Steward Partners Investment Advisory, LLC - PUTNAM MANAGED MUN INCOM TR ownership

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PUTNAM MANAGED MUN INCOM TR's ticker is PMM and the CUSIP is 746823103. A total of 76 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PUTNAM MANAGED MUN INCOM TR
ValueSharesWeighting
Q3 2023$113,784
-6.9%
20,801
+3.7%
0.00%0.0%
Q2 2023$122,210
+6.3%
20,067
+7.0%
0.00%0.0%
Q1 2023$115,000
+28.3%
18,760
+31.5%
0.00%0.0%
Q4 2022$89,601
+3.0%
14,268
-7.0%
0.00%0.0%
Q3 2022$87,000
-45.3%
15,340
-36.0%
0.00%
-33.3%
Q2 2022$159,000
+8.9%
23,959
+16.2%
0.00%
+50.0%
Q1 2022$146,000
-18.9%
20,612
+0.2%
0.00%
-33.3%
Q4 2021$180,000
+13.9%
20,568
+8.8%
0.00%0.0%
Q3 2021$158,000
+1.3%
18,908
+6.2%
0.00%0.0%
Q2 2021$156,000
-99.9%
17,803
-48.8%
0.00%
+50.0%
Q1 2021$283,290,000
+202250.0%
34,760
+100.3%
0.00%
-33.3%
Q4 2020$140,000
+4.5%
17,356
-1.0%
0.00%0.0%
Q3 2020$134,000
+88.7%
17,532
+81.2%
0.00%
+50.0%
Q2 2020$71,000
+2.9%
9,674
+0.2%
0.00%
-33.3%
Q1 2020$69,000
-9.2%
9,650
+0.2%
0.00%
+50.0%
Q4 2019$76,000
+1.3%
9,630
+0.2%
0.00%
-33.3%
Q3 2019$75,000
+29.3%
9,609
+25.3%
0.00%
+50.0%
Q2 2019$58,000–7,668–0.00%–
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Other shareholders
PUTNAM MANAGED MUN INCOM TR shareholders Q4 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