Putnam Managed Municipal Income Trust. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 1.21 M | $7.47 M | 20.28% | 2.83% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.07 M | $6.60 M | -3.43% | 2.51% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.03 M | $6.32 M | 63.95% | 2.40% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 945.72 K | $5.82 M | 0.82% | 2.21% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 844.79 K | $5.20 M | -2.57% | 1.97% |
| MORGAN STANLEY | 05/15/2026 | 718.66 K | $4.42 M | -8.26% | 1.68% |
| INVESCO LTD. | 05/12/2026 | 396.23 K | $2.44 M | -5.19% | 0.93% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 361.33 K | $2.22 M | 13.38% | 0.84% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 338.67 K | $2.08 M | 16.43% | 0.79% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 314.94 K | $1.94 M | 36.84% | 0.74% |
| LPL FINANCIAL LLC | 05/06/2026 | 227.11 K | $1.40 M | 20.41% | 0.53% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 114.54 K | $704.43 K | -4.20% | 0.27% |
| ROYAL BANK OF CANADA | 05/15/2026 | 109.66 K | $674.00 K | 18.95% | 0.26% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 107.69 K | $662.31 K | -60.80% | 0.25% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 05/12/2026 | 101.42 K | $623.71 K | -5.59% | 0.24% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 95.86 K | $589.51 K | 0.00% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 88.37 K | $543.49 K | -35.32% | 0.21% |
| UBS GROUP AG | 05/05/2026 | 78.20 K | $480.91 K | 7.00% | 0.18% |
| BRIDGEWATER ADVISORS INC. | 05/14/2026 | 76.10 K | $477.92 K | 0.00% | 0.18% |
| ACKERMAN CAPITAL ADVISORS, LLC | 05/05/2026 | 75.73 K | $465.74 K | 101.50% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 69.94 K | $430.12 K | 45.56% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 68.87 K | $423.56 K | -4.90% | 0.16% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 63.41 K | $389.98 K | -51.25% | 0.15% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 60.37 K | $371.27 K | 0.00% | 0.14% |
| OPPENHEIMER & CO INC | 04/24/2026 | 58.03 K | $356.88 K | 1.28% | 0.14% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 04/20/2026 | 57.60 K | $354.24 K | -3.36% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 56.67 K | $348.53 K | 5.67% | 0.13% |
| XML FINANCIAL, LLC | 04/16/2026 | 52.11 K | $320.50 K | -22.87% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 41.68 K | $256.35 K | -7.99% | 0.10% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 39.72 K | $244.29 K | 0.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 39.48 K | $242.78 K | 13.27% | 0.09% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 39.20 K | $241.06 K | -6.96% | 0.09% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 04/17/2026 | 36.50 K | $224.48 K | 7.35% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 32.92 K | $202.00 K | -0.92% | 0.08% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 32.42 K | $199.38 K | 32.76% | 0.08% |
| GILL CAPITAL PARTNERS, LLC | 04/13/2026 | 31.98 K | $196.70 K | 0.00% | 0.07% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 31.87 K | $196.00 K | 0.00% | 0.07% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 29.01 K | $178.44 K | 0.00% | 0.07% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 05/15/2026 | 27.99 K | $172.11 K | 0.00% | 0.07% |
| WESBANCO BANK INC | 04/21/2026 | 27.70 K | $170.36 K | 0.00% | 0.06% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 05/14/2026 | 23.99 K | $147.56 K | 0.00% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 20.20 K | $124.24 K | -42.16% | 0.05% |
| JUPITER WEALTH MANAGEMENT LLC | 05/14/2026 | 20.00 K | $125.60 K | 100.00% | 0.05% |
| COHEN & STEERS, INC. | 05/15/2026 | 20.00 K | $123.00 K | 0.00% | 0.05% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 20.00 K | $123.00 K | 100.00% | 0.05% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 18.90 K | $116.24 K | -14.86% | 0.04% |
| NOMURA HOLDINGS INC | 05/15/2026 | 18.76 K | $115.39 K | 15.46% | 0.04% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 18.29 K | $112.45 K | 0.00% | 0.04% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 17.33 K | $106.56 K | 0.00% | 0.04% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 16.79 K | $103.28 K | 0.00% | 0.04% |
Putnam Managed Municipal Income Trust. institutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of Putnam Managed Municipal Income Trust.. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 1.21 M
WELLS FARGO & COMPANY/MN: 1.07 M
RAYMOND JAMES FINANCIAL INC: 1.03 M
GUGGENHEIM CAPITAL LLC: 945,720
Advisors Asset Management, Inc.: 844,788
MORGAN STANLEY: 718,658
22.61% of Putnam Managed Municipal Income Trust. stock is owned by institutional investors.
Institutional investors have bought a total of 11.63 M shares in the last 24 months. This purchase volume represents approximately $74.19 M in transactions.