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Disclosery

PMM FRANKLIN MANAGED MUN INCOME

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COM (common), issuer CIK 844790

86 managers (86 13F filers) reported a position in PMM shares at 2026-06-30, 9,971,713 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
86
13F filers
86
New
4
Added
25
Reduced
19
Sold out
9
Shares held by filers
9,971,713

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,194,669$7.81M<0.01%+166,64013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,191,663$7.79M0.22%-22,35613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,103,273$7.22M<0.01%+29,68813F-HRTimelineGroup
Advisors Asset Management, Inc.979,362$6.41M0.1%+134,57413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY788,908$5.16M<0.01%+70,25013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC754,172$4.93M0.03%-191,54813F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC423,151$2.77M1.22%+108,21213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP399,438$2.61M<0.01%+38,11313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.396,036$2.59M<0.01%-19513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC338,720$2.22M<0.01%+5513F-HRTimelineGroup
LPL Financial LLC223,550$1.46M<0.01%-3,55813F-HRTimeline
&PARTNERS117,830$771K<0.01%+3,28913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/106,083$694K<0.01%+17,71113F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH101,416$663K0.14%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.95,679$626K0.34%-17713F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.89,911$588K0.18%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86,339$565K<0.01%-23,32313F-HRTimelineGroup
UBS Group AGin group UBS Group AG75,277$492K<0.01%-2,91913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,865$490K<0.01%+4,92813F-HRTimelineGroup
Bridgewater Advisors Inc.76,102$472K0.03%013F-HRTimeline
Cetera Investment Advisers65,944$431K<0.01%+2,53313F-HRTimeline
Capital Investment Advisors, LLC58,869$385K0.01%-1,50013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …58,773$384K<0.01%+74413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC57,610$377K<0.01%+93913F-HRTimeline
Keudell/Morrison Wealth Management57,600$377K0.07%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…57,248$374K<0.01%-11,62313F-HRTimelineGroup
Ackerman Capital Advisors, LLC54,213$355K0.07%-21,51713F-HRTimeline
XML Financial, LLC47,113$308K0.02%-5,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,558$304K<0.01%+4,87513F-HRTimelineGroup
Allworth Financial LP42,197$276K<0.01%+3,00013F-HRTimeline
WealthBridge Capital Management, LLC40,000$262K0.05%+3,50013F-HRTimeline
Tyche Wealth Partners LLC39,722$260K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,868$254K<0.01%-60813F-HRTimelineGroup
NewEdge Advisors, LLC32,419$212K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC31,984$209K0.06%013F-HRTimeline
Noble Wealth Management PBC31,793$208K0.09%+15,00013F-HRTimeline
Cambridge Investment Research Advisors,…31,404$205K<0.01%-1,51613F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.30,000$196K<0.01%+10,00013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,014$190K<0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC28,020$183K0.01%-3,85013F-HRTimeline
WESBANCO BANK INC27,700$181K<0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC27,636$181K0.05%-35013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC23,993$157K0.02%013F-HRTimeline
Fortitude Advisory Group L.L.C.21,429$140K0.05%+3,14413F-HRTimeline
Jupiter Wealth Management LLC20,000$131K0.05%013F-HRTimeline
NWF Advisory Services Inc.20,000$131K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,527$128K<0.01%+5,44713F-HRTimelineGroup
Everstar Asset Management, LLC18,900$124K0.06%013F-HRTimeline
Ashton Thomas Private Wealth, LLC17,327$113K<0.01%013F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC16,358$107K0.1%13F-HR/ATimeline
HOHIMER WEALTH MANAGEMENT, LLC15,000$98.1K0.01%013F-HRTimeline
HighTower Advisors, LLC14,801$96.8K<0.01%-5,40013F-HRTimeline
Meridian Wealth Management, LLC14,291$93.5K<0.01%013F-HRTimeline
Regal Investment Advisors LLC13,606$89K<0.01%013F-HRTimeline
AE Wealth Management LLC12,879$84.2K<0.01%+1,14413F-HRTimeline
Procyon Advisors, LLC12,803$83.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,464$81.5K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC12,412$81K<0.01%013F-HRTimeline
MGO ONE SEVEN LLC12,135$79.4K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,018$78.6K<0.01%013F-HRTimelineGroup
Simplicity Wealth,LLC12,000$78.5K<0.01%013F-HRTimeline
UMB Bank, n.a.11,200$73.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mesirow Financial Investment Management…10,339$67.6K<0.01%+14013F-HRTimeline
WealthCare Investment Partners, LLC10,042$65.7K0.02%+4213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10,020$65.5K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC10,000$65.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…10,000$65.4K<0.01%-2,58413F-HRTimeline
Smallwood Wealth Investment Management,…9,000$58.9K0.03%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…7,100$46.4K0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,037$46K<0.01%-40713F-HRTimelineGroup
DUNCKER STREETT & CO INC7,000$45.8K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,764$37.7K<0.01%+6413F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,749$18K<0.01%013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,745$18K<0.01%-1,36513F-HRTimelineGroup
Towne Trust Company, N.A2,684$17.6K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,144$14K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,124$13.9K<0.01%013F-HRTimeline
IFG Advisory, LLC1,785$11.7K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,554$10.2K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,474$9.64K<0.01%+2013F-HRTimeline
Hilltop National Bank1,420$9.29K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC670$4.38K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC661$4.32K<0.01%013F-HRTimeline
Community Financial Services Group, LLC570$3.73K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.459$3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC100$654<0.01%013F-HRTimeline