Franklin Managed Municipal IPMM
13F holders, Q4 2024 (December 31)93holders +1
11new positions
10sold out
1famous investor
$5.97avg. 13F price*
At the end of Q4 2024, 93 institutions reported holding Franklin Managed Municipal I (PMM) in their 13F filings, up 1 from Q3 2024. 11 opened new positions and 10 sold out. The largest holders were Advisors Asset Management, Inc. ($4.8M), Morgan Stanley ($4.3M) and Wells Fargo & Company ($4.3M). 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 (Q4 2024)
- CUSIP
- 746823103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.3M |
| Exits | 10 | $620K |
All 13F filers, Q3 2024 → Q4 2024: 1,218,414 shares bought and 470,233 shares sold, net +748,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Advisors Asset Management, Inc. | 0.09% | Add +22.9% | 797,465 | $4.8M |
| Morgan Stanley | 0.00% | Add +20.4% | 721,315 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 712,659 | $4.3M |
| Guggenheim Capital LLC | 0.04% | Add +20.4% | 712,551 | $4.3M |
| Raymond James Financial Inc. | 0.00% | — | 455,686 | $2.7M |
| Van Eck Associates Corp. | 0.00% | Add +3.6% | 341,484 | $2.0M |
| Robinson Capital Management, LLC | 0.76% | Reduce -18.6% | 316,401 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.7% | 259,547 | $1.5M |
| Rothschild Investment LLC | 0.10% | Reduce -2.4% | 247,067 | $1.5M |
| Kennedy Investment Group, Inc. | 0.64% | Reduce -6.7% | 237,908 | $1.4M |
| Sit Investment Associates Inc. | 0.03% | Add +29.0% | 223,312 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +279.3% | 221,163 | $1.3M |
| UBS Group AG | 0.00% | Add +4.8% | 169,720 | $1.0M |
| Rivernorth Capital Management, LLC | 0.04% | New | 131,412 | $785K |
| Bank of America Corp. | 0.00% | Reduce -15.8% | 109,842 | $656K |
| Wolverine Asset Management LLC | 0.05% | Reduce -21.6% | 99,993 | $597K |
| Invesco Ltd. | 0.00% | Add +132.0% | 98,495 | $588K |
| Melfa Wealth Management, Inc. | 0.38% | No change | 95,856 | $572K |
| Royal Bank of Canada | 0.00% | Add +37.0% | 87,700 | $523K |
| LPL Financial LLC | 0.00% | Reduce -23.4% | 87,320 | $521K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 81,972 | $489K |
| Bridgewater Advisors Inc. | 0.05% | No change | 76,102 | $457K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.3% | 75,746 | $452K |
| Keudell/Morrison Wealth Management | 0.11% | Reduce -25.5% | 71,614 | $428K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +2.2% | 70,170 | $419K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 59,863 | $357K |
| Oppenheimer & Co. Inc. | 0.01% | New | 58,707 | $350K |
| Cetera Investment Advisers | 0.00% | Reduce -12.7% | 56,917 | $340K |
| Avantax Advisory Services, Inc. | 0.00% | Add +34.4% | 55,037 | $329K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.6% | 51,296 | $306K |
| Susquehanna International Group, LLP | 0.00% | New | 51,107 | $305K |
| Nomura Holdings Inc. | 0.00% | Add +246.8% | 51,000 | $304K |
| Everstar Asset Management, LLC | 0.19% | Reduce -40.7% | 45,514 | $272K |
| Thomas J. Herzfeld Advisors, Inc. | 0.08% | Add +21.1% | 43,341 | $259K |
| Gill Capital Partners, LLC | 0.09% | No change | 41,537 | $248K |
| Logan Stone Capital, LLC | 0.08% | New | 40,956 | $245K |
| Readystate Asset Management LP | 0.02% | New | 40,502 | $242K |
| Tyche Wealth Partners LLC | 0.05% | No change | 39,722 | $237K |
| WealthBridge Capital Management, LLC | 0.06% | Reduce -31.0% | 36,050 | $215K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.3% | 34,615 | $207K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 34,350 | $205K |
| Jane Street Group, LLC | 0.00% | New | 34,047 | $203K |
| Joseph P. Lucia & Associates, LLC | 0.09% | Reduce -4.3% | 33,666 | $201K |
| Kestra Advisory Services, LLC | 0.00% | Add +84.3% | 33,215 | $198K |
| Arkos Global Advisors | 0.03% | Reduce -13.3% | 32,094 | $192K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 28,647 | $171K |
| Wesbanco Bank Inc. | 0.01% | No change | 27,700 | $165K |
| Burford Brothers, Inc. | 0.08% | No change | 25,850 | $154K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 24,367 | $145K |
| Twin Focus Capital Partners, LLC | 0.02% | No change | 23,993 | $143K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.7% | 22,600 | $135K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -8.0% | 20,389 | $122K |
| Fortitude Advisory Group L.L.C. | 0.07% | No change | 18,285 | $109K |
| Noble Wealth Management PBC | 0.07% | — | 17,350 | $104K |
| XTX Topco Ltd | 0.01% | New | 17,220 | $103K |
| Financial Advocates Investment Management | 0.01% | Reduce -4.6% | 17,206 | $103K |
| Citadel Advisors | 0.00% | Add +7.0% | 16,487 | $98K |
| United Bank | 0.04% | No change | 14,400 | $86K |
| Hohimer Wealth Management, LLC | 0.02% | No change | 14,395 | $86K |
| Wedbush Securities Inc. | 0.00% | Add +37.2% | 14,007 | $84K |
| Mariner, LLC | 0.00% | Add +0.1% | 14,033 | $84K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -70.9% | 13,731 | $82K |
| Regal Investment Advisors LLC | 0.01% | No change | 13,606 | $81K |
| Procyon Advisors, LLC | 0.00% | No change | 12,803 | $76K |
| Spire Wealth Management | 0.00% | Reduce -28.6% | 12,464 | $74K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 12,246 | $73K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 12,018 | $72K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +0.7% | 12,014 | $72K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.7% | 12,000 | $72K |
| AE Wealth Management LLC | 0.00% | No change | 11,735 | $70K |
| Providence First Trust Co | 0.03% | No change | 11,447 | $68K |
| HTLF Bank | 0.01% | No change | 11,200 | $67K |
| Virtu Financial LLC | 0.00% | New | 11,108 | $66K |
| TCTC Holdings, LLC | 0.00% | No change | 10,020 | $60K |
| US Bancorp \de | 0.00% | No change | 7,149 | $43K |
| Activest Wealth Management | 0.01% | Reduce -54.8% | 6,600 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,322 | $32K |
| Avior Wealth Management, LLC | 0.00% | Add +235.9% | 4,142 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 2,749 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -46.9% | 2,500 | $15K |
| 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 |
| Concord Wealth Partners | 0.00% | No change | 1,554 | $9K |
| Hilltop National Bank | 0.00% | No change | 1,420 | $8K |
| Ameriflex Group, Inc. | 0.00% | — | 1,200 | $7K |
| 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 |
| Elequin Capital, LP | 0.00% | New | 347 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 100 | $597 |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 20 | $119 |
| FMR LLC | 0.00% | New | 1 | $6 |
"% of holder's portfolio" is PMM's weight in each manager's 13F, not the share of Franklin Managed Municipal I the manager owns.