UNITED CAPITAL FINANCIAL ADVISORS, LLC - PUTNAM MANAGED MUN INCOM TR ownership

PUTNAM MANAGED MUN INCOM TR's ticker is PMM and the CUSIP is 746823103. A total of 73 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of PUTNAM MANAGED MUN INCOM TR
ValueSharesWeighting
Q3 2023$81,186
-19.3%
14,842
-10.2%
0.00%0.0%
Q2 2023$100,607
-8.7%
16,520
-8.1%
0.00%0.0%
Q1 2023$110,181
-2.4%
17,9740.0%0.00%0.0%
Q4 2022$112,877
-35.5%
17,974
-42.1%
0.00%0.0%
Q3 2022$175,000
-29.7%
31,021
-17.5%
0.00%0.0%
Q2 2022$249,000
-18.4%
37,593
-12.8%
0.00%0.0%
Q1 2022$305,000
-27.0%
43,113
-9.5%
0.00%
-50.0%
Q4 2021$418,000
-11.8%
47,663
-16.1%
0.00%0.0%
Q3 2021$474,000
-3.1%
56,832
+2.0%
0.00%0.0%
Q2 2021$489,000
+2.1%
55,732
-5.1%
0.00%
-33.3%
Q1 2021$479,000
+0.8%
58,753
-0.2%
0.00%0.0%
Q4 2020$475,000
-1.7%
58,861
-6.6%
0.00%0.0%
Q3 2020$483,000
+4.5%
63,0540.0%0.00%0.0%
Q2 2020$462,000
-7.0%
63,054
-8.7%
0.00%
-25.0%
Q1 2020$497,000
-29.3%
69,056
-21.5%
0.00%
-20.0%
Q4 2019$703,000
-3.0%
88,005
-4.9%
0.01%0.0%
Q3 2019$725,000
-67.2%
92,572
-68.1%
0.01%
-64.3%
Q2 2019$2,211,000
+24.5%
289,842
+22.1%
0.01%
+16.7%
Q1 2019$1,776,000
+44.2%
237,459
+29.5%
0.01%
+20.0%
Q4 2018$1,232,000
-3.7%
183,368
-0.8%
0.01%
+11.1%
Q3 2018$1,279,000
-1.7%
184,759
+0.6%
0.01%
-10.0%
Q2 2018$1,301,000
-26.5%
183,737
-25.9%
0.01%
-23.1%
Q1 2018$1,770,000
+19.8%
247,955
+24.4%
0.01%
+8.3%
Q4 2017$1,478,000
+11.2%
199,396
+13.4%
0.01%
+9.1%
Q3 2017$1,329,000
+11.3%
175,766
+10.6%
0.01%0.0%
Q2 2017$1,194,000
-6.2%
158,982
-9.3%
0.01%
-8.3%
Q1 2017$1,273,000
-2.2%
175,355
-4.7%
0.01%
-7.7%
Q4 2016$1,301,000
-16.9%
183,983
-6.3%
0.01%
-13.3%
Q3 2016$1,565,000
+17.8%
196,301
+18.3%
0.02%
+7.1%
Q2 2016$1,328,000
+40.7%
165,986
+34.6%
0.01%
+40.0%
Q1 2016$944,000
+27.7%
123,334
+22.8%
0.01%
+11.1%
Q4 2015$739,000
+29.0%
100,422
+25.4%
0.01%
+28.6%
Q3 2015$573,000
+22.7%
80,086
+21.2%
0.01%
+40.0%
Q2 2015$467,000
+14.7%
66,062
+19.2%
0.01%0.0%
Q1 2015$407,000
-8.7%
55,418
-9.8%
0.01%
+66.7%
Q4 2014$446,000
+105.5%
61,422
+100.0%
0.00%
-25.0%
Q3 2014$217,00030,7100.00%
Other shareholders
PUTNAM MANAGED MUN INCOM TR shareholders Q2 2022
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 969,526$6,515,0002.38%
GILL CAPITAL PARTNERS, LLC 114,012$919,0000.64%
GOODWIN DANIEL L 101,112$680,0000.36%
Wakefield Asset Management LLLP 110,425$742,0000.32%
Glovista Investments LLC 133,266$896,0000.25%
Quad-Cities Investment Group, LLC 32,537$219,0000.22%
TWIN FOCUS CAPITAL PARTNERS, LLC 61,893$416,0000.19%
Tradewinds Capital Management, LLC 50,000$336,0000.16%
Questar Asset Management, Inc. 17,985$121,0000.14%
Sheaff Brock Investment Advisors, LLC 104,675$703,0000.11%
View complete list of PUTNAM MANAGED MUN INCOM TR shareholders