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