CIA
PMM

Concurrent Investment Advisors’s Putnam Managed Municipal Income PMM Stock Holding History

Concurrent Investment Advisors’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$178K Hold
29,014
– – ﹤0.01% 1764
2025
Q4 		$182K Hold
29,014
– – ﹤0.01% 1649
2025
Q3 		$175K Hold
29,014
– – ﹤0.01% 1376
2025
Q2 		$174K Hold
29,014
– – ﹤0.01% 1290
2025
Q1 		$178K Buy
29,014
+367
+1% +$2.27K ﹤0.01% 1144
2024
Q4 		$171K Hold
28,647
– – ﹤0.01% 1013
2024
Q3 		$186K Buy
28,647
+1,728
+6% +$11K 0.01% 953
2024
Q2 		$167K Sell
26,919
-971
-3% -$5.83K 0.01% 897
2024
Q1 		$167K Hold
27,890
– – 0.01% 825
2023
Q4 		$170K Buy
+27,890
New +$156K 0.01% 788

Other funds holding PMM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return