Concord Wealth Partners - 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
Concord Wealth Partners ownership history of PUTNAM MANAGED MUN INCOM TR
ValueSharesWeighting
Q3 2023$8,500
-10.2%
1,5540.0%0.00%0.0%
Q2 2023$9,464
-0.7%
1,5540.0%0.00%
-33.3%
Q1 2023$9,526
-2.4%
1,5540.0%0.00%0.0%
Q4 2022$9,759
-2.4%
1,5540.0%0.00%0.0%
Q2 2022$10,000
-9.1%
1,5540.0%0.00%0.0%
Q1 2022$11,000
-21.4%
1,5540.0%0.00%0.0%
Q4 2021$14,000
+7.7%
1,5540.0%0.00%
-40.0%
Q3 2021$13,000
-7.1%
1,5540.0%0.01%
+25.0%
Q2 2021$14,000
+7.7%
1,5540.0%0.00%0.0%
Q1 2021$13,0000.0%1,5540.0%0.00%
-60.0%
Q4 2020$13,0001,5540.01%
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