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 2024
Institutional positions in Franklin Managed Municipal Income Trust as of Mar 31, 2024. 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
- 94
- −3 vs. Q4 2023
- Shares held
- 6.39M
- −189.9K (−2.9%) vs. Q4 2023
- Total value
- $38.2M
- −$1.82M (−4.5%) vs. Q4 2023
- New holders
- 13
- 16 more added
- Sold out
- 16
- 20 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 602,756 | $3.61M | 0.00% | −29,663−4.7% | Reduced |
| Morgan Stanley | 584,023 | $3.50M | 0.00% | +113,659+24.2% | Added |
| Advisors Asset Management, Inc. | 535,084 | $3.21M | 0.06% | +128,455+31.6% | Added |
| Robinson Capital Management, LLC | 424,437 | $2.49M | 0.90% | +20,000+4.9% | Added |
| Raymond James & Associates | 409,335 | $2.45M | 0.00% | −18,392−4.3% | Reduced |
| Ameriprise Financial Inc | 344,037 | $2.06M | 0.00% | −31,733−8.4% | Reduced |
| Van Eck Associates Corp | 290,742 | $1.74M | 0.00% | −44,652−13.3% | Reduced |
| Kennedy Investment Group | 271,252 | $1.62M | 0.87% | −22,280−7.6% | Reduced |
| Rothschild Investment LLC | 253,067 | $1.52M | 0.11% | 00.0% | Unchanged |
| UBS Group AG | 184,929 | $1.11M | 0.00% | +540+0.3% | Added |
| LPL Financial LLC | 140,208 | $839.8K | 0.00% | −3,992−2.8% | Reduced |
| Keudell/Morrison Wealth Management | 133,709 | $800.9K | 0.24% | −38,649−22.4% | Reduced |
| Advisor Group Holdings, Inc. | 120,682 | $722.9K | 0.00% | +1,363+1.1% | Added |
| Invesco Ltd. | 96,573 | $578.5K | 0.00% | −54,282−36.0% | Reduced |
| Melfa Wealth Management, LLC | 96,020 | $575.2K | 0.42% | +87+0.1% | Added |
| Landscape Capital Management, L.L.C. | 92,189 | $552.2K | 0.05% | −12,328−11.8% | Reduced |
| Capital Investment Advisors, LLC | 90,016 | $539.2K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 84,786 | $507.9K | 0.00% | −15,300−15.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 76,435 | $457.8K | 0.00% | −9,480−11.0% | Reduced |
| Bridgewater Advisors Inc. | 76,102 | $455.9K | 0.07% | +76,102 | New |
| Sheaff Brock Investment Advisors, LLC | 68,670 | $411.3K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 60,167 | $360.0K | 0.00% | +1,139+1.9% | Added |
| Commonwealth Equity Services, LLC | 57,089 | $342.0K | 0.00% | +2,668+4.9% | Added |
| Avantax Advisory Services, Inc. | 54,365 | $325.6K | 0.00% | +2,276+4.4% | Added |
| Cetera Investment Advisers | 53,691 | $321.6K | 0.00% | +53,691 | New |
| Susquehanna International Group, LLP | 51,655 | $309.4K | 0.00% | +41,270+397.4% | Added |
| Joseph P. Lucia & Associates, LLC | 50,726 | $303.8K | 0.16% | −4,534−8.2% | Reduced |
| Wolverine Asset Management LLC | 49,098 | $294.1K | 0.01% | +49,098 | New |
| Guggenheim Capital LLC | 46,126 | $276.3K | 0.00% | −163−0.4% | Reduced |
| WealthBridge Capital Management, LLC | 41,751 | $250.1K | 0.08% | +41,751 | New |
| National Asset Management, Inc. | 45,312 | $248.9K | 0.01% | +1,885+4.3% | Added |
| Gill Capital Partners, LLC | 41,537 | $243.0K | 0.10% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 39,722 | $237.9K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 38,353 | $230.0K | 0.00% | −1,346−3.4% | Reduced |
| Bank of America Corp | 38,087 | $228.1K | 0.00% | −356−0.9% | Reduced |
| Archetype Wealth Partners | 37,000 | $222.0K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 36,640 | $219.5K | 0.00% | +26,240+252.3% | Added |
| HRT Financial LP | 35,945 | $215.0K | 0.00% | +35,945 | New |
| IHT Wealth Management, LLC | 33,748 | $202.1K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 28,251 | $169.2K | 0.00% | +28,251 | New |
| Concurrent Investment Advisors, LLC | 27,890 | $167.1K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 26,280 | $157.4K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 25,850 | $154.8K | 0.10% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 23,993 | $143.7K | 0.03% | −37,900−61.2% | Reduced |
| Citadel Advisors LLC | 23,020 | $137.9K | 0.00% | +23,020 | New |
| Stonebrook Private Inc. | 21,661 | $129.7K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,000 | $125.8K | 0.00% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 20,000 | $120.2K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,764 | $112.4K | 0.06% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,039 | $108.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 17,464 | $104.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,180 | $91.0K | 0.01% | +15,180 | New |
| Capital Investment Counsel, LLC | 15,000 | $89.8K | 0.02% | 00.0% | Unchanged |
| United Bank | 14,400 | $86.3K | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 14,395 | $86.2K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 14,350 | $86.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,277 | $85.5K | 0.00% | +13+0.1% | Added |
| Regal Investment Advisors LLC | 13,606 | $81.5K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,380 | $80.1K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 13,256 | $79.4K | 0.00% | +12+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 12,803 | $76.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,620 | $75.6K | 0.00% | +900+7.7% | Added |
| Private Advisor Group, LLC | 12,470 | $74.7K | 0.00% | −774−5.8% | Reduced |
| Sit Investment Associates Inc | 12,400 | $74.0K | 0.00% | −228,931−94.9% | Reduced |
| Integrated Wealth Concepts LLC | 12,018 | $72.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,935 | $71.5K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 11,743 | $70.3K | 0.02% | +88+0.8% | Added |
| HTLF Bank | 11,200 | $67.1K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 10,754 | $64.4K | 0.04% | −82−0.8% | Reduced |
| Wedbush Securities Inc | 10,670 | $64.0K | 0.00% | 00.0% | Unchanged |
| Family Asset Management, LLC | 10,400 | $62.3K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,286 | $61.6K | 0.00% | −2,616−20.3% | Reduced |
| TCTC Holdings, LLC | 10,020 | $60.0K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7,164 | $42.9K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 7,149 | $42.8K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,400 | $32.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,322 | $31.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,710 | $28.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3,565 | $21.4K | 0.00% | +3,565 | New |
| ORG Partners LLC | 2,749 | $16.5K | 0.03% | +2,749 | New |
| Geneos Wealth Management Inc. | 2,144 | $12.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,124 | $12.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,780 | $10.7K | 0.00% | +1,780 | New |
| Concord Wealth Partners | 1,554 | $9.31K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,059 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 670 | $4.01K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 400 | $2.40K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 290 | $1.74K | 0.00% | +290 | New |
| Disciplined Equity Management, Inc. | 140 | $839 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 100 | $599 | 0.00% | +100 | New |
| Huntington National Bank | – | $6 | 0.00% | – | – |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −92,417−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −49,300−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −22,770−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |