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, Q1 2023
Institutional positions in Franklin Managed Municipal Income Trust as of Mar 31, 2023. 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
- 77
- −8 vs. Q4 2022
- Shares held
- 5.62M
- −208.3K (−3.6%) vs. Q4 2022
- Total value
- $34.4M
- −$2.05M (−5.6%) vs. Q4 2022
- New holders
- 6
- 21 more added
- Sold out
- 14
- 16 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| Macroview Investment Management LLC | 400 | $2.45K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 670 | $4.05K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 739 | $4.53K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,443 | $9.00K | 0.00% | +20+1.4% | Added |
| Concord Wealth Partners | 1,554 | $9.53K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,116 | $13.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,144 | $13.1K | 0.00% | +2,144 | New |
| Ameritas Advisory Services, LLC | 3,000 | $17.8K | 0.00% | +3,000 | New |
| International Assets Investment Management, LLC | 3,940 | $24.2K | 0.00% | +3,940 | New |
| Tradition Wealth Management, LLC | 4,111 | $25.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,322 | $32.6K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,400 | $33.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 7,149 | $43.8K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7,164 | $43.9K | 0.03% | 00.0% | Unchanged |
| Motco | 9,900 | $60.7K | 0.00% | +9,900 | New |
| Nomura Holdings Inc | 10,000 | $61.3K | 0.00% | +10,000 | New |
| TCTC Holdings, LLC | 10,020 | $61.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,188 | $62.0K | 0.00% | 00.0% | Unchanged |
| Family Asset Management, LLC | 10,400 | $63.8K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,523 | $64.5K | 0.00% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 10,665 | $65.4K | 0.01% | 00.0% | Unchanged |
| Mark Stevens | 11,200 | $68.7K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,349 | $69.6K | 0.00% | +541+5.0% | Added |
| Wedbush Securities Inc | 11,822 | $72.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 11,806 | $72.4K | 0.07% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,561 | $77.0K | 0.05% | +180+1.5% | Added |
| Dynamic Advisor Solutions LLC | 12,636 | $77.5K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,803 | $78.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 14,000 | $85.8K | 0.07% | +2,127+17.9% | Added |
| Hohimer Wealth Management, LLC | 14,395 | $88.2K | 0.03% | 00.0% | Unchanged |
| United Bank | 14,400 | $88.3K | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,260 | $93.5K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 16,500 | $101.1K | 0.07% | −1,100−6.3% | Reduced |
| Private Advisor Group, LLC | 17,164 | $105.2K | 0.00% | +963+5.9% | Added |
| United Capital Financial Advisers, LLC | 17,974 | $110.2K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,308 | $112.2K | 0.01% | +514+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 18,760 | $115.0K | 0.00% | +4,492+31.5% | Added |
| Raymond James Trust N.A. | 19,780 | $121.0K | 0.00% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 19,884 | $121.9K | 0.09% | +19,884 | New |
| Jupiter Wealth Management LLC | 20,000 | $122.6K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,620 | $126.4K | 0.00% | +16+0.1% | Added |
| Ancora Advisors, LLC | 25,590 | $156.9K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 32,753 | $200.8K | 0.01% | +363+1.1% | Added |
| UBS Group AG | 36,139 | $221.5K | 0.00% | −12,256−25.3% | Reduced |
| Moors & Cabot, Inc. | 40,000 | $245.2K | 0.02% | −5,000−11.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,624 | $316.0K | 0.00% | −810−1.5% | Reduced |
| National Asset Management, Inc. | 51,500 | $317.1K | 0.01% | +240+0.5% | Added |
| Royal Bank of Canada | 51,858 | $318.0K | 0.00% | −1,377−2.6% | Reduced |
| Bank of America Corp | 52,480 | $321.7K | 0.00% | −77,428−59.6% | Reduced |
| Independent Financial Group, LLC | 52,529 | $322.0K | 0.03% | +1,500+2.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 53,900 | $330.4K | 0.03% | −11,232−17.2% | Reduced |
| Commonwealth Equity Services, LLC | 54,413 | $333.0K | 0.00% | +2,397+4.6% | Added |
| Gill Capital Partners, LLC | 61,451 | $376.7K | 0.17% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 61,893 | $379.4K | 0.08% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 66,301 | $406.4K | 0.28% | −7,208−9.8% | Reduced |
| Rockefeller Capital Management L.P. | 91,653 | $561.0K | 0.00% | +83,403+1,010.9% | Added |
| Melfa Wealth Management, LLC | 97,578 | $598.2K | 0.60% | +7,226+8.0% | Added |
| Capital Investment Advisors, LLC | 103,159 | $632.4K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 106,785 | $654.6K | 0.00% | +24,205+29.3% | Added |
| Advisor Group Holdings, Inc. | 116,002 | $711.1K | 0.00% | +6,238+5.7% | Added |
| Goodwin Daniel L | 121,912 | $747.3K | 0.38% | +25,800+26.8% | Added |
| Avantax Advisory Services, Inc. | 140,309 | $860.1K | 0.01% | −19,484−12.2% | Reduced |
| LPL Financial LLC | 171,148 | $1.05M | 0.00% | +14,532+9.3% | Added |
| Invesco Ltd. | 173,404 | $1.06M | 0.00% | +45,411+35.5% | Added |
| Van Eck Associates Corp | 174,769 | $1.07M | 0.00% | −7,798−4.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 238,246 | $1.46M | 0.00% | +8,039+3.5% | Added |
| Wells Fargo & Company | 265,173 | $1.63M | 0.00% | −89,358−25.2% | Reduced |
| Advisors Asset Management, Inc. | 269,604 | $1.65M | 0.03% | +106,273+65.1% | Added |
| Kennedy Investment Group | 325,843 | $2.00M | 1.22% | −52,638−13.9% | Reduced |
| Keudell/Morrison Wealth Management | 334,883 | $2.05M | 0.60% | −300−0.1% | Reduced |
| Ameriprise Financial Inc | 485,959 | $2.98M | 0.00% | −9,124−1.8% | Reduced |
| Morgan Stanley | 636,956 | $3.90M | 0.00% | −30,694−4.6% | Reduced |
| Raymond James & Associates | 639,349 | $3.92M | 0.00% | −9,105−1.4% | Reduced |
| Providence First Trust Co | 0 | $0 | 0.00% | −79,506−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −46,870−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −37,011−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −27,687−100.0% | Sold out |
| LCNB Corp | 0 | $0 | 0.00% | −20,565−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −14,320−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −13,683−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −12,018−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −1,557−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |