Joseph P. Lucia & Associates, LLC - PUTNAM MANAGED MUN INCOM TR ownership

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%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of PUTNAM MANAGED MUN INCOM TR
ValueSharesWeighting
Q3 2023$328,670
-13.6%
60,086
-3.9%
0.23%
-9.8%
Q2 2023$380,613
-6.4%
62,498
-5.7%
0.26%
-9.9%
Q1 2023$406,425
-12.0%
66,301
-9.8%
0.28%
-18.2%
Q4 2022$461,637
-2.0%
73,509
-11.9%
0.35%
-6.5%
Q3 2022$471,000
-24.2%
83,447
-11.0%
0.37%
-15.5%
Q2 2022$621,000
-19.7%
93,733
-14.3%
0.44%
-6.8%
Q1 2022$773,000
-60.9%
109,403
-51.4%
0.47%
-62.6%
Q4 2021$1,976,000
+29.0%
225,331
+22.7%
1.26%
+38.3%
Q3 2021$1,532,000
+11.3%
183,641
+17.0%
0.91%
+10.5%
Q2 2021$1,376,000
+9.5%
156,911
+1.8%
0.82%
+46.5%
Q1 2021$1,257,000
+6.2%
154,177
+5.1%
0.56%
-32.1%
Q4 2020$1,184,000
+67.7%
146,657
+59.1%
0.83%
+25.3%
Q3 2020$706,000
-3.3%
92,157
-7.4%
0.66%
+0.3%
Q2 2020$730,000
+71.8%
99,537
+68.7%
0.66%
+38.9%
Q1 2020$425,000
-12.0%
58,992
-2.3%
0.47%
+7.7%
Q4 2019$483,000
+83.7%
60,407
+79.9%
0.44%
+62.0%
Q3 2019$263,000
+80.1%
33,577
+75.2%
0.27%
+77.1%
Q2 2019$146,000
-99.3%
19,162
-87.2%
0.15%
-89.8%
Q1 2019$20,162,000149,8011.50%
Other shareholders
PUTNAM MANAGED MUN INCOM TR shareholders Q4 2020
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