Concurrent Investment Advisors, LLC
Position in PMM — Putnam Managed Municipal Income Trust
CIK 2001015
Tampa, FL
Position in PMM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$178,436
-$3,481 QoQ
Shares Held
29,014
0.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Concurrent Investment Advisors, LLC holds $109,583,966 across 131 Asset Management names. PMM ranks #98 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
120,926 | $13,905,280 | |
| 2 | DHIL |
DIAMOND HILL INVESTMENT GROUP INC
|
67,616 | $11,636,713 | |
| 3 | BLK |
BlackRock, Inc.
|
8,668 | $8,336,102 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
117,448 | $5,604,618 | |
| 5 | RJF |
Raymond James Financial Inc
|
26,665 | $3,860,824 | |
| 6 | APO |
Apollo Global Management, Inc.
|
30,106 | $3,354,410 | |
| 7 | KKR |
KKR & Co. Inc.
|
35,989 | $3,328,982 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
275,478 | $2,515,113 |
All Filings in PMM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,436 | 29,014 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $181,917 | 29,014 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $175,244 | 29,014 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $173,503 | 29,014 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $177,855 | 29,014 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $171,022 | 28,647 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $186,491 | 28,647 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $166,897 | 26,919 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $167,061 | 27,890 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $169,571 | 27,890 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||