Franklin Managed Municipal IPMM
13F holders, Q2 2025 (June 30)84holders +3
12new positions
9sold out
$5.98avg. 13F price*
At the end of Q2 2025, 84 institutions reported holding Franklin Managed Municipal I (PMM) in their 13F filings, up 3 from Q1 2025. 12 opened new positions and 9 sold out. The largest holders were Guggenheim Capital LLC ($6.0M), Wells Fargo & Company ($6.0M) and Advisors Asset Management, Inc. ($5.2M).
- Company
- Franklin Managed Municipal I
- Filed as
- PUTNAM MANAGED MUN INCOME TR (Q2 2025)
- CUSIP
- 746823103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.5M |
| Exits | 9 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 957,528 shares bought and 924,427 shares sold, net +33,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Guggenheim Capital LLC | 0.05% | Add +10.2% | 997,567 | $6.0M |
| Wells Fargo & Company | 0.00% | Add +7.5% | 995,513 | $6.0M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -1.5% | 862,612 | $5.2M |
| Morgan Stanley | 0.00% | Add +0.5% | 804,012 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Add +11.8% | 526,601 | $3.1M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +95.7% | 506,760 | $3.0M |
| Sit Investment Associates Inc. | 0.06% | Reduce -2.4% | 502,949 | $3.0M |
| Van Eck Associates Corp. | 0.00% | Add +2.9% | 276,297 | $1.7M |
| Invesco Ltd. | 0.00% | Add +55.0% | 261,413 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 225,663 | $1.3M |
| Kennedy Investment Group, Inc. | 0.50% | Reduce -11.6% | 197,626 | $1.2M |
| Bank of America Corp. | 0.00% | Add +48.1% | 125,252 | $749K |
| LPL Financial LLC | 0.00% | Add +7.2% | 123,806 | $740K |
| Pathstone Holdings, LLC | 0.00% | Reduce -69.6% | 116,957 | $699K |
| Allworth Financial LP | 0.00% | New | 103,242 | $617K |
| Melfa Wealth Management, Inc. | 0.36% | No change | 95,856 | $573K |
| UBS Group AG | 0.00% | Reduce -47.5% | 86,910 | $520K |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 81,950 | $490K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.2% | 80,721 | $483K |
| Bridgewater Advisors Inc. | 0.03% | No change | 76,102 | $444K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.5% | 69,056 | $413K |
| Keudell/Morrison Wealth Management | 0.09% | Reduce -3.1% | 66,964 | $400K |
| Osaic Holdings, Inc. | 0.00% | Add +23.3% | 61,743 | $369K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 61,458 | $368K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.3% | 59,470 | $356K |
| Avantax Advisory Services, Inc. | 0.00% | Add +51.4% | 58,938 | $352K |
| XML Financial, LLC | 0.03% | Add +149.3% | 57,600 | $344K |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 56,514 | $338K |
| Brown Brothers Harriman & Co. | 0.00% | New | 55,583 | $332K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.8% | 53,856 | $322K |
| Gill Capital Partners, LLC | 0.08% | No change | 41,537 | $248K |
| Kestra Advisory Services, LLC | 0.00% | Add +20.7% | 40,635 | $243K |
| Tyche Wealth Partners LLC | 0.05% | No change | 39,722 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.3% | 38,065 | $228K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 34,393 | $206K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -1.5% | 31,870 | $191K |
| WealthBridge Capital Management, LLC | 0.05% | Reduce -13.9% | 31,050 | $186K |
| Joseph P. Lucia & Associates, LLC | 0.08% | Reduce -2.7% | 30,832 | $184K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 30,606 | $183K |
| Everstar Asset Management, LLC | 0.11% | Reduce -33.6% | 29,812 | $178K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 29,014 | $174K |
| Wesbanco Bank Inc. | 0.00% | No change | 27,700 | $166K |
| Burford Brothers, Inc. | 0.07% | No change | 25,850 | $155K |
| Twin Focus Capital Partners, LLC | 0.02% | No change | 23,993 | $143K |
| Financial Advocates Investment Management | 0.01% | No change | 20,391 | $122K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -10.8% | 18,473 | $110K |
| Fortitude Advisory Group L.L.C. | 0.06% | No change | 18,285 | $109K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 17,327 | $104K |
| Wedbush Securities Inc. | 0.00% | Add +23.9% | 15,372 | $92K |
| United Bank | 0.03% | No change | 14,400 | $86K |
| Hohimer Wealth Management, LLC | 0.02% | No change | 14,395 | $86K |
| Meridian Wealth Management, LLC | 0.00% | New | 14,291 | $85K |
| Mariner, LLC | 0.00% | No change | 14,034 | $84K |
| Regal Investment Advisors LLC | 0.01% | No change | 13,606 | $81K |
| Procyon Advisors, LLC | 0.01% | No change | 12,803 | $77K |
| Independent Financial Group, LLC | 0.00% | Add +24.4% | 12,753 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -34.3% | 12,485 | $75K |
| Spire Wealth Management | 0.00% | No change | 12,464 | $75K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.3% | 12,281 | $73K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 12,246 | $73K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 12,018 | $72K |
| AE Wealth Management LLC | 0.00% | No change | 11,735 | $70K |
| TCTC Holdings, LLC | 0.00% | No change | 10,020 | $60K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $60K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.7% | 10,000 | $60K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 9,000 | $54K |
| US Bancorp \de | 0.00% | No change | 7,149 | $43K |
| Duncker Streett & Co. Inc. | 0.01% | New | 7,000 | $42K |
| Activest Wealth Management | 0.01% | No change | 6,600 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,322 | $32K |
| Rothschild Investment LLC | 0.00% | Reduce -98.6% | 3,000 | $18K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,000 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 2,749 | $16K |
| 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% | — | 1,420 | $8K |
| Capital Analysts, LLC | 0.00% | Add +0.5% | 1,064 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 670 | $4K |
| Disciplined Equity Management, Inc. | 0.00% | New | 140 | $838 |
| CoreCap Advisors, LLC | 0.00% | No change | 100 | $598 |
| GAMMA Investing LLC | 0.00% | New | 72 | $431 |
| JPMorgan Chase & Co. | 0.00% | New | 55 | $329 |
"% of holder's portfolio" is PMM's weight in each manager's 13F, not the share of Franklin Managed Municipal I the manager owns.