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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | New |
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| Private Advisor Group, LLC | 16,201 | $102 | 0.00% | +601+3.9% | Added |
| CoreCap Advisors, LLC | 100 | $628 | 0.00% | +100 | New |
| Macroview Investment Management LLC | 400 | $2.51K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 401 | $2.52K | 0.00% | +401 | New |
| U.S. Capital Wealth Advisors, LLC | 477 | $3.00K | 0.00% | +477 | New |
| FNY Investment Advisers, LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 670 | $4.21K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 739 | $4.64K | 0.00% | +739 | New |
| Trustcore Financial Services, LLC | 1,199 | $7.53K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,250 | $7.85K | 0.00% | +1,250 | New |
| Glassman Wealth Services | 1,413 | $8.87K | 0.00% | +1,413 | New |
| CWM, LLC | 1,423 | $9.00K | 0.00% | +756+113.3% | Added |
| Concord Wealth Partners | 1,554 | $9.76K | 0.00% | +1,554 | New |
| Romano Brothers and Company | 1,557 | $9.78K | 0.00% | +1,557 | New |
| City Holding Co | 2,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,116 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,111 | $26.0K | 0.00% | +4,111 | New |
| The PNC Financial Services Group, Inc. | 5,322 | $33.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,400 | $34.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 7,149 | $44.9K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7,164 | $45.0K | 0.03% | +7,164 | New |
| Rockefeller Capital Management L.P. | 8,250 | $51.0K | 0.00% | −15,000−64.5% | Reduced |
| TCTC Holdings, LLC | 10,020 | $62.9K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,188 | $64.0K | 0.00% | +10,188 | New |
| Family Asset Management, LLC | 10,400 | $65.3K | 0.05% | +10,400 | New |
| Great Valley Advisor Group, Inc. | 10,523 | $66.1K | 0.00% | +10,523 | New |
| Aveo Capital Partners, LLC | 10,665 | $67.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,808 | $67.9K | 0.00% | +10,808 | New |
| Mark Stevens | 11,200 | $70.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,822 | $74.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 11,806 | $74.1K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 11,873 | $74.6K | 0.06% | +11,873 | New |
| Wealthcare Advisory Partners LLC | 12,018 | $75.5K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,381 | $77.8K | 0.06% | −4,207−25.4% | Reduced |
| Dynamic Advisor Solutions LLC | 12,636 | $79.4K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,803 | $80.4K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 13,683 | $85.9K | 0.03% | +13,683 | New |
| Steward Partners Investment Advisory, LLC | 14,268 | $89.6K | 0.00% | −1,072−7.0% | Reduced |
| Vanguard Capital Wealth Advisors | 14,320 | $89.9K | 0.10% | +224+1.6% | Added |
| Hohimer Wealth Management, LLC | 14,395 | $90.4K | 0.03% | 00.0% | Unchanged |
| United Bank | 14,400 | $90.4K | 0.06% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,260 | $95.8K | 0.00% | −1,330−8.0% | Reduced |
| AlphaCentric Advisors LLC | 17,600 | $110.5K | 0.11% | +13,100+291.1% | Added |
| Financial Advocates Investment Management | 17,794 | $111.7K | 0.01% | +714+4.2% | Added |
| United Capital Financial Advisers, LLC | 17,974 | $112.9K | 0.00% | −13,047−42.1% | Reduced |
| Fairhaven Wealth Management, LLC | 18,300 | $114.9K | 0.05% | +18,300 | New |
| Raymond James Trust N.A. | 19,780 | $124.0K | 0.00% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 20,000 | $125.0K | 0.12% | 00.0% | Unchanged |
| LCNB Corp | 20,565 | $129.1K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,604 | $129.4K | 0.00% | −582−2.7% | Reduced |
| Ancora Advisors, LLC | 25,590 | $161.0K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 27,687 | $173.9K | 0.01% | +27,687 | New |
| IHT Wealth Management, LLC | 32,390 | $203.4K | 0.01% | +396+1.2% | Added |
| Susquehanna International Group, LLP | 37,011 | $232.4K | 0.00% | +37,011 | New |
| Moors & Cabot, Inc. | 45,000 | $282.6K | 0.02% | +45,000 | New |
| Cohen & Steers, Inc. | 46,870 | $294.0K | 0.00% | −14,672−23.8% | Reduced |
| UBS Group AG | 48,395 | $303.9K | 0.00% | −19,571−28.8% | Reduced |
| Independent Financial Group, LLC | 51,029 | $320.5K | 0.03% | −13,595−21.0% | Reduced |
| National Asset Management, Inc. | 51,260 | $323.3K | 0.01% | +9,005+21.3% | Added |
| Commonwealth Equity Services, LLC | 52,016 | $326.0K | 0.00% | +5,076+10.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,434 | $329.0K | 0.00% | −198−0.4% | Reduced |
| Royal Bank of Canada | 53,235 | $334.0K | 0.00% | −20,924−28.2% | Reduced |
| Gill Capital Partners, LLC | 61,451 | $385.9K | 0.18% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 61,893 | $388.7K | 0.08% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 65,132 | $409.0K | 0.05% | −20,695−24.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 73,509 | $461.6K | 0.35% | −9,938−11.9% | Reduced |
| Providence First Trust Co | 79,506 | $499.3K | 0.29% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 82,580 | $518.6K | 0.00% | −2,386−2.8% | Reduced |
| Melfa Wealth Management, LLC | 90,352 | $567.4K | 0.59% | +90,352 | New |
| Goodwin Daniel L | 96,112 | $603.6K | 0.31% | +2,500+2.7% | Added |
| Capital Investment Advisors, LLC | 103,159 | $648.0K | 0.02% | −3,400−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 109,764 | $690.0K | 0.00% | −2,390−2.1% | Reduced |
| Invesco Ltd. | 127,993 | $803.8K | 0.00% | +53,224+71.2% | Added |
| Bank of America Corp | 129,908 | $815.8K | 0.00% | −73,890−36.3% | Reduced |
| LPL Financial LLC | 156,616 | $983.5K | 0.00% | +20,966+15.5% | Added |
| Avantax Advisory Services, Inc. | 159,793 | $1.00M | 0.01% | −37,418−19.0% | Reduced |
| Advisors Asset Management, Inc. | 163,331 | $1.03M | 0.02% | +163,331 | New |
| Van Eck Associates Corp | 182,567 | $1.15M | 0.00% | +29,149+19.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 230,207 | $1.45M | 0.00% | −321,330−58.3% | Reduced |
| Keudell/Morrison Wealth Management | 335,183 | $2.10M | 0.68% | +91,858+37.8% | Added |
| Wells Fargo & Company | 354,531 | $2.23M | 0.00% | −62,997−15.1% | Reduced |
| Kennedy Investment Group | 378,481 | $2.38M | 1.51% | +378,481 | New |
| Ameriprise Financial Inc | 495,083 | $3.11M | 0.00% | +71,901+17.0% | Added |
| Raymond James & Associates | 648,454 | $4.07M | 0.00% | −24,202−3.6% | Reduced |
| Morgan Stanley | 667,650 | $4.19M | 0.00% | +120,183+22.0% | Added |
| 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 |