PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

71 hedge funds and large institutions have $34.5M invested in Putnam Managed Municipal Income in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.85M
2
AAS
2
Avantax Advisory Services
Texas
$1.08M
3
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$1.02M
4
Wells Fargo
4
Wells Fargo
California
$2.65M
5
Ameriprise
5
Ameriprise
Minnesota
$2.87M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
AAM
2
Advisors Asset Management
Colorado
$0
3
Bank of America
3
Bank of America
North Carolina
$1.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.64M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$308K -$508K -76,705 -62%
UCFA
27
United Capital Financial Advisors
Texas
$249K -$36.6K -5,520 -13%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$249K -$24.8K -3,740 -9%
QCIG
29
Quad-Cities Investment Group
Iowa
$214K -$64.9K -9,801 -23%
IWM
30
IHT Wealth Management
Illinois
$209K -$15.6K -2,361 -7%
BCA
31
Bay Colony Advisors
Massachusetts
$204K +$44.4K +6,454 +28%
LP
32
Lloyd Park
Illinois
$180K +$180K +27,005 New
AA
33
Ancora Advisors
Ohio
$169K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$159K +$22.2K +3,347 +16%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$150K +$65.9K +10,000 +78%
LC
36
LCNB Corp
Ohio
$136K – – –
JWM
37
Jupiter Wealth Management
Colorado
$132K – – –
Truist Financial
38
Truist Financial
North Carolina
$116K -$59.5K -8,950 -34%
FAIM
39
Financial Advocates Investment Management
Washington
$113K +$4.72K +713 +4%
HWM
40
Hohimer Wealth Management
Washington
$95K – – –
UBG
41
United Bank (Georgia)
Georgia
$95K +$95K +14,400 New
WS
42
Wedbush Securities
California
$93K -$65.5K -9,908 -41%
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$92K +$1.3K +197 +1%
AWM
44
AE Wealth Management
Kansas
$89K – – –
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$89K +$331 +50 +0.4%
RJT
46
Raymond James Trust
Florida
$88K – – –
PA
47
Procyon Advisors
Connecticut
$85K – – –
DAS
48
Dynamic Advisor Solutions
Arizona
$84K – – –
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$80K – – –
SWIM
50
Smallwood Wealth Investment Management
New Jersey
$78K – – –
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