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, Q4 2024
Institutional positions in Franklin Managed Municipal Income Trust as of Dec 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
- +4 vs. Q3 2024
- Shares held
- 7.89M
- +1.17M (+17.4%) vs. Q3 2024
- Total value
- $47.1M
- +$3.85M (+8.9%) vs. Q3 2024
- New holders
- 14
- 25 more added
- Sold out
- 10
- 22 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| Blue Bell Private Wealth Management, LLC | 20 | $119 | 0.00% | +20 | New |
| CoreCap Advisors, LLC | 100 | $597 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 347 | $2.07K | 0.00% | +347 | New |
| FNY Investment Advisers, LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 670 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,059 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,200 | $7.46K | 0.00% | +1,200 | New |
| Hilltop National Bank | 1,420 | $8.48K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,554 | $9.28K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $11.9K | 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 |
| Farther Finance Advisors, LLC | 2,500 | $14.9K | 0.00% | −2,210−46.9% | Reduced |
| ORG Wealth Partners, LLC | 2,749 | $16.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,142 | $24.7K | 0.00% | +2,909+235.9% | Added |
| The PNC Financial Services Group, Inc. | 5,322 | $31.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6,600 | $39.4K | 0.01% | −8,000−54.8% | Reduced |
| US Bancorp | 7,149 | $42.7K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10,020 | $59.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,108 | $66.0K | 0.00% | +11,108 | New |
| HTLF Bank | 11,200 | $66.9K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 11,447 | $68.3K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,735 | $70.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,000 | $71.6K | 0.00% | −1,000−7.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,014 | $71.7K | 0.02% | +88+0.7% | Added |
| Integrated Wealth Concepts LLC | 12,018 | $71.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,246 | $73.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12,464 | $74.4K | 0.00% | −5,000−28.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,803 | $76.4K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 13,606 | $81.2K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 13,731 | $82.0K | 0.01% | −33,434−70.9% | Reduced |
| Mariner, LLC | 14,033 | $83.8K | 0.00% | +9+0.1% | Added |
| Wedbush Securities Inc | 14,007 | $84.0K | 0.00% | +3,800+37.2% | Added |
| Hohimer Wealth Management, LLC | 14,395 | $85.9K | 0.02% | 00.0% | Unchanged |
| United Bank | 14,400 | $86.0K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,487 | $98.4K | 0.00% | +1,072+7.0% | Added |
| Financial Advocates Investment Management | 17,206 | $102.7K | 0.01% | −833−4.6% | Reduced |
| XTX Topco Ltd | 17,220 | $102.8K | 0.01% | +17,220 | New |
| Noble Wealth Management PBC | 17,350 | $103.6K | 0.07% | +17,350 | New |
| Fortitude Advisory Group L.L.C. | 18,285 | $109.2K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,389 | $122.2K | 0.00% | −1,774−8.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,600 | $134.9K | 0.00% | +600+2.7% | Added |
| Twin Focus Capital Partners, LLC | 23,993 | $143.2K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,367 | $145.5K | 0.00% | +110.0% | Added |
| Burford Brothers, Inc. | 25,850 | $154.3K | 0.08% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 27,700 | $165.4K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 28,647 | $171.0K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 32,094 | $192.0K | 0.03% | −4,906−13.3% | Reduced |
| Kestra Advisory Services, LLC | 33,215 | $198.3K | 0.00% | +15,194+84.3% | Added |
| Joseph P. Lucia & Associates, LLC | 33,666 | $201.0K | 0.09% | −1,523−4.3% | Reduced |
| Jane Street Group, LLC | 34,047 | $203.3K | 0.00% | +34,047 | New |
| Clear Creek Financial Management, LLC | 34,350 | $205.1K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 34,615 | $207.0K | 0.00% | +2,039+6.3% | Added |
| WealthBridge Capital Management, LLC | 36,050 | $215.2K | 0.06% | −16,200−31.0% | Reduced |
| Tyche Wealth Partners LLC | 39,722 | $237.1K | 0.05% | 00.0% | Unchanged |
| Readystate Asset Management LP | 40,502 | $241.8K | 0.01% | +40,502 | New |
| Logan Stone Capital, LLC | 40,956 | $244.5K | 0.08% | +40,956 | New |
| Gill Capital Partners, LLC | 41,537 | $248.0K | 0.09% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 43,341 | $258.7K | 0.08% | +7,543+21.1% | Added |
| Everstar Asset Management, LLC | 45,514 | $271.7K | 0.19% | −31,186−40.7% | Reduced |
| Nomura Holdings Inc | 51,000 | $304.5K | 0.00% | +36,295+246.8% | Added |
| Susquehanna International Group, LLP | 51,107 | $305.1K | 0.00% | +51,107 | New |
| Advisor Group Holdings, Inc. | 51,296 | $306.3K | 0.00% | −3,650−6.6% | Reduced |
| Avantax Advisory Services, Inc. | 55,037 | $328.6K | 0.00% | +14,099+34.4% | Added |
| Cetera Investment Advisers | 56,917 | $339.8K | 0.00% | −8,250−12.7% | Reduced |
| Oppenheimer & Co Inc | 58,707 | $350.5K | 0.01% | +58,707 | New |
| Commonwealth Equity Services, LLC | 59,863 | $357.0K | 0.00% | +171+0.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 70,170 | $418.9K | 0.04% | +1,500+2.2% | Added |
| Keudell/Morrison Wealth Management | 71,614 | $427.5K | 0.11% | −24,544−25.5% | Reduced |
| Capital Investment Advisors, LLC | 75,746 | $452.2K | 0.01% | −5,100−6.3% | Reduced |
| Bridgewater Advisors Inc. | 76,102 | $456.6K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 81,972 | $489.4K | 0.00% | +62+0.1% | Added |
| LPL Financial LLC | 87,320 | $521.3K | 0.00% | −26,596−23.3% | Reduced |
| Royal Bank of Canada | 87,700 | $523.0K | 0.00% | +23,695+37.0% | Added |
| Melfa Wealth Management, LLC | 95,856 | $572.3K | 0.38% | 00.0% | Unchanged |
| Invesco Ltd. | 98,495 | $588.0K | 0.00% | +56,041+132.0% | Added |
| Wolverine Asset Management LLC | 99,993 | $597.0K | 0.01% | −27,620−21.6% | Reduced |
| Bank of America Corp | 109,842 | $655.8K | 0.00% | −20,648−15.8% | Reduced |
| Rivernorth Capital Management, LLC | 131,412 | $784.5K | 0.04% | +131,412 | New |
| UBS Group AG | 169,720 | $1.01M | 0.00% | +7,766+4.8% | Added |
| Pathstone Holdings, LLC | 221,163 | $1.32M | 0.01% | +162,851+279.3% | Added |
| Sit Investment Associates Inc | 223,312 | $1.33M | 0.03% | +50,200+29.0% | Added |
| Kennedy Investment Group | 237,908 | $1.42M | 0.64% | −17,140−6.7% | Reduced |
| Rothschild Investment LLC | 247,067 | $1.47M | 0.10% | −6,000−2.4% | Reduced |
| Ameriprise Financial Inc | 259,547 | $1.55M | 0.00% | −55,871−17.7% | Reduced |
| Robinson Capital Management, LLC | 316,401 | $1.89M | 0.76% | −72,269−18.6% | Reduced |
| Van Eck Associates Corp | 341,484 | $2.04M | 0.00% | +11,828+3.6% | Added |
| Raymond James Financial Inc | 455,686 | $2.72M | 0.00% | +455,686 | New |
| Guggenheim Capital LLC | 712,551 | $4.25M | 0.04% | +120,948+20.4% | Added |
| Wells Fargo & Company | 712,659 | $4.25M | 0.00% | +43,540+6.5% | Added |
| Morgan Stanley | 721,315 | $4.31M | 0.00% | +122,233+20.4% | Added |
| Advisors Asset Management, Inc. | 797,465 | $4.76M | 0.09% | +148,493+22.9% | Added |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −33,748−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −12,648−100.0% | Sold out |
| Arbor Trust Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −10,726−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −3,831−100.0% | Sold out |