Putnam Managed Municipal Income Trust. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.10 M | $6.62 M | 10.15% | 2.55% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 973.86 K | $5.88 M | -2.38% | 2.27% |
| MORGAN STANLEY | 11/14/2025 | 777.65 K | $4.70 M | -3.28% | 1.81% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 667.22 K | $4.03 M | -22.65% | 1.55% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 564.98 K | $3.41 M | 11.49% | 1.31% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 548.11 K | $3.31 M | 4.08% | 1.28% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 502.95 K | $3.04 M | 0.00% | 1.17% |
| INVESCO LTD. | 11/13/2025 | 339.37 K | $2.05 M | 29.82% | 0.79% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 307.89 K | $1.84 M | 36.44% | 0.72% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 280.58 K | $1.70 M | 1.55% | 0.65% |
| KENNEDY INVESTMENT GROUP | 10/28/2025 | 176.06 K | $1.06 M | -10.91% | 0.41% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 134.59 K | $812.94 K | 138.16% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 131.22 K | $792.59 K | 4.77% | 0.31% |
| LPL FINANCIAL LLC | 11/12/2025 | 118.71 K | $716.99 K | -4.12% | 0.28% |
| XML FINANCIAL, LLC | 10/20/2025 | 111.17 K | $671.44 K | 92.99% | 0.26% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 95.86 K | $578.97 K | 0.00% | 0.22% |
| ROYAL BANK OF CANADA | 11/14/2025 | 95.08 K | $574.00 K | 16.02% | 0.22% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 79.70 K | $481.39 K | -1.26% | 0.19% |
| BRIDGEWATER ADVISORS INC. | 11/10/2025 | 76.10 K | $462.70 K | 0.00% | 0.18% |
| UBS GROUP AG | 11/13/2025 | 72.06 K | $435.24 K | -17.09% | 0.17% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 69.45 K | $419.45 K | 0.56% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 62.64 K | $368.93 K | 1.44% | 0.15% |
| OPPENHEIMER & CO INC | 11/06/2025 | 60.27 K | $364.06 K | 1.35% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 53.24 K | $322.00 K | -13.37% | 0.12% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 45.13 K | $272.58 K | -56.29% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 44.48 K | $268.64 K | 9.45% | 0.10% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/09/2025 | 41.84 K | $252.68 K | 36.69% | 0.10% |
| TYCHE WEALTH PARTNERS LLC | 11/04/2025 | 39.72 K | $239.92 K | 0.00% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 36.59 K | $221.00 K | -3.88% | 0.09% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 34.41 K | $207.81 K | 0.04% | 0.08% |
| GILL CAPITAL PARTNERS, LLC | 10/27/2025 | 33.47 K | $202.14 K | -19.43% | 0.08% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 11/10/2025 | 31.87 K | $192.50 K | 0.00% | 0.07% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 11/07/2025 | 31.05 K | $187.54 K | 0.00% | 0.07% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 10/20/2025 | 29.83 K | $180.19 K | -3.24% | 0.07% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 29.01 K | $175.25 K | 0.00% | 0.07% |
| EVERSTAR ASSET MANAGEMENT, LLC | 11/10/2025 | 28.90 K | $174.56 K | -3.06% | 0.07% |
| WESBANCO BANK INC | 11/06/2025 | 27.70 K | $167.31 K | 0.00% | 0.06% |
| BURFORD BROTHERS, INC. | 10/23/2025 | 25.85 K | $156.13 K | 0.00% | 0.06% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 11/12/2025 | 23.99 K | $144.92 K | 0.00% | 0.06% |
| ACKERMAN CAPITAL ADVISORS, LLC | 10/22/2025 | 23.41 K | $141.42 K | 100.00% | 0.05% |
| FORTITUDE ADVISORY GROUP L.L.C. | 11/05/2025 | 18.29 K | $110.44 K | 0.00% | 0.04% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/04/2025 | 17.33 K | $104.66 K | 0.00% | 0.04% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 15.85 K | $95.73 K | 100.00% | 0.04% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 15.62 K | $94.34 K | 100.00% | 0.04% |
| UNITED BANK | 11/12/2025 | 14.40 K | $86.98 K | 0.00% | 0.03% |
| HOHIMER WEALTH MANAGEMENT, LLC | 11/12/2025 | 14.40 K | $86.95 K | 0.00% | 0.03% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 11/04/2025 | 14.29 K | $86.32 K | 0.00% | 0.03% |
| MARINER, LLC | 11/14/2025 | 14.03 K | $84.76 K | 0.00% | 0.03% |
| REGAL INVESTMENT ADVISORS LLC | 11/13/2025 | 13.61 K | $82.18 K | 0.00% | 0.03% |
| PROCYON ADVISORS, LLC | 10/28/2025 | 12.80 K | $77.33 K | 0.00% | 0.03% |
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Putnam Managed Municipal Income Trust. institutional Ownership - FAQ's
During the previous two years, 94 institutional investors and hedge funds held shares of Putnam Managed Municipal Income Trust.. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 1.01 M
MELFA WEALTH MANAGEMENT, LLC: 95,856
WealthBridge Capital Management, LLC: 34,000
WESBANCO BANK INC: 27,700
Noble Wealth Management PBC: 16,793
Procyon Advisors, LLC: 12,803
19.20% of Putnam Managed Municipal Income Trust. stock is owned by institutional investors.
Institutional investors have bought a total of 9.78 M shares in the last 24 months. This purchase volume represents approximately $61.64 M in transactions.