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
KIG
1
Kennedy Investment Group
New Jersey
$2.38M
2
AAM
2
Advisors Asset Management
Colorado
$1.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.19M
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$2.1M
5
MWM
5
Melfa Wealth Management
Massachusetts
$567K

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 %
Morgan Stanley
1
Morgan Stanley
New York
$4.19M 667,650 +120,183 +22%
RJA
2
Raymond James & Associates
Florida
$4.07M 648,454 -24,202 -4%
Ameriprise
3
Ameriprise
Minnesota
$3.11M 495,083 +71,901 +17%
KIG
4
Kennedy Investment Group
New Jersey
$2.38M 378,481 +378,481 New
Wells Fargo
5
Wells Fargo
California
$2.23M 354,531 -62,997 -15%
KMWM
6
Keudell/Morrison Wealth Management
Oregon
$2.1M 335,183 +91,858 +38%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.45M 230,207 -321,330 -58%
VanEck Associates
8
VanEck Associates
New York
$1.15M 182,567 +29,149 +19%
AAM
9
Advisors Asset Management
Colorado
$1.03M 163,331 +163,331 New
AAS
10
Avantax Advisory Services
Texas
$1M 159,793 -37,418 -19%
LPL Financial
11
LPL Financial
California
$984K 156,616 +20,966 +15%
Bank of America
12
Bank of America
North Carolina
$816K 129,908 -73,890 -36%
Invesco
13
Invesco
Georgia
$804K 127,993 +53,224 +71%
Osaic Holdings
14
Osaic Holdings
Arizona
$690K 109,764 -2,390 -2%
CIA
15
Capital Investment Advisors
Georgia
$648K 103,159 -3,400 -3%
DLG
16
Daniel L. Goodwin
$604K 96,112 +2,500 +3%
MWM
17
Melfa Wealth Management
Massachusetts
$567K 90,352 +90,352 New
CAN
18
Cetera Advisor Networks
California
$519K 82,580 -2,386 -3%
PFT
19
Providence First Trust
Arizona
$499K 79,506 – –
JPLA
20
Joseph P. Lucia & Associates
New York
$462K 73,509 -9,938 -12%
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$409K 65,132 -20,695 -24%
TFCP
22
Twin Focus Capital Partners
Massachusetts
$389K 61,893 – –
GCP
23
Gill Capital Partners
Colorado
$386K 61,451 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$334K 53,235 -20,924 -28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$329K 52,434 -198 -0.4%
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