PMM

Putnam MGD Muni Inc TR$6.22 0.00%
UnclassifiedUSCUSIP 746823103· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
20
-2 QoQ
13F Value (tracked)
$16.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
5
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)4 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$6.22 0.00%5Y -28.8%
$4.72$5.83$6.95$8.06$9.172021202220232024202520263322435242623466333663264373228586456675
Hover for who · click for detailEnd-of-day closing prices52w $5.78 – $6.51
Build

Use PMM data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns PMM

This stock page is the Follow view. The Build view lets your agent query PMM owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PMM"
Ask your agent
Use Arkolith to show who owns PMM,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

20 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Hennion & Walsh Asset Management, Inc.
$7.5M
1.2M
+20%
Added · +205K sh
Q1 2026
2Advisors Asset Management, Inc.
$5.2M
845K
−2.6%
Reduced · −22K sh
Q1 2026
3&PARTNERS
$704K
115K
−4.2%
Reduced · −5K sh
Q1 2026
4RIVERNORTH CAPITAL MANAGEMENT, LLC
$662K
108K
−61%
Reduced · −167K sh
Q1 2026
5Bridgewater Advisors Inc.
$478K
76K
Held
Q1 2026
6OPPENHEIMER & CO INC
$357K
58K
+1.3%
Added · +735 sh
Q1 2026
7Kestra Advisory Services, LLC
$243K
39K
+13%
Added · +5K sh
Q1 2026
8NewEdge Advisors, LLC
$199K
32K
+33%
Added · +8K sh
Q1 2026
9Concurrent Investment Advisors, LLC
$178K
29K
Held
Q1 2026
10Ashton Thomas Private Wealth, LLC
$107K
17K
Held
Q1 2026
11Regal Investment Advisors LLC
$84K
14K
Held
Q1 2026
12Procyon Advisors, LLC
$79K
13K
Held
Q1 2026
13Steward Partners Investment Advisory, LLC
$77K
13K
+0.3%
Added · +33 sh
Q1 2026
14Wealthcare Advisory Partners LLC
$74K
12K
Held
Q1 2026
15UMB Bank, n.a.
$69K
11K
Held
Q1 2026
16Mesirow Financial Investment Management, Inc.
$63K
10K
+1.3%
Added · +130 sh
Q1 2026
17ROTHSCHILD INVESTMENT LLC
$62K
10K
+233%
Added · +7K sh
Q1 2026
18Geneos Wealth Management Inc.
$13K
2K
Held
Q1 2026
19AdvisorNet Financial, Inc
$13K
2K
Held
Q1 2026
20HUNTINGTON NATIONAL BANK
$6
1
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
4
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)100$600
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)100$600
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerBuy (P)17K$100K
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)3K$16K
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)3K$16K
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)2K$11K
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)2K$10K
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)1K$7K
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)1K$6K
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)1K$6K
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)1K$6K
Jan 10, 2025BANK OF AMERICA CORP /DE/10% OwnerSell (S)1K$6K

Institutional ownership over time

48 funds+16 since Q2 2022
02550Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $47.2M

Funds that own PMM also own

CompanyCo-held byCombined value
APPLE INCAAPL25 funds$8.7B
MICROSOFT CORPMSFT25 funds$6.7B
NVIDIA CORPNVDA24 funds$9.5B
AMAZON.COM INCAMZN24 funds$5.8B
ALPHABET INC-CL AGOOGL24 funds$5.0B
BROADCOM INCAVGO24 funds$4.1B
JPMORGAN CHASE & COJPM24 funds$3.8B
META PLATFORMS INC-CLASS AMETA24 funds$3.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B24 funds$2.7B
TAIWAN SEMICONDUCTOR-SP ADRTSM24 funds$2.1B
MICRON TECHNOLOGY INCMU24 funds$2.1B
COSTCO WHOLESALE CORPCOST24 funds$2.1B

Ranked by how many of PMM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

5 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PMM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.