Putnam Managed Municipal Income Trust. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.19 M | $7.81 M | 16.21% | 2.79% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 1.19 M | $7.79 M | -1.84% | 2.78% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.10 M | $7.22 M | 2.77% | 2.58% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 979.36 K | $6.41 M | 15.93% | 2.29% |
| MORGAN STANLEY | 08/13/2026 | 788.91 K | $5.16 M | 9.78% | 1.84% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 754.17 K | $4.93 M | -20.25% | 1.76% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 423.15 K | $2.77 M | 34.36% | 0.99% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 399.44 K | $2.61 M | 10.55% | 0.93% |
| INVESCO LTD. | 08/14/2026 | 396.04 K | $2.59 M | -0.05% | 0.92% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 338.72 K | $2.22 M | 0.02% | 0.79% |
| LPL FINANCIAL LLC | 08/07/2026 | 223.55 K | $1.46 M | -1.57% | 0.52% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 117.83 K | $770.61 K | 2.87% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 106.08 K | $693.78 K | 20.04% | 0.25% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 08/11/2026 | 101.42 K | $663.26 K | 0.00% | 0.24% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 95.68 K | $625.74 K | -0.18% | 0.22% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 89.91 K | $588.02 K | 100.00% | 0.21% |
| ROYAL BANK OF CANADA | 08/14/2026 | 86.34 K | $565.00 K | -21.27% | 0.20% |
| BRIDGEWATER ADVISORS INC. | 08/05/2026 | 76.10 K | $471.83 K | 0.00% | 0.18% |
| UBS GROUP AG | 08/13/2026 | 75.28 K | $492.31 K | -3.73% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 74.87 K | $489.63 K | 7.05% | 0.17% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 65.94 K | $431.27 K | 3.99% | 0.15% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 58.87 K | $385.00 K | -2.48% | 0.14% |
| OPPENHEIMER & CO INC | 08/03/2026 | 58.77 K | $384.38 K | 1.28% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 57.61 K | $376.77 K | 1.66% | 0.13% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 07/15/2026 | 57.60 K | $376.70 K | 0.00% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 57.25 K | $374.41 K | -16.88% | 0.13% |
| ACKERMAN CAPITAL ADVISORS, LLC | 07/30/2026 | 54.21 K | $354.55 K | -28.41% | 0.13% |
| XML FINANCIAL, LLC | 07/24/2026 | 47.11 K | $308.12 K | -9.59% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 46.56 K | $304.49 K | 11.70% | 0.11% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 42.20 K | $275.97 K | 7.65% | 0.10% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 40.00 K | $261.60 K | 9.59% | 0.09% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 39.72 K | $259.78 K | 0.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 38.87 K | $254.20 K | -1.54% | 0.09% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 32.42 K | $212.02 K | 0.00% | 0.08% |
| GILL CAPITAL PARTNERS, LLC | 08/20/2026 | 31.98 K | $209.18 K | 0.00% | 0.07% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 31.79 K | $207.93 K | 89.32% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 31.40 K | $205.00 K | -4.61% | 0.07% |
| COHEN & STEERS, INC. | 08/14/2026 | 30.00 K | $196.00 K | 50.00% | 0.07% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 29.01 K | $189.75 K | 0.00% | 0.07% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 28.02 K | $183.25 K | -12.08% | 0.07% |
| WESBANCO BANK INC | 07/28/2026 | 27.70 K | $181.16 K | 0.00% | 0.06% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 08/07/2026 | 27.64 K | $180.74 K | -1.25% | 0.06% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 07/28/2026 | 23.99 K | $156.91 K | 0.00% | 0.06% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 21.43 K | $140.15 K | 17.19% | 0.05% |
| JUPITER WEALTH MANAGEMENT LLC | 08/11/2026 | 20.00 K | $130.80 K | 0.00% | 0.05% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 20.00 K | $130.80 K | 0.00% | 0.05% |
| MARINER, LLC | 08/13/2026 | 19.53 K | $127.71 K | 38.69% | 0.05% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 18.90 K | $123.61 K | 0.00% | 0.04% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 17.33 K | $113.32 K | 0.00% | 0.04% |
| LANGLEY WEALTH MANAGEMENT, LLC | 08/10/2026 | 16.36 K | $106.98 K | 100.00% | 0.04% |
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Putnam Managed Municipal Income Trust. institutional Ownership - FAQ's
During the previous two years, 131 institutional investors and hedge funds held shares of Putnam Managed Municipal Income Trust.. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 1.19 M
Hennion & Walsh Asset Management, Inc.: 1.19 M
WELLS FARGO & COMPANY/MN: 1.1 M
Advisors Asset Management, Inc.: 979,362
MORGAN STANLEY: 788,908
GUGGENHEIM CAPITAL LLC: 754,172
23.30% of Putnam Managed Municipal Income Trust. stock is owned by institutional investors.
Institutional investors have bought a total of 11.93 M shares in the last 24 months. This purchase volume represents approximately $76.11 M in transactions.