Franklin Managed Municipal Income Trust
PMM- Exchange
- NYSE
- SEC CIK
- 0000844790
In the last 90 days, Franklin Managed Municipal Income Trust insiders filed 1 open-market purchase and 1 sale; 87 institutions reported holding it in 13F filings for Q2 2026, worth $65.2M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Franklin Managed Municipal Income Trust as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 88
- +17 vs. Q3 2022
- Shares held
- 5.85M
- +500.2K (+9.4%) vs. Q3 2022
- Total value
- $36.6M
- +$6.46M (+21.4%) vs. Q3 2022
- New holders
- 25
- 15 more added
- Sold out
- 8
- 21 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PMM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 87 | $65.2M |
| Q1 2026 | 91 | $59.6M |
| Q4 2025 | 90 | $59.4M |
| Q3 2025 | 81 | $49.9M |
| Q2 2025 | 85 | $50.5M |
| Q1 2025 | 82 | $52.2M |
| Q4 2024 | 94 | $47.1M |
| Q3 2024 | 93 | $46.5M |
| Q2 2024 | 84 | $40.7M |
| Q1 2024 | 94 | $38.2M |
| Q4 2023 | 97 | $40.0M |
| Q3 2023 | 84 | $33.6M |
| Q2 2023 | 82 | $36.4M |
| Q1 2023 | 77 | $34.4M |
| Q4 2022 | 88 | $36.6M |
| Q3 2022 | 73 | $30.3M |
| Q2 2022 | 72 | $34.8M |
| Q1 2022 | 79 | $35.9M |
| Q4 2021 | 78 | $42.2M |
| Q3 2021 | 70 | $38.2M |
| Q2 2021 | 71 | $38.9M |
| Q1 2021 | 75 | $38.1M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 667,650 | $4.19M | 0.00% | +120,183+22.0% | Added |
| Raymond James & Associates | 648,454 | $4.07M | 0.00% | −24,202−3.6% | Reduced |
| Ameriprise Financial Inc | 495,083 | $3.11M | 0.00% | +71,901+17.0% | Added |
| Kennedy Investment Group | 378,481 | $2.38M | 1.51% | +378,481 | New |
| Wells Fargo & Company | 354,531 | $2.23M | 0.00% | −62,997−15.1% | Reduced |
| Keudell/Morrison Wealth Management | 335,183 | $2.10M | 0.68% | +91,858+37.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 230,207 | $1.45M | 0.00% | −321,330−58.3% | Reduced |
| Van Eck Associates Corp | 182,567 | $1.15M | 0.00% | +29,149+19.0% | Added |
| Advisors Asset Management, Inc. | 163,331 | $1.03M | 0.02% | +163,331 | New |
| Avantax Advisory Services, Inc. | 159,793 | $1.00M | 0.01% | −37,418−19.0% | Reduced |
| LPL Financial LLC | 156,616 | $983.5K | 0.00% | +20,966+15.5% | Added |
| Bank of America Corp | 129,908 | $815.8K | 0.00% | −73,890−36.3% | Reduced |
| Invesco Ltd. | 127,993 | $803.8K | 0.00% | +53,224+71.2% | Added |
| Advisor Group Holdings, Inc. | 109,764 | $690.0K | 0.00% | −2,390−2.1% | Reduced |
| Capital Investment Advisors, LLC | 103,159 | $648.0K | 0.02% | −3,400−3.2% | Reduced |
| Goodwin Daniel L | 96,112 | $603.6K | 0.31% | +2,500+2.7% | Added |
| Melfa Wealth Management, LLC | 90,352 | $567.4K | 0.59% | +90,352 | New |
| Cetera Advisor Networks LLC | 82,580 | $518.6K | 0.00% | −2,386−2.8% | Reduced |
| Providence First Trust Co | 79,506 | $499.3K | 0.29% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 73,509 | $461.6K | 0.35% | −9,938−11.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 65,132 | $409.0K | 0.05% | −20,695−24.1% | Reduced |
| Twin Focus Capital Partners, LLC | 61,893 | $388.7K | 0.08% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 61,451 | $385.9K | 0.18% | 00.0% | Unchanged |
| Royal Bank of Canada | 53,235 | $334.0K | 0.00% | −20,924−28.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 52,434 | $329.0K | 0.00% | −198−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 52,016 | $326.0K | 0.00% | +5,076+10.8% | Added |
| National Asset Management, Inc. | 51,260 | $323.3K | 0.01% | +9,005+21.3% | Added |
| Independent Financial Group, LLC | 51,029 | $320.5K | 0.03% | −13,595−21.0% | Reduced |
| UBS Group AG | 48,395 | $303.9K | 0.00% | −19,571−28.8% | Reduced |
| Cohen & Steers, Inc. | 46,870 | $294.0K | 0.00% | −14,672−23.8% | Reduced |
| Moors & Cabot, Inc. | 45,000 | $282.6K | 0.02% | +45,000 | New |
| Susquehanna International Group, LLP | 37,011 | $232.4K | 0.00% | +37,011 | New |
| IHT Wealth Management, LLC | 32,390 | $203.4K | 0.01% | +396+1.2% | Added |
| Weiss Asset Management LP | 27,687 | $173.9K | 0.01% | +27,687 | New |
| Ancora Advisors, LLC | 25,590 | $161.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,604 | $129.4K | 0.00% | −582−2.7% | Reduced |
| LCNB Corp | 20,565 | $129.1K | 0.06% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 20,000 | $125.0K | 0.12% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 19,780 | $124.0K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 18,300 | $114.9K | 0.05% | +18,300 | New |
| United Capital Financial Advisers, LLC | 17,974 | $112.9K | 0.00% | −13,047−42.1% | Reduced |
| Financial Advocates Investment Management | 17,794 | $111.7K | 0.01% | +714+4.2% | Added |
| AlphaCentric Advisors LLC | 17,600 | $110.5K | 0.11% | +13,100+291.1% | Added |
| AE Wealth Management LLC | 15,260 | $95.8K | 0.00% | −1,330−8.0% | Reduced |
| United Bank | 14,400 | $90.4K | 0.06% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 14,395 | $90.4K | 0.03% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 14,320 | $89.9K | 0.10% | +224+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 14,268 | $89.6K | 0.00% | −1,072−7.0% | Reduced |
| Calton & Associates, Inc. | 13,683 | $85.9K | 0.03% | +13,683 | New |
| Procyon Private Wealth Partners, LLC | 12,803 | $80.4K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,636 | $79.4K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,381 | $77.8K | 0.06% | −4,207−25.4% | Reduced |
| Wealthcare Advisory Partners LLC | 12,018 | $75.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 11,873 | $74.6K | 0.06% | +11,873 | New |
| Smallwood Wealth Investment Management, LLC | 11,806 | $74.1K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,822 | $74.0K | 0.00% | 00.0% | Unchanged |
| Mark Stevens | 11,200 | $70.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,808 | $67.9K | 0.00% | +10,808 | New |
| Aveo Capital Partners, LLC | 10,665 | $67.0K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,523 | $66.1K | 0.00% | +10,523 | New |
| Family Asset Management, LLC | 10,400 | $65.3K | 0.05% | +10,400 | New |
| HighTower Advisors, LLC | 10,188 | $64.0K | 0.00% | +10,188 | New |
| TCTC Holdings, LLC | 10,020 | $62.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,250 | $51.0K | 0.00% | −15,000−64.5% | Reduced |
| Ruedi Wealth Management, Inc. | 7,164 | $45.0K | 0.03% | +7,164 | New |
| US Bancorp | 7,149 | $44.9K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,400 | $34.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,322 | $33.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,111 | $26.0K | 0.00% | +4,111 | New |
| AdvisorNet Financial, Inc | 2,116 | $13.3K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,557 | $9.78K | 0.00% | +1,557 | New |
| Concord Wealth Partners | 1,554 | $9.76K | 0.00% | +1,554 | New |
| CWM, LLC | 1,423 | $9.00K | 0.00% | +756+113.3% | Added |
| Glassman Wealth Services | 1,413 | $8.87K | 0.00% | +1,413 | New |
| Money Concepts Capital Corp | 1,250 | $7.85K | 0.00% | +1,250 | New |
| Trustcore Financial Services, LLC | 1,199 | $7.53K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 739 | $4.64K | 0.00% | +739 | New |
| Mascoma Wealth Management LLC | 670 | $4.21K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 477 | $3.00K | 0.00% | +477 | New |
| Global Retirement Partners, LLC | 401 | $2.52K | 0.00% | +401 | New |
| Macroview Investment Management LLC | 400 | $2.51K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 100 | $628 | 0.00% | +100 | New |
| Private Advisor Group, LLC | 16,201 | $102 | 0.00% | +601+3.9% | Added |
| Huntington National Bank | – | $6 | 0.00% | – | New |
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −24,617−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −22,084−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −17,667−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −13,485−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,683−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −10,290−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Lloyd Park, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |