PUTNAM MANAGED MUN INCOM TR shareholder history

Current and past PUTNAM MANAGED MUN INCOM TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
TWIN FOCUS CAPITAL PARTNERS, LLC 42420.08%0.15%0.23%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 41410.00%0.00%0.00%Q3 2013Q3 202341
MACROVIEW INVESTMENT MANAGEMENT LLC 41410.00%0.85%3.25%Q3 2013Q3 202341
GOODWIN DANIEL L 3740.15%0.31%0.59%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.01%0.06%0.13%Q4 2013Q4 202341
B. Riley Wealth Advisors, Inc. 3380.01%0.05%0.13%Q2 2013Q3 202341
WEDBUSH SECURITIES INC 23170.00%0.04%0.08%Q2 2013Q3 202340
RAYMOND JAMES TRUST N.A. 29100.00%0.01%0.01%Q2 2013Q3 202339
Invesco Ltd. 28100.00%0.00%0.00%Q2 2013Q3 202338
RAYMOND JAMES & ASSOCIATES 3710.00%0.00%0.01%Q2 2013Q3 202338
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.00%0.01%0.02%Q3 2014Q3 202337
FIFTH THIRD BANCORP 3610.00%0.00%0.00%Q2 2013Q3 202237
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q4 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Advisors Asset Management, Inc. 2340.00%0.04%0.12%Q2 2013Q3 202335
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Sheaff Brock Investment Advisors, LLC 32320.02%0.07%0.28%Q4 2015Q3 202332
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2840.00%0.00%0.00%Q3 2015Q3 202332
Cetera Advisor Networks LLC 21100.00%0.01%0.02%Q3 2015Q3 202331
GUGGENHEIM CAPITAL LLC 2820.00%0.01%0.02%Q2 2013Q3 202330
Geneos Wealth Management Inc. 2630.00%0.00%0.00%Q1 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.03%Q4 2013Q4 202029
Creative Planning 28280.00%0.00%0.00%Q2 2013Q1 202028
Raymond James Financial Services Advisors, Inc. 27270.00%0.00%0.01%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
AE Wealth Management LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
Gilman Hill Asset Management, LLC 25250.05%0.07%0.11%Q4 2013Q4 201925
CITY HOLDING CO 25250.00%0.00%0.01%Q3 2017Q3 202325
Stratos Wealth Partners, LTD. 25250.01%0.01%0.02%Q4 2014Q4 202025
Ancora Advisors LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Quad-Cities Investment Group, LLC 23230.04%0.21%0.38%Q1 2018Q3 202323
SEGALL BRYANT & HAMILL, LLC 1850.00%0.00%0.00%Q1 2013Q3 202123
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1010.01%0.07%0.21%Q4 2013Q3 202323
Tradewinds Capital Management, LLC 22220.13%0.32%0.43%Q4 2013Q1 201922
COHEN & STEERS, INC. 1930.00%0.00%0.01%Q3 2016Q4 202222
First Allied Advisory Services, Inc. 22220.00%0.02%0.04%Q2 2013Q3 201822
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q1 2011Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.00%0.00%Q4 2017Q4 202220
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1110.00%0.01%0.02%Q3 2013Q1 202220
Private Advisor Group, LLC 1550.00%0.00%0.00%Q3 2018Q3 202320
Wealthcare Advisory Partners LLC 20200.00%0.01%0.02%Q1 2018Q4 202220
ENVESTNET ASSET MANAGEMENT INC 1010.00%0.00%0.01%Q2 2014Q3 202320
Providence First Trust Co 1450.08%0.25%0.55%Q2 2017Q4 202219
Jupiter Wealth Management LLC 19190.06%0.09%0.12%Q1 2019Q3 202319
AdvisorNet Financial, Inc 19190.00%0.00%0.00%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 19190.01%0.04%0.10%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19190.15%0.57%1.50%Q1 2019Q3 202319
CALTON & ASSOCIATES, INC. 1810.02%0.03%0.03%Q4 2017Q4 202219
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
WFG Advisors, LP 17170.00%0.01%0.01%Q2 2013Q2 201717
GILL CAPITAL PARTNERS, LLC 1610.11%0.33%0.64%Q4 2018Q4 202317
Bedel Financial Consulting, Inc. 17170.01%0.02%0.03%Q1 2018Q1 202217
Riggs Asset Managment Co. Inc. 17170.03%0.04%0.07%Q3 2014Q3 201817
HOHIMER WEALTH MANAGEMENT, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
ROBINSON CAPITAL MANAGEMENT, LLC 1510.67%2.10%2.84%Q4 2015Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Sowell Financial Services LLC 870.00%0.02%0.05%Q4 2016Q1 202115
MASSMUTUAL TRUST CO FSB/ADV 1320.00%0.00%0.01%Q2 2014Q1 202015
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 710.02%0.04%0.09%Q2 2013Q2 202015
Marquette Asset Management, LLC 15150.06%0.06%0.07%Q2 2013Q4 201615
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Financial Advocates Investment Management 14140.01%0.01%0.01%Q2 2020Q3 202314
American Portfolios Advisors 950.00%0.01%0.03%Q4 2017Q3 202214
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q2 2020Q3 202314
IHT Wealth Management, LLC 1220.00%0.01%0.02%Q4 2016Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Evercore Wealth Management, LLC 1210.00%0.00%0.00%Q3 2014Q4 201713
Karpus Management, Inc. 410.01%0.02%0.04%Q2 2013Q1 202013
Peak Asset Management, LLC 13130.11%0.13%0.14%Q1 2015Q1 201813
Cutter & CO Brokerage, Inc. 1210.04%0.04%0.05%Q2 2013Q3 201613
DUBUQUE BANK & TRUST CO 12120.01%0.01%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BRAVE ASSET MANAGEMENT INC 12120.01%0.01%0.01%Q4 2013Q3 201612
Rehmann Capital Advisory Group 750.00%0.21%0.54%Q2 2011Q3 201912
HighTower Advisors, LLC 720.00%0.00%0.01%Q1 2016Q2 202312
Formidable Asset Management, LLC 11110.00%0.00%0.01%Q3 2013Q1 201611
NATIONAL PLANNING CORP 920.01%0.03%0.04%Q3 2014Q3 201711
Concord Wealth Partners 740.00%0.00%0.01%Q4 2020Q3 202311
Dynamic Advisor Solutions LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Thomas J. Herzfeld Advisors, Inc. 830.01%0.03%0.13%Q2 2013Q1 201911
West Family Investments, Inc. 10100.04%0.05%0.06%Q4 2013Q1 201610
INVESTMENT CENTERS OF AMERICA INC 910.01%0.02%0.03%Q2 2013Q3 201710
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 820.12%0.16%0.21%Q2 2013Q4 201510
DOLIVER ADVISORS, LP 710.04%0.13%0.32%Q2 2013Q2 201810
INFRASTRUCTURE CAPITAL ADVISORS, LLC 10100.01%0.06%0.14%Q4 2016Q1 201910
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q4 202110
Procyon Advisors, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
RMB Capital Management, LLC 610.00%0.01%0.01%Q2 2015Q3 201810
IFP Advisors, Inc 910.00%0.01%0.01%Q4 2015Q2 201810
Janney Montgomery Scott LLC 810.00%0.00%0.00%Q1 2019Q1 20229
STIFEL FINANCIAL CORP 990.00%0.00%0.00%Q4 2018Q4 20209
Jacobi Capital Management LLC 990.00%0.00%0.00%Q4 2018Q4 20209
AQR Arbitrage LLC 540.00%0.01%0.02%Q1 2015Q1 20199
LCNB CORP 990.06%0.08%0.09%Q4 2020Q4 20229
Carroll Financial Associates, Inc. 990.00%0.00%0.00%Q2 2013Q2 20159
DEUTSCHE BANK AG\ 990.00%0.00%0.00%Q2 2014Q2 20169
Global Endowment Management, LP 990.08%0.11%0.17%Q2 2013Q2 20159
Hayden Royal, LLC 710.06%0.10%0.14%Q4 2018Q2 20219
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2015Q3 20238
Vanguard Capital Wealth Advisors 880.07%0.17%0.68%Q1 2021Q4 20228
Concert Wealth Management Inc. 880.02%0.03%0.05%Q4 2014Q3 20168
FinTrust Capital Advisors, LLC 880.00%0.00%0.01%Q4 2018Q3 20208
Kestra Advisory Services, LLC 610.00%0.00%0.01%Q3 2020Q2 20238
MUFG Americas Holdings Corp 620.00%0.00%0.00%Q4 2013Q2 20178
Klingman & Associates, LLC 880.00%0.00%0.01%Q4 2014Q3 20168
BDO Wealth Advisors, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Bank of New York Mellon Corp 610.00%0.00%0.00%Q2 2013Q4 20177
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Newman Dignan & Sheerar, Inc. 770.02%0.12%0.15%Q1 2017Q3 20187
Krilogy Financial LLC 610.00%0.01%0.03%Q4 2016Q3 20187
D.A. DAVIDSON & CO. 770.00%0.00%0.01%Q2 2013Q4 20147
Smallwood Wealth Investment Management, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
FNY Investment Advisers, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Aveo Capital Partners, LLC 770.01%0.01%0.02%Q4 2021Q2 20237
Glovista Investments LLC 660.08%0.18%0.27%Q4 2018Q1 20206
NWAM LLC 660.06%0.08%0.09%Q1 2013Q2 20146
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.00%0.03%0.04%Q4 2020Q1 20236
AVANTAX ADVISORY SERVICES, INC. 660.00%0.01%0.02%Q2 2022Q3 20236
Keudell/Morrison Wealth Management 660.37%0.54%0.68%Q2 2022Q3 20236
Mascoma Wealth Management LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Fortitude Advisory Group L.L.C. 420.02%0.05%0.07%Q4 2021Q3 20236
BlackRock Investment Management, LLC 330.00%0.00%0.00%Q2 2013Q2 20156
AKANTHOS CAPITAL MANAGEMENT LLC 660.87%1.95%3.15%Q3 2013Q4 20146
SeaCrest Wealth Management, LLC 660.00%0.01%0.02%Q4 2017Q1 20196
United Bank 660.05%0.05%0.06%Q2 2022Q3 20236
Cribstone Capital Management, LLC 660.00%0.00%0.00%Q2 2016Q3 20176
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.01%0.01%Q2 2013Q4 20146
Pinnacle Summer Investments, Inc. 660.00%0.01%0.01%Q3 2014Q4 20156
AQR Capital Management 660.00%0.00%0.00%Q3 2013Q4 20146
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.01%0.01%Q2 2013Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
TRUIST FINANCIAL CORP 410.00%0.00%0.00%Q3 2020Q2 20226
Horizon Kinetics 660.00%0.00%0.01%Q2 2013Q3 20146
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 320.02%0.04%0.06%Q2 2018Q3 20225
BANK OF MONTREAL /CAN/ 320.00%0.00%0.00%Q2 2013Q1 20175
AlphaCentric Advisors LLC 320.03%0.07%0.11%Q3 2021Q1 20235
RIVERNORTH CAPITAL MANAGEMENT, LLC 210.05%0.13%0.20%Q2 2013Q1 20225
Chicago Partners Investment Group LLC 410.00%0.00%0.00%Q2 2017Q3 20185
Virtu KCG Holdings LLC 210.00%0.00%0.00%Q3 2014Q4 20165
Highlander Capital Management, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Merriman Wealth Management, LLC 550.04%0.04%0.04%Q1 2019Q1 20205
BARCLAYS PLC 410.00%0.00%0.00%Q2 2013Q2 20155
Alpha Cubed Investments, LLC 410.01%0.03%0.04%Q2 2015Q3 20185
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20175
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.04%Q4 2016Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.01%Q1 2018Q4 20214
Family Asset Management, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
FMR LLC 110.00%0.00%0.00%Q4 2018Q3 20234
Wakefield Asset Management LLLP 440.00%0.22%0.32%Q3 2018Q2 20194
KENNEDY INVESTMENT GROUP 441.01%1.22%1.51%Q4 2022Q3 20234
Liberty Street Advisors, Inc. 441.96%3.45%4.08%Q4 2014Q3 20154
ENTERPRISE FINANCIAL SERVICES CORP 440.00%0.00%0.00%Q1 2019Q4 20194
OPTIMUM INVESTMENT ADVISORS 440.01%0.01%0.01%Q2 2014Q1 20154
Capital Investment Advisory Services, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Weiss Asset Management LP 110.01%0.01%0.02%Q4 2016Q4 20224
Koshinski Asset Management, Inc. 440.12%0.14%0.14%Q4 2014Q3 20154
MELFA WEALTH MANAGEMENT, INC. 440.57%0.59%0.60%Q4 2022Q3 20234
USCA RIA LLC 440.03%0.03%0.04%Q2 2014Q1 20154
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q3 2020Q2 20214
Ruedi Wealth Management, Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
Laurion Capital Management LP 210.01%0.02%0.05%Q4 2015Q4 20174
Moors & Cabot, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Verity & Verity, LLC 440.02%0.05%0.07%Q4 2017Q3 20184
CKW FINANCIAL GROUP 440.02%0.02%0.02%Q2 2018Q1 20194
First Horizon Advisors, Inc. 310.00%0.00%0.00%Q3 2013Q3 20204
SVB WEALTH LLC 440.00%0.00%0.00%Q2 2019Q1 20204
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
NEWGATE CAPITAL MANAGEMENT LLC 330.06%0.31%0.78%Q3 2014Q1 20153
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.11%0.13%0.15%Q1 2018Q3 20183
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.01%0.01%0.01%Q3 2020Q1 20213
HOLLENCREST CAPITAL MANAGEMENT 330.02%0.02%0.03%Q1 2016Q3 20163
MOTCO 210.00%0.00%0.00%Q4 2020Q1 20233
Full Value Advisors, LLC 210.02%0.14%0.22%Q1 2008Q1 20093
Lloyd Park, LLC 210.15%0.18%0.19%Q4 2021Q3 20223
Virtu Financial LLC 210.00%0.01%0.02%Q2 2018Q3 20233
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
Larson Financial Group LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q1 2019Q1 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Tradition Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
OPPENHEIMER & CO INC 330.00%0.00%0.00%Q2 2018Q4 20183
Fairhaven Wealth Management, LLC 210.04%0.04%0.05%Q4 2022Q3 20233
Bridgewater Advisors Inc. 330.15%0.16%0.17%Q4 2013Q2 20143
NORTHERN TRUST CORP 330.00%0.00%0.00%Q3 2021Q1 20223
TILIA FIDUCIARY PARTNERS, INC. 330.01%0.01%0.01%Q4 2021Q2 20223
Plante Moran Financial Advisors, LLC 210.00%0.03%0.04%Q2 2013Q2 20213
Csenge Advisory Group 210.03%0.06%0.09%Q3 2017Q2 20183
TFS CAPITAL LLC 110.01%0.02%0.04%Q4 2013Q1 20163
Altium Wealth Management LLC 330.04%0.04%0.05%Q3 2019Q1 20203
Pine River Capital Management L.P. 210.00%0.00%0.01%Q3 2013Q4 20143
Simplicity Solutions, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Orgel Wealth Management, LLC 220.44%0.51%0.58%Q4 2015Q1 20162
JANE STREET GROUP, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Farther Finance Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2013Q3 20132
Integrated Wealth Concepts LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Squarepoint Ops LLC 110.00%0.00%0.01%Q4 2016Q4 20172
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Crewe Advisors LLC 220.01%0.01%0.01%Q4 2020Q1 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q4 2016Q1 20172
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q4 2017Q1 20182
Texan Capital Management 220.11%0.11%0.11%Q2 2013Q3 20132
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
CLOUGH CAPITAL PARTNERS L P 220.01%0.01%0.02%Q2 2023Q3 20232
Magnetar Financial LLC 220.00%0.00%0.00%Q2 2016Q3 20162
XML SECURITIES, LLC 220.67%0.68%0.69%Q4 2017Q1 20182
ProVise Management Group, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Essex Financial Services, Inc. 220.03%0.03%0.03%Q2 2013Q3 20132
MARINER INVESTMENT GROUP LLC 110.15%0.16%0.16%Q4 2013Q4 20142
GREAT VALLEY ADVISOR GROUP, INC. 220.00%0.00%0.00%Q4 2022Q1 20232
Measured Wealth Private Client Group, LLC 220.13%0.14%0.14%Q2 2019Q3 20192
WASHINGTON TRUST BANK 220.00%0.00%0.00%Q2 2014Q3 20142
Advisory Services Network, LLC 220.00%0.00%0.01%Q2 2017Q3 20172
Quarry LP 220.01%0.01%0.02%Q2 2023Q3 20232
Regal Investment Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Evanson Asset Management, LLC 110.04%0.04%0.04%Q2 2016Q2 20161
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Mariner, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Glassman Wealth Services 110.00%0.00%0.00%Q4 2022Q4 20221
Truepoint, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Citadel Advisors 110.00%0.00%0.00%Q1 2018Q1 20181
Global Retirement Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FIR TREE CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q3 2013Q3 20131
Gerstein Fisher 110.03%0.03%0.03%Q4 2013Q4 20131
Walleye Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TCI Wealth Advisors, Inc. 110.06%0.06%0.06%Q4 2016Q4 20161
Strategic Capital Group LLC 110.04%0.04%0.04%Q2 2014Q2 20141
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2013Q2 20131
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2023Q1 20231
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2016Q4 20161
V Wealth Advisors LLC 110.02%0.02%0.02%Q2 2017Q2 20171
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2016Q2 20161
Avior Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Logan Stone Capital, LLC 110.27%0.27%0.27%Q1 2022Q1 20221
Altus Wealth Group LLC 110.06%0.06%0.06%Q4 2020Q4 20201
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2013Q2 20131
MONTAG A & ASSOCIATES INC 110.00%0.00%0.00%Q4 2020Q4 20201
Strategic Capital Alternatives LLC 110.05%0.05%0.05%Q3 2014Q3 20141
SUNTRUST BANKS INC 110.00%0.00%0.00%Q4 2013Q4 20131
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2014Q1 20141
NEXT Financial Group, Inc 110.01%0.01%0.01%Q4 2016Q4 20161
Kovack Advisors, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
6 Meridian 110.05%0.05%0.05%Q2 2018Q2 20181
Columbia Asset Management 110.03%0.03%0.03%Q1 2019Q1 20191
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Grey Street Capital, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
BOKF, NA 110.01%0.01%0.01%Q1 2018Q1 20181
Aurora Private Wealth, Inc. 110.04%0.04%0.04%Q1 2020Q1 20201
Partnervest Advisory Services LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Parkside Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
OTA Financial Group L.P. 110.24%0.24%0.24%Q2 2016Q2 20161
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Doyle Wealth Management 110.01%0.01%0.01%Q1 2022Q1 20221
Arkos Global Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
SII INVESTMENTS INC/WI 110.01%0.01%0.01%Q2 2016Q2 20161
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2016Q1 20161
Questar Asset Management, Inc. 110.14%0.14%0.14%Q4 2018Q4 20181
Andrew Hill Investment Advisors, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Intelligence Driven Advisers, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Baird Financial Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Realta Investment Advisors 110.01%0.01%0.01%Q1 2019Q1 20191
Anchor Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
KANALY TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2022Q3 20221
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
COMERICA BANK 110.00%0.00%0.00%Q1 2022Q1 20221
KESTRA PRIVATE WEALTH SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own PUTNAM MANAGED MUN INCOM TR or have owned PUTNAM MANAGED MUN INCOM TR in the past.