Wealth Investment Management, LLC | $58.9K | 9,000 | 0.03% | 6q | HELD |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $46.4K | 7,100 | 0.03% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.0K | 7,037 | 0.00% | 31q | -5.5%-$2.7K |
| DUNCKER STREETT & CO INC | $45.8K | 7,000 | 0.01% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $44.1K | 6,744 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $37.7K | 5,764 | 0.00% | 3q | +1.1% |
| Ascentis Wealth Management, LLC | $36.0K | 20,727 | 0.00% | 8q | +654.0%+$31.2K |
| PNC Financial Services Group, Inc. | $18.0K | 2,745 | 0.00% | 31q | -33.2%-$8.9K |
| Towne Trust Company, N.A | $17.6K | 2,684 | 0.01% | 3q | HELD |
| Geneos Wealth Management Inc. | $14.0K | 2,144 | 0.00% | 14q | HELD |
| AdvisorNet Financial, Inc | $13.9K | 2,124 | 0.00% | 30q | HELD |
| IFG Advisory, LLC | $11.7K | 1,785 | 0.00% | new | NEW |
| Concord Wealth Partners | $10.2K | 1,554 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $9.6K | 1,474 | 0.00% | 2q | +1.4% |
| Hilltop National Bank | $9.3K | 1,420 | 0.00% | 9q | HELD |
| Mascoma Wealth Management LLC | $4.4K | 670 | 0.00% | 17q | HELD |
| CDKV HOLDINGS LLC | $4.3K | 661 | 0.00% | 3q | HELD |
| Community Financial Services Group, LLC | $3.7K | 570 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $3.0K | 459 | 0.00% | 2q | HELD |
| CoreCap Advisors, LLC | $654 | 100 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $410 | 62,808 | 0.00% | 31q | +90.8% |
| COHEN & STEERS, INC. | $196 | 30,000 | 0.00% | 3q | +50.0% |
| WEDBUSH SECURITIES INC | $81 | 12,412 | 0.00% | 31q | HELD |
| HUNTINGTON NATIONAL BANK | $7 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 85 | $64.9M | 9,938,978 | 5 | 22 | 18 | 0.0% |
| Q1 2026 | 86 | $65.5M | 10,668,048 | 8 | 21 | 16 | 0.0% |
| Q4 2025 | 85 | $61.0M | 9,729,201 | 14 | 13 | 22 | 0.0% |
| Q3 2025 | 74 | $44.5M | 7,366,670 | 7 | 14 | 15 | 0.0% |
| Q2 2025 | 79 | $46.1M | 7,716,079 | 12 | 17 | 16 | 0.0% |
| Q1 2025 | 73 | $46.4M | 7,568,358 | 6 | 16 | 17 | 0.0% |
| Q4 2024 | 85 | $47.6M | 7,970,323 | 10 | 16 | 22 | 0.0% |
| Q3 2024 | 84 | $46.6M | 7,166,101 | 10 | 16 | 19 | 0.0% |
| Q2 2024 | 76 | $42.0M | 6,776,320 | 5 | 16 | 20 | 0.0% |
| Q1 2024 | 83 | $42.1M | 7,049,968 | 10 | 11 | 16 | 0.0% |
| Q4 2023 | 86 | $38.4M | 6,309,898 | 13 | 13 | 23 | 0.0% |
| Q3 2023 | 73 | $31.1M | 5,700,602 | 6 | 16 | 21 | 0.0% |
| Q2 2023 | 70 | $33.7M | 5,535,688 | 12 | 16 | 15 | 0.0% |
| Q1 2023 | 65 | $31.6M | 5,147,690 | 5 | 15 | 13 | 0.0% |
| Q4 2022 | 70 | $32.9M | 5,231,304 | 19 | 11 | 16 | 0.0% |
| Q3 2022 | 72 | $30.0M | 5,314,098 | 7 | 15 | 21 | 0.0% |
| Q2 2022 | 71 | $34.5M | 5,201,872 | 7 | 14 | 20 | 0.0% |
| Q1 2022 | 78 | $36.4M | 5,152,727 | 11 | 14 | 18 | 0.0% |
| Q4 2021 | 76 | $41.7M | 4,760,983 | 4 | 21 | 13 | 0.0% |
| Q3 2021 | 68 | $38.9M | 4,552,471 | 4 | 20 | 6 | 0.0% |
| Q2 2021 | 70 | $38.7M | 4,420,064 | 3 | 15 | 16 | 0.0% |
| Q1 2021 | 74 | $38.0M | 4,661,916 | 5 | 22 | 13 | 0.0% |
| Q4 2020 | 74 | $37.7M | 4,674,293 | 8 | 22 | 13 | 0.0% |
| Q3 2020 | 67 | $35.5M | 4,631,984 | 4 | 17 | 18 | 0.0% |
| Q2 2020 | 64 | $34.4M | 4,695,284 | 6 | 10 | 19 | 0.0% |
| Q1 2020 | 71 | $36.2M | 5,025,717 | 7 | 15 | 17 | 0.0% |
| Q4 2019 | 71 | $40.5M | 5,065,808 | 4 | 20 | 9 | 0.0% |
| Q3 2019 | 72 | $42.0M | 5,363,178 | 7 | 13 | 18 | 0.0% |
| Q2 2019 | 70 | $45.6M | 5,968,424 | 6 | 22 | 13 | 0.0% |
| Q1 2019 | 78 | $46.3M | 6,189,708 | 9 | 14 | 18 | 0.0% |
| Q4 2018 | 73 | $46.3M | 6,868,993 | 0 | 2 | 1 | 0.0% |