PUTNAM MANAGED MUNI INCM TRS (PMM) Institutional Shareholders
PUTNAM MANAGED MUNI INCM TRS (PMM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $57.31M in PMM holdings during the latest filing period.
Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of PMM tracked by InsiderSet, reporting ownership valued at approximately $7.79M 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 $7.44M, representing an estimated loss of -4.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PMM value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Wells Fargo & Company/Mn, Raymond James Financial 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
89
Total Reported Value
$57.31M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$7.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 0.22% | 1,191,663 | $7,793,476 | $7,435,977 | -$357,499 | -4.59% | |
| Wells Fargo & Company/Mn | 0.00% | 1,073,585 | $6,602,545 | $6,699,170 | +$96,625 | +1.46% | |
| Raymond James Financial Inc | 0.00% | 1,028,029 | $6,322,382 | $6,414,901 | +$92,519 | +1.46% | |
| Guggenheim Capital Llc | 0.05% | 945,720 | $5,816,178 | $5,901,293 | +$85,115 | +1.46% | |
| Advisors Asset Management, Inc. | 0.09% | 844,788 | $5,195,446 | $5,271,477 | +$76,031 | +1.46% | |
| Morgan Stanley | 0.00% | 718,658 | $4,419,750 | $4,484,426 | +$64,676 | +1.46% | |
| Invesco Ltd. | 0.00% | 396,231 | $2,436,821 | $2,472,481 | +$35,660 | +1.46% | |
| Ameriprise Financial Inc | 0.00% | 338,665 | $2,082,790 | $2,113,270 | +$30,480 | +1.46% | |
| Robinson Capital Management, Llc | 0.87% | 314,939 | $1,940,024 | $1,965,219 | +$25,195 | +1.30% | |
| Lpl Financial Llc | 0.00% | 227,108 | $1,396,713 | $1,417,154 | +$20,441 | +1.46% | |
| &Partners | 0.00% | 114,541 | $704,426 | $714,736 | +$10,310 | +1.46% | |
| Royal Bank Of Canada | 0.00% | 109,662 | $674,000 | $684,291 | +$10,291 | +1.53% | |
| Rivernorth Capital Management, Llc | 0.03% | 107,693 | $662,312 | $672,004 | +$9,692 | +1.46% | |
| Melfa Wealth Management, Inc. | 0.34% | 95,679 | $625,738 | $597,037 | -$28,701 | -4.59% | |
| G2 Capital Management, Llc / Oh | 0.15% | 101,416 | $623,709 | $632,836 | +$9,127 | +1.46% | |
| Bank Of America Corp | 0.00% | 88,372 | $543,488 | $551,441 | +$7,953 | +1.46% | |
| Ubs Group Ag | 0.00% | 78,196 | $480,905 | $487,943 | +$7,038 | +1.46% | |
| Bridgewater Advisors Inc. | 0.03% | 76,102 | $477,921 | $474,876 | -$3,045 | -0.64% | |
| Osaic Holdings, Inc. | 0.00% | 69,937 | $430,124 | $436,407 | +$6,283 | +1.46% | |
| Rockefeller Capital Management L.P. | 0.00% | 68,871 | $423,560 | $429,755 | +$6,195 | +1.46% | |
| Cetera Investment Advisers | 0.00% | 63,411 | $389,976 | $395,685 | +$5,709 | +1.46% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,610 | $376,770 | $359,486 | -$17,284 | -4.59% | |
| Keudell/Morrison Wealth Management | 0.07% | 57,600 | $376,704 | $359,424 | -$17,280 | -4.59% | |
| Capital Investment Advisors, Llc | 0.01% | 60,369 | $371,269 | $376,703 | +$5,434 | +1.46% | |
| Oppenheimer & Co Inc | 0.00% | 58,029 | $356,878 | $362,101 | +$5,223 | +1.46% | |
| Ackerman Capital Advisors, Llc | 0.07% | 54,213 | $354,553 | $338,289 | -$16,264 | -4.59% | |
| Xml Financial, Llc | 0.02% | 47,113 | $308,119 | $293,985 | -$14,134 | -4.59% | |
| Wealthbridge Capital Management, Llc | 0.05% | 40,000 | $261,600 | $249,600 | -$12,000 | -4.59% | |
| Susquehanna International Group, Llp | 0.00% | 41,683 | $256,350 | $260,102 | +$3,752 | +1.46% | |
| Kestra Advisory Services, Llc | 0.00% | 38,868 | $254,197 | $242,536 | -$11,661 | -4.59% | |
| Tyche Wealth Partners Llc | 0.04% | 39,722 | $244,290 | $247,865 | +$3,575 | +1.46% | |
| Allworth Financial Lp | 0.00% | 39,197 | $241,062 | $244,589 | +$3,527 | +1.46% | |
| Noble Wealth Management Pbc | 0.09% | 31,793 | $207,926 | $198,388 | -$9,538 | -4.59% | |
| Gill Capital Partners, Llc | 0.06% | 31,984 | $196,702 | $199,580 | +$2,878 | +1.46% | |
| Concurrent Investment Advisors, Llc | 0.00% | 29,014 | $189,753 | $181,047 | -$8,706 | -4.59% | |
| Clear Creek Financial Management, Llc | 0.01% | 28,020 | $183,251 | $174,845 | -$8,406 | -4.59% | |
| Wesbanco Bank Inc | 0.00% | 27,700 | $181,160 | $172,848 | -$8,312 | -4.59% | |
| Joseph P. Lucia & Associates, Llc | 0.06% | 27,986 | $172,114 | $174,633 | +$2,519 | +1.46% | |
| Twin Focus Capital Partners, Llc | 0.02% | 23,993 | $156,914 | $149,716 | -$7,198 | -4.59% | |
| Fortitude Advisory Group L.L.C. | 0.05% | 21,429 | $140,146 | $133,717 | -$6,429 | -4.59% | |
| Nwf Advisory Services Inc. | 0.01% | 20,000 | $130,800 | $124,800 | -$6,000 | -4.59% | |
| Jupiter Wealth Management Llc | 0.05% | 20,000 | $125,600 | $124,800 | -$800 | -0.64% | |
| Hightower Advisors, Llc | 0.00% | 20,201 | $124,236 | $126,054 | +$1,818 | +1.46% | |
| Everstar Asset Management, Llc | 0.06% | 18,900 | $116,235 | $117,936 | +$1,701 | +1.46% | |
| Nomura Holdings Inc | 0.00% | 18,762 | $115,386 | $117,075 | +$1,689 | +1.46% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 17,327 | $113,319 | $108,120 | -$5,199 | -4.59% | |
| Hohimer Wealth Management, Llc | 0.01% | 15,000 | $92,250 | $93,600 | +$1,350 | +1.46% | |
| Meridian Wealth Management, Llc | 0.00% | 14,291 | $87,890 | $89,176 | +$1,286 | +1.46% | |
| Mariner, Llc | 0.00% | 14,080 | $86,595 | $87,859 | +$1,264 | +1.46% | |
| Procyon Advisors, Llc | 0.00% | 12,803 | $83,732 | $79,891 | -$3,841 | -4.59% |
Frequently asked questions about PMM
Who owns the most PMM stock?
The largest holders of PMM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PUTNAM MANAGED MUNI INCM TRS (PMM).
Is PMM widely held by superinvestors?
Many widely followed stocks like PMM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PMM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.