Vault-13

PUTNAM MANAGED MUN INCOME TR PMM

COM · Closed-End Fund · CUSIP 746823103

87 institutional holders -4 vs Q1 2026
10,003,11710.0m shares reported held*
$65.4mreported value*
4 new 26 added 18 reduced 9 sold out net bought ≈ $2.0m (+300.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $6.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 75Q4 22: 88Q1 23: 77Q2 23: 83Q3 23: 85Q4 23: 98Q1 24: 96Q2 24: 85Q3 24: 94Q4 24: 95Q1 25: 84Q2 25: 86Q3 25: 81Q4 25: 90Q1 26: 91Q2 26: 8787Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202275
Q4 202288
Q1 202377
Q2 202383
Q3 202385
Q4 202398
Q1 202496
Q2 202485
Q3 202494
Q4 202495
Q1 202584
Q2 202586
Q3 202581
Q4 202590
Q1 202691
Q2 202687

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 31 bought or addedQ3 24: 26 cut or sold outQ4 24: 35 bought or addedQ4 24: 33 cut or sold outQ4 24Q1 25: 30 bought or addedQ1 25: 37 cut or sold outQ2 25: 37 bought or addedQ2 25: 26 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 28 cut or sold outQ4 25: 29 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 33 bought or addedQ1 26: 26 cut or sold outQ2 26: 30 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243126
Q4 20243533
Q1 20253037
Q2 20253726
Q3 20252628
Q4 20252932
Q1 20263326
Q2 20263027

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +166,640+166.6k
Advisors Asset Management, Inc. Added +134,574+134.6k
ROBINSON CAPITAL MANAGEMENT, LLC Added +108,212+108.2k
Thomas J. Herzfeld Advisors, Inc. New +89,911+89.9k
MORGAN STANLEY Added +70,250+70.2k
VAN ECK ASSOCIATES CORP Added +38,113+38.1k
Cambridge Investment Research Advisors, Inc. Added +29,888+29.9k
WELLS FARGO & COMPANY/MN Added +29,688+29.7k
BANK OF AMERICA CORP /DE/ Added +17,711+17.7k
Noble Wealth Management PBC Added +15,000+15.0k

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -191,548-191.5k
RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -107,693-107.7k
ROYAL BANK OF CANADA Reduced -23,323-23.3k
Hennion & Walsh Asset Management, Inc. Reduced -22,356-22.4k
Ackerman Capital Advisors, LLC Reduced -21,517-21.5k
NOMURA HOLDINGS INC Sold out -18,762-18.8k
Rockefeller Capital Management L.P. Reduced -11,623-11.6k
JANE STREET GROUP, LLC Sold out -11,172-11.2k
Activest Wealth Management Sold out -6,600-6.6k
WOLVERINE ASSET MANAGEMENT LLC Sold out -6,249-6.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BANK OF AMERICA CORP /DE/ 13D · may seek influence filed 2024-12-20 92.0% 1.6k 2024-12-20

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-07-17 BANK OF AMERICA CORP /DE/ +1 10% owner · See Footnotes Bought 437 $6.54 $2.9k437 shares new
2026-07-16 BANK OF AMERICA CORP /DE/ +1 10% owner · See Footnotes Sold 437 $6.54 $2.9k437 shares -100%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,194,6691.2m $7.8m $7.8m 0.00% Added +166.6k +166,640
2 Hennion & Walsh Asset Management, Inc. 0.22% of their portfolio Parsippany, NJ 1,191,6631.2m $7.8m $7.8m 0.22% Reduced -22.4k -22,356
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,103,2731.1m $7.2m $7.2m 0.00% Added +29.7k +29,688
4 Advisors Asset Management, Inc. 0.10% of their portfolio Monument, CO 979,362979.4k $6.4m $6.4m 0.10% Added +134.6k +134,574
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 788,908788.9k $5.2m $5.2m 0.00% Added +70.2k +70,250
6 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 754,172754.2k $4.9m $4.9m 0.03% Reduced -191.5k -191,548
7 ROBINSON CAPITAL MANAGEMENT, LLC 1.22% of their portfolio GROSSE POINTE FARMS, MI 423,151423.2k $2.8m $2.8m 1.22% Added +108.2k +108,212
8 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 399,438399.4k $2.6m $2.6m 0.00% Added +38.1k +38,113
9 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 396,036396.0k $2.6m $2.6m 0.00% Reduced -195 -195
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 338,720338.7k $2.2m $2.2m 0.00% Added +55 +55
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 223,550223.6k $1.5m $1.5m 0.00% Reduced -3.6k -3,558
12 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 117,830117.8k $770.6k $770.6k 0.00% Added +3.3k +3,289
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 106,083106.1k $693.8k $693.8k 0.00% Added +17.7k +17,711
14 G2 CAPITAL MANAGEMENT, LLC / OH 0.14% of their portfolio COLUMBUS, OH 101,416101.4k $663.3k $663.3k 0.14% Unchanged
15 MELFA WEALTH MANAGEMENT, INC. 0.34% of their portfolio WESTBOROUGH, MA 95,67995.7k $625.7k $625.7k 0.34% Reduced -177 -177
16 Thomas J. Herzfeld Advisors, Inc. 0.18% of their portfolio MIAMI BEACH, FL 89,91189.9k $588.0k $588.0k 0.18% New
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 86,33986.3k $565.0k $565.0k 0.00% Reduced -23.3k -23,323
18 Bridgewater Advisors Inc. 0.03% of their portfolio NEW YORK, NY 76,10276.1k $471.8k $471.8k 0.03% Unchanged
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 75,27775.3k $492.3k $492.3k 0.00% Reduced -2.9k -2,919
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 74,86574.9k $489.6k $489.6k 0.00% Added +4.9k +4,928
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 65,94465.9k $431.3k $431.3k 0.00% Added +2.5k +2,533
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 62,80862.8k $410.0k $410.0k 0.00% Added +29.9k +29,888
23 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 58,86958.9k $385.0k $385.0k 0.01% Reduced -1.5k -1,500
24 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 58,77358.8k $384.4k $384.4k 0.00% Added +744 +744
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 57,61057.6k $376.8k $376.8k 0.00% Added +939 +939
26 Keudell/Morrison Wealth Management 0.07% of their portfolio Salem, OR 57,60057.6k $376.7k $376.7k 0.07% Unchanged
27 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 57,24857.2k $374.4k $374.4k 0.00% Reduced -11.6k -11,623
28 Ackerman Capital Advisors, LLC 0.07% of their portfolio DALLAS, TX 54,21354.2k $354.6k $354.6k 0.07% Reduced -21.5k -21,517
29 XML Financial, LLC 0.02% of their portfolio BETHESDA, MD 47,11347.1k $308.1k $308.1k 0.02% Reduced -5.0k -5,000
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 46,55846.6k $304.5k $304.5k 0.00% Added +4.9k +4,875
31 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 42,19742.2k $276.0k $276.0k 0.00% Added +3.0k +3,000
32 WealthBridge Capital Management, LLC 0.05% of their portfolio WESTERVILLE, OH 40,00040.0k $261.6k $261.6k 0.05% Added +3.5k +3,500
33 Tyche Wealth Partners LLC 0.04% of their portfolio PLANO, TX 39,72239.7k $259.8k $259.8k 0.04% Unchanged
34 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 38,86838.9k $254.2k $254.2k 0.00% Reduced -608 -608
35 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 32,41932.4k $212.0k $212.0k 0.00% Unchanged
36 GILL CAPITAL PARTNERS, LLC 0.06% of their portfolio DENVER, CO 31,98432.0k $209.2k $209.2k 0.06% Unchanged
37 Noble Wealth Management PBC 0.09% of their portfolio GREENWOOD VILLAGE, CO 31,79331.8k $207.9k $207.9k 0.09% Added +15.0k +15,000
38 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 30,00030.0k $196.0k $196.0k 0.00% Added +10.0k +10,000
39 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 29,01429.0k $189.8k $189.8k 0.00% Unchanged
40 Clear Creek Financial Management, LLC 0.01% of their portfolio SILVERDALE, WA 28,02028.0k $183.3k $183.3k 0.01% Reduced -3.9k -3,850
41 WESBANCO BANK INC 0.00% of their portfolio WHEELING, WV 27,70027.7k $181.2k $181.2k 0.00% Unchanged
42 Joseph P. Lucia & Associates, LLC 0.05% of their portfolio Yorktown Heights, NY 27,63627.6k $180.7k $180.7k 0.05% Reduced -350 -350
43 TWIN FOCUS CAPITAL PARTNERS, LLC 0.02% of their portfolio Boston, MA 23,99324.0k $156.9k $156.9k 0.02% Unchanged
44 Fortitude Advisory Group L.L.C. 0.05% of their portfolio GIG HARBOR, WA 21,42921.4k $140.1k $140.1k 0.05% Added +3.1k +3,144
45 Jupiter Wealth Management LLC 0.05% of their portfolio GLENDALE, CO 20,00020.0k $130.8k $130.8k 0.05% Unchanged
46 NWF Advisory Services Inc. 0.01% of their portfolio Los Angeles, CA 20,00020.0k $130.8k $130.8k 0.01% Unchanged
47 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,52719.5k $127.7k $127.7k 0.00% Added +5.4k +5,447
48 Everstar Asset Management, LLC 0.06% of their portfolio MOORESVILLE, NC 18,90018.9k $123.6k $123.6k 0.06% Unchanged
49 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 17,32717.3k $113.3k $113.3k 0.00% Unchanged
50 LANGLEY WEALTH MANAGEMENT, LLC 0.10% of their portfolio CORINTH, MS 16,35816.4k $107.0k $107.0k 0.10% First filing
51 HOHIMER WEALTH MANAGEMENT, LLC 0.01% of their portfolio SEATTLE, WA 15,00015.0k $98.1k $98.1k 0.01% Unchanged
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,80114.8k $96.8k $96.8k 0.00% Reduced -5.4k -5,400
53 Meridian Wealth Management, LLC 0.00% of their portfolio LEXINGTON, KY 14,29114.3k $93.5k $93.5k 0.00% Unchanged
54 Regal Investment Advisors LLC 0.00% of their portfolio KENTWOOD, MI 13,60613.6k $89.0k $89.0k 0.00% Unchanged
55 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,87912.9k $84.2k $84.2k 0.00% Added +1.1k +1,144
56 Procyon Advisors, LLC 0.00% of their portfolio SHELTON, CT 12,80312.8k $83.7k $83.7k 0.00% Unchanged
57 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 12,46412.5k $81.5k $81.5k 0.00% Unchanged
58 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 12,41212.4k $81.0k $81.0k 0.00% Unchanged
59 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 12,13512.1k $79.4k $79.4k 0.00% New
60 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 12,01812.0k $78.6k $78.6k 0.00% Unchanged
61 Simplicity Wealth,LLC 0.00% of their portfolio SUMMIT, NJ 12,00012.0k $78.5k $78.5k 0.00% Unchanged
62 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 11,20011.2k $73.2k $73.2k 0.00% Unchanged
63 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 10,33910.3k $67.6k $67.6k 0.00% Added +140 +140
64 WealthCare Investment Partners, LLC 0.02% of their portfolio PORTSMOUTH, RI 10,04210.0k $65.7k $65.7k 0.02% Added +42 +42
65 TCTC Holdings, LLC 0.00% of their portfolio DALLAS, TX 10,02010.0k $65.5k $65.5k 0.00% Unchanged
66 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 10,00010.0k $65.4k $65.4k 0.00% Unchanged
67 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,00010.0k $65.4k $65.4k 0.00% Reduced -2.6k -2,584
68 Smallwood Wealth Investment Management, LLC 0.03% of their portfolio RED BANK, NJ 9,0009.0k $58.9k $58.9k 0.03% Unchanged
69 Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.03% of their portfolio TOWSON, MD 7,1007.1k $46.4k $46.4k 0.03% Unchanged
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,0377.0k $46.0k $46.0k 0.00% Reduced -407 -407
71 DUNCKER STREETT & CO INC 0.01% of their portfolio St. Louis, MO 7,0007.0k $45.8k $45.8k 0.01% Unchanged
72 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 5,7645.8k $37.7k $37.7k 0.00% Added +64 +64
73 Ascentis Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 2,7492.7k $18.0k $18.0k 0.00% Unchanged
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,7452.7k $18.0k $18.0k 0.00% Reduced -1.4k -1,365
75 Towne Trust Company, N.A 0.01% of their portfolio NEWPORT NEWS, VA 2,6842.7k $17.6k $17.6k 0.01% Unchanged
76 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,1442.1k $14.0k $14.0k 0.00% Unchanged
77 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 2,1242.1k $13.9k $13.9k 0.00% Unchanged
78 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,7851.8k $11.7k $11.7k 0.00% New
79 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 1,5541.6k $10.2k $10.2k 0.00% New
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4741.5k $9.6k $9.6k 0.00% Added +20 +20
81 Hilltop National Bank 0.00% of their portfolio CASPER, WY 1,4201.4k $9.3k $9.3k 0.00% Unchanged
82 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 670670 $4.4k $4.4k 0.00% Unchanged
83 CDKV HOLDINGS LLC 0.00% of their portfolio DENVER, CO 661661 $4.3k $4.3k 0.00% Unchanged
84 Community Financial Services Group, LLC 0.00% of their portfolio NEWPORT, VT 570570 $3.7k $3.7k 0.00% Unchanged
85 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 459459 $3.0k $3.0k 0.00% Unchanged
86 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 100100 $654 $654 0.00% Unchanged
87 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $7 $7 0.00% Unchanged