PMM Institutional Ownership & Shareholders
PUTNAM MANAGED MUNI INCM TRS (PMM) is currently held by 79 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $56.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of PMM tracked by InsiderSet, reporting ownership valued at approximately $7.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.57M, representing an estimated loss of -3.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PMM value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Wells Fargo & Company/Mn, Hennion & Walsh Asset Management, Inc., and several other long-term asset managers with concentrated positions in PUTNAM MANAGED MUNI INCM TRS (PMM).
This page ranks the largest institutional PMM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
79
Total Reported Value
$56.98M
Largest Holder
Raymond James Financial Inc
Largest Position
$7.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 1,194,669 | $7,813,138 | $7,574,201 | -$238,937 | -3.06% | |
| Wells Fargo & Company/Mn | 0.00% | 1,103,273 | $7,215,406 | $6,994,751 | -$220,655 | -3.06% | |
| Hennion & Walsh Asset Management, Inc. | 0.19% | 1,184,453 | $6,443,424 | $7,509,432 | +$1,066,008 | +16.54% | |
| Morgan Stanley | 0.00% | 788,908 | $5,159,461 | $5,001,677 | -$157,784 | -3.06% | |
| Guggenheim Capital Llc | 0.03% | 754,172 | $4,932,285 | $4,781,450 | -$150,835 | -3.06% | |
| Robinson Capital Management, Llc | 1.22% | 423,151 | $2,767,408 | $2,682,777 | -$84,631 | -3.06% | |
| Van Eck Associates Corp | 0.00% | 399,438 | $2,612,325 | $2,532,437 | -$79,888 | -3.06% | |
| Invesco Ltd. | 0.00% | 396,036 | $2,590,075 | $2,510,868 | -$79,207 | -3.06% | |
| Ameriprise Financial Inc | 0.00% | 338,720 | $2,215,229 | $2,147,485 | -$67,744 | -3.06% | |
| Lpl Financial Llc | 0.00% | 223,550 | $1,462,017 | $1,417,307 | -$44,710 | -3.06% | |
| Advisors Asset Management, Inc. | 0.02% | 122,583 | $1,075,053 | $777,176 | -$297,877 | -27.71% | |
| &Partners | 0.00% | 117,830 | $770,607 | $747,042 | -$23,565 | -3.06% | |
| Bank Of America Corp | 0.00% | 106,083 | $693,780 | $672,566 | -$21,214 | -3.06% | |
| Melfa Wealth Management, Inc. | 0.34% | 95,679 | $625,738 | $606,605 | -$19,133 | -3.06% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.18% | 89,911 | $588,018 | $570,036 | -$17,982 | -3.06% | |
| Royal Bank Of Canada | 0.00% | 86,339 | $565,000 | $547,389 | -$17,611 | -3.12% | |
| G2 Capital Management, Llc / Oh | 0.13% | 101,416 | $551,704 | $642,977 | +$91,273 | +16.54% | |
| Ubs Group Ag | 0.00% | 75,277 | $492,311 | $477,256 | -$15,055 | -3.06% | |
| Osaic Holdings, Inc. | 0.00% | 74,865 | $489,630 | $474,644 | -$14,986 | -3.06% | |
| Bridgewater Advisors Inc. | 0.03% | 76,102 | $471,832 | $482,487 | +$10,655 | +2.26% | |
| Cetera Investment Advisers | 0.00% | 65,944 | $431,273 | $418,085 | -$13,188 | -3.06% | |
| Rockefeller Capital Management L.P. | 0.00% | 57,248 | $374,407 | $362,952 | -$11,455 | -3.06% | |
| Keudell/Morrison Wealth Management | 0.06% | 62,400 | $339,456 | $395,616 | +$56,160 | +16.54% | |
| Oppenheimer & Co Inc | 0.00% | 60,191 | $327,439 | $381,611 | +$54,172 | +16.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 58,126 | $316,210 | $368,519 | +$52,309 | +16.54% | |
| Susquehanna International Group, Llp | 0.00% | 46,558 | $304,489 | $295,178 | -$9,311 | -3.06% | |
| Capital Investment Advisors, Llc | 0.00% | 54,997 | $299,184 | $348,681 | +$49,497 | +16.54% | |
| Xml Financial, Llc | 0.02% | 53,413 | $290,565 | $338,638 | +$48,073 | +16.54% | |
| Ackerman Capital Advisors, Llc | 0.06% | 52,926 | $287,917 | $335,551 | +$47,634 | +16.54% | |
| Allworth Financial Lp | 0.00% | 42,197 | $275,969 | $267,529 | -$8,440 | -3.06% | |
| Tyche Wealth Partners Llc | 0.04% | 39,722 | $259,782 | $251,837 | -$7,945 | -3.06% | |
| Concurrent Investment Advisors, Llc | 0.00% | 41,778 | $227,273 | $264,873 | +$37,600 | +16.54% | |
| Newedge Advisors, Llc | 0.00% | 32,419 | $212,019 | $205,536 | -$6,483 | -3.06% | |
| Wealthbridge Capital Management, Llc | 0.04% | 38,500 | $209,440 | $244,090 | +$34,650 | +16.54% | |
| Cohen & Steers, Inc. | 0.00% | 30,000 | $196,000 | $190,200 | -$5,800 | -2.96% | |
| Kestra Advisory Services, Llc | 0.00% | 33,476 | $182,108 | $212,238 | +$30,130 | +16.55% | |
| Wesbanco Bank Inc | 0.00% | 27,700 | $181,160 | $175,618 | -$5,542 | -3.06% | |
| Gill Capital Partners, Llc | 0.05% | 31,984 | $173,993 | $202,779 | +$28,786 | +16.54% | |
| Noble Wealth Management Pbc | 0.07% | 29,293 | $159,354 | $185,718 | +$26,364 | +16.54% | |
| Twin Focus Capital Partners, Llc | 0.02% | 23,993 | $156,914 | $152,116 | -$4,798 | -3.06% | |
| Clear Creek Financial Management, Llc | 0.01% | 28,020 | $152,429 | $177,647 | +$25,218 | +16.54% | |
| Jupiter Wealth Management Llc | 0.05% | 20,000 | $130,800 | $126,800 | -$4,000 | -3.06% | |
| Joseph P. Lucia & Associates, Llc | 0.04% | 23,990 | $130,506 | $152,097 | +$21,591 | +16.54% | |
| Mariner, Llc | 0.00% | 19,527 | $127,708 | $123,801 | -$3,907 | -3.06% | |
| Everstar Asset Management, Llc | 0.06% | 18,900 | $123,606 | $119,826 | -$3,780 | -3.06% | |
| Fortitude Advisory Group L.L.C. | 0.04% | 21,429 | $116,574 | $135,860 | +$19,286 | +16.54% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 17,327 | $113,319 | $109,853 | -$3,466 | -3.06% | |
| Meridian Wealth Management, Llc | 0.00% | 14,291 | $93,463 | $90,605 | -$2,858 | -3.06% | |
| Hohimer Wealth Management, Llc | 0.02% | 14,395 | $89,249 | $91,264 | +$2,015 | +2.26% | |
| Regal Investment Advisors Llc | 0.00% | 13,606 | $88,984 | $86,262 | -$2,722 | -3.06% |
Frequently asked questions about PMM
Who are the largest institutional holders of PMM?
The largest institutional holders of PMM reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Wells Fargo & Company/Mn, Hennion & Walsh Asset Management, Inc., Morgan Stanley, and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported PMM position.
What is PMM institutional ownership?
This page tracks PMM positions reported by institutional investment managers through SEC Form 13F. PUTNAM MANAGED MUNI INCM TRS (PMM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PMM?
InsiderSet currently tracks 79 institutional managers reporting PMM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PMM shareholders.
How much PMM stock do institutions own?
Institutional investment managers disclosed approximately $56.98M in PMM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PMM institutional ownership last updated?
The latest PMM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PMM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PMM position after the reporting date.
Are institutions buying or selling PMM?
Institutional buying and selling can be analyzed by comparing PMM positions across consecutive 13F reporting periods. InsiderSet's PMM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PMM ownership changes.
How has PMM institutional ownership changed over time?
InsiderSet tracks PMM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.