PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

86 hedge funds and large institutions have $36.3M invested in Putnam Managed Municipal Income in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
15
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$1.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.19M
3
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$2.1M
4
Ameriprise
4
Ameriprise
Minnesota
$3.11M
5
Invesco
5
Invesco
Georgia
$804K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.45M
2
Bank of America
2
Bank of America
North Carolina
$816K
3
Wells Fargo
3
Wells Fargo
California
$2.23M
4
AAS
4
Avantax Advisory Services
Texas
$1M
5
RJA
5
Raymond James & Associates
Florida
$4.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$326K 52,016 +5,076 +11%
BRWA
27
B. Riley Wealth Advisors
Florida
$323K 51,260 +9,005 +21%
UBS Group
28
UBS Group
Switzerland
$304K 48,395 -19,571 -29%
Cohen & Steers
29
Cohen & Steers
New York
$294K 46,870 -14,672 -24%
MC
30
Moors & Cabot
Massachusetts
$283K 45,000 +45,000 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$232K 37,011 +37,011 New
IWM
32
IHT Wealth Management
Illinois
$203K 32,390 +396 +1%
WAM
33
Weiss Asset Management
Massachusetts
$174K 27,687 +27,687 New
AA
34
Ancora Advisors
Ohio
$161K 25,590 – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$129K 20,604 -582 -3%
LC
36
LCNB Corp
Ohio
$129K 20,565 – –
JWM
37
Jupiter Wealth Management
Colorado
$125K 20,000 – –
RJT
38
Raymond James Trust
Florida
$124K 19,780 – –
FWM
39
Fairhaven Wealth Management
Illinois
$115K 18,300 +18,300 New
UCFA
40
United Capital Financial Advisors
Texas
$113K 17,974 -13,047 -42%
FAIM
41
Financial Advocates Investment Management
Washington
$112K 17,794 +714 +4%
AA
42
AlphaCentric Advisors
Puerto Rico
$111K 17,600 +13,100 +291%
AWM
43
AE Wealth Management
Kansas
$95.8K 15,260 -1,330 -8%
UBG
44
United Bank (Georgia)
Georgia
$90.4K 14,400 – –
HWM
45
Hohimer Wealth Management
Washington
$90.4K 14,395 – –
VCWA
46
Vanguard Capital Wealth Advisors
Colorado
$89.9K 14,320 +224 +2%
SPIA
47
Steward Partners Investment Advisory
New York
$89.6K 14,268 -1,072 -7%
CA
48
Calton & Associates
Florida
$85.9K 13,683 +13,683 New
PA
49
Procyon Advisors
Connecticut
$80.4K 12,803 – –
DAS
50
Dynamic Advisor Solutions
Arizona
$79.4K 12,636 – –
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