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