Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Putnam Managed Municipal Income Trust comprennent Allworth Financial LP, Brown Brothers Harriman & Co, Ballast, Inc., Ashton Thomas Private Wealth, LLC, Meridian Wealth Management, LLC, Duncker Streett & Co Inc, et GAMMA Investing LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 103 242 | 617 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 125 252 | 48,13 | 749 | 44,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 526 601 | 11,82 | 3 149 | 9,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 000 | 18 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 7 000 | 42 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 064 | 0,47 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 72 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 30 832 | 184 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 281 | 0,35 | 73 | -2,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 995 513 | 7,55 | 5 953 | 4,92 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 140 | 1 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 506 760 | 95,70 | 3 030 | 90,93 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10 000 | 60 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 55 583 | 332 | ||||||
| 2025-05-30 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 9 366 | 173,62 | 57 | 185,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17 327 | 104 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 804 012 | 0,53 | 4 808 | -1,94 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15 372 | 23,85 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 261 413 | 54,97 | 1 563 | 51,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 61 743 | 23,28 | 369 | 20,20 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 276 297 | 2,88 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12 018 | 72 | ||||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 621 | 3,67 | 4 | 0,00 | ||||
| 2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 32 865 | 134,83 | 201 | 142,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 58 938 | 51,36 | 352 | 47,90 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 55 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 30 606 | 183 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61 458 | 0,53 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56 514 | 2,87 | 338 | 0,30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 225 663 | 0,12 | 1 349 | -2,25 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14 291 | 85 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80 721 | 1,16 | 483 | -1,43 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34 393 | 0,03 | 206 | -2,38 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 9 000 | 55 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38 065 | 7,35 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 40 635 | 20,70 | 243 | 17,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 123 806 | 7,21 | 740 | 4,67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 997 567 | 10,15 | 5 965 | 7,46 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 59 470 | 1,30 | 356 | -1,11 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 57 600 | 149,35 | 344 | 143,97 |
