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 2025
Institutional positions in Franklin Managed Municipal Income Trust as of Jun 30, 2025. 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
- 85
- +5 vs. Q1 2025
- Shares held
- 8.45M
- +34.5K (+0.4%) vs. Q1 2025
- Total value
- $50.5M
- −$1.11M (−2.2%) vs. Q1 2025
- New holders
- 13
- 24 more added
- Sold out
- 8
- 17 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Franklin Managed Municipal Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| JPMorgan Chase & Co | 55 | $329 | 0.00% | +55 | New |
| GAMMA Investing LLC | 72 | $431 | 0.00% | +72 | New |
| CoreCap Advisors, LLC | 100 | $598 | 0.00% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 140 | $838 | 0.00% | +140 | New |
| Mascoma Wealth Management LLC | 670 | $4.01K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,064 | $6.00K | 0.00% | +5+0.5% | Added |
| Hilltop National Bank | 1,420 | $8.49K | 0.00% | +1,420 | New |
| Concord Wealth Partners | 1,554 | $9.29K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 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 Wealth Partners, LLC | 2,749 | $16.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,000 | $17.9K | 0.00% | −215,067−98.6% | Reduced |
| Ameritas Advisory Services, LLC | 3,000 | $17.9K | 0.00% | +3,000 | New |
| The PNC Financial Services Group, Inc. | 5,322 | $31.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6,600 | $39.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 7,000 | $41.9K | 0.01% | +7,000 | New |
| US Bancorp | 7,149 | $42.8K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 9,000 | $53.8K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,000 | $59.8K | 0.00% | −2,000−16.7% | Reduced |
| Nomura Holdings Inc | 10,000 | $59.8K | 0.00% | +10,000 | New |
| TCTC Holdings, LLC | 10,020 | $59.9K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,735 | $70.2K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,018 | $71.9K | 0.00% | +12,018 | New |
| Kestra Private Wealth Services, LLC | 12,246 | $73.2K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,281 | $73.4K | 0.00% | +43+0.4% | Added |
| Spire Wealth Management | 12,464 | $74.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,485 | $74.7K | 0.00% | −6,515−34.3% | Reduced |
| Independent Financial Group, LLC | 12,753 | $76.3K | 0.00% | +2,500+24.4% | Added |
| Procyon Private Wealth Partners, LLC | 12,803 | $76.6K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 13,606 | $81.4K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 14,034 | $83.9K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 14,291 | $85.5K | 0.00% | +14,291 | New |
| Hohimer Wealth Management, LLC | 14,395 | $86.1K | 0.02% | 00.0% | Unchanged |
| United Bank | 14,400 | $86.1K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,372 | $92.0K | 0.00% | +2,960+23.8% | Added |
| Ashton Thomas Private Wealth, LLC | 17,327 | $103.6K | 0.00% | +17,327 | New |
| Fortitude Advisory Group L.L.C. | 18,285 | $109.3K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 18,473 | $110.5K | 0.01% | −2,231−10.8% | Reduced |
| Financial Advocates Investment Management | 20,391 | $121.9K | 0.01% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 23,993 | $143.5K | 0.02% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 25,850 | $154.6K | 0.07% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 27,700 | $165.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 29,014 | $173.5K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 29,812 | $178.3K | 0.11% | −15,100−33.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 30,606 | $183.0K | 0.01% | +30,606 | New |
| Joseph P. Lucia & Associates, LLC | 30,832 | $184.4K | 0.08% | −850−2.7% | Reduced |
| WealthBridge Capital Management, LLC | 31,050 | $185.7K | 0.05% | −5,000−13.9% | Reduced |
| Clear Creek Financial Management, LLC | 31,870 | $190.6K | 0.02% | −480−1.5% | Reduced |
| GWM Advisors LLC | 34,393 | $205.7K | 0.00% | +120.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,065 | $228.0K | 0.00% | +2,605+7.3% | Added |
| Tyche Wealth Partners LLC | 39,722 | $237.5K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 40,635 | $243.0K | 0.00% | +6,970+20.7% | Added |
| Gill Capital Partners, LLC | 41,537 | $248.4K | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 53,856 | $322.1K | 0.00% | −422−0.8% | Reduced |
| Brown Brothers Harriman & Co | 55,583 | $332.4K | 0.00% | +55,583 | New |
| Cetera Investment Advisers | 56,514 | $338.0K | 0.00% | +1,577+2.9% | Added |
| XML Financial, LLC | 57,600 | $344.4K | 0.03% | +34,500+149.4% | Added |
| Avantax Advisory Services, Inc. | 58,938 | $352.5K | 0.00% | +19,998+51.4% | Added |
| Oppenheimer & Co Inc | 59,470 | $355.6K | 0.00% | +763+1.3% | Added |
| Commonwealth Equity Services, LLC | 61,458 | $368.0K | 0.00% | +326+0.5% | Added |
| Advisor Group Holdings, Inc. | 61,743 | $369.2K | 0.00% | +11,659+23.3% | Added |
| Keudell/Morrison Wealth Management | 66,964 | $400.4K | 0.09% | −2,150−3.1% | Reduced |
| Capital Investment Advisors, LLC | 69,056 | $413.0K | 0.01% | −4,000−5.5% | Reduced |
| Bridgewater Advisors Inc. | 76,102 | $444.4K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 80,721 | $482.7K | 0.00% | +928+1.2% | Added |
| Royal Bank of Canada | 81,950 | $490.0K | 0.00% | −778−0.9% | Reduced |
| UBS Group AG | 86,910 | $519.7K | 0.00% | −78,575−47.5% | Reduced |
| Melfa Wealth Management, LLC | 95,856 | $573.2K | 0.36% | 00.0% | Unchanged |
| Allworth Financial LP | 103,242 | $617.4K | 0.00% | +103,242 | New |
| Pathstone Holdings, LLC | 116,957 | $699.4K | 0.00% | −268,119−69.6% | Reduced |
| LPL Financial LLC | 123,806 | $740.4K | 0.00% | +8,321+7.2% | Added |
| Bank of America Corp | 125,252 | $749.0K | 0.00% | +40,699+48.1% | Added |
| Kennedy Investment Group | 197,626 | $1.18M | 0.50% | −25,995−11.6% | Reduced |
| Ameriprise Financial Inc | 225,663 | $1.35M | 0.00% | +271+0.1% | Added |
| Invesco Ltd. | 261,413 | $1.56M | 0.00% | +92,727+55.0% | Added |
| Van Eck Associates Corp | 276,297 | $1.65M | 0.00% | +7,741+2.9% | Added |
| Sit Investment Associates Inc | 502,949 | $3.01M | 0.06% | −12,400−2.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 506,760 | $3.03M | 0.12% | +247,811+95.7% | Added |
| Raymond James Financial Inc | 526,601 | $3.15M | 0.00% | +55,674+11.8% | Added |
| Morgan Stanley | 804,012 | $4.81M | 0.00% | +4,271+0.5% | Added |
| Advisors Asset Management, Inc. | 862,612 | $5.16M | 0.09% | −13,219−1.5% | Reduced |
| Wells Fargo & Company | 995,513 | $5.95M | 0.00% | +69,900+7.6% | Added |
| Guggenheim Capital LLC | 997,567 | $5.97M | 0.05% | +91,933+10.2% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −149,544−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −66,293−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,586−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −12,138−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,677−100.0% | Sold out |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −10,049−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Noble Wealth Management PBC | – | – | – | – | Not filed |