PMM Putnam Managed Municipal Incom
Putnam Managed Municipal Incom (PMM) Institutional Ownership
What the institutions did with PMM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 1.2M | 11.9% |
| Hennion & Walsh Asset Management, Inc. | 1.2M | 11.9% |
| WELLS FARGO & COMPANY/MN | 1.1M | 11.0% |
| Advisors Asset Management, Inc. | 979.4K | 9.8% |
| MORGAN STANLEY | 788.9K | 7.9% |
| GUGGENHEIM CAPITAL LLC | 754.2K | 7.5% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 423.2K | 4.2% |
| VAN ECK ASSOCIATES CORP | 399.4K | 4.0% |
| Invesco Ltd. | 396.0K | 4.0% |
| AMERIPRISE FINANCIAL INC | 338.7K | 3.4% |
| LPL Financial LLC | 223.6K | 2.2% |
| &PARTNERS | 117.8K | 1.2% |
| BANK OF AMERICA CORP /DE/ | 106.1K | 1.1% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 101.4K | 1.0% |
| MELFA WEALTH MANAGEMENT, INC. | 95.7K | 1.0% |
| Thomas J. Herzfeld Advisors, Inc. | 89.9K | 0.9% |
| ROYAL BANK OF CANADA | 86.3K | 0.9% |
| Bridgewater Advisors Inc. | 76.1K | 0.8% |
| UBS Group AG | 75.3K | 0.8% |
| OSAIC HOLDINGS, INC. | 74.9K | 0.7% |
| Cetera Investment Advisers | 65.9K | 0.7% |
| Cambridge Investment Research Advisors, Inc. | 62.8K | 0.6% |
| Capital Investment Advisors, LLC | 58.9K | 0.6% |
| OPPENHEIMER & CO INC | 58.8K | 0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 57.6K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | Reduced | 945.7K | 754.2K | -191.5K |
| RAYMOND JAMES FINANCIAL INC | Increased | 1.0M | 1.2M | +166.6K |
| Advisors Asset Management, Inc. | Increased | 844.8K | 979.4K | +134.6K |
| ROBINSON CAPITAL MANAGEMENT, LLC | Increased | 314.9K | 423.2K | +108.2K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Sold Out | 107.7K | 0 | -107.7K |
| Thomas J. Herzfeld Advisors, Inc. | New | 0 | 89.9K | +89.9K |
| MORGAN STANLEY | Increased | 718.7K | 788.9K | +70.3K |
| VAN ECK ASSOCIATES CORP | Increased | 361.3K | 399.4K | +38.1K |
| Cambridge Investment Research Advisors, Inc. | Increased | 32.9K | 62.8K | +29.9K |
| WELLS FARGO & COMPANY/MN | Increased | 1.1M | 1.1M | +29.7K |
| ROYAL BANK OF CANADA | Reduced | 109.7K | 86.3K | -23.3K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 1.2M | 1.2M | -22.4K |
| Ackerman Capital Advisors, LLC | Reduced | 75.7K | 54.2K | -21.5K |
| NOMURA HOLDINGS INC | Sold Out | 18.8K | 0 | -18.8K |
| BANK OF AMERICA CORP /DE/ | Increased | 88.4K | 106.1K | +17.7K |
| Noble Wealth Management PBC | Increased | 16.8K | 31.8K | +15.0K |
| MGO ONE SEVEN LLC | New | 0 | 12.1K | +12.1K |
| Rockefeller Capital Management L.P. | Reduced | 68.9K | 57.2K | -11.6K |
| JANE STREET GROUP, LLC | Sold Out | 11.2K | 0 | -11.2K |
| COHEN & STEERS, INC. | Increased | 20.0K | 30.0K | +10.0K |
| Activest Wealth Management | Sold Out | 6.6K | 0 | -6.6K |
| WOLVERINE ASSET MANAGEMENT LLC | Sold Out | 6.2K | 0 | -6.2K |
| Mariner, LLC | Increased | 14.1K | 19.5K | +5.4K |
| HighTower Advisors, LLC | Reduced | 20.2K | 14.8K | -5.4K |
| XML Financial, LLC | Reduced | 52.1K | 47.1K | -5.0K |
| OSAIC HOLDINGS, INC. | Increased | 69.9K | 74.9K | +4.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 41.7K | 46.6K | +4.9K |
| Clear Creek Financial Management, LLC | Reduced | 31.9K | 28.0K | -3.9K |
| Arkos Global Advisors | Sold Out | 3.8K | 0 | -3.8K |
| LPL Financial LLC | Reduced | 227.1K | 223.6K | -3.6K |
| WealthBridge Capital Management, LLC | Increased | 36.5K | 40.0K | +3.5K |
| &PARTNERS | Increased | 114.5K | 117.8K | +3.3K |
| Fortitude Advisory Group L.L.C. | Increased | 18.3K | 21.4K | +3.1K |
| Global Wealth Strategies & Associates | Sold Out | 3.1K | 0 | -3.1K |
| Allworth Financial LP | Increased | 39.2K | 42.2K | +3.0K |
| UBS Group AG | Reduced | 78.2K | 75.3K | -2.9K |
| Steward Partners Investment Advisory, LLC | Reduced | 12.6K | 10.0K | -2.6K |
| Cetera Investment Advisers | Increased | 63.4K | 65.9K | +2.5K |
| Grove Bank & Trust | Sold Out | 2.0K | 0 | -2.0K |
| IFG Advisory, LLC | New | 0 | 1.8K | +1.8K |
| Concord Wealth Partners | New | 0 | 1.6K | +1.6K |
| Capital Investment Advisors, LLC | Reduced | 60.4K | 58.9K | -1.5K |
| PNC FINANCIAL SERVICES GROUP, INC. | Reduced | 4.1K | 2.7K | -1.4K |
| AMERIFLEX GROUP, INC. | Sold Out | 1.2K | 0 | -1.2K |
| AE Wealth Management LLC | Increased | 11.7K | 12.9K | +1.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 56.7K | 57.6K | +939 |
| OPPENHEIMER & CO INC | Increased | 58.0K | 58.8K | +744 |
| Kestra Advisory Services, LLC | Reduced | 39.5K | 38.9K | -608 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | 7.4K | 7.0K | -407 |
| Joseph P. Lucia & Associates, LLC | Reduced | 28.0K | 27.6K | -350 |
| Invesco Ltd. | Reduced | 396.2K | 396.0K | -195 |
| MELFA WEALTH MANAGEMENT, INC. | Reduced | 95.9K | 95.7K | -177 |
| Mesirow Financial Investment Management, Inc. | Increased | 10.2K | 10.3K | +140 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 5.7K | 5.8K | +64 |
| AMERIPRISE FINANCIAL INC | Increased | 338.7K | 338.7K | +55 |
| WealthCare Investment Partners, LLC | Increased | 10.0K | 10.0K | +42 |
| Farther Finance Advisors, LLC | Increased | 1.5K | 1.5K | +20 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.