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 | 02/13/2026 | 1.11 M | $6.97 M | 1.39% | 2.59% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 1.01 M | $6.33 M | 78.65% | 2.36% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 937.99 K | $5.88 M | -3.68% | 2.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 867.05 K | $5.44 M | 29.95% | 2.02% |
| MORGAN STANLEY | 02/13/2026 | 783.38 K | $4.91 M | 0.74% | 1.83% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 627.05 K | $3.93 M | 14.40% | 1.46% |
| INVESCO LTD. | 02/19/2026 | 417.90 K | $2.62 M | 23.14% | 0.97% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 318.68 K | $2.00 M | 13.58% | 0.74% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 290.87 K | $1.82 M | -5.53% | 0.68% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 274.72 K | $1.72 M | 100.00% | 0.64% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 230.15 K | $1.44 M | 100.00% | 0.54% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 221.35 K | $1.39 M | -55.99% | 0.52% |
| LPL FINANCIAL LLC | 02/11/2026 | 188.61 K | $1.18 M | 58.88% | 0.44% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 136.64 K | $856.73 K | 4.13% | 0.32% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 130.06 K | $815.49 K | -3.37% | 0.30% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 119.56 K | $749.64 K | 100.00% | 0.28% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 01/23/2026 | 107.42 K | $673.50 K | 100.00% | 0.25% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 95.86 K | $601.02 K | 0.00% | 0.22% |
| ROYAL BANK OF CANADA | 02/17/2026 | 92.19 K | $578.00 K | -3.03% | 0.21% |
| BRIDGEWATER ADVISORS INC. | 01/23/2026 | 76.10 K | $474.88 K | 0.00% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 73.08 K | $458.21 K | 1.42% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 72.42 K | $454.08 K | -9.13% | 0.17% |
| XML FINANCIAL, LLC | 02/11/2026 | 67.56 K | $423.62 K | -39.22% | 0.16% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 60.37 K | $378.51 K | -13.07% | 0.14% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 02/06/2026 | 59.60 K | $373.69 K | 100.00% | 0.14% |
| OPPENHEIMER & CO INC | 02/02/2026 | 57.29 K | $359.23 K | -4.94% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 53.63 K | $336.25 K | 0.72% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 48.05 K | $301.27 K | -23.29% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 45.30 K | $284.04 K | 100.00% | 0.11% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 42.13 K | $264.15 K | -6.65% | 0.10% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 39.72 K | $249.06 K | 0.00% | 0.09% |
| JANE STREET GROUP, LLC | 02/12/2026 | 38.85 K | $243.60 K | 100.00% | 0.09% |
| ACKERMAN CAPITAL ADVISORS, LLC | 02/11/2026 | 37.58 K | $235.65 K | 60.52% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 34.93 K | $218.98 K | 100.00% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 34.85 K | $218.52 K | -21.64% | 0.08% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 01/21/2026 | 34.00 K | $213.18 K | 9.50% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 33.23 K | $208.00 K | -9.19% | 0.08% |
| GILL CAPITAL PARTNERS, LLC | 02/10/2026 | 31.98 K | $200.54 K | -4.43% | 0.07% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 01/23/2026 | 31.87 K | $199.83 K | 0.00% | 0.07% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 29.01 K | $181.92 K | 0.00% | 0.07% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 01/28/2026 | 27.99 K | $175.47 K | -6.19% | 0.07% |
| WESBANCO BANK INC | 02/03/2026 | 27.70 K | $173.68 K | 0.00% | 0.06% |
| BURFORD BROTHERS, INC. | 02/05/2026 | 25.85 K | $162.08 K | 0.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 24.42 K | $153.11 K | -29.03% | 0.06% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 02/17/2026 | 23.99 K | $150.44 K | 0.00% | 0.06% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 22.20 K | $139.19 K | -23.18% | 0.05% |
| COHEN & STEERS, INC. | 02/13/2026 | 20.00 K | $125.00 K | 100.00% | 0.05% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 18.29 K | $114.65 K | 0.00% | 0.04% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 17.33 K | $108.64 K | 0.00% | 0.04% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 16.79 K | $105.29 K | 5.95% | 0.04% |
Putnam Managed Municipal Income Trust. institutional Ownership - FAQ's
During the previous two years, 129 institutional investors and hedge funds held shares of Putnam Managed Municipal Income Trust.. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 1.11 M
Hennion & Walsh Asset Management, Inc.: 1.01 M
GUGGENHEIM CAPITAL LLC: 937,993
Advisors Asset Management, Inc.: 867,048
MORGAN STANLEY: 783,384
RAYMOND JAMES FINANCIAL INC: 627,050
22.09% of Putnam Managed Municipal Income Trust. stock is owned by institutional investors.
Institutional investors have bought a total of 11.41 M shares in the last 24 months. This purchase volume represents approximately $73.49 M in transactions.