Franklin Managed Municipal IPMM
13F holders, Q1 2025 (March 31)81holders −12
8new positions
17sold out
1famous investor
$6.14avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding Franklin Managed Municipal I (PMM) in their 13F filings, down 12 from Q4 2024. 8 opened new positions and 17 sold out. The largest holders were Wells Fargo & Company ($5.7M), Guggenheim Capital LLC ($5.6M) and Advisors Asset Management, Inc. ($5.4M). 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 2025)
- CUSIP
- 746823103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.4M |
| Exits | 17 | $4.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,565,897 shares bought and 942,724 shares sold, net +623,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Wells Fargo & Company | 0.00% | Add +29.9% | 925,613 | $5.7M |
| Guggenheim Capital LLC | 0.05% | Add +27.1% | 905,634 | $5.6M |
| Advisors Asset Management, Inc. | 0.10% | Add +9.8% | 875,831 | $5.4M |
| Morgan Stanley | 0.00% | Add +10.9% | 799,741 | $4.9M |
| Sit Investment Associates Inc. | 0.07% | Add +130.8% | 515,349 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +3.3% | 470,927 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +74.1% | 385,076 | $2.4M |
| Van Eck Associates Corp. | 0.00% | Reduce -21.4% | 268,556 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | New | 258,949 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.2% | 225,392 | $1.4M |
| Kennedy Investment Group, Inc. | 0.64% | Reduce -6.0% | 223,621 | $1.4M |
| Rothschild Investment LLC | 0.09% | Reduce -11.7% | 218,067 | $1.3M |
| Invesco Ltd. | 0.00% | Add +71.3% | 168,686 | $1.0M |
| UBS Group AG | 0.00% | Reduce -2.5% | 165,485 | $1.0M |
| Rivernorth Capital Management, LLC | 0.05% | Add +13.8% | 149,544 | $917K |
| LPL Financial LLC | 0.00% | Add +32.3% | 115,485 | $708K |
| Melfa Wealth Management, Inc. | 0.40% | No change | 95,856 | $588K |
| Bank of America Corp. | 0.00% | Reduce -23.0% | 84,553 | $518K |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 82,728 | $507K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.7% | 79,793 | $489K |
| Bridgewater Advisors Inc. | 0.04% | No change | 76,102 | $451K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.5% | 73,056 | $448K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 70,170 | $430K |
| Keudell/Morrison Wealth Management | 0.10% | Reduce -3.5% | 69,114 | $424K |
| Advisor Resource Council | 0.03% | New | 66,293 | $406K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 61,132 | $375K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 58,707 | $360K |
| Cetera Investment Advisers | 0.00% | Reduce -3.5% | 54,937 | $337K |
| Susquehanna International Group, LLP | 0.00% | Add +6.2% | 54,278 | $333K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.4% | 50,084 | $307K |
| Everstar Asset Management, LLC | 0.18% | Reduce -1.3% | 44,912 | $275K |
| Gill Capital Partners, LLC | 0.09% | No change | 41,537 | $255K |
| Tyche Wealth Partners LLC | 0.05% | No change | 39,722 | $243K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -29.3% | 38,940 | $239K |
| WealthBridge Capital Management, LLC | 0.06% | No change | 36,050 | $221K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.4% | 35,460 | $217K |
| NewEdge Advisors, LLC | 0.00% | Add +41.1% | 34,381 | $211K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.4% | 33,665 | $206K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -5.8% | 32,350 | $198K |
| Joseph P. Lucia & Associates, LLC | 0.09% | Reduce -5.9% | 31,682 | $194K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.3% | 29,014 | $178K |
| Wesbanco Bank Inc. | 0.01% | No change | 27,700 | $170K |
| Burford Brothers, Inc. | 0.08% | No change | 25,850 | $158K |
| Twin Focus Capital Partners, LLC | 0.02% | No change | 23,993 | $147K |
| XML Financial, LLC | 0.01% | New | 23,100 | $142K |
| Citadel Advisors | 0.00% | Add +30.9% | 21,586 | $132K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +1.5% | 20,704 | $127K |
| Financial Advocates Investment Management | 0.01% | Add +18.5% | 20,391 | $125K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.9% | 19,000 | $116K |
| Fortitude Advisory Group L.L.C. | 0.08% | No change | 18,285 | $107K |
| Noble Wealth Management PBC | 0.07% | No change | 17,350 | $106K |
| United Bank | 0.04% | No change | 14,400 | $88K |
| Hohimer Wealth Management, LLC | 0.02% | No change | 14,395 | $88K |
| Mariner, LLC | 0.00% | Add +0.0% | 14,034 | $86K |
| Regal Investment Advisors LLC | 0.01% | No change | 13,606 | $83K |
| Procyon Advisors, LLC | 0.00% | No change | 12,803 | $78K |
| Spire Wealth Management | 0.00% | No change | 12,464 | $76K |
| Wedbush Securities Inc. | 0.00% | Reduce -11.4% | 12,412 | $76K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 12,246 | $75K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 12,238 | $75K |
| Gilliland Jeter Wealth Management LLC | 0.03% | Add +1.0% | 12,138 | $74K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 12,000 | $74K |
| AE Wealth Management LLC | 0.00% | No change | 11,735 | $72K |
| HRT Financial LP | 0.00% | New | 10,677 | $65K |
| Independent Financial Group, LLC | 0.00% | New | 10,253 | $63K |
| Arkos Global Advisors | 0.01% | Reduce -68.7% | 10,049 | $62K |
| TCTC Holdings, LLC | 0.00% | No change | 10,020 | $61K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 9,000 | $55K |
| US Bancorp \de | 0.00% | No change | 7,149 | $44K |
| Activest Wealth Management | 0.01% | No change | 6,600 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,322 | $33K |
| Ascentis Wealth Management, LLC | 0.01% | 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 |
| Concord Wealth Partners | 0.00% | No change | 1,554 | $10K |
| Ameriflex Group, Inc. | 0.00% | No change | 1,200 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 1,059 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 670 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 100 | $613 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 39 | $239 |
"% of holder's portfolio" is PMM's weight in each manager's 13F, not the share of Franklin Managed Municipal I the manager owns.