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 71 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2021
NameSharesValueWeighting ↓
MACROVIEW INVESTMENT MANAGEMENT LLC 251,675$1,782,0002.39%
AKANTHOS CAPITAL MANAGEMENT LLC 100,000$708,0001.67%
Tradewinds Capital Management, LLC 74,120$525,0000.40%
GOODWIN DANIEL L 121,112$858,0000.19%
TWIN FOCUS CAPITAL PARTNERS, LLC 23,993$170,0000.17%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 31,620$224,0000.15%
DOLIVER ADVISORS, LP 25,306$179,0000.12%
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 40,270$285,0000.12%
Capital Investment Advisors, LLC 140,370$994,0000.11%
B. Riley Wealth Advisors, Inc. 101,740$720,0000.11%
View complete list of PUTNAM MANAGED MUN INCOM TR shareholders