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Putnam MGD Muni Inc TR (PMM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares1,184,453 from 1,191,663
Change-7,210 (-1%)
Value$6.4M (-$1.4M)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares221,091 from 223,550
Change-2,459 (-1%)
Value$1.2M (-$259.3K)
Filed 2026-11-06
G2 Capital Management, LLC / OH
UNCHANGED
Shares101,416 from 101,416
Change0 (0%)
Value$551.7K (-$111.6K)
Filed 2026-10-23
Melfa Wealth Management, Inc.
DECREASED
Shares95,313 from 95,679
Change-366 (0%)
Value$518.5K (-$107.2K)
Filed 2026-11-06
Keudell ison Wealth Management
INCREASED
Shares62,400 from 57,600
Change+4,800 (+8%)
Value$339.5K (-$37.2K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares60,191 from 58,773
Change+1,418 (+2%)
Value$327.4K (-$56.9K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares58,126 from 57,610
Change+516 (+1%)
Value$316.2K (-$60.6K)
Filed 2026-11-02
Capital Investment Advisors, LLC
DECREASED
Shares54,997 from 58,869
Change-3,872 (-7%)
Value$299.2K (-$85.8K)
Filed 2026-10-22
XML Financial, LLC
INCREASED
Shares53,413 from 47,113
Change+6,300 (+13%)
Value$290.6K (-$17.6K)
Filed 2026-10-29
Ackerman Capital Advisors, LLC
DECREASED
Shares52,926 from 54,213
Change-1,287 (-2%)
Value$287.9K (-$66.6K)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares42,197 from 42,197
Change0 (0%)
Value$276.0K ($0)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares41,778 from 29,014
Change+12,764 (+44%)
Value$227.3K (+$37.5K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
DECREASED
Shares38,500 from 40,000
Change-1,500 (-4%)
Value$209.4K (-$52.2K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares37,489 from 31,404
Change+6,085 (+19%)
Value$204 (-$204.8K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares33,476 from 38,868
Change-5,392 (-14%)
Value$182.1K (-$72.1K)
Filed 2026-11-02
Gill Capital Partners, LLC
UNCHANGED
Shares31,984 from 31,984
Change0 (0%)
Value$174.0K (-$35.2K)
Filed 2026-10-13
Noble Wealth Management PBC
DECREASED
Shares29,293 from 31,793
Change-2,500 (-8%)
Value$159.4K (-$48.6K)
Filed 2026-10-01
Clear Creek Financial Management, LLC
UNCHANGED
Shares28,020 from 28,020
Change0 (0%)
Value$152.4K (-$30.8K)
Filed 2026-10-28
Wesbanco Bank Inc
UNCHANGED
Shares27,700 from 27,700
Change0 (0%)
Value$150.7K (-$30.5K)
Filed 2026-11-04
Joseph P. Lucia & Associates, LLC
DECREASED
Shares23,990 from 27,636
Change-3,646 (-13%)
Value$130.5K (-$50.2K)
Filed 2026-10-30
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares21,429 from 21,429
Change0 (0%)
Value$116.6K (-$23.6K)
Filed 2026-10-15
Langley Wealth Management, LLC
UNCHANGED
Shares16,358 from 16,358
Change0 (0%)
Value$89.0K (-$18.0K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares15,964 from 12,464
Change+3,500 (+28%)
Value$86.8K (+$5.3K)
Filed 2026-10-30
Hohimer Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$81.6K (-$16.5K)
Filed 2026-11-04
Meridian Wealth Management, LLC
UNCHANGED
Shares14,291 from 14,291
Change0 (0%)
Value$77.7K (-$15.7K)
Filed 2026-11-05
Procyon Advisors, LLC
UNCHANGED
Shares12,803 from 12,803
Change0 (0%)
Value$69.6K (-$14.1K)
Filed 2026-10-21
Wedbush Securities Inc
UNCHANGED
Shares12,412 from 12,412
Change0 (0%)
Value$68 (-$80.9K)
Filed 2026-10-22
MGO One Seven LLC
UNCHANGED
Shares12,135 from 12,135
Change0 (0%)
Value$66.0K (-$13.3K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
UNCHANGED
Shares12,018 from 12,018
Change0 (0%)
Value$65.4K (-$13.2K)
Filed 2026-10-21
UMB Bank, n.a.
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$60.9K (-$12.3K)
Filed 2026-11-06
WealthCare Investment Partners, LLC
INCREASED
Shares10,260 from 10,042
Change+218 (+2%)
Value$55.8K (-$9.9K)
Filed 2026-11-05
Tctc Holdings, LLC
UNCHANGED
Shares10,020 from 10,020
Change0 (0%)
Value$54.5K (-$11.0K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$49.0K (-$9.9K)
Filed 2026-10-30
Duncker Streett & Co Inc
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$38.1K (-$7.7K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED
Shares2,749 from 2,749
Change0 (0%)
Value$15.0K (-$3.0K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$14.9K (-$3.0K)
Filed 2026-11-06
Geneos Wealth Management Inc.
INCREASED
Shares2,226 from 2,144
Change+82 (+4%)
Value$12.1K (-$1.9K)
Filed 2026-11-09
IFG Advisory, LLC
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$9.7K (-$2.0K)
Filed 2026-11-09
Concord Wealth Partners
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$8.5K (-$1.7K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares1,499 from 1,474
Change+25 (+2%)
Value$8.2K (-$1.5K)
Filed 2026-10-08
Hilltop National Bank
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$7.7K (-$1.6K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
NEW
Shares1,000
Change+1,000
Value$5.4K
Filed 2026-10-13
Cdkv Holdings LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$3.6K (-$727)
Filed 2026-10-28
Community Financial Services Group, LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$3.2K (-$536)
Filed 2026-10-15
Highline Wealth Partners LLC
NEW
Shares445
Change+445
Value$2.4K
Filed 2026-10-19
CoreCap Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$544 (-$110)
Filed 2026-10-08
NWF Advisory Services Inc.
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$130.8K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 17,327
Change-17,327 (-100%)
Value$0 (-$113.3K)
Filed 2026-11-03
HighTower Advisors, LLC
CLOSED
Shares0 from 14,801
Change-14,801 (-100%)
Value$0 (-$96.8K)
Filed 2026-11-10
Simplicity Wealth,LLC
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$78.5K)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 10,339
Change-10,339 (-100%)
Value$0 (-$67.6K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 5,764
Change-5,764 (-100%)
Value$0 (-$37.7K)
Filed 2026-11-02
Towne Trust Company, N.a
CLOSED
Shares0 from 2,684
Change-2,684 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,124
Change-2,124 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-15
Mascoma Wealth Management LLC
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-23
Harbour Investments, Inc.
CLOSED
Shares0 from 459
Change-459 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-09
Raymond James Financial Inc
N/A
Shares— from 1,194,669
Change-1,194,669 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,103,273
Change-1,103,273 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 979,362
Change-979,362 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 788,908
Change-788,908 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 754,172
Change-754,172 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 423,151
Change-423,151 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 399,438
Change-399,438 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 396,036
Change-396,036 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 338,720
Change-338,720 (-100%)
Value—
&partners
N/A
Shares— from 117,830
Change-117,830 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 106,083
Change-106,083 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 89,911
Change-89,911 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 86,339
Change-86,339 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 76,102
Change-76,102 (-100%)
Value—
UBS Group AG
N/A
Shares— from 75,277
Change-75,277 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 74,865
Change-74,865 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 65,944
Change-65,944 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 57,248
Change-57,248 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 46,558
Change-46,558 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 39,722
Change-39,722 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,419
Change-32,419 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 23,993
Change-23,993 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,527
Change-19,527 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 18,900
Change-18,900 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 13,606
Change-13,606 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,037
Change-7,037 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
DECREASED1,184,4531,191,663-7,210-1%$7.8M$6.4M-$1.4M2026-10-13
LPL Financial LLC
DECREASED221,091223,550-2,459-1%$1.5M$1.2M-$259.3K2026-11-06
G2 Capital Management, LLC / OH
UNCHANGED101,416101,41600%$663.3K$551.7K-$111.6K2026-10-23
Melfa Wealth Management, Inc.
DECREASED95,31395,679-3660%$625.7K$518.5K-$107.2K2026-11-06
Keudell ison Wealth Management
INCREASED62,40057,600+4,800+8%$376.7K$339.5K-$37.2K2026-10-16
Oppenheimer & Co Inc
INCREASED60,19158,773+1,418+2%$384.4K$327.4K-$56.9K2026-10-26
Commonwealth Equity Services, LLC
INCREASED58,12657,610+516+1%$376.8K$316.2K-$60.6K2026-11-02
Capital Investment Advisors, LLC
DECREASED54,99758,869-3,872-7%$385.0K$299.2K-$85.8K2026-10-22
XML Financial, LLC
INCREASED53,41347,113+6,300+13%$308.1K$290.6K-$17.6K2026-10-29
Ackerman Capital Advisors, LLC
DECREASED52,92654,213-1,287-2%$354.6K$287.9K-$66.6K2026-10-30
Allworth Financial LP
UNCHANGED42,19742,19700%$276.0K$276.0K$02026-11-06
Concurrent Investment Advisors, LLC
INCREASED41,77829,014+12,764+44%$189.8K$227.3K+$37.5K2026-10-16
WealthBridge Capital Management, LLC
DECREASED38,50040,000-1,500-4%$261.6K$209.4K-$52.2K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED37,48931,404+6,085+19%$205.0K$204-$204.8K2026-11-02
Kestra Advisory Services, LLC
DECREASED33,47638,868-5,392-14%$254.2K$182.1K-$72.1K2026-11-02
Gill Capital Partners, LLC
UNCHANGED31,98431,98400%$209.2K$174.0K-$35.2K2026-10-13
Noble Wealth Management PBC
DECREASED29,29331,793-2,500-8%$207.9K$159.4K-$48.6K2026-10-01
Clear Creek Financial Management, LLC
UNCHANGED28,02028,02000%$183.3K$152.4K-$30.8K2026-10-28
Wesbanco Bank Inc
UNCHANGED27,70027,70000%$181.2K$150.7K-$30.5K2026-11-04
Joseph P. Lucia & Associates, LLC
DECREASED23,99027,636-3,646-13%$180.7K$130.5K-$50.2K2026-10-30
Fortitude Advisory Group L.L.C.
UNCHANGED21,42921,42900%$140.1K$116.6K-$23.6K2026-10-15
Langley Wealth Management, LLC
UNCHANGED16,35816,35800%$107.0K$89.0K-$18.0K2026-11-04
Spire Wealth Management
INCREASED15,96412,464+3,500+28%$81.5K$86.8K+$5.3K2026-10-30
Hohimer Wealth Management, LLC
UNCHANGED15,00015,00000%$98.1K$81.6K-$16.5K2026-11-04
Meridian Wealth Management, LLC
UNCHANGED14,29114,29100%$93.5K$77.7K-$15.7K2026-11-05
Procyon Advisors, LLC
UNCHANGED12,80312,80300%$83.7K$69.6K-$14.1K2026-10-21
Wedbush Securities Inc
UNCHANGED12,41212,41200%$81.0K$68-$80.9K2026-10-22
MGO One Seven LLC
UNCHANGED12,13512,13500%$79.4K$66.0K-$13.3K2026-10-28
Wealthcare Advisory Partners LLC
UNCHANGED12,01812,01800%$78.6K$65.4K-$13.2K2026-10-21
UMB Bank, n.a.
UNCHANGED11,20011,20000%$73.2K$60.9K-$12.3K2026-11-06
WealthCare Investment Partners, LLC
INCREASED10,26010,042+218+2%$65.7K$55.8K-$9.9K2026-11-05
Tctc Holdings, LLC
UNCHANGED10,02010,02000%$65.5K$54.5K-$11.0K2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED9,0009,00000%$58.9K$49.0K-$9.9K2026-10-30
Duncker Streett & Co Inc
UNCHANGED7,0007,00000%$45.8K$38.1K-$7.7K2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED2,7492,74900%$18.0K$15.0K-$3.0K2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED2,7452,74500%$18.0K$14.9K-$3.0K2026-11-06
Geneos Wealth Management Inc.
INCREASED2,2262,144+82+4%$14.0K$12.1K-$1.9K2026-11-09
IFG Advisory, LLC
UNCHANGED1,7851,78500%$11.7K$9.7K-$2.0K2026-11-09
Concord Wealth Partners
UNCHANGED1,5541,55400%$10.2K$8.5K-$1.7K2026-11-02
Farther Finance Advisors, LLC
INCREASED1,4991,474+25+2%$9.6K$8.2K-$1.5K2026-10-08
Hilltop National Bank
UNCHANGED1,4201,42000%$9.3K$7.7K-$1.6K2026-10-14
Harbor Investment Advisory, LLC
NEW1,000—+1,000——$5.4K—2026-10-13
Cdkv Holdings LLC
UNCHANGED66166100%$4.3K$3.6K-$7272026-10-28
Community Financial Services Group, LLC
UNCHANGED57057000%$3.7K$3.2K-$5362026-10-15
Highline Wealth Partners LLC
NEW445—+445——$2.4K—2026-10-19
CoreCap Advisors, LLC
UNCHANGED10010000%$654$544-$1102026-10-08
NWF Advisory Services Inc.
CLOSED020,000-20,000-100%$130.8K$0-$130.8K2026-10-19
Ashton Thomas Private Wealth, LLC
CLOSED017,327-17,327-100%$113.3K$0-$113.3K2026-11-03
HighTower Advisors, LLC
CLOSED014,801-14,801-100%$96.8K$0-$96.8K2026-11-10
Simplicity Wealth,LLC
CLOSED012,000-12,000-100%$78.5K$0-$78.5K2026-10-23
Mesirow Financial Investment Management, Inc.
CLOSED010,339-10,339-100%$67.6K$0-$67.6K2026-11-05
International Assets Investment Management, LLC
CLOSED05,764-5,764-100%$37.7K$0-$37.7K2026-11-02
Towne Trust Company, N.a
CLOSED02,684-2,684-100%$17.6K$0-$17.6K2026-10-28
AdvisorNet Financial, Inc
CLOSED02,124-2,124-100%$13.9K$0-$13.9K2026-10-15
Mascoma Wealth Management LLC
CLOSED0670-670-100%$4.4K$0-$4.4K2026-10-23
Harbour Investments, Inc.
CLOSED0459-459-100%$3.0K$0-$3.0K2026-11-09
Raymond James Financial Inc
N/A—1,194,669-1,194,669-100%$7.8M———
Wells Fargo & Company
N/A—1,103,273-1,103,273-100%$7.2M———
Advisors Asset Management, Inc.
N/A—979,362-979,362-100%$6.4M———
Morgan Stanley
N/A—788,908-788,908-100%$5.2M———
Guggenheim Capital LLC
N/A—754,172-754,172-100%$4.9M———
Robinson Capital Management, LLC
N/A—423,151-423,151-100%$2.8M———
Van Eck Associates Corp
N/A—399,438-399,438-100%$2.6M———
Invesco Ltd.
N/A—396,036-396,036-100%$2.6M———
Ameriprise Financial Inc
N/A—338,720-338,720-100%$2.2M———
&partners
N/A—117,830-117,830-100%$770.6K———
Bank of America Corp
N/A—106,083-106,083-100%$693.8K———
Thomas J. Herzfeld Advisors, Inc.
N/A—89,911-89,911-100%$588.0K———
Royal Bank of Canada
N/A—86,339-86,339-100%$565.0K———
Bridgewater Advisors Inc.
N/A—76,102-76,102-100%$471.8K———
UBS Group AG
N/A—75,277-75,277-100%$492.3K———
Osaic Holdings, Inc.
N/A—74,865-74,865-100%$489.6K———
Cetera Investment Advisers
N/A—65,944-65,944-100%$431.3K———
Rockefeller Capital Management L.P.
N/A—57,248-57,248-100%$374.4K———
Susquehanna International Group, LLP
N/A—46,558-46,558-100%$304.5K———
Tyche Wealth Partners LLC
N/A—39,722-39,722-100%$259.8K———
NewEdge Advisors, LLC
N/A—32,419-32,419-100%$212.0K———
Cohen & Steers, Inc.
N/A—30,000-30,000-100%$196.0K———
Twin Focus Capital Partners, LLC
N/A—23,993-23,993-100%$156.9K———
Jupiter Wealth Management LLC
N/A—20,000-20,000-100%$130.8K———
Mariner, LLC
N/A—19,527-19,527-100%$127.7K———
Everstar Asset Management, LLC
N/A—18,900-18,900-100%$123.6K———
Regal Investment Advisors LLC
N/A—13,606-13,606-100%$89.0K———
AE Wealth Management LLC
N/A—12,879-12,879-100%$84.2K———
Steward Partners Investment Advisory, LLC
N/A—10,000-10,000-100%$65.4K———
Rothschild Investment LLC
N/A—10,000-10,000-100%$65.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—7,100-7,100-100%$46.4K———
Northwestern Mutual Wealth Management Co
N/A—7,037-7,037-100%$46.0K———
Huntington National Bank
N/A—1-1-100%$7———
Showing 89 of 89 institutions