Ownership history in Capital Analysts, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in PUTNAM MANAGED MUN INCOME TR (PMM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,078 | +14 | +1.3% | 0.00% | $7K | $5.91 |
| 2025 Q2 | ADDED | 1,064 | +5 | +0.5% | 0.00% | $6K | $5.77 |
| 2025 Q1 | UNCHANGED | 1,059 | — | 0% | 0.00% | $6K | $5.84 |
| 2024 Q4 | UNCHANGED | 1,059 | — | 0% | 0.00% | $6K | $5.62 |
| 2024 Q3 | UNCHANGED | 1,059 | — | 0% | 0.00% | $7K | $6.06 |
| 2024 Q2 | UNCHANGED | 1,059 | — | 0% | 0.00% | $7K | $5.71 |
| 2024 Q1 | UNCHANGED | 1,059 | — | 0% | 0.00% | $6K | $5.45 |
| 2023 Q4 | INITIATED | 1,059 | — | — | 0.00% | $6K | — |
As of 2025 Q4 — sorted by position size