PUTNAM MANAGED MUNICIPAL INCOME TRUST - PMM
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,214,019 | 7,466 | 0.25% | 0.22% | 1 | +204,669 | 20.28% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,073,585 | 6,602 | 0.0% | 0.0% | 2 | -38,182 | -3.43% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,028,029 | 6,322 | 0.0% | 0.0% | 3 | +400,979 | 63.95% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 945,720 | 5,816 | 0.05% | 0.04% | 4 | +7,727 | 0.82% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 844,788 | 5,195 | 0.09% | 0.09% | 5 | -22,260 | -2.57% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 718,658 | 4,419 | 0.0% | 0.0% | 6 | -64,726 | -8.26% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 396,231 | 2,436 | 0.0% | 0.0% | 7 | -21,670 | -5.19% | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 361,325 | 2,222 | 0.0% | 0.0% | 8 | +42,648 | 13.38% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 338,665 | 2,082 | 0.0% | 0.0% | 9 | +47,793 | 16.43% | Q1 2026 | May 15, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 314,939 | 1,940 | 0.81% | 0.59% | 10 | +84,794 | 36.84% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 227,108 | 1,396 | 0.0% | 0.0% | 11 | +38,503 | 20.41% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Reduced | 114,541 | 704 | 0.0% | 0.0% | 12 | -5,019 | -4.2% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 109,662 | 674 | 0.0% | 0.0% | 13 | +17,468 | 18.95% | Q1 2026 | May 15, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 107,693 | 662 | 0.03% | 0.08% | 14 | -167,027 | -60.8% | Q1 2026 | May 15, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 101,416 | 623 | 0.15% | 0.16% | 15 | -6,000 | -5.59% | Q1 2026 | May 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 95,856 | 589 | 0.34% | 0.35% | 16 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 88,372 | 543 | 0.0% | 0.0% | 17 | -48,267 | -35.32% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 78,196 | 480 | 0.0% | 0.0% | 18 | +5,116 | 7.0% | Q1 2026 | May 05, 2026 |
| Bridgewater Advisors Inc. | History | No change | 76,102 | 477 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 75,730 | 465 | 0.1% | 0.05% | 20 | +38,146 | 101.5% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 69,937 | 430 | 0.0% | 0.0% | 21 | +21,890 | 45.56% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 68,871 | 423 | 0.0% | 0.0% | 22 | -3,549 | -4.9% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 63,411 | 389 | 0.0% | 0.0% | 23 | -66,651 | -51.25% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 60,369 | 371 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 58,029 | 356 | 0.0% | 0.01% | 25 | +735 | 1.28% | Q1 2026 | Apr 23, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 57,600 | 354 | 0.07% | 0.08% | 26 | -2,000 | -3.36% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 56,671 | 348 | 0.0% | 0.0% | 27 | +3,042 | 5.67% | Q1 2026 | Apr 27, 2026 |
| XML Financial, LLC | History | Reduced | 52,113 | 320 | 0.03% | 0.03% | 28 | -15,450 | -22.87% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 41,683 | 256 | 0.0% | 0.0% | 29 | -3,618 | -7.99% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | No change | 39,722 | 244 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 39,476 | 242 | 0.0% | 0.0% | 31 | +4,624 | 13.27% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Reduced | 39,197 | 241 | 0.0% | 0.0% | 32 | -2,932 | -6.96% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 36,500 | 224 | 0.05% | 0.05% | 33 | +2,500 | 7.35% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 32,920 | 202 | 0.0% | 0.0% | 34 | -305 | -0.92% | Q1 2026 | Apr 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 31,984 | 196 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 31,870 | 196 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 29,014 | 178 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 27,986 | 172 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | No change | 27,700 | 170 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 23,993 | 147 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jupiter Wealth Management LLC | History | New | 20,000 | 125 | 0.05% | — | 41 | +20,000 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,201 | 124 | 0.0% | 0.0% | 42 | -14,725 | -42.16% | Q1 2026 | May 05, 2026 |
| NWF Advisory Services Inc. | History | New | 20,000 | 123 | 0.01% | — | 44 | +20,000 | New | Q1 2026 | May 04, 2026 |
| COHEN & STEERS, INC. | History | No change | 20,000 | 123 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 18,900 | 116 | 0.06% | 0.07% | 45 | -3,300 | -14.86% | Q1 2026 | Apr 16, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 18,762 | 115 | 0.0% | 0.0% | 46 | +2,512 | 15.46% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 18,285 | 112 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,327 | 106 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | No change | 16,793 | 103 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 15,000 | 92 | 0.01% | — | 50 | +15,000 | New | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | No change | 14,291 | 87 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 14,080 | 86 | 0.0% | 0.0% | 52 | +46 | 0.33% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 13,606 | 83 | 0.0% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | No change | 12,803 | 78 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,584 | 77 | 0.0% | 0.0% | 55 | +33 | 0.26% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,412 | 76 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | No change | 12,464 | 76 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | New | 12,000 | 73 | 0.0% | — | 59 | +12,000 | New | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 12,018 | 73 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | No change | 11,735 | 72 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,172 | 68 | 0.0% | 0.0% | 62 | -27,679 | -71.24% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | No change | 11,200 | 68 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 10,199 | 62 | 0.0% | 0.0% | 63 | +130 | 1.29% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 10,000 | 61 | 0.0% | 0.0% | 64 | +7,000 | 233.33% | Q1 2026 | May 07, 2026 |
| TCTC Holdings, LLC | History | No change | 10,020 | 61 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 10,000 | 60 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 9,000 | 55 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,444 | 45 | 0.0% | 0.0% | 68 | +188 | 2.59% | Q1 2026 | May 07, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 7,000 | 43 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 7,100 | 43 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Added to | 6,600 | 40 | 0.01% | 0.01% | 71 | +2,100 | 46.67% | Q1 2026 | Apr 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 6,249 | 38 | 0.0% | — | 72 | +6,249 | New | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,700 | 34 | 0.0% | 0.0% | 73 | +21 | 0.37% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Added to | 32,419 | 32 | 0.0% | 0.0% | 74 | +8,000 | 32.76% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,110 | 25 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arkos Global Advisors | History | New | 3,780 | 23 | 0.0% | — | 76 | +3,780 | New | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 3,105 | 19 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Asset Dedication, LLC | History | No change | 2,823 | 17 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Towne Trust Company, N.A | History | No change | 2,684 | 16 | 0.01% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 2,749 | 16 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,124 | 13 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,144 | 13 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Grove Bank & Trust | History | No change | 1,959 | 12 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,454 | 8 | 0.0% | — | 85 | +1,454 | New | Q1 2026 | Apr 07, 2026 |
| Hilltop National Bank | History | No change | 1,420 | 8 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,200 | 7 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | No change | 670 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CDKV HOLDINGS LLC | History | No change | 661 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Community Financial Services Group, LLC | History | New | 570 | 3 | 0.0% | — | 89 | +570 | New | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 459 | 2 | 0.0% | — | 90 | +459 | New | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.03% | — | -221,351 | -100.0% | Q1 2026 | May 13, 2026 |
| Burford Brothers, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -25,850 | -100.0% | Q1 2026 | Apr 27, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -14,748 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,065 | -100.0% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,554 | -100.0% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -72 | -100.0% | Q1 2026 | Apr 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |