Capital Investment Advisors, LLC
Position in PMM — Putnam Managed Municipal Income Trust
CIK 1582732
ATLANTA, GA
Position in PMM
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$371,269
-$7,244 QoQ
Shares Held
60,369
0.0% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Capital Investment Advisors, LLC holds $123,447,904 across 105 Asset Management names. PMM ranks #64 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
1,736,686 | $9,899,110 | |
| 2 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
2,539,012 | $9,216,613 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
|
729,312 | $7,366,051 | |
| 4 | EVV |
Eaton Vance Ltd Duration Income Fund
|
629,405 | $5,947,877 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
285,535 | $4,588,547 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
401,136 | $4,215,939 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
323,491 | $3,632,803 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
307,901 | $3,540,861 |
All Filings in PMM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,269 | 60,369 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $378,513 | 60,369 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $419,447 | 69,445 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $412,954 | 69,056 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $447,833 | 73,056 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $452,203 | 75,746 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $526,307 | 80,846 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $501,245 | 80,846 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $539,195 | 90,016 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $547,297 | 90,016 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $508,135 | 92,895 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $624,182 | 102,493 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $632,364 | 103,159 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $647,838 | 103,159 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $600,992 | 106,559 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $705,420 | 106,559 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $793,989 | 112,304 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,009,593 | 115,119 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $960,092 | 115,119 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,009,593 | 115,119 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $938,219 | 115,119 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $929,010 | 115,119 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $887,556 | 115,869 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $859,948 | 117,319 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $858,376 | 119,219 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||