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Disclosery

PMM FRANKLIN MANAGED MUN INCOME

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COM (common), issuer CIK 844790

84 managers (85 13F filers) reported a position in PMM shares at 2025-06-30, 8,448,612 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
84
13F filers
85
New
12
Added
24
Reduced
17
Sold out
9
Shares held by filers
8,448,612

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC997,567$5.97M0.05%+91,93313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN995,513$5.95M<0.01%+69,90013F-HRTimelineGroup
Advisors Asset Management, Inc.862,612$5.16M0.09%-13,21913F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY804,012$4.81M<0.01%+4,27113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC526,601$3.15M<0.01%+55,67413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.506,760$3.03M0.12%+247,81113F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC502,949$3.01M0.06%-12,40013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP276,297$1.65M<0.01%+7,74113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.261,413$1.56M<0.01%+92,72713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC225,663$1.35M<0.01%+27113F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.197,626$1.18M0.5%-25,99513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/125,252$749K<0.01%+40,69913F-HRTimelineGroup
LPL Financial LLC123,806$740K<0.01%+8,32113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC116,957$699K<0.01%-268,11913F-HRTimelineGroup
Allworth Financial LP103,242$617K<0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.95,856$573K0.36%013F-HRTimeline
UBS Group AGin group UBS Group AG86,910$520K<0.01%-78,57513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,950$490K<0.01%-77813F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…80,721$483K<0.01%+92813F-HR/ATimelineGroup
Bridgewater Advisors Inc.76,102$444K0.03%013F-HRTimeline
Capital Investment Advisors, LLC69,056$413K0.01%-4,00013F-HR/ATimeline
Keudell/Morrison Wealth Management66,964$400K0.09%-2,15013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,743$369K<0.01%+11,65913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,458$368K<0.01%+32613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …59,470$356K<0.01%+76313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.58,938$352K<0.01%+19,99813F-HRTimeline
XML Financial, LLC57,600$344K0.03%+34,50013F-HRTimeline
Cetera Investment Advisers56,514$338K<0.01%+1,57713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO55,583$332K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,856$322K<0.01%-42213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding52,881$316K+6,970Timeline
GILL CAPITAL PARTNERS, LLC41,537$248K0.08%013F-HRTimeline
Tyche Wealth Partners LLC39,722$238K0.05%013F-HRTimeline
Cambridge Investment Research Advisors,…38,065$228K<0.01%+2,60513F-HRTimeline
NewEdge Advisors, LLC34,393$206K<0.01%+1213F-HRTimeline
Clear Creek Financial Management, LLC31,870$191K0.02%-48013F-HRTimeline
WealthBridge Capital Management, LLC31,050$186K0.05%-5,00013F-HRTimeline
Joseph P. Lucia & Associates, LLC30,832$184K0.08%-85013F-HRTimeline
U.S. Capital Wealth Advisors, LLC30,606$183K0.01%new13F-HRTimeline
Everstar Asset Management, LLC29,812$178K0.11%-15,10013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,014$174K<0.01%013F-HRTimelineGroup
WESBANCO BANK INC27,700$166K<0.01%013F-HRTimeline
Burford Brothers, Inc.25,850$155K0.07%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC23,993$143K0.02%013F-HRTimeline
Financial Advocates Investment Manageme…20,391$122K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.18,473$110K0.01%-2,23113F-HRTimeline
Fortitude Advisory Group L.L.C.18,285$109K0.06%013F-HRTimeline
Ashton Thomas Private Wealth, LLC17,327$104K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC15,372$92K<0.01%+2,96013F-HRTimeline
United Bank14,400$86.1K0.03%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC14,395$86.1K0.02%013F-HRTimeline
Meridian Wealth Management, LLC14,291$85.5K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC14,034$83.9K<0.01%013F-HRTimelineGroup
Regal Investment Advisors LLC13,606$81.4K0.01%013F-HRTimeline
Procyon Advisors, LLC12,803$76.6K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,753$76.3K<0.01%+2,50013F-HRTimeline
Steward Partners Investment Advisory, L…12,485$74.7K<0.01%-6,51513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,464$74.5K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.12,281$73.4K<0.01%+4313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,018$71.9K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC11,735$70.2K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10,020$59.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,000$59.8K<0.01%-2,00013F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$59.8K<0.01%new13F-HR/ATimelineGroup
Smallwood Wealth Investment Management,…9,000$53.8K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,149$42.8K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC7,000$41.9K0.01%new13F-HRTimeline
Activest Wealth Management6,600$39.5K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,322$31.8K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,000$17.9K<0.01%-215,06713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,000$17.9K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,749$16.5K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,144$12.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,124$12.7K<0.01%013F-HRTimeline
CITY HOLDING CO2,000$12K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,554$9.29K<0.01%013F-HRTimelineGroup
Hilltop National Bank1,420$8.49K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,064$6K<0.01%+513F-HRTimelineGroup
Mascoma Wealth Management LLC670$4.01K<0.01%013F-HRTimeline
Disciplined Equity Management, Inc.140$838<0.01%new13F-HRTimeline
CoreCap Advisors, LLC100$598<0.01%013F-HRTimeline
GAMMA Investing LLC72$431<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO55$329<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.