Home › PMM

Who holds PMM

PUTNAM MANAGED MUN INCOME TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
RAYMOND JAMES FINANCIAL INC1.2M$7.8M0.0%
Hennion & Walsh Asset Management, Inc.1.2M$7.8M0.2%
WELLS FARGO & COMPANY/MN1.1M$7.2M0.0%
MORGAN STANLEY788.9K$5.2M0.0%
GUGGENHEIM CAPITAL LLC754.2K$4.9M0.0%
ROBINSON CAPITAL MANAGEMENT, LLC423.2K$2.8M1.2%
VAN ECK ASSOCIATES CORP399.4K$2.6M0.0%
Invesco Ltd.396.0K$2.6M0.0%
AMERIPRISE FINANCIAL INC338.7K$2.2M0.0%
LPL Financial LLC223.6K$1.5M0.0%
Advisors Asset Management, Inc.122.6K$1.1M0.0%
&PARTNERS117.8K$770,6070.0%
BANK OF AMERICA CORP /DE/106.1K$693,7800.0%
G2 CAPITAL MANAGEMENT, LLC / OH101.4K$663,2610.1%
MELFA WEALTH MANAGEMENT, INC.95.7K$625,7380.3%
Thomas J. Herzfeld Advisors, Inc.89.9K$588,0180.2%
ROYAL BANK OF CANADA86.3K$565,0000.0%
UBS Group AG75.3K$492,3110.0%
OSAIC HOLDINGS, INC.74.9K$489,6300.0%
Bridgewater Advisors Inc.76.1K$471,8320.0%
Cetera Investment Advisers65.9K$431,2730.0%
Capital Investment Advisors, LLC58.9K$385,0030.0%
OPPENHEIMER & CO INC58.8K$384,3750.0%
COMMONWEALTH EQUITY SERVICES, LLC57.6K$376,7700.0%
Keudell/Morrison Wealth Management57.6K$376,7040.1%
Rockefeller Capital Management L.P.57.2K$374,4070.0%
Ackerman Capital Advisors, LLC54.2K$354,5530.1%
XML Financial, LLC47.1K$308,1190.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP46.6K$304,4890.0%
Allworth Financial LP42.2K$275,9690.0%
WealthBridge Capital Management, LLC40.0K$261,6000.1%
Tyche Wealth Partners LLC39.7K$259,7820.0%
Kestra Advisory Services, LLC38.9K$254,1970.0%
NewEdge Advisors, LLC32.4K$212,0190.0%
GILL CAPITAL PARTNERS, LLC32.0K$209,1750.1%
Cambridge Investment Research Advisors, Inc.31.4K$205,0000.0%
COHEN & STEERS, INC.30.0K$196,0000.0%
Concurrent Investment Advisors, LLC29.0K$189,7530.0%
Clear Creek Financial Management, LLC28.0K$183,2510.0%
WESBANCO BANK INC27.7K$181,1600.0%
Joseph P. Lucia & Associates, LLC27.6K$180,7390.1%
Noble Wealth Management PBC29.3K$159,3540.1%
TWIN FOCUS CAPITAL PARTNERS, LLC24.0K$156,9140.0%
Fortitude Advisory Group L.L.C.21.4K$140,1460.1%
Jupiter Wealth Management LLC20.0K$130,8000.1%
NWF Advisory Services Inc.20.0K$130,8000.0%
Mariner, LLC19.5K$127,7080.0%
B. Riley Wealth Advisors, Inc.20.7K$126,9130.0%
Everstar Asset Management, LLC18.9K$123,6060.1%
Ashton Thomas Private Wealth, LLC17.3K$113,3190.0%
LANGLEY WEALTH MANAGEMENT, LLC16.4K$106,9810.1%
HOHIMER WEALTH MANAGEMENT, LLC15.0K$98,1000.0%
Meridian Wealth Management, LLC14.3K$93,4630.0%
Regal Investment Advisors LLC13.6K$88,9840.0%
AE Wealth Management LLC12.9K$84,2280.0%
Procyon Advisors, LLC12.8K$83,7320.0%
Spire Wealth Management12.5K$81,5150.0%
WEDBUSH SECURITIES INC12.4K$81,0000.0%
MGO ONE SEVEN LLC12.1K$79,3630.0%
Wealthcare Advisory Partners LLC12.0K$78,5990.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}