Wealthcare Advisory Partners LLC - PUTNAM MANAGED MUN INCOM TR ownership

PUTNAM MANAGED MUN INCOM TR's ticker is PMM and the CUSIP is 746823103. A total of 69 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of PUTNAM MANAGED MUN INCOM TR
ValueSharesWeighting
Q4 2022$75,475
+11.0%
12,0180.0%0.00%0.0%
Q3 2022$68,000
-15.0%
12,0180.0%0.00%
-20.0%
Q2 2022$80,000
-5.9%
12,0180.0%0.01%0.0%
Q1 2022$85,000
-19.0%
12,0180.0%0.01%
-16.7%
Q4 2021$105,000
+5.0%
12,0180.0%0.01%
-14.3%
Q3 2021$100,000
-4.8%
12,0180.0%0.01%0.0%
Q2 2021$105,000
-13.9%
12,018
-19.6%
0.01%
-22.2%
Q1 2021$122,000
+25.8%
14,943
+24.3%
0.01%0.0%
Q4 2020$97,000
+5.4%
12,0180.0%0.01%
-10.0%
Q3 2020$92,000
+4.5%
12,0180.0%0.01%
-9.1%
Q2 2020$88,000
+1.1%
12,0180.0%0.01%
-15.4%
Q1 2020$87,000
-9.4%
12,0180.0%0.01%
+8.3%
Q4 2019$96,000
+2.1%
12,0180.0%0.01%
-14.3%
Q3 2019$94,000
+2.2%
12,0180.0%0.01%
-6.7%
Q2 2019$92,000
+2.2%
12,0180.0%0.02%0.0%
Q1 2019$90,000
+11.1%
12,0180.0%0.02%
-6.2%
Q4 2018$81,000
-2.4%
12,0180.0%0.02%
+6.7%
Q3 2018$83,000
-2.4%
12,0180.0%0.02%
-11.8%
Q2 2018$85,000
-1.2%
12,0180.0%0.02%
-10.5%
Q1 2018$86,00012,0180.02%
Other shareholders
PUTNAM MANAGED MUN INCOM TR shareholders Q3 2020
NameSharesValueWeighting ↓
KENNEDY INVESTMENT GROUP 305,868$1,673,0981.01%
ROBINSON CAPITAL MANAGEMENT, LLC 285,013$1,496,3180.67%
MELFA WEALTH MANAGEMENT, INC. 95,836$524,2230.57%
Keudell/Morrison Wealth Management 305,983$1,673,7270.51%
GOODWIN DANIEL L 132,912$727,0290.35%
Joseph P. Lucia & Associates, LLC 60,086$328,6700.23%
GILL CAPITAL PARTNERS, LLC 61,451$336,1340.15%
TWIN FOCUS CAPITAL PARTNERS, LLC 61,893$338,5550.08%
Jupiter Wealth Management LLC 20,000$111,4000.07%
Smallwood Wealth Investment Management, LLC 11,806$64,5770.06%
View complete list of PUTNAM MANAGED MUN INCOM TR shareholders