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 97 filers reported holding PUTNAM MANAGED MUN INCOM TR in Q4 2023. 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
Q4 2023$71,778
+11.2%
11,8060.0%0.06%0.0%
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 564,760$4,241,0001.85%
MACROVIEW INVESTMENT MANAGEMENT LLC 21,122$159,0000.86%
GOODWIN DANIEL L 101,112$760,0000.34%
Tradewinds Capital Management, LLC 74,120$557,0000.29%
Newman Dignan & Sheerar, Inc. 35,872$269,0000.15%
Peak Asset Management, LLC 50,500$379,0000.14%
Thomas J. Herzfeld Advisors, Inc. 40,063$301,0000.13%
Providence First Trust Co 14,540$109,0000.11%
TWIN FOCUS CAPITAL PARTNERS, LLC 23,993$180,0000.10%
Advisors Asset Management, Inc. 734,081$5,513,0000.09%
View complete list of PUTNAM MANAGED MUN INCOM TR shareholders