Franklin Managed Municipal IPMM
13F holders, Q1 2024 (March 31)93holders
1famous investor
$5.98avg. 13F price*
At the end of Q1 2024, 93 institutions reported holding Franklin Managed Municipal I (PMM) in their 13F filings. The largest holders were Wells Fargo & Company ($3.6M), Morgan Stanley ($3.5M) and Advisors Asset Management, Inc. ($3.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Managed Municipal I
- Filed as
- PUTNAM MANAGED MUN INCOME TR (Q1 2024)
- CUSIP
- 746823103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.0M |
| Exits | 14 | $1.3M |
Ownership 93 holders
| Wells Fargo & Company | 0.00% | Reduce -4.7% | 602,756 | $3.6M |
| Morgan Stanley | 0.00% | Add +24.2% | 584,023 | $3.5M |
| Advisors Asset Management, Inc. | 0.06% | Add +31.6% | 535,084 | $3.2M |
| Robinson Capital Management, LLC | 0.90% | Add +5.0% | 424,437 | $2.5M |
| Raymond James & Associates | 0.00% | Reduce -4.3% | 409,335 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.4% | 344,037 | $2.1M |
| Van Eck Associates Corp. | 0.00% | Reduce -13.3% | 290,742 | $1.7M |
| Kennedy Investment Group, Inc. | 0.87% | Reduce -7.6% | 271,252 | $1.6M |
| Rothschild Investment LLC | 0.11% | No change | 253,067 | $1.5M |
| UBS Group AG | 0.00% | Add +0.3% | 184,929 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 140,208 | $840K |
| Keudell/Morrison Wealth Management | 0.24% | Reduce -22.4% | 133,709 | $801K |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 120,682 | $723K |
| Invesco Ltd. | 0.00% | Reduce -36.0% | 96,573 | $578K |
| Melfa Wealth Management, Inc. | 0.42% | Add +0.1% | 96,020 | $575K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -11.8% | 92,189 | $552K |
| Capital Investment Advisors, LLC | 0.01% | No change | 90,016 | $539K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.3% | 84,786 | $508K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.0% | 76,435 | $458K |
| Bridgewater Advisors Inc. | 0.07% | New | 76,102 | $456K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 68,670 | $411K |
| Royal Bank of Canada | 0.00% | Add +1.9% | 60,167 | $360K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 57,089 | $342K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.4% | 54,365 | $326K |
| Cetera Investment Advisers | 0.00% | New | 53,691 | $322K |
| Susquehanna International Group, LLP | 0.00% | Add +397.4% | 51,655 | $309K |
| Joseph P. Lucia & Associates, LLC | 0.16% | Reduce -8.2% | 50,726 | $304K |
| Wolverine Asset Management LLC | 0.03% | New | 49,098 | $294K |
| Guggenheim Capital LLC | 0.00% | Reduce -0.3% | 46,126 | $276K |
| WealthBridge Capital Management, LLC | 0.08% | New | 41,751 | $250K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +4.3% | 45,312 | $249K |
| Gill Capital Partners, LLC | 0.10% | No change | 41,537 | $243K |
| Tyche Wealth Partners LLC | 0.06% | No change | 39,722 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.4% | 38,353 | $230K |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 38,087 | $228K |
| Arkos Global Advisors | 0.04% | No change | 37,000 | $222K |
| Nomura Holdings Inc. | 0.00% | Add +252.3% | 36,640 | $219K |
| HRT Financial LP | 0.00% | New | 35,945 | $215K |
| IHT Wealth Management, LLC | 0.01% | No change | 33,748 | $202K |
| Franklin Resources Inc. | 0.00% | New | 28,251 | $169K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 27,890 | $167K |
| Mariner, LLC | 0.00% | No change | 26,280 | $157K |
| Burford Brothers, Inc. | 0.10% | No change | 25,850 | $155K |
| Twin Focus Capital Partners, LLC | 0.03% | Reduce -61.2% | 23,993 | $144K |
| Citadel Advisors | 0.00% | New | 23,020 | $138K |
| Stonebrook Private Inc. | 0.04% | No change | 21,661 | $130K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 21,000 | $126K |
| Jupiter Wealth Management LLC | 0.06% | No change | 20,000 | $120K |
| Fortitude Advisory Group L.L.C. | 0.06% | No change | 18,764 | $112K |
| Financial Advocates Investment Management | 0.01% | No change | 18,039 | $108K |
| Spire Wealth Management | 0.00% | No change | 17,464 | $105K |
| Virtu Financial LLC | 0.01% | New | 15,180 | $91K |
| Capital Investment Counsel, LLC | 0.02% | No change | 15,000 | $90K |
| United Bank | 0.04% | No change | 14,400 | $86K |
| Hohimer Wealth Management, LLC | 0.02% | No change | 14,395 | $86K |
| Clear Creek Financial Management, LLC | 0.01% | No change | 14,350 | $86K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 14,277 | $86K |
| Regal Investment Advisors LLC | 0.01% | No change | 13,606 | $82K |
| Raymond James Trust N.A. | 0.00% | No change | 13,380 | $80K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 13,256 | $79K |
| Procyon Advisors, LLC | 0.01% | No change | 12,803 | $77K |
| NewEdge Advisors, LLC | 0.00% | Add +7.7% | 12,620 | $76K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.8% | 12,470 | $75K |
| Sit Investment Associates Inc. | 0.00% | Reduce -94.9% | 12,400 | $74K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 12,018 | $72K |
| AE Wealth Management LLC | 0.00% | No change | 11,935 | $71K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +0.8% | 11,743 | $70K |
| HTLF Bank | 0.01% | No change | 11,200 | $67K |
| Quad-Cities Investment Group, LLC | 0.04% | Reduce -0.8% | 10,754 | $64K |
| Wedbush Securities Inc. | 0.00% | No change | 10,670 | $64K |
| Family Asset Management, LLC | 0.04% | No change | 10,400 | $62K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -20.3% | 10,286 | $62K |
| TCTC Holdings, LLC | 0.00% | No change | 10,020 | $60K |
| Ruedi Wealth Management, Inc. | 0.02% | No change | 7,164 | $43K |
| US Bancorp \de | 0.00% | No change | 7,149 | $43K |
| Benjamin Edwards Inc. | 0.01% | No change | 5,400 | $32K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,322 | $32K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,710 | $28K |
| CENTRAL TRUST Co | 0.00% | New | 3,565 | $21K |
| ORG Partners LLC | 0.03% | New | 2,749 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,144 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,124 | $13K |
| Highlander Capital Management, LLC | 0.00% | No change | 2,000 | $12K |
| City Holding Co. | 0.00% | No change | 2,000 | $12K |
| Hilltop National Bank | 0.00% | — | 1,780 | $11K |
| Concord Wealth Partners | 0.00% | No change | 1,554 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 1,059 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 670 | $4K |
| FNY Investment Advisers, LLC | 0.00% | No change | 600 | $3K |
| Macroview Investment Management LLC | 0.00% | No change | 400 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 290 | $2K |
| Disciplined Equity Management, Inc. | 0.00% | No change | 140 | $839 |
| CoreCap Advisors, LLC | 0.00% | New | 100 | $599 |
"% of holder's portfolio" is PMM's weight in each manager's 13F, not the share of Franklin Managed Municipal I the manager owns.