IHT Wealth Management, LLC - PUTNAM MANAGED MUN INCOM TR ownership

PUTNAM MANAGED MUN INCOM TR's ticker is PMM and the CUSIP is 746823103. A total of 97 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of PUTNAM MANAGED MUN INCOM TR
ValueSharesWeighting
Q2 2024$209,236
+3.5%
33,7480.0%0.01%0.0%
Q1 2024$202,149
-1.5%
33,7480.0%0.01%
-11.1%
Q4 2023$205,186
+12.3%
33,748
+1.0%
0.01%0.0%
Q3 2023$182,708
-9.3%
33,402
+0.9%
0.01%
-10.0%
Q2 2023$201,527
+0.4%
33,091
+1.0%
0.01%
-9.1%
Q1 2023$200,774
-1.3%
32,753
+1.1%
0.01%
-15.4%
Q4 2022$203,410
+13.0%
32,390
+1.2%
0.01%
-7.1%
Q3 2022$180,000
-13.9%
31,994
+1.1%
0.01%
-22.2%
Q2 2022$209,000
-12.9%
31,641
-6.9%
0.02%0.0%
Q1 2022$240,000
-22.1%
34,002
-3.3%
0.02%
-21.7%
Q4 2021$308,000
+5.8%
35,149
+0.8%
0.02%
-4.2%
Q3 2021$291,000
+98.0%
34,881
+108.2%
0.02%
+166.7%
Q2 2021$147,000
+17.6%
16,754
+9.5%
0.01%0.0%
Q1 2021$125,000
+37.4%
15,303
+35.9%
0.01%
+12.5%
Q4 2020$91,000
+2175.0%
11,257
+1804.7%
0.01%
+166.7%
Q1 2017$4,0000.0%5910.0%0.00%0.0%
Q4 2016$4,0005910.00%
Other shareholders
PUTNAM MANAGED MUN INCOM TR shareholders Q4 2023
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 564,760$4,241,0001.85%
MACROVIEW INVESTMENT MANAGEMENT LLC 21,122$159,0000.86%
GOODWIN DANIEL L 101,112$760,0000.34%
Tradewinds Capital Management, LLC 74,120$557,0000.29%
Newman Dignan & Sheerar, Inc. 35,872$269,0000.15%
Peak Asset Management, LLC 50,500$379,0000.14%
Thomas J. Herzfeld Advisors, Inc. 40,063$301,0000.13%
Providence First Trust Co 14,540$109,0000.11%
TWIN FOCUS CAPITAL PARTNERS, LLC 23,993$180,0000.10%
Advisors Asset Management, Inc. 734,081$5,513,0000.09%
View complete list of PUTNAM MANAGED MUN INCOM TR shareholders