Skip to content
Disclosery

PMM FRANKLIN MANAGED MUN INCOME

Follow

COM (fund), issuer CIK 844790

82 managers (83 13F filers) reported a position in PMM shares at 2025-03-31, 8,501,611 shares in all. 8 filers opened a position and 17 filers sold out during the quarter.

Managers
82
13F filers
83
New
8
Added
21
Reduced
20
Sold out
17
Shares held by filers
8,501,611

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN925,613$5.67M<0.01%+212,95413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC905,634$5.55M0.05%+193,08313F-HRTimelineGroup
Advisors Asset Management, Inc.875,831$5.37M0.1%+78,36613F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY799,741$4.9M<0.01%+78,42613F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC515,349$3.16M0.07%+292,03713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC470,927$2.89M<0.01%+15,24113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC385,076$2.43M0.01%+163,91313F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP268,556$1.65M<0.01%-72,92813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.258,949$1.59M0.07%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC225,392$1.38M<0.01%-34,15513F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.223,621$1.37M0.64%-14,28713F-HRTimeline
ROTHSCHILD INVESTMENT LLC218,067$1.34M0.09%-29,00013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.168,686$1.03M<0.01%+70,19113F-HRTimelineGroup
UBS Group AGin group UBS Group AG165,485$1.01M<0.01%-4,23513F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC149,544$917K0.05%+18,13213F-HRTimeline
LPL Financial LLC115,485$708K<0.01%+28,16513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.95,856$588K0.4%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/84,553$518K<0.01%-25,28913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA82,728$507K<0.01%-4,97213F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…79,793$489K<0.01%-2,17913F-HRTimelineGroup
Bridgewater Advisors Inc.76,102$451K0.04%013F-HRTimeline
Capital Investment Advisors, LLC73,056$448K0.01%-2,69013F-HRTimeline
Sheaff Brock Investment Advisors, LLC70,170$430K0.04%013F-HRTimeline
Keudell/Morrison Wealth Management69,114$424K0.1%-2,50013F-HRTimeline
Advisor Resource Council66,293$406K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,132$375K<0.01%+1,26913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …58,707$360K0.01%013F-HRTimelineGroup
Cetera Investment Advisers54,937$337K<0.01%-1,98013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,278$333K<0.01%+3,17113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,084$307K<0.01%-1,21213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding45,911$281K+450Timeline
Everstar Asset Management, LLC44,912$275K0.18%-60213F-HR/ATimeline
GILL CAPITAL PARTNERS, LLC41,537$255K0.09%013F-HRTimeline
Tyche Wealth Partners LLC39,722$243K0.05%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.38,940$239K<0.01%-16,09713F-HRTimeline
WealthBridge Capital Management, LLC36,050$221K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…35,460$217K<0.01%+84513F-HRTimeline
NewEdge Advisors, LLC34,381$211K<0.01%+10,01413F-HRTimeline
Clear Creek Financial Management, LLC32,350$198K0.02%-2,00013F-HRTimeline
Joseph P. Lucia & Associates, LLC31,682$194K0.09%-1,98413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,014$178K<0.01%+36713F-HRTimelineGroup
WESBANCO BANK INC27,700$170K0.01%013F-HRTimeline
Burford Brothers, Inc.25,850$158K0.08%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC23,993$147K0.02%013F-HRTimeline
XML Financial, LLC23,100$142K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,586$132K<0.01%+5,09913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.20,704$127K<0.01%+31513F-HRTimeline
Financial Advocates Investment Manageme…20,391$125K0.01%+3,18513F-HRTimeline
Steward Partners Investment Advisory, L…19,000$116K<0.01%-3,60013F-HRTimeline
Fortitude Advisory Group L.L.C.18,285$107K0.08%013F-HRTimeline
Noble Wealth Management PBC17,350$106K0.07%013F-HRTimeline
United Bank14,400$88.3K0.04%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC14,395$88.2K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,034$86K<0.01%+113F-HRTimelineGroup
Regal Investment Advisors LLC13,606$83.4K0.01%013F-HRTimeline
Procyon Advisors, LLC12,803$78.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,464$76.4K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC12,412$76K<0.01%-1,59513F-HRTimeline
J.W. COLE ADVISORS, INC.12,238$75K<0.01%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC12,138$74.4K0.03%+12413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,000$73.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC11,735$71.9K<0.01%013F-HRTimeline
HRT FINANCIAL LP10,677$65K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,253$62.9K<0.01%new13F-HRTimeline
Arkos Global Advisors10,049$62K0.01%-22,04513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10,020$61.4K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…9,000$55.2K0.03%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,149$43.8K<0.01%013F-HRTimelineGroup
Activest Wealth Management6,600$40.5K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,322$32.6K<0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,749$17K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,144$13.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,124$13K<0.01%013F-HRTimeline
CITY HOLDING CO2,000$12.3K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,554$9.53K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,200$7.36K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,059$6K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC670$4.11K<0.01%013F-HRTimeline
CoreCap Advisors, LLC100$613<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…39$239<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC0$00%-2013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.