Franklin Managed Municipal IPMM
13F holders, Q3 2024 (September 30)92holders +9
11new positions
4sold out
1famous investor
$6.50avg. 13F price*
At the end of Q3 2024, 92 institutions reported holding Franklin Managed Municipal I (PMM) in their 13F filings, up 9 from Q2 2024. 11 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($4.4M), Advisors Asset Management, Inc. ($4.2M) and Morgan Stanley ($3.9M). 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 (Q3 2024)
- CUSIP
- 746823103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.0M |
| Exits | 4 | $393K |
All 13F filers, Q2 2024 → Q3 2024: 888,088 shares bought and 382,613 shares sold, net +505,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Wells Fargo & Company | 0.00% | Add +8.9% | 669,119 | $4.4M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -6.5% | 648,972 | $4.2M |
| Morgan Stanley | 0.00% | Add +6.2% | 599,082 | $3.9M |
| Guggenheim Capital LLC | 0.03% | Add +141.3% | 591,603 | $3.9M |
| Raymond James & Associates | 0.00% | Add +7.5% | 420,283 | $2.7M |
| Robinson Capital Management, LLC | 0.87% | Reduce -18.4% | 388,670 | $2.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -1.1% | 329,656 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 315,418 | $2.1M |
| Kennedy Investment Group, Inc. | 0.76% | Reduce -1.7% | 255,048 | $1.7M |
| Rothschild Investment LLC | 0.11% | No change | 253,067 | $1.6M |
| Sit Investment Associates Inc. | 0.03% | Add +1296.1% | 173,112 | $1.1M |
| UBS Group AG | 0.00% | Add +1.8% | 161,954 | $1.1M |
| Bank of America Corp. | 0.00% | Add +15.5% | 130,490 | $849K |
| Wolverine Asset Management LLC | 0.08% | Add +92.3% | 127,613 | $831K |
| LPL Financial LLC | 0.00% | Reduce -6.8% | 113,916 | $742K |
| Keudell/Morrison Wealth Management | 0.17% | Reduce -18.6% | 96,158 | $626K |
| Melfa Wealth Management, Inc. | 0.41% | Reduce -0.2% | 95,856 | $624K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.9% | 81,910 | $533K |
| Capital Investment Advisors, LLC | 0.01% | No change | 80,846 | $526K |
| Everstar Asset Management, LLC | 0.34% | — | 76,700 | $499K |
| Bridgewater Advisors Inc. | 0.05% | No change | 76,102 | $472K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 68,670 | $447K |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 65,167 | $424K |
| Royal Bank of Canada | 0.00% | Add +4.1% | 64,005 | $417K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 59,692 | $389K |
| Pathstone Holdings, LLC | 0.00% | New | 58,312 | $380K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.8% | 56,422 | $367K |
| Osaic Holdings, Inc. | 0.00% | Add +5.9% | 54,946 | $358K |
| WealthBridge Capital Management, LLC | 0.10% | Add +10.5% | 52,250 | $340K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -49.9% | 47,165 | $307K |
| Invesco Ltd. | 0.00% | Reduce -31.7% | 42,454 | $276K |
| Gill Capital Partners, LLC | 0.10% | No change | 41,537 | $270K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.8% | 40,938 | $267K |
| Tyche Wealth Partners LLC | 0.06% | No change | 39,722 | $259K |
| Arkos Global Advisors | 0.03% | No change | 37,000 | $241K |
| Thomas J. Herzfeld Advisors, Inc. | 0.08% | New | 35,798 | $233K |
| Joseph P. Lucia & Associates, LLC | 0.11% | Reduce -27.4% | 35,189 | $229K |
| Clear Creek Financial Management, LLC | 0.03% | Add +21.2% | 34,350 | $224K |
| IHT Wealth Management, LLC | 0.01% | No change | 33,748 | $220K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 32,576 | $212K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.4% | 28,647 | $186K |
| Wesbanco Bank Inc. | 0.01% | No change | 27,700 | $180K |
| Burford Brothers, Inc. | 0.09% | No change | 25,850 | $168K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 24,356 | $159K |
| Twin Focus Capital Partners, LLC | 0.02% | New | 23,993 | $156K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -36.1% | 22,163 | $145K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 22,000 | $143K |
| Fortitude Advisory Group L.L.C. | 0.08% | No change | 18,285 | $119K |
| Financial Advocates Investment Management | 0.01% | No change | 18,039 | $117K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.6% | 18,021 | $117K |
| Spire Wealth Management | 0.00% | No change | 17,464 | $114K |
| Citadel Advisors | 0.00% | Reduce -9.9% | 15,415 | $100K |
| Nomura Holdings Inc. | 0.00% | Reduce -69.5% | 14,705 | $96K |
| Activest Wealth Management | 0.03% | Reduce -32.1% | 14,600 | $95K |
| United Bank | 0.04% | No change | 14,400 | $94K |
| Hohimer Wealth Management, LLC | 0.02% | No change | 14,395 | $94K |
| Mariner, LLC | 0.00% | No change | 14,024 | $91K |
| Regal Investment Advisors LLC | 0.01% | No change | 13,606 | $89K |
| Raymond James Trust N.A. | 0.00% | No change | 13,380 | $87K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 13,000 | $85K |
| Procyon Advisors, LLC | 0.01% | No change | 12,803 | $83K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 12,648 | $82K |
| Arbor Trust Wealth Advisors, LLC | 0.04% | No change | 13,000 | $81K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.7% | 12,246 | $80K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 12,018 | $78K |
| Gilliland Jeter Wealth Management LLC | 0.03% | Add +0.8% | 11,926 | $78K |
| AE Wealth Management LLC | 0.00% | Reduce -1.7% | 11,735 | $76K |
| Providence First Trust Co | 0.03% | New | 11,447 | $75K |
| HTLF Bank | 0.01% | No change | 11,200 | $73K |
| Ackerman Capital Advisors, LLC | 0.02% | New | 10,726 | $70K |
| Sanctuary Advisors, LLC | 0.00% | New | 11,300 | $70K |
| Wedbush Securities Inc. | 0.00% | No change | 10,207 | $66K |
| TCTC Holdings, LLC | 0.00% | No change | 10,020 | $65K |
| International Assets Investment Management, LLC | 0.01% | Add +0.5% | 9,439 | $61K |
| US Bancorp \de | 0.00% | No change | 7,149 | $47K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,322 | $35K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,710 | $31K |
| Ashton Thomas Securities, LLC | 0.00% | New | 3,831 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | — | 2,749 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,144 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,124 | $14K |
| City Holding Co. | 0.00% | No change | 2,000 | $13K |
| Concord Wealth Partners | 0.00% | No change | 1,554 | $10K |
| Hilltop National Bank | 0.00% | Reduce -20.2% | 1,420 | $9K |
| Northwest Financial Advisors | 0.01% | New | 1,247 | $8K |
| Avior Wealth Management, LLC | 0.00% | New | 1,233 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 1,059 | $7K |
| Mascoma Wealth Management LLC | 0.00% | No change | 670 | $4K |
| FNY Investment Advisers, LLC | 0.00% | New | 600 | $3K |
| Macroview Investment Management LLC | 0.00% | No change | 400 | $3K |
| Disciplined Equity Management, Inc. | 0.00% | No change | 140 | $912 |
| CoreCap Advisors, LLC | 0.00% | New | 100 | $651 |
"% of holder's portfolio" is PMM's weight in each manager's 13F, not the share of Franklin Managed Municipal I the manager owns.