Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Putnam Managed Municipal Income Trust includono Allworth Financial LP, Brown Brothers Harriman & Co, Ballast, Inc., Ashton Thomas Private Wealth, LLC, Meridian Wealth Management, LLC, Duncker Streett & Co Inc, e GAMMA Investing LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
