DOSSIER · 13F Holders · Q2 2026
PMM

PUTNAM MANAGED MUN INCOME TR

92 institutions still hold PUTNAM MANAGED MUN INCOME TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 746823103·92 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$51M
visible holders
Holders
92
filers reporting
Concentration
15.15%
Hennion & Walsh Asset Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

92 institutions reported PMM in Q2 2026. Hennion & Walsh Asset Management, Inc. leads at 15.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$8M1.2M0.22%Q2 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M1.1M0.00%Q1 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M1.0M0.00%Q1 2026
04
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M946K0.05%Q1 2026
05
Advisors Asset Management, Inc.
CIK 0001297376
$5M845K0.09%Q1 2026
06
MORGAN STANLEY
CIK 0000895421
$4M719K0.00%Q1 2026
07
Invesco Ltd.
CIK 0000914208
$2M396K0.00%Q1 2026
08
VAN ECK ASSOCIATES CORP
CIK 0000869178
$2M361K0.00%Q1 2026
09
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M339K0.00%Q1 2026
10
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 0001599795
$2M315K0.81%Q1 2026
11
LPL Financial LLC
CIK 0001403438
$1M227K0.00%Q1 2026
12
&PARTNERS
CIK 0000107136
$704K115K0.00%Q1 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$674K110K0.00%Q1 2026
14
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$662K108K0.03%Q1 2026
15
G2 CAPITAL MANAGEMENT, LLC / OH
CIK 0001910858
$624K101K0.15%Q1 2026
16
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$590K96K0.34%Q1 2026
17
BANK OF AMERICA CORP /DE/
CIK 0000070858
$543K88K0.00%Q1 2026
18
UBS Group AG
CIK 0001610520
$481K78K0.00%Q1 2026
19
Bridgewater Advisors Inc.
CIK 0001600319
$478K76K0.03%Q1 2026
20
Ackerman Capital Advisors, LLC
CIK 0001699506
$466K76K0.10%Q1 2026
Page 1 of 5
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Insiders at PUTNAM MANAGED MUN INCOME TR
Cooper Aaron MSingh Manoj PSutphen MonaPillai MarieHill Catharine B