PUTNAM MANAGED MUNICIPAL INCOME TRUST - PMM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 1,111,767 | 6,970 | 0.0% | 0.0% | 1 | +15,203 | 1.39% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,009,350 | 6,328 | 0.22% | 0.12% | 2 | +444,374 | 78.65% | Q4 2025 | Jan 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 937,993 | 5,881 | 0.04% | 0.04% | 3 | -35,866 | -3.68% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 867,048 | 5,436 | 0.09% | 0.07% | 4 | +199,831 | 29.95% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 783,384 | 4,911 | 0.0% | 0.0% | 5 | +5,731 | 0.74% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 627,050 | 3,931 | 0.0% | 0.0% | 6 | +78,940 | 14.4% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Added to | 417,901 | 2,620 | 0.0% | 0.0% | 7 | +78,533 | 23.14% | Q4 2025 | Feb 19, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 318,677 | 1,998 | 0.0% | 0.0% | 8 | +38,097 | 13.58% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 290,872 | 1,823 | 0.0% | 0.0% | 9 | -17,015 | -5.53% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 274,720 | 1,722 | 0.08% | — | 10 | +274,720 | New | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 230,145 | 1,443 | 0.59% | — | 11 | +230,145 | New | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 221,351 | 1,388 | 1.7% | 0.06% | 12 | -281,598 | -55.99% | Q4 2025 | Feb 25, 2026 |
| LPL Financial LLC | History | Added to | 188,605 | 1,182 | 0.0% | 0.0% | 13 | +69,898 | 58.88% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 136,639 | 856 | 0.0% | 0.0% | 14 | +5,416 | 4.13% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 130,062 | 815 | 0.0% | 0.0% | 15 | -4,530 | -3.37% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 119,560 | 749 | 0.0% | — | 16 | +119,560 | New | Q4 2025 | Feb 17, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | New | 107,416 | 673 | 0.16% | — | 17 | +107,416 | New | Q4 2025 | Jan 23, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 95,856 | 601 | 0.35% | 0.34% | 18 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 92,194 | 578 | 0.0% | — | 19 | +92,194 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | No change | 76,102 | 474 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 73,080 | 458 | 0.0% | 0.0% | 21 | +1,020 | 1.42% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 72,420 | 454 | 0.0% | 0.0% | 22 | -7,280 | -9.13% | Q4 2025 | Mar 16, 2026 |
| XML Financial, LLC | History | Reduced | 67,563 | 423 | 0.03% | 0.05% | 23 | -43,602 | -39.22% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 60,369 | 378 | 0.01% | 0.01% | 24 | -9,076 | -13.07% | Q4 2025 | Jan 13, 2026 |
| Keudell/Morrison Wealth Management | History | New | 59,600 | 373 | 0.08% | — | 25 | +59,600 | New | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 57,294 | 359 | 0.01% | 0.0% | 26 | -2,980 | -4.94% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,629 | 336 | 0.0% | 0.0% | 27 | +385 | 0.72% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 48,047 | 301 | 0.0% | 0.0% | 28 | -14,588 | -23.29% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 45,301 | 284 | 0.0% | — | 29 | +45,301 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 42,129 | 264 | 0.0% | — | 30 | +42,129 | New | Q4 2025 | Feb 05, 2026 |
| Tyche Wealth Partners LLC | History | No change | 39,722 | 249 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 38,851 | 243 | 0.0% | — | 32 | +38,851 | New | Q4 2025 | Feb 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 37,584 | 235 | 0.05% | 0.03% | 33 | +14,170 | 60.52% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | New | 34,926 | 218 | 0.0% | — | 34 | +34,926 | New | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,852 | 218 | 0.0% | 0.0% | 35 | -9,625 | -21.64% | Q4 2025 | Feb 13, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 34,000 | 213 | 0.05% | 0.04% | 36 | +2,950 | 9.5% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,225 | 208 | 0.0% | 0.0% | 37 | -3,363 | -9.19% | Q4 2025 | Feb 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 31,984 | 200 | 0.06% | 0.06% | 38 | -1,483 | -4.43% | Q4 2025 | Feb 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 31,870 | 199 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 29,014 | 181 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 27,986 | 175 | 0.06% | 0.07% | 41 | -1,846 | -6.19% | Q4 2025 | Jan 28, 2026 |
| WESBANCO BANK INC | History | No change | 27,700 | 173 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Burford Brothers, Inc. | History | No change | 25,850 | 162 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 24,419 | 153 | 0.0% | 0.0% | 44 | -9,987 | -29.03% | Q4 2025 | Feb 18, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 23,993 | 150 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 22,200 | 139 | 0.07% | 0.1% | 46 | -6,700 | -23.18% | Q4 2025 | Feb 05, 2026 |
| COHEN & STEERS, INC. | History | New | 20,000 | 125 | 0.0% | — | 47 | +20,000 | New | Q4 2025 | Feb 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 18,285 | 114 | 0.05% | 0.06% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,327 | 108 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Noble Wealth Management PBC | History | Added to | 16,793 | 105 | 0.05% | 0.05% | 50 | +943 | 5.95% | Q4 2025 | Jan 05, 2026 |
| NOMURA HOLDINGS INC | History | New | 16,250 | 101 | 0.0% | — | 51 | +16,250 | New | Q4 2025 | Feb 17, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 14,748 | 92 | 0.03% | 0.42% | 52 | -161,315 | -91.62% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 14,291 | 89 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | No change | 14,034 | 87 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 13,606 | 85 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | No change | 12,803 | 80 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,551 | 78 | 0.0% | 0.0% | 58 | +32 | 0.26% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,412 | 78 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 12,464 | 78 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,065 | 75 | 0.0% | — | 60 | +12,065 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 12,018 | 75 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | No change | 11,735 | 73 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | New | 11,200 | 70 | 0.0% | — | 63 | +11,200 | New | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 10,069 | 63 | 0.0% | — | 64 | +10,069 | New | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 10,000 | 62 | 0.0% | 0.01% | 66 | -31,835 | -76.1% | Q4 2025 | Jan 23, 2026 |
| TCTC Holdings, LLC | History | No change | 10,020 | 62 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 10,000 | 62 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 9,000 | 56 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,256 | 45 | 0.0% | 0.0% | 69 | -4,617 | -38.89% | Q4 2025 | Feb 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 7,100 | 44 | 0.03% | — | 70 | +7,100 | New | Q4 2025 | Mar 05, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 7,000 | 43 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,679 | 35 | 0.0% | — | 72 | +5,679 | New | Q4 2025 | Feb 03, 2026 |
| Activest Wealth Management | History | Reduced | 4,500 | 28 | 0.01% | 0.01% | 73 | -2,100 | -31.82% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,110 | 25 | 0.0% | 0.0% | 74 | -1,212 | -22.77% | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | No change | 3,105 | 19 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,000 | 18 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | New | 2,823 | 17 | 0.0% | — | 77 | +2,823 | New | Q4 2025 | Jan 26, 2026 |
| ORG Wealth Partners, LLC | History | No change | 2,749 | 17 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Towne Trust Company, N.A | History | New | 2,684 | 16 | 0.0% | — | 79 | +2,684 | New | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,124 | 13 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,144 | 13 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Grove Bank & Trust | History | No change | 1,959 | 12 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Concord Wealth Partners | History | No change | 1,554 | 9 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hilltop National Bank | History | No change | 1,420 | 8 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,200 | 7 | 0.0% | 0.01% | 85 | -1,200 | -50.0% | Q4 2025 | Feb 18, 2026 |
| CDKV HOLDINGS LLC | History | New | 661 | 4 | 0.0% | — | 87 | +661 | New | Q4 2025 | Feb 17, 2026 |
| Mascoma Wealth Management LLC | History | No change | 670 | 4 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,619 | -100.0% | Q3 2025 | Nov 07, 2025 |
| United Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -14,400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,395 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,246 | -100.0% | Q3 2025 | Nov 17, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,022 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,498 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,078 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GAMMA Investing LLC | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |