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 2 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2023
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 1,168,464$8,273,0002.40%
GOODWIN DANIEL L 101,112$716,0000.33%
Quad-Cities Investment Group, LLC 39,825$283,0000.26%
TWIN FOCUS CAPITAL PARTNERS, LLC 61,893$438,0000.22%
Tradewinds Capital Management, LLC 50,000$354,0000.15%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 13,153$93,0000.11%
MACROVIEW INVESTMENT MANAGEMENT LLC 4,242$30,0000.10%
Csenge Advisory Group 33,603$238,0000.09%
Providence First Trust Co 14,540$103,0000.08%
Sheaff Brock Investment Advisors, LLC 101,050$715,0000.07%
View complete list of PUTNAM MANAGED MUN INCOM TR shareholders