Who Owns PUTNAM MANAGED MUN INCOME TR (PMM)? -- Institutional Holders (2026-06-30)

96 institutions reported holding $65.2M of PUTNAM MANAGED MUN INCOME TR (PMM) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($7.8M), Hennion & Walsh Asset Management, Inc. ($7.8M), WELLS FARGO & COMPANY/MN ($7.2M), Advisors Asset Management, Inc. ($6.4M), MORGAN STANLEY ($5.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$7.8M1.2MAdded
2Hennion & Walsh Asset Management, Inc.$7.8M1.2MTrimmed
3WELLS FARGO & COMPANY/MN$7.2M1.1MAdded
4Advisors Asset Management, Inc.$6.4M979,362Added
5MORGAN STANLEY$5.2M788,908Added
6GUGGENHEIM CAPITAL LLC$4.9M754,172Trimmed
7ROBINSON CAPITAL MANAGEMENT, LLC$2.8M423,151Added
8VAN ECK ASSOCIATES CORP$2.6M399,438Added
9Invesco Ltd.$2.6M396,036Trimmed
10AMERIPRISE FINANCIAL INC$2.2M338,720Added
11LPL Financial LLC$1.5M223,550Trimmed
12&PARTNERS$770,607117,830Added
13BANK OF AMERICA CORP /DE/$693,780106,083Added
14G2 CAPITAL MANAGEMENT, LLC / OH$663,261101,416Hold
15MELFA WEALTH MANAGEMENT, INC.$625,73895,679Trimmed
16Thomas J. Herzfeld Advisors, Inc.$588,01889,911New
17Royal Bank of Canada$565,00086,339Trimmed
18UBS Group AG$492,31175,277Trimmed
19OSAIC HOLDINGS, INC.$489,63074,865Added
20Bridgewater Advisors Inc.$471,83276,102Hold
21Cetera Investment Advisers$431,27365,944Added
22Capital Investment Advisors, LLC$385,00358,869Trimmed
23OPPENHEIMER & CO INC$384,37558,773Added
24COMMONWEALTH EQUITY SERVICES, LLC$376,77057,610Added
25Keudell/Morrison Wealth Management$376,70457,600Hold

Source: SEC Form 13F filings · as of 2026-06-30