Filing Research | PUTNAM MANAGED MUN INCOME TR Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	1.2MSH	$7.8M
2	MELFA WEALTH MANAGEMENT, INC.	Shares	95.7KSH	$625.7K
3	Keudell/Morrison Wealth Management	Shares	57.6KSH	$376.7K
4	XML Financial, LLC	Shares	47.1KSH	$308.1K
5	WealthBridge Capital Management, LLC	Shares	40.0KSH	$261.6K
6	Noble Wealth Management PBC	Shares	31.8KSH	$207.9K
7	Fortitude Advisory Group L.L.C.	Shares	21.4KSH	$140.1K
8	Procyon Advisors, LLC	Shares	12.8KSH	$83.7K
9	Spire Wealth Management	Shares	12.5KSH	$81.5K
10	Wealthcare Advisory Partners LLC	Shares	12.0KSH	$78.6K
11	Mesirow Financial Investment Management, Inc.	Shares	10.3KSH	$67.6K
12	Smallwood Wealth Investment Management, LLC	Shares	9.0KSH	$58.9K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5.8KSH	$37.7K
14	AdvisorNet Financial, Inc	Shares	2.1KSH	$13.9K
15	Farther Finance Advisors, LLC	Shares	1.5KSH	$9.6K
16	Hilltop National Bank	Shares	1.4KSH	$9.3K
17	Mascoma Wealth Management LLC	Shares	670SH	$4.4K
18	Community Financial Services Group, LLC	Shares	570SH	$3.7K
19	CoreCap Advisors, LLC	Shares	100SH	$654

Manager changes2026-06-30 vs 2026-03-31

22 / 22 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-22.4K	+$327.3K	$7.8M
2	Noble Wealth Management PBC added	Shares	+15.0K	+$104.6K	$207.9K
3	WealthBridge Capital Management, LLC added	Shares	+3.5K	+$37.1K	$261.6K
4	MELFA WEALTH MANAGEMENT, INC. trimmed	Shares	-177	+$36.2K	$625.7K
5	Fortitude Advisory Group L.L.C. added	Shares	+3.1K	+$27.7K	$140.1K
6	Keudell/Morrison Wealth Management unchanged	Shares	0	+$22.5K	$376.7K
7	Procyon Advisors, LLC unchanged	Shares	0	+$5.0K	$83.7K
8	Mesirow Financial Investment Management, Inc. added	Shares	+140	+$4.9K	$67.6K
9	Spire Wealth Management unchanged	Shares	0	+$4.9K	$81.5K
10	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$4.7K	$78.6K
11	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$3.5K	$58.9K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+64	+$2.9K	$37.7K
13	AdvisorNet Financial, Inc unchanged	Shares	0	+$828	$13.9K
14	Farther Finance Advisors, LLC added	Shares	+20	+$756	$9.6K
15	Hilltop National Bank unchanged	Shares	0	+$554	$9.3K
16	Mascoma Wealth Management LLC unchanged	Shares	0	+$261	$4.4K
17	Community Financial Services Group, LLC unchanged	Shares	0	+$245	$3.7K
18	CoreCap Advisors, LLC unchanged	Shares	0	+$39	$654
19	Grove Bank & Trust exited	Shares	-2.0K	-$12.0K	$0
20	XML Financial, LLC trimmed	Shares	-5.0K	-$12.4K	$308.1K
21	Global Wealth Strategies & Associates exited	Shares	-3.1K	-$19.1K	$0
22	Activest Wealth Management exited	Shares	-6.6K	-$40.6K	$0