Franklin Managed Municipal IPMM

13F holders, Q3 2025 (September 30)
80holders −4
8new positions
11sold out
$6.04avg. 13F price*

At the end of Q3 2025, 80 institutions reported holding Franklin Managed Municipal I (PMM) in their 13F filings, down 4 from Q2 2025. 8 opened new positions and 11 sold out. The largest holders were Wells Fargo & Company ($6.6M), Guggenheim Capital LLC ($5.9M) and Morgan Stanley ($4.7M).

Company
Franklin Managed Municipal I
Filed as
PUTNAM MANAGED MUN INCOME TR (Q3 2025)
CUSIP
746823103
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 93Q1 2024Q2 2024: 83Q2 2024Q3 2024: 92Q3 2024Q4 2024: 93Q4 2024Q1 2025: 81Q1 2025Q2 2025: 84Q2 2025Q3 2025: 80Q3 2025Q4 2025: 89Q4 2025Q1 2026: 90Q1 2026Q2 2026: 86Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions8$417K
Exits11$1.7M

All 13F filers, Q2 2025 → Q3 2025: 584,062 shares bought and 657,604 shares sold, net −73,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

Wells Fargo & Company 0.00% Add +10.2% 1,096,564 $6.6M
Guggenheim Capital LLC 0.04% Reduce -2.4% 973,859 $5.9M
Morgan Stanley 0.00% Reduce -3.3% 777,653 $4.7M
Advisors Asset Management, Inc. 0.07% Reduce -22.6% 667,217 $4.0M
Hennion & Walsh Asset Management, Inc. 0.12% Add +11.5% 564,976 $3.4M
Raymond James Financial Inc. 0.00% Add +4.1% 548,110 $3.3M
Sit Investment Associates Inc. 0.06% No change 502,949 $3.0M
Invesco Ltd. 0.00% Add +29.8% 339,368 $2.0M
Ameriprise Financial Inc. 0.00% Add +36.4% 307,887 $1.8M
Van Eck Associates Corp. 0.00% Add +1.6% 280,580 $1.7M
Kennedy Investment Group, Inc. 0.42% Reduce -10.9% 176,063 $1.1M
Cetera Investment Advisers 0.00% Add +138.2% 134,592 $813K
Bank of America Corp. 0.00% Add +4.8% 131,223 $793K
LPL Financial LLC 0.00% Reduce -4.1% 118,707 $717K
XML Financial, LLC 0.05% Add +93.0% 111,165 $671K
Melfa Wealth Management, Inc. 0.34% No change 95,856 $579K
Royal Bank of Canada 0.00% Add +16.0% 95,075 $574K
Rockefeller Capital Management L.P. 0.00% Reduce -1.3% 79,700 $481K
Bridgewater Advisors Inc. 0.03% No change 76,102 $463K
UBS Group AG 0.00% Reduce -17.1% 72,060 $435K
Capital Investment Advisors, LLC 0.01% Add +0.6% 69,445 $419K
Osaic Holdings, Inc. 0.00% Add +1.4% 62,635 $369K
Oppenheimer & Co. Inc. 0.00% Add +1.4% 60,274 $364K
Commonwealth Equity Services, LLC 0.00% Reduce -13.4% 53,244 $322K
Allworth Financial LP 0.00% Reduce -56.3% 45,129 $273K
Kestra Advisory Services, LLC 0.00% Add +9.4% 44,477 $269K
U.S. Capital Wealth Advisors, LLC 0.01% Add +36.7% 41,835 $253K
Tyche Wealth Partners LLC 0.04% No change 39,722 $240K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.9% 36,588 $221K
NewEdge Advisors, LLC 0.00% Add +0.0% 34,406 $208K
Gill Capital Partners, LLC 0.06% Reduce -19.4% 33,467 $202K
Clear Creek Financial Management, LLC 0.02% No change 31,870 $192K
WealthBridge Capital Management, LLC 0.04% No change 31,050 $188K
Joseph P. Lucia & Associates, LLC 0.07% Reduce -3.2% 29,832 $180K
Concurrent Investment Advisors, LLC 0.00% No change 29,014 $175K
Everstar Asset Management, LLC 0.10% Reduce -3.1% 28,900 $175K
Wesbanco Bank Inc. 0.00% No change 27,700 $167K
Burford Brothers, Inc. 0.07% No change 25,850 $156K
Twin Focus Capital Partners, LLC 0.02% No change 23,993 $145K
Ackerman Capital Advisors, LLC 0.03% New 23,414 $141K
Fortitude Advisory Group L.L.C. 0.06% No change 18,285 $110K
Ashton Thomas Private Wealth, LLC 0.00% No change 17,327 $105K
Noble Wealth Management PBC 0.05% — 15,850 $96K
Readystate Asset Management LP 0.01% New 15,619 $94K
United Bank 0.03% No change 14,400 $87K
Hohimer Wealth Management, LLC 0.01% No change 14,395 $87K
Meridian Wealth Management, LLC 0.00% No change 14,291 $86K
Mariner, LLC 0.00% No change 14,034 $85K
Regal Investment Advisors LLC 0.01% No change 13,606 $82K
Procyon Advisors, LLC 0.00% No change 12,803 $77K
Steward Partners Investment Advisory, LLC 0.00% Add +0.3% 12,519 $76K
Spire Wealth Management 0.00% No change 12,464 $75K
Wedbush Securities Inc. 0.00% Reduce -19.3% 12,412 $75K
Kestra Private Wealth Services, LLC 0.00% No change 12,246 $74K
J.W. Cole Advisors, Inc. 0.00% Reduce -2.1% 12,022 $73K
Wealthcare Advisory Partners LLC 0.00% No change 12,018 $73K
Northwestern Mutual Wealth Management Co. 0.00% Add +18.7% 11,873 $72K
Independent Financial Group, LLC 0.00% Reduce -7.8% 11,753 $71K
AE Wealth Management LLC 0.00% No change 11,735 $71K
Virtu Financial LLC 0.00% New 11,498 $69K
WealthCare Investment Partners, LLC 0.02% New 10,000 $61K
TCTC Holdings, LLC 0.00% No change 10,020 $61K
Smallwood Wealth Investment Management, LLC 0.03% No change 9,000 $54K
Duncker Streett & Co. Inc. 0.01% No change 7,000 $42K
Activest Wealth Management 0.01% No change 6,600 $40K
PNC Financial Services Group, Inc. 0.00% No change 5,322 $32K
Global Wealth Strategies & Associates 0.00% New 3,105 $19K
Rothschild Investment LLC 0.00% No change 3,000 $18K
Ascentis Wealth Management, LLC 0.00% No change 2,749 $17K
Ameriflex Group, Inc. 0.01% New 2,400 $14K
Geneos Wealth Management Inc. 0.00% No change 2,144 $13K
AdvisorNet Financial, Inc 0.00% No change 2,124 $13K
Grove Bank & Trust 0.00% New 1,959 $12K
Concord Wealth Partners 0.00% No change 1,554 $9K
Hilltop National Bank 0.00% No change 1,420 $9K
Capital Analysts, LLC 0.00% Add +1.3% 1,078 $7K
Wolverine Asset Management LLC 0.00% New 1,000 $6K
Mascoma Wealth Management LLC 0.00% No change 670 $4K
CoreCap Advisors, LLC 0.00% No change 100 $604
GAMMA Investing LLC 0.00% No change 72 $435

"% of holder's portfolio" is PMM's weight in each manager's 13F, not the share of Franklin Managed Municipal I the manager owns.