Putnam Managed Municipal Income Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:PMM Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
10 Jan 25	BuyUS$99,842	Bank of America Corporation, Asset Management Arm	Company		16,585	US$6.02
10 Jan 25	SellUS$99,510	Bank of America Corporation, Asset Management Arm	Company		16,585	US$6.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PMM?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	5,004	0.0115%
Institutions	8,504,266	19.5%
General Public	35,034,781	80.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 16.76% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
2.13%	Wells Fargo & Company, Securities and Brokerage Investments	925,613	US$5.6m	29.9%	no data
2.08%	Guggenheim Partners, LLC	905,013	US$5.4m	27.1%	0.04%
2.01%	Advisors Asset Management, Inc.	875,831	US$5.3m	9.83%	0.1%
1.55%	Morgan Stanley, Investment Banking and Brokerage Investments	675,272	US$4.1m	7.03%	no data
1.18%	Sit Investment Associates, Inc	515,349	US$3.1m	131%	0.07%
1.08%	Raymond James Financial Inc., Asset Management Arm	470,927	US$2.8m	3.34%	no data
0.88%	Pathstone Family Office, LLC	385,076	US$2.3m	74.1%	0.01%
0.62%	Van Eck Associates Corporation	268,556	US$1.6m	-21.4%	no data
0.59%	Hennion & Walsh Asset Management, Inc.	258,949	US$1.6m	0%	0.07%
0.52%	Columbia Management Investment Advisers, LLC	225,392	US$1.4m	-13.2%	no data
0.51%	Kennedy Investment Group, Inc.	223,621	US$1.3m	-6.01%	0.6%
0.5%	Rothschild Investment LLC	218,067	US$1.3m	-11.7%	0.08%
0.39%	Invesco Ltd.	168,686	US$1.0m	71.3%	no data
0.38%	UBS Asset Management AG	165,485	US$996.2k	-2.5%	no data
0.34%	RiverNorth Capital Management, LLC	149,544	US$900.3k	13.8%	0.05%
0.29%	Eaton Vance Management	124,469	US$749.3k	37.7%	no data
0.27%	LPL Financial Corporation, Asset Management Arm	115,485	US$695.2k	32.3%	no data
0.22%	Melfa Wealth Management, Inc.	95,856	US$577.1k	0%	0.38%
0.19%	Royal Bank of Canada, Banking & Securities Investments	82,728	US$498.0k	-5.61%	no data
0.18%	Rockefeller & Co. LLC	79,793	US$480.4k	-2.66%	no data
0.18%	Merrill Lynch & Co. Inc., Banking Investments	78,061	US$469.9k	-23%	no data
0.17%	Bridgewater Advisors Inc., Asset Management Arm	76,102	US$458.1k	0%	0.04%
0.17%	Capital Investment Advisors, LLC	73,056	US$439.8k	-3.55%	0.01%
0.16%	Sheaff Brock Investment Advisors, LLC	70,170	US$422.4k	0%	0.04%
0.16%	Keudell Morrison Wealth Management, LLC	69,114	US$416.1k	-3.49%	0.1%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/18 00:59
End of Day Share Price	2025/05/16 00:00
Earnings	2024/10/31
Annual Earnings	2024/10/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Putnam Managed Municipal Income Trust is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.