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 2024
Institutional positions in Franklin Managed Municipal Income Trust as of Jun 30, 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
- 84
- −9 vs. Q1 2024
- Shares held
- 6.57M
- +189.4K (+3.0%) vs. Q1 2024
- Total value
- $40.7M
- +$2.55M (+6.7%) vs. Q1 2024
- New holders
- 5
- 20 more added
- Sold out
- 14
- 23 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| Disciplined Equity Management, Inc. | 140 | $868 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 400 | $2.48K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 670 | $4.15K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,059 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,554 | $9.63K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,780 | $11.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $12.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,124 | $13.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,144 | $13.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2,749 | $16.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,710 | $29.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,322 | $33.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,400 | $33.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 7,149 | $44.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,388 | $58.2K | 0.01% | +9,388 | New |
| TCTC Holdings, LLC | 10,020 | $62.1K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,207 | $63.0K | 0.00% | −463−4.3% | Reduced |
| HTLF Bank | 11,200 | $69.4K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 11,836 | $73.4K | 0.02% | +93+0.8% | Added |
| AE Wealth Management LLC | 11,935 | $74.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,018 | $74.5K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 12,400 | $77.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,561 | $77.9K | 0.00% | +91+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 12,803 | $79.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,000 | $80.6K | 0.00% | −1,277−8.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,000 | $80.9K | 0.04% | +13,000 | New |
| Kestra Private Wealth Services, LLC | 13,268 | $82.3K | 0.00% | +12+0.1% | Added |
| Raymond James Trust N.A. | 13,380 | $83.0K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 13,606 | $84.4K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 14,024 | $87.0K | 0.00% | −12,256−46.6% | Reduced |
| Hohimer Wealth Management, LLC | 14,395 | $89.2K | 0.02% | 00.0% | Unchanged |
| United Bank | 14,400 | $89.3K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,106 | $106.1K | 0.00% | −5,914−25.7% | Reduced |
| Spire Wealth Management | 17,464 | $108.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24,217 | $111.3K | 0.00% | +24,217 | New |
| Financial Advocates Investment Management | 18,039 | $111.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,285 | $113.4K | 0.07% | −479−2.6% | Reduced |
| Jupiter Wealth Management LLC | 20,000 | $126.0K | 0.07% | 00.0% | Unchanged |
| Activest Wealth Management | 21,500 | $133.3K | 0.04% | +21,500 | New |
| Steward Partners Investment Advisory, LLC | 22,000 | $136.4K | 0.00% | +1,000+4.8% | Added |
| GWM Advisors LLC | 24,346 | $150.9K | 0.00% | +11,726+92.9% | Added |
| Burford Brothers, Inc. | 25,850 | $160.3K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 26,919 | $166.9K | 0.01% | −971−3.5% | Reduced |
| Wesbanco Bank Inc | 27,700 | $171.7K | 0.01% | +27,700 | New |
| Clear Creek Financial Management, LLC | 28,350 | $175.8K | 0.02% | +14,000+97.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,518 | $202.0K | 0.00% | −5,835−15.2% | Reduced |
| IHT Wealth Management, LLC | 33,748 | $209.2K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 34,696 | $215.9K | 0.01% | −10,616−23.4% | Reduced |
| Susquehanna International Group, LLP | 34,970 | $216.8K | 0.00% | −16,685−32.3% | Reduced |
| Archetype Wealth Partners | 37,000 | $229.0K | 0.04% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 39,722 | $246.3K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 39,825 | $246.9K | 0.00% | −14,540−26.7% | Reduced |
| Gill Capital Partners, LLC | 41,537 | $257.5K | 0.10% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 47,300 | $293.3K | 0.10% | +5,549+13.3% | Added |
| Nomura Holdings Inc | 48,140 | $298.5K | 0.00% | +11,500+31.4% | Added |
| Joseph P. Lucia & Associates, LLC | 48,451 | $300.4K | 0.15% | −2,275−4.5% | Reduced |
| Advisor Group Holdings, Inc. | 51,893 | $321.7K | 0.00% | −68,789−57.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 56,871 | $352.6K | 0.00% | −19,564−25.6% | Reduced |
| Commonwealth Equity Services, LLC | 59,747 | $370.0K | 0.00% | +2,658+4.7% | Added |
| Royal Bank of Canada | 61,464 | $381.0K | 0.00% | +1,297+2.2% | Added |
| Invesco Ltd. | 62,154 | $385.4K | 0.00% | −34,419−35.6% | Reduced |
| Cetera Investment Advisers | 63,643 | $394.6K | 0.00% | +9,952+18.5% | Added |
| Wolverine Asset Management LLC | 66,373 | $411.5K | 0.01% | +17,275+35.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 68,670 | $425.8K | 0.04% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 76,102 | $472.6K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 80,846 | $501.2K | 0.01% | −9,170−10.2% | Reduced |
| Rockefeller Capital Management L.P. | 84,363 | $523.1K | 0.00% | −423−0.5% | Reduced |
| Landscape Capital Management, L.L.C. | 94,097 | $583.4K | 0.05% | +1,908+2.1% | Added |
| Melfa Wealth Management, LLC | 96,049 | $595.5K | 0.42% | +290.0% | Added |
| Bank of America Corp | 112,951 | $700.3K | 0.00% | +74,864+196.6% | Added |
| Keudell/Morrison Wealth Management | 118,158 | $732.6K | 0.21% | −15,551−11.6% | Reduced |
| LPL Financial LLC | 122,270 | $758.1K | 0.00% | −17,938−12.8% | Reduced |
| UBS Group AG | 159,036 | $986.0K | 0.00% | −25,893−14.0% | Reduced |
| Guggenheim Capital LLC | 245,178 | $1.52M | 0.01% | +199,052+431.5% | Added |
| Rothschild Investment LLC | 253,067 | $1.57M | 0.11% | 00.0% | Unchanged |
| Kennedy Investment Group | 259,521 | $1.61M | 0.81% | −11,731−4.3% | Reduced |
| Ameriprise Financial Inc | 318,029 | $1.97M | 0.00% | −26,008−7.6% | Reduced |
| Van Eck Associates Corp | 333,409 | $2.07M | 0.00% | +42,667+14.7% | Added |
| Raymond James & Associates | 390,827 | $2.42M | 0.00% | −18,508−4.5% | Reduced |
| Robinson Capital Management, LLC | 476,307 | $2.94M | 1.06% | +51,870+12.2% | Added |
| Morgan Stanley | 563,913 | $3.50M | 0.00% | −20,110−3.4% | Reduced |
| Wells Fargo & Company | 614,282 | $3.81M | 0.00% | +11,526+1.9% | Added |
| Advisors Asset Management, Inc. | 694,257 | $4.30M | 0.08% | +159,173+29.7% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −35,945−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −28,251−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −23,993−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −21,661−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,180−100.0% | Sold out |
| Capital Investment Counsel, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −10,754−100.0% | Sold out |
| Family Asset Management, LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,286−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −7,164−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −3,565−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |