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, Q2 2023
Institutional positions in Franklin Managed Municipal Income Trust as of Jun 30, 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
- 82
- +6 vs. Q1 2023
- Shares held
- 5.98M
- +362.8K (+6.5%) vs. Q1 2023
- Total value
- $36.4M
- +$1.98M (+5.7%) vs. Q1 2023
- New holders
- 14
- 21 more added
- Sold out
- 8
- 18 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| JPMorgan Chase & Co | 87 | $530 | 0.00% | +87 | New |
| Macroview Investment Management LLC | 400 | $2.44K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 670 | $3.89K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,463 | $9.00K | 0.00% | +20+1.4% | Added |
| Concord Wealth Partners | 1,554 | $9.46K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,124 | $12.9K | 0.00% | +8+0.4% | Added |
| Geneos Wealth Management Inc. | 2,144 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,111 | $25.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,322 | $32.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,400 | $33.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,218 | $37.9K | 0.01% | +6,218 | New |
| US Bancorp | 7,149 | $43.5K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7,164 | $43.6K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 8,100 | $49.3K | 0.03% | +8,100 | New |
| TCTC Holdings, LLC | 10,020 | $61.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,020 | $61.0K | 0.00% | +10,020 | New |
| Family Asset Management, LLC | 10,400 | $63.3K | 0.04% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 10,665 | $65.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,700 | $65.2K | 0.00% | −41,829−79.6% | Reduced |
| Mark Stevens | 11,200 | $68.2K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 11,806 | $71.9K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,822 | $72.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,935 | $72.7K | 0.00% | −3,325−21.8% | Reduced |
| Integrated Wealth Concepts LLC | 12,018 | $73.2K | 0.00% | +12,018 | New |
| Dynamic Advisor Solutions LLC | 12,636 | $77.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,803 | $78.0K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,811 | $78.0K | 0.05% | +250+2.0% | Added |
| Regal Investment Advisors LLC | 13,606 | $82.9K | 0.01% | +13,606 | New |
| Hohimer Wealth Management, LLC | 14,395 | $87.7K | 0.02% | 00.0% | Unchanged |
| United Bank | 14,400 | $87.7K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 14,998 | $91.3K | 0.07% | +998+7.1% | Added |
| Northwestern Mutual Wealth Management Co | 15,635 | $95.2K | 0.00% | −4,985−24.2% | Reduced |
| Wolverine Asset Management LLC | 16,382 | $99.8K | 0.00% | +16,382 | New |
| HighTower Advisors, LLC | 16,389 | $100.0K | 0.00% | +6,201+60.9% | Added |
| United Capital Financial Advisers, LLC | 16,520 | $100.6K | 0.00% | −1,454−8.1% | Reduced |
| Private Advisor Group, LLC | 17,259 | $105.1K | 0.00% | +95+0.6% | Added |
| Financial Advocates Investment Management | 17,364 | $105.7K | 0.01% | −944−5.2% | Reduced |
| Fairhaven Wealth Management, LLC | 18,300 | $111.4K | 0.04% | +18,300 | New |
| Raymond James Trust N.A. | 19,780 | $120.0K | 0.00% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 20,000 | $121.8K | 0.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,067 | $122.2K | 0.00% | +1,307+7.0% | Added |
| Walleye Capital LLC | 24,559 | $149.6K | 0.00% | +24,559 | New |
| Clough Capital Partners L P | 24,679 | $150.3K | 0.02% | +24,679 | New |
| Guggenheim Capital LLC | 25,188 | $153.4K | 0.00% | +25,188 | New |
| Ancora Advisors, LLC | 25,590 | $155.8K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 33,091 | $201.5K | 0.01% | +338+1.0% | Added |
| Virtu Financial LLC | 33,466 | $204.0K | 0.02% | +33,466 | New |
| Landscape Capital Management, L.L.C. | 37,857 | $230.5K | 0.03% | +37,857 | New |
| Moors & Cabot, Inc. | 42,500 | $258.8K | 0.02% | +2,500+6.3% | Added |
| National Asset Management, Inc. | 43,211 | $264.2K | 0.01% | −8,289−16.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,547 | $283.0K | 0.00% | −5,077−9.8% | Reduced |
| Susquehanna International Group, LLP | 50,321 | $306.5K | 0.00% | +50,321 | New |
| Royal Bank of Canada | 52,534 | $320.0K | 0.00% | +676+1.3% | Added |
| Bank of America Corp | 55,199 | $336.2K | 0.00% | +2,719+5.2% | Added |
| Commonwealth Equity Services, LLC | 55,786 | $340.0K | 0.00% | +1,373+2.5% | Added |
| Gill Capital Partners, LLC | 61,451 | $374.2K | 0.16% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 61,893 | $376.9K | 0.08% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 61,900 | $377.0K | 0.04% | +8,000+14.8% | Added |
| Joseph P. Lucia & Associates, LLC | 62,498 | $380.6K | 0.25% | −3,803−5.7% | Reduced |
| Rockefeller Capital Management L.P. | 96,718 | $589.0K | 0.00% | +5,065+5.5% | Added |
| Melfa Wealth Management, LLC | 97,755 | $595.3K | 0.60% | +177+0.2% | Added |
| Capital Investment Advisors, LLC | 102,493 | $624.2K | 0.02% | −666−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 103,833 | $632.3K | 0.01% | −36,476−26.0% | Reduced |
| Cetera Advisor Networks LLC | 106,785 | $650.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 120,159 | $731.8K | 0.00% | +4,157+3.6% | Added |
| Goodwin Daniel L | 125,912 | $766.8K | 0.37% | +4,000+3.3% | Added |
| LPL Financial LLC | 162,585 | $990.1K | 0.00% | −8,563−5.0% | Reduced |
| Invesco Ltd. | 165,653 | $1.01M | 0.00% | −7,751−4.5% | Reduced |
| UBS Group AG | 193,360 | $1.18M | 0.00% | +157,221+435.0% | Added |
| Wells Fargo & Company | 212,257 | $1.29M | 0.00% | −52,916−20.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 235,110 | $1.43M | 0.00% | −3,136−1.3% | Reduced |
| Van Eck Associates Corp | 252,517 | $1.54M | 0.00% | +77,748+44.5% | Added |
| Advisors Asset Management, Inc. | 269,355 | $1.64M | 0.03% | −249−0.1% | Reduced |
| Kennedy Investment Group | 319,288 | $1.94M | 1.14% | −6,555−2.0% | Reduced |
| Keudell/Morrison Wealth Management | 320,483 | $1.95M | 0.56% | −14,400−4.3% | Reduced |
| Ameriprise Financial Inc | 503,939 | $3.06M | 0.00% | +17,980+3.7% | Added |
| Raymond James & Associates | 607,084 | $3.70M | 0.00% | −32,265−5.0% | Reduced |
| Morgan Stanley | 745,886 | $4.54M | 0.00% | +108,930+17.1% | Added |
| Grey Street Capital, LLC | 0 | $0 | 0.00% | −19,884−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,349−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −10,523−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,940−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |