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 2024
Institutional positions in Franklin Managed Municipal Income Trust as of Sep 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
- 93
- +9 vs. Q2 2024
- Shares held
- 7.21M
- +636.9K (+9.7%) vs. Q2 2024
- Total value
- $46.5M
- +$5.74M (+14.1%) vs. Q2 2024
- New holders
- 13
- 20 more added
- Sold out
- 4
- 22 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 669,119 | $4.36M | 0.00% | +54,837+8.9% | Added |
| Advisors Asset Management, Inc. | 648,972 | $4.22M | 0.08% | −45,285−6.5% | Reduced |
| Morgan Stanley | 599,082 | $3.90M | 0.00% | +35,169+6.2% | Added |
| Guggenheim Capital LLC | 591,603 | $3.85M | 0.03% | +346,425+141.3% | Added |
| Raymond James & Associates | 420,283 | $2.74M | 0.00% | +29,456+7.5% | Added |
| Robinson Capital Management, LLC | 388,670 | $2.53M | 0.87% | −87,637−18.4% | Reduced |
| Van Eck Associates Corp | 329,656 | $2.09M | 0.00% | −3,753−1.1% | Reduced |
| Ameriprise Financial Inc | 315,418 | $2.06M | 0.00% | −2,611−0.8% | Reduced |
| Kennedy Investment Group | 255,048 | $1.66M | 0.76% | −4,473−1.7% | Reduced |
| Rothschild Investment LLC | 253,067 | $1.65M | 0.11% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 173,112 | $1.13M | 0.03% | +160,712+1,296.1% | Added |
| UBS Group AG | 161,954 | $1.05M | 0.00% | +2,918+1.8% | Added |
| Bank of America Corp | 130,490 | $849.5K | 0.00% | +17,539+15.5% | Added |
| Wolverine Asset Management LLC | 127,613 | $830.8K | 0.01% | +61,240+92.3% | Added |
| LPL Financial LLC | 113,916 | $741.6K | 0.00% | −8,354−6.8% | Reduced |
| Keudell/Morrison Wealth Management | 96,158 | $626.0K | 0.17% | −22,000−18.6% | Reduced |
| Melfa Wealth Management, LLC | 95,856 | $624.0K | 0.41% | −193−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 81,910 | $533.2K | 0.00% | −2,453−2.9% | Reduced |
| Capital Investment Advisors, LLC | 80,846 | $526.3K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 76,700 | $499.3K | 0.34% | +76,700 | New |
| Bridgewater Advisors Inc. | 76,102 | $471.8K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 68,670 | $447.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 65,167 | $424.2K | 0.00% | +1,524+2.4% | Added |
| Royal Bank of Canada | 64,005 | $417.0K | 0.00% | +2,541+4.1% | Added |
| Commonwealth Equity Services, LLC | 59,692 | $389.0K | 0.00% | −55−0.1% | Reduced |
| Pathstone Holdings, LLC | 58,312 | $379.6K | 0.00% | +58,312 | New |
| Raymond James Financial Services Advisors, Inc. | 56,422 | $367.3K | 0.00% | −449−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 54,946 | $357.7K | 0.00% | +3,053+5.9% | Added |
| WealthBridge Capital Management, LLC | 52,250 | $340.1K | 0.10% | +4,950+10.5% | Added |
| Landscape Capital Management, L.L.C. | 47,165 | $307.0K | 0.03% | −46,932−49.9% | Reduced |
| Invesco Ltd. | 42,454 | $276.4K | 0.00% | −19,700−31.7% | Reduced |
| Gill Capital Partners, LLC | 41,537 | $270.4K | 0.10% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 40,938 | $266.5K | 0.00% | +1,113+2.8% | Added |
| Tyche Wealth Partners LLC | 39,722 | $258.6K | 0.06% | 00.0% | Unchanged |
| Archetype Wealth Partners | 37,000 | $241.0K | 0.03% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 35,798 | $233.0K | 0.08% | +35,798 | New |
| Joseph P. Lucia & Associates, LLC | 35,189 | $229.1K | 0.11% | −13,262−27.4% | Reduced |
| Clear Creek Financial Management, LLC | 34,350 | $223.6K | 0.03% | +6,000+21.2% | Added |
| IHT Wealth Management, LLC | 33,748 | $219.7K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,576 | $212.0K | 0.00% | +58+0.2% | Added |
| Concurrent Investment Advisors, LLC | 28,647 | $186.5K | 0.01% | +1,728+6.4% | Added |
| Wesbanco Bank Inc | 27,700 | $180.3K | 0.01% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 25,850 | $168.3K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,356 | $158.6K | 0.00% | +100.0% | Added |
| Twin Focus Capital Partners, LLC | 23,993 | $156.2K | 0.02% | +23,993 | New |
| National Asset Management, Inc. | 22,163 | $144.8K | 0.00% | −12,533−36.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,000 | $143.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,285 | $119.0K | 0.08% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 18,039 | $117.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,021 | $117.3K | 0.00% | −6,196−25.6% | Reduced |
| Spire Wealth Management | 17,464 | $113.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,415 | $100.4K | 0.00% | −1,691−9.9% | Reduced |
| Nomura Holdings Inc | 14,705 | $95.7K | 0.00% | −33,435−69.5% | Reduced |
| Activest Wealth Management | 14,600 | $95.0K | 0.03% | −6,900−32.1% | Reduced |
| United Bank | 14,400 | $93.7K | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 14,395 | $93.7K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 14,024 | $91.3K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 13,606 | $88.6K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,380 | $87.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,000 | $84.6K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,803 | $83.3K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,648 | $82.3K | 0.00% | +87+0.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,000 | $80.9K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,246 | $79.7K | 0.00% | −1,022−7.7% | Reduced |
| Integrated Wealth Concepts LLC | 12,018 | $78.2K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 11,926 | $77.6K | 0.03% | +90+0.8% | Added |
| AE Wealth Management LLC | 11,735 | $76.4K | 0.00% | −200−1.7% | Reduced |
| Providence First Trust Co | 11,447 | $74.5K | 0.03% | +11,447 | New |
| HTLF Bank | 11,200 | $72.9K | 0.01% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 10,726 | $69.8K | 0.02% | +10,726 | New |
| Sanctuary Advisors, LLC | 11,300 | $69.6K | 0.00% | +11,300 | New |
| Wedbush Securities Inc | 10,207 | $66.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10,020 | $65.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,149 | $46.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,322 | $34.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,710 | $30.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 3,831 | $24.9K | 0.00% | +3,831 | New |
| ORG Wealth Partners, LLC | 2,749 | $17.9K | 0.01% | +2,749 | New |
| Geneos Wealth Management Inc. | 2,144 | $14.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,124 | $13.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,554 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,420 | $9.24K | 0.00% | −360−20.2% | Reduced |
| Northwest Financial Advisors | 1,247 | $8.12K | 0.01% | +1,247 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,233 | $8.03K | 0.00% | +1,233 | New |
| Capital Analysts, LLC | 1,059 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 670 | $4.36K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $3.00K | 0.00% | +600 | New |
| Macroview Investment Management LLC | 400 | $2.60K | 0.00% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 140 | $912 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 100 | $651 | 0.00% | +100 | New |
| Huntington National Bank | – | $7 | 0.00% | – | – |
| International Assets Investment Management, LLC | 61,446 | – | – | +52,058+554.5% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −34,970−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −2,749−100.0% | Sold out |