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 %
RJA
1
Raymond James & Associates
Florida
$3.79M 672,656 -5,305 -0.8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.11M 551,537 +120,898 +28%
Morgan Stanley
3
Morgan Stanley
New York
$3.09M 547,467 -1,964 -0.4%
Ameriprise
4
Ameriprise
Minnesota
$2.39M 423,182 -9,885 -2%
Wells Fargo
5
Wells Fargo
California
$2.36M 417,528 +17,339 +4%
KMWM
6
Keudell/Morrison Wealth Management
Oregon
$1.37M 243,325 +89,800 +58%
Bank of America
7
Bank of America
North Carolina
$1.15M 203,798 +8,127 +4%
AAS
8
Avantax Advisory Services
Texas
$1.11M 197,211 +33,812 +21%
VanEck Associates
9
VanEck Associates
New York
$865K 153,418 -13,915 -8%
LPL Financial
10
LPL Financial
California
$765K 135,650 +13,449 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$632K 112,154 -12,434 -10%
CIA
12
Capital Investment Advisors
Georgia
$601K 106,559 – –
DLG
13
Daniel L. Goodwin
$528K 93,612 – –
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$484K 85,827 -4,000 -4%
CAN
15
Cetera Advisor Networks
California
$479K 84,966 +7,034 +9%
JPLA
16
Joseph P. Lucia & Associates
New York
$471K 83,447 -10,286 -11%
PFT
17
Providence First Trust
Arizona
$448K 79,506 – –
Invesco
18
Invesco
Georgia
$422K 74,769 -76,739 -51%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$418K 74,159 +5,075 +7%
UBS Group
20
UBS Group
Switzerland
$383K 67,966 -10,032 -13%
TFCP
21
Twin Focus Capital Partners
Massachusetts
$349K 61,893 – –
Cohen & Steers
22
Cohen & Steers
New York
$347K 61,542 -28,000 -31%
GCP
23
Gill Capital Partners
Colorado
$347K 61,451 -3,100 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$297K 52,632 +89 +0.2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$264K 46,940 -5,968 -11%
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