PUTNAM MANAGED MUN INCOME TR
CUSIP 746823103
Putnam Managed Mun Income Tr has 92 institutional holders in Filings Flow’s 13F database, together reporting 9.76M shares worth $57M as of Q1 2026. The largest reported holders are Hennion & Walsh Asset Management, Inc., Wells Fargo & Company/Mn, and Raymond James Financial Inc.
Institutional Holders
92
Q1 2026
Reported Value
$57M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.81% | $2M | 314.9K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.34% | $589,514 | 95.9K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.22% | $8M | 1.19M | Q2 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.15% | $623,709 | 101.4K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.10% | $465,740 | 75.7K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.09% | $207,926 | 31.8K | Q2 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.09% | $5M | 844.8K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.07% | $354,240 | 57.6K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.07% | $162,080 | 25.9K | Q4 2025OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.06% | $116,235 | 18.9K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.06% | $172,114 | 28.0K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.06% | $196,702 | 32.0K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.05% | $224,475 | 36.5K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.05% | $112,453 | 18.3K | Q1 2026OLDER |
| Jupiter Wealth Management LLC$253M AUM | 0.05% | $125,600 | 20.0K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.05% | $6M | 945.7K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.04% | $244,290 | 39.7K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.03% | $92,470 | 14.7K | Q4 2025OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.03% | $43,665 | 7.1K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.03% | $662,312 | 107.7K | Q1 2026OLDER |
| United Bank$301M AUM | 0.03% | $86,976 | 14.4K | Q3 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.03% | $55,350 | 9.0K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.03% | $477,921 | 76.1K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.03% | $320,495 | 52.1K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.02% | $147,557 | 24.0K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.02% | $60,700 | 10.0K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $196,001 | 31.9K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.01% | $123,000 | 20.0K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.01% | $92,250 | 15.0K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.01% | $43,050 | 7.0K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.01% | $40,590 | 6.6K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $371,269 | 60.4K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.01% | $16,507 | 2.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.00% | $83,677 | 13.6K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.00% | $170,356 | 27.7K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $19,096 | 3.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $356,878 | 58.0K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.00% | $73,800 | 12.0K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.00% | $94,339 | 15.6K | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $7,380 | 1.2K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.00% | $83,732 | 12.8K | Q2 2026 |
| CDKV HOLDINGS LLC$114M AUM | 0.00% | $4,066 | 661 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $704,426 | 114.5K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $16,906 | 2.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $61,500 | 10.0K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.00% | $87,890 | 14.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $106,561 | 17.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $81,515 | 12.5K | Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $34,826 | 5.7K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.00% | $62,851 | 10.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $9,287 | 1.4K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 1.03M | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $178,437 | 29.0K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $61,623 | 10.0K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2,222 | 361.3K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.00% | $62,700 | 10.0K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $78,599 | 12.0K | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $72,612 | 12.0K | Q3 2025OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $12,048 | 2.0K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $9,744 | 1.6K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 1.07M | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $17,701 | 2.8K | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $62,724 | 10.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $241,062 | 39.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $73,966 | 12.2K | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $68,880 | 11.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $242,776 | 39.5K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $4,121 | 670 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $423,560 | 68.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $199,376 | 32.4K | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $13,063 | 2.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $430,124 | 69.9K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $3,728 | 570 | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $348,530 | 56.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 338.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $389,976 | 63.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $77,394 | 12.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $72,170 | 11.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 396.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 227.1K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $38,431 | 6.2K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $115,386 | 18.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $13,186 | 2.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 783.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $124,236 | 20.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $674,000 | 109.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $86,595 | 14.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,886 | 1.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $480,905 | 78.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,823 | 459 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $543,488 | 88.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $256,350 | 41.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $45,780 | 7.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $451 | 72 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $654 | 100 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $25,277 | 4.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $75,648 | 12.1K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $68,708 | 11.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $6 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.