HWAM
PMM

Hennion & Walsh Asset Management’s Putnam Managed Municipal Income PMM Stock Holding History

Hennion & Walsh Asset Management’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
Q2 		$7.79M Sell
1,191,663
-22,356
-2% -$140K 0.22% 99
2026
Q1 		$7.47M Buy
1,214,019
+204,669
+20% +$1.28M 0.25% 85
2025
Q4 		$6.33M Buy
1,009,350
+444,374
+79% +$2.72M 0.22% 98
2025
Q3 		$3.41M Buy
564,976
+58,216
+11% +$345K 0.12% 218
2025
Q2 		$3.03M Buy
506,760
+247,811
+96% +$1.47M 0.12% 216
2025
Q1 		$1.59M Buy
+258,949
New +$1.6M 0.07% 335

Other funds holding PMM

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return