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