Smallwood Wealth Investment Management, LLC - 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
Smallwood Wealth Investment Management, LLC ownership history of PUTNAM MANAGED MUN INCOM TR
ValueSharesWeighting
Q3 2023$64,577
-10.2%
11,8060.0%0.06%
-7.8%
Q2 2023$71,896
-0.7%
11,8060.0%0.06%
-7.2%
Q1 2023$72,368
-2.4%
11,8060.0%0.07%
+9.5%
Q4 2022$74,139
+10.7%
11,8060.0%0.06%
+5.0%
Q3 2022$67,000
-14.1%
11,8060.0%0.06%
-24.1%
Q2 2022$78,000
-6.0%
11,8060.0%0.08%
+1.3%
Q1 2022$83,00011,8060.08%
Other shareholders
PUTNAM MANAGED MUN INCOM TR shareholders Q1 2022
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