PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

72 hedge funds and large institutions have $30M invested in Putnam Managed Municipal Income in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.11M
2
KMWM
2
Keudell/Morrison Wealth Management
Oregon
$1.37M
3
AAS
3
Avantax Advisory Services
Texas
$1.11M
4
RWM
4
Ritholtz Wealth Management
New York
$139K
5
KAS
5
Kestra Advisory Services
Texas
$125K

Top Sellers

1
Invesco
1
Invesco
Georgia
$422K
2
Cohen & Steers
2
Cohen & Steers
New York
$347K
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
BCA
4
Bay Colony Advisors
Massachusetts
$58K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$119K
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$239K 42,255 -4,222 -9%
IWM
27
IHT Wealth Management
Illinois
$180K 31,994 +353 +1%
UCFA
28
United Capital Financial Advisors
Texas
$175K 31,021 -6,572 -17%
LP
29
Lloyd Park
Illinois
$154K 27,158 +153 +0.6%
AA
30
Ancora Advisors
Ohio
$144K 25,590 – –
RWM
31
Ritholtz Wealth Management
New York
$139K 24,617 +24,617 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$131K 23,250 +500 +2%
KAS
33
Kestra Advisory Services
Texas
$125K 22,084 +22,084 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$119K 21,186 -16,384 -44%
LC
35
LCNB Corp
Ohio
$116K 20,565 – –
JWM
36
Jupiter Wealth Management
Colorado
$112K 20,000 – –
RJT
37
Raymond James Trust
Florida
$112K 19,780 +6,400 +48%
Mariner
38
Mariner
Kansas
$100K 17,667 +17,667 New
FAIM
39
Financial Advocates Investment Management
Washington
$96K 17,080 +13 +0.1%
QCIG
40
Quad-Cities Investment Group
Iowa
$94K 16,588 -15,739 -49%
AWM
41
AE Wealth Management
Kansas
$94K 16,590 +3,160 +24%
PAG
42
Private Advisor Group
New Jersey
$88K 15,600 +15,600 New
SPIA
43
Steward Partners Investment Advisory
New York
$87K 15,340 -8,619 -36%
HWM
44
Hohimer Wealth Management
Washington
$81K 14,395 – –
UBG
45
United Bank (Georgia)
Georgia
$81K 14,400 – –
VCWA
46
Vanguard Capital Wealth Advisors
Colorado
$80K 14,096 +200 +1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$76K 13,485 +27 +0.2%
PA
48
Procyon Advisors
Connecticut
$72K 12,803 – –
DAS
49
Dynamic Advisor Solutions
Arizona
$71K 12,636 – –
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$68K 12,018 – –
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