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 81 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q1 2022. 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 Q1 2022
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