Regal Investment Advisors LLC
Position in PMM — Putnam Managed Municipal Income Trust
CIK 1559789
KENTWOOD, MI
Position in PMM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$83,676
-$1,633 QoQ
Shares Held
13,606
0.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Regal Investment Advisors LLC holds $6,508,887 across 21 Asset Management names. PMM ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
21,914 | $1,045,736 | |
| 2 | BX |
Blackstone Inc.
|
8,002 | $920,149 | |
| 3 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
30,702 | $525,618 | |
| 4 | BLK |
BlackRock, Inc.
|
517 | $497,204 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
29,317 | $486,955 | |
| 6 | NZF |
Nuveen Municipal Credit Income Fund
|
27,939 | $340,297 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,036 | $273,573 | |
| 8 | MMT |
Aberdeen Multi-Market Income Fund
|
58,883 | $272,039 |
All Filings in PMM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,676 | 13,606 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $85,309 | 13,606 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $82,180 | 13,606 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,363 | 13,606 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $83,404 | 13,606 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $81,227 | 13,606 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $88,575 | 13,606 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $84,357 | 13,606 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $81,499 | 13,606 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $82,724 | 13,606 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $74,424 | 13,606 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $82,860 | 13,606 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||