B. Riley Wealth Advisors, Inc. - PUTNAM MANAGED MUN INCOM TR ownership

PUTNAM MANAGED MUN INCOM TR's ticker is PMM and the CUSIP is 746823103. A total of 83 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of PUTNAM MANAGED MUN INCOM TR
ValueSharesWeighting
Q3 2023$248,937
-5.8%
45,312
+4.9%
0.01%
+16.7%
Q2 2023$264,183
-16.7%
43,211
-16.1%
0.01%
-25.0%
Q1 2023$317,080
-1.9%
51,500
+0.5%
0.01%
-11.1%
Q4 2022$323,322
+35.3%
51,260
+21.3%
0.01%
+28.6%
Q3 2022$239,000
-22.4%
42,255
-9.1%
0.01%
-46.2%
Q2 2022$308,000
-64.6%
46,477
-62.3%
0.01%
-55.2%
Q1 2022$871,000
-33.8%
123,182
-17.9%
0.03%
-23.7%
Q4 2021$1,316,000
+7.9%
149,986
+2.8%
0.04%
-2.6%
Q3 2021$1,220,000
+0.1%
145,867
+4.6%
0.04%
-2.5%
Q2 2021$1,219,000
+9.2%
139,516
+1.9%
0.04%
+2.6%
Q1 2021$1,116,000
+10.0%
136,928
+8.9%
0.04%
-27.8%
Q4 2020$1,015,000
+27.8%
125,692
+21.0%
0.05%
+28.6%
Q3 2020$794,000
+1.1%
103,836
-3.0%
0.04%
-19.2%
Q2 2020$785,000
-0.1%
107,002
-1.8%
0.05%
-22.4%
Q1 2020$786,000
+15.6%
109,008
+28.1%
0.07%
+15.5%
Q4 2019$680,000
+2.9%
85,078
+0.9%
0.06%
-10.8%
Q3 2019$661,000
-30.5%
84,350
-32.3%
0.06%
-37.5%
Q2 2019$951,000
+3.0%
124,637
+1.0%
0.10%
-9.6%
Q1 2019$923,000
+79.6%
123,351
+61.5%
0.12%
+57.5%
Q4 2018$514,000
+117.8%
76,396
+124.3%
0.07%
+160.7%
Q3 2018$236,000
+84.4%
34,063
+89.9%
0.03%
+64.7%
Q2 2018$128,000
+64.1%
17,940
+64.9%
0.02%
+54.5%
Q1 2018$78,000
-44.7%
10,880
-42.6%
0.01%
-42.1%
Q4 2017$141,000
-1.4%
18,942
+0.6%
0.02%
-20.8%
Q3 2017$143,000
+2.1%
18,827
+1.0%
0.02%
-4.0%
Q2 2017$140,000
+3.7%
18,641
+0.5%
0.02%
-7.4%
Q1 2017$135,000
-32.8%
18,549
-34.7%
0.03%
-34.1%
Q4 2016$201,000
-10.7%
28,422
+1.0%
0.04%
-6.8%
Q3 2016$225,0000.0%28,135
+1.0%
0.04%
-2.2%
Q2 2016$225,000
+6.6%
27,867
+1.0%
0.04%
-8.2%
Q1 2016$211,000
-5.4%
27,599
-8.8%
0.05%
+8.9%
Q4 2015$223,000
+3.7%
30,261
+0.9%
0.04%
-13.5%
Q3 2015$215,000
-30.0%
29,980
-27.8%
0.05%
-30.7%
Q1 2015$307,000
-92.6%
41,510
-56.8%
0.08%
-15.7%
Q4 2014$4,153,000
+476.8%
96,052
-5.6%
0.09%
-19.1%
Q3 2014$720,000
-99.8%
101,740
-1.3%
0.11%
+26.4%
Q2 2014$369,818,000
+103490.5%
103,054
+101.1%
0.09%
-19.4%
Q1 2014$357,000
+4.1%
51,236
-0.9%
0.11%
-1.8%
Q4 2013$343,000
-1.4%
51,719
+1.6%
0.11%
-7.6%
Q3 2013$348,000
-6.2%
50,910
-1.9%
0.12%
-5.6%
Q2 2013$371,00051,9170.13%
Other shareholders
PUTNAM MANAGED MUN INCOM TR shareholders Q3 2023
NameSharesValueWeighting ↓
Joseph P. Lucia & Associates, LLC 146,657$1,184,0000.83%
GILL CAPITAL PARTNERS, LLC 104,501$843,0000.50%
GOODWIN DANIEL L 89,112$719,0000.42%
Providence First Trust Co 102,206$825,0000.42%
Quad-Cities Investment Group, LLC 39,766$321,0000.26%
TWIN FOCUS CAPITAL PARTNERS, LLC 61,893$499,0000.15%
Hayden Royal, LLC 23,458$190,0000.10%
LCNB CORP 20,565$163,0000.09%
Jupiter Wealth Management LLC 15,000$121,0000.07%
Sheaff Brock Investment Advisors, LLC 107,014$864,0000.07%
View complete list of PUTNAM MANAGED MUN INCOM TR shareholders