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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,194,669 | 7,813 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 1,191,663 | 7,793 | 0.22% | 0.22% | 2 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,103,273 | 7,215 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 979,362 | 6,405 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 788,908 | 5,159 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 754,172 | 4,932 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 423,151 | 2,767 | 1.22% | 1.22% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 399,438 | 2,612 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 396,036 | 2,590 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 338,720 | 2,215 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 223,550 | 1,462 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 117,830 | 770 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 106,083 | 693 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 101,416 | 663 | 0.14% | 0.14% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 95,679 | 625 | 0.34% | 0.34% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 89,911 | 588 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 86,339 | 565 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 75,277 | 492 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 74,865 | 489 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 76,102 | 471 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 65,944 | 431 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisors, LLC | History | No change | 58,869 | 385 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 58,773 | 384 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 57,610 | 376 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 57,600 | 376 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 57,248 | 374 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 54,213 | 354 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XML Financial, LLC | History | No change | 47,113 | 308 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 46,558 | 304 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 42,197 | 275 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 40,000 | 261 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tyche Wealth Partners LLC | History | No change | 39,722 | 259 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 38,868 | 254 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 32,419 | 212 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 31,984 | 209 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 31,404 | 205 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COHEN & STEERS, INC. | History | No change | 30,000 | 196 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 29,014 | 189 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 28,020 | 183 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WESBANCO BANK INC | History | No change | 27,700 | 181 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 27,636 | 180 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 29,293 | 159 | 0.07% | 0.09% | 42 | -2,500 | -7.86% | Q3 2026 | Oct 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 23,993 | 156 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 21,429 | 140 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Jupiter Wealth Management LLC | History | No change | 20,000 | 130 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWF Advisory Services Inc. | History | No change | 20,000 | 130 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 19,527 | 127 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 18,900 | 123 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,327 | 113 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 16,358 | 106 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 15,000 | 98 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 14,801 | 96 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Management, LLC | History | No change | 14,291 | 93 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 13,606 | 88 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 12,879 | 84 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Procyon Advisors, LLC | History | No change | 12,803 | 83 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,412 | 81 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 12,464 | 81 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,135 | 79 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 12,018 | 78 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Simplicity Wealth,LLC | History | No change | 12,000 | 78 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 11,200 | 73 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 10,339 | 67 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10,000 | 65 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TCTC Holdings, LLC | History | No change | 10,020 | 65 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,000 | 65 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 10,042 | 65 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 9,000 | 58 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,037 | 46 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 7,100 | 46 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 7,000 | 45 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,764 | 37 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,745 | 17 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Towne Trust Company, N.A | History | No change | 2,684 | 17 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 2,749 | 17 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,144 | 14 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,124 | 13 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 1,785 | 11 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 1,554 | 10 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,474 | 9 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hilltop National Bank | History | No change | 1,420 | 9 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Mascoma Wealth Management LLC | History | No change | 670 | 4 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CDKV HOLDINGS LLC | History | No change | 661 | 4 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 459 | 3 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Community Financial Services Group, LLC | History | No change | 570 | 3 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |