Franklin Managed Municipal IPMM
13F holders, Q2 2024 (June 30)83holders −10
5new positions
15sold out
1famous investor
$6.19avg. 13F price*
At the end of Q2 2024, 83 institutions reported holding Franklin Managed Municipal I (PMM) in their 13F filings, down 10 from Q1 2024. 5 opened new positions and 15 sold out. The largest holders were Advisors Asset Management, Inc. ($4.3M), Wells Fargo & Company ($3.8M) and Morgan Stanley ($3.5M). 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 (Q2 2024)
- CUSIP
- 746823103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $555K |
| Exits | 15 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 712,047 shares bought and 522,604 shares sold, net +189,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Advisors Asset Management, Inc. | 0.08% | Add +29.8% | 694,257 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 614,282 | $3.8M |
| Morgan Stanley | 0.00% | Reduce -3.4% | 563,913 | $3.5M |
| Robinson Capital Management, LLC | 1.06% | Add +12.2% | 476,307 | $2.9M |
| Raymond James & Associates | 0.00% | Reduce -4.5% | 390,827 | $2.4M |
| Van Eck Associates Corp. | 0.00% | Add +14.7% | 333,409 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.6% | 318,029 | $2.0M |
| Kennedy Investment Group, Inc. | 0.81% | Reduce -4.3% | 259,521 | $1.6M |
| Rothschild Investment LLC | 0.11% | No change | 253,067 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +431.5% | 245,178 | $1.5M |
| UBS Group AG | 0.00% | Reduce -14.0% | 159,036 | $986K |
| LPL Financial LLC | 0.00% | Reduce -12.8% | 122,270 | $758K |
| Keudell/Morrison Wealth Management | 0.21% | Reduce -11.6% | 118,158 | $733K |
| Bank of America Corp. | 0.00% | Add +196.6% | 112,951 | $700K |
| Melfa Wealth Management, Inc. | 0.42% | Add +0.0% | 96,049 | $596K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +2.1% | 94,097 | $583K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.5% | 84,363 | $523K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -10.2% | 80,846 | $501K |
| Bridgewater Advisors Inc. | 0.06% | No change | 76,102 | $473K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 68,670 | $426K |
| Wolverine Asset Management LLC | 0.04% | Add +35.2% | 66,373 | $412K |
| Cetera Investment Advisers | 0.00% | Add +18.5% | 63,643 | $395K |
| Invesco Ltd. | 0.00% | Reduce -35.6% | 62,154 | $385K |
| Royal Bank of Canada | 0.00% | Add +2.2% | 61,464 | $381K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.7% | 59,747 | $370K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -25.6% | 56,871 | $353K |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.0% | 51,893 | $322K |
| Joseph P. Lucia & Associates, LLC | 0.15% | Reduce -4.5% | 48,451 | $300K |
| Nomura Holdings Inc. | 0.00% | Add +31.4% | 48,140 | $298K |
| WealthBridge Capital Management, LLC | 0.10% | Add +13.3% | 47,300 | $293K |
| Gill Capital Partners, LLC | 0.10% | No change | 41,537 | $258K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -26.8% | 39,825 | $247K |
| Tyche Wealth Partners LLC | 0.06% | No change | 39,722 | $246K |
| Arkos Global Advisors | 0.04% | No change | 37,000 | $229K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.3% | 34,970 | $217K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -23.4% | 34,696 | $216K |
| IHT Wealth Management, LLC | 0.01% | No change | 33,748 | $209K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.2% | 32,518 | $202K |
| Clear Creek Financial Management, LLC | 0.02% | Add +97.6% | 28,350 | $176K |
| Wesbanco Bank Inc. | 0.01% | New | 27,700 | $172K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.5% | 26,919 | $167K |
| Burford Brothers, Inc. | 0.09% | No change | 25,850 | $160K |
| NewEdge Advisors, LLC | 0.00% | Add +92.9% | 24,346 | $151K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.8% | 22,000 | $136K |
| Activest Wealth Management | 0.04% | New | 21,500 | $133K |
| Jupiter Wealth Management LLC | 0.07% | No change | 20,000 | $126K |
| Fortitude Advisory Group L.L.C. | 0.07% | Reduce -2.5% | 18,285 | $113K |
| Financial Advocates Investment Management | 0.01% | No change | 18,039 | $112K |
| Kestra Advisory Services, LLC | 0.00% | New | 24,217 | $111K |
| Spire Wealth Management | 0.00% | No change | 17,464 | $108K |
| Citadel Advisors | 0.00% | Reduce -25.7% | 17,106 | $106K |
| United Bank | 0.04% | No change | 14,400 | $89K |
| Hohimer Wealth Management, LLC | 0.02% | No change | 14,395 | $89K |
| Mariner, LLC | 0.00% | Reduce -46.6% | 14,024 | $87K |
| Regal Investment Advisors LLC | 0.01% | No change | 13,606 | $84K |
| Raymond James Trust N.A. | 0.00% | No change | 13,380 | $83K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 13,268 | $82K |
| Arbor Trust Wealth Advisors, LLC | 0.04% | New | 13,000 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.9% | 13,000 | $81K |
| Procyon Advisors, LLC | 0.01% | No change | 12,803 | $79K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 12,561 | $78K |
| Sit Investment Associates Inc. | 0.00% | No change | 12,400 | $77K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 12,018 | $75K |
| AE Wealth Management LLC | 0.00% | No change | 11,935 | $74K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +0.8% | 11,836 | $73K |
| HTLF Bank | 0.01% | No change | 11,200 | $69K |
| Wedbush Securities Inc. | 0.00% | Reduce -4.3% | 10,207 | $63K |
| TCTC Holdings, LLC | 0.00% | No change | 10,020 | $62K |
| International Assets Investment Management, LLC | 0.01% | New | 9,388 | $58K |
| US Bancorp \de | 0.00% | No change | 7,149 | $44K |
| Benjamin Edwards Inc. | 0.01% | No change | 5,400 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,322 | $33K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,710 | $29K |
| ORG Partners LLC | 0.00% | No change | 2,749 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,144 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,124 | $13K |
| City Holding Co. | 0.00% | No change | 2,000 | $12K |
| Hilltop National Bank | 0.00% | No change | 1,780 | $11K |
| Concord Wealth Partners | 0.00% | No change | 1,554 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 1,059 | $7K |
| Mascoma Wealth Management LLC | 0.00% | No change | 670 | $4K |
| Macroview Investment Management LLC | 0.00% | No change | 400 | $2K |
| Disciplined Equity Management, Inc. | 0.00% | No change | 140 | $868 |
"% of holder's portfolio" is PMM's weight in each manager's 13F, not the share of Franklin Managed Municipal I the manager owns.