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, Q3 2023
Institutional positions in Franklin Managed Municipal Income Trust as of Sep 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
- 84
- +2 vs. Q2 2023
- Shares held
- 6.16M
- +181.4K (+3.0%) vs. Q2 2023
- Total value
- $33.6M
- −$2.77M (−7.6%) vs. Q2 2023
- New holders
- 8
- 17 more added
- Sold out
- 6
- 25 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 802,472 | $4.39M | 0.00% | +56,586+7.6% | Added |
| Ameriprise Financial Inc | 457,165 | $2.50M | 0.00% | −46,774−9.3% | Reduced |
| Raymond James & Associates | 453,676 | $2.48M | 0.00% | −153,408−25.3% | Reduced |
| Keudell/Morrison Wealth Management | 305,983 | $1.67M | 0.51% | −14,500−4.5% | Reduced |
| Kennedy Investment Group | 305,868 | $1.67M | 1.01% | −13,420−4.2% | Reduced |
| Van Eck Associates Corp | 296,478 | $1.62M | 0.00% | +43,961+17.4% | Added |
| Robinson Capital Management, LLC | 285,013 | $1.50M | 0.67% | +285,013 | New |
| Advisors Asset Management, Inc. | 269,324 | $1.47M | 0.03% | −310.0% | Reduced |
| Wells Fargo & Company | 260,510 | $1.42M | 0.00% | +48,253+22.7% | Added |
| UBS Group AG | 185,247 | $1.01M | 0.00% | −8,113−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 167,411 | $915.7K | 0.00% | −67,699−28.8% | Reduced |
| Invesco Ltd. | 162,527 | $889.0K | 0.00% | −3,126−1.9% | Reduced |
| LPL Financial LLC | 160,172 | $876.1K | 0.00% | −2,413−1.5% | Reduced |
| Goodwin Daniel L | 132,912 | $727.0K | 0.35% | +7,000+5.6% | Added |
| Advisor Group Holdings, Inc. | 131,540 | $719.5K | 0.00% | +11,381+9.5% | Added |
| Cetera Advisor Networks LLC | 108,455 | $593.2K | 0.00% | +1,670+1.6% | Added |
| Rockefeller Capital Management L.P. | 96,213 | $526.3K | 0.00% | −505−0.5% | Reduced |
| Melfa Wealth Management, LLC | 95,836 | $524.2K | 0.57% | −1,919−2.0% | Reduced |
| Capital Investment Advisors, LLC | 92,895 | $508.1K | 0.01% | −9,598−9.4% | Reduced |
| Royal Bank of Canada | 75,679 | $414.0K | 0.00% | +23,145+44.1% | Added |
| Wolverine Asset Management LLC | 74,763 | $409.0K | 0.01% | +58,381+356.4% | Added |
| Bank of America Corp | 66,867 | $365.8K | 0.00% | +11,668+21.1% | Added |
| Twin Focus Capital Partners, LLC | 61,893 | $338.6K | 0.08% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 61,451 | $336.1K | 0.15% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 60,086 | $328.7K | 0.23% | −2,412−3.9% | Reduced |
| Moors & Cabot, Inc. | 60,000 | $328.2K | 0.02% | +17,500+41.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 59,523 | $325.6K | 0.03% | −2,377−3.8% | Reduced |
| Avantax Advisory Services, Inc. | 58,419 | $319.5K | 0.00% | −45,414−43.7% | Reduced |
| Commonwealth Equity Services, LLC | 54,424 | $298.0K | 0.00% | −1,362−2.4% | Reduced |
| Guggenheim Capital LLC | 47,526 | $260.0K | 0.00% | +22,338+88.7% | Added |
| Susquehanna International Group, LLP | 46,252 | $253.0K | 0.00% | −4,069−8.1% | Reduced |
| National Asset Management, Inc. | 45,312 | $248.9K | 0.01% | +2,101+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 41,178 | $225.0K | 0.00% | −5,369−11.5% | Reduced |
| Landscape Capital Management, L.L.C. | 40,376 | $220.9K | 0.03% | +2,519+6.7% | Added |
| IHT Wealth Management, LLC | 33,402 | $182.7K | 0.01% | +311+0.9% | Added |
| Ancora Advisors, LLC | 25,590 | $140.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,801 | $113.8K | 0.00% | +734+3.7% | Added |
| Jupiter Wealth Management LLC | 20,000 | $111.4K | 0.07% | 00.0% | Unchanged |
| Archetype Wealth Partners | 19,000 | $104.0K | 0.02% | +19,000 | New |
| Virtu Financial LLC | 18,556 | $101.0K | 0.01% | −14,910−44.6% | Reduced |
| Fairhaven Wealth Management, LLC | 18,300 | $100.1K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 17,364 | $95.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,347 | $94.9K | 0.00% | +88+0.5% | Added |
| Clough Capital Partners L P | 16,879 | $92.3K | 0.01% | −7,800−31.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,448 | $84.5K | 0.00% | −187−1.2% | Reduced |
| Parkside Investments, LLC | 15,000 | $82.0K | 0.02% | +15,000 | New |
| Fortitude Advisory Group L.L.C. | 14,998 | $82.0K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 14,842 | $81.2K | 0.00% | −1,678−10.2% | Reduced |
| United Bank | 14,400 | $78.8K | 0.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 14,395 | $78.7K | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 13,606 | $74.4K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,380 | $73.2K | 0.00% | −6,400−32.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,803 | $70.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,636 | $69.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,018 | $65.7K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,935 | $65.3K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,822 | $65.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 11,806 | $64.6K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,658 | $63.8K | 0.00% | +11,658 | New |
| Kestra Private Wealth Services, LLC | 11,300 | $61.8K | 0.00% | +11,300 | New |
| Mark Stevens | 11,200 | $61.3K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,700 | $58.5K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 10,653 | $58.3K | 0.04% | −2,158−16.8% | Reduced |
| Family Asset Management, LLC | 10,400 | $56.9K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,130 | $55.4K | 0.00% | +10,130 | New |
| TCTC Holdings, LLC | 10,020 | $54.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,867 | $54.0K | 0.01% | +3,649+58.7% | Added |
| Quarry LP | 8,100 | $44.3K | 0.03% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7,164 | $39.2K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 7,149 | $39.1K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,400 | $30.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,322 | $29.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,144 | $11.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,124 | $11.6K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,554 | $8.50K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 670 | $3.67K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 483 | $3.00K | 0.00% | −980−67.0% | Reduced |
| FNY Investment Advisers, LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 429 | $2.35K | 0.00% | +429 | New |
| Macroview Investment Management LLC | 400 | $2.19K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5 | 0.00% | – | – |
| FMR LLC | 1 | $5 | 0.00% | +1 | New |
| Walleye Capital LLC | 0 | $0 | 0.00% | −24,559−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −16,389−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −10,665−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,020−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −4,111−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −87−100.0% | Sold out |