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Disclosery

PMM FRANKLIN MANAGED MUN INCOME

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COM (common), issuer CIK 844790

79 managers (80 13F filers) reported a position in PMM shares at 2025-09-30, 8,265,018 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
79
13F filers
80
New
8
Added
19
Reduced
16
Sold out
11
Shares held by filers
8,265,018

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,096,564$6.62M<0.01%+101,05113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC973,859$5.88M0.04%-23,70813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY777,653$4.7M<0.01%-26,35913F-HR/ATimelineGroup
Advisors Asset Management, Inc.667,217$4.03M0.07%-195,39513F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.564,976$3.41M0.12%+58,21613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC548,110$3.31M<0.01%+21,50913F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC502,949$3.04M0.06%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.339,368$2.05M<0.01%+77,95513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC307,887$1.84M<0.01%+82,22413F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP280,580$1.7M<0.01%+4,28313F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.176,063$1.06M0.42%-21,56313F-HRTimeline
Cetera Investment Advisers134,592$813K<0.01%+78,07813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/131,223$793K<0.01%+5,97113F-HR/ATimelineGroup
LPL Financial LLC118,707$717K<0.01%-5,09913F-HRTimeline
XML Financial, LLC111,165$671K0.05%+53,56513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.95,856$579K0.34%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA95,075$574K<0.01%+13,12513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…79,700$481K<0.01%-1,02113F-HRTimelineGroup
Bridgewater Advisors Inc.76,102$463K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG72,060$435K<0.01%-14,85013F-HRTimelineGroup
Capital Investment Advisors, LLC69,445$419K0.01%+38913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,635$369K<0.01%+89213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,274$364K<0.01%+80413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding56,723$343K+3,842Timeline
COMMONWEALTH EQUITY SERVICES, LLC53,244$322K<0.01%-8,21413F-HRTimeline
Allworth Financial LP45,129$273K<0.01%-58,11313F-HRTimeline
U.S. Capital Wealth Advisors, LLC41,835$253K0.01%+11,22913F-HRTimeline
Tyche Wealth Partners LLC39,722$240K0.04%013F-HRTimeline
Cambridge Investment Research Advisors,…36,588$221K<0.01%-1,47713F-HRTimeline
NewEdge Advisors, LLC34,406$208K<0.01%+1313F-HRTimeline
GILL CAPITAL PARTNERS, LLC33,467$202K0.06%-8,07013F-HRTimeline
Clear Creek Financial Management, LLC31,870$192K0.02%013F-HRTimeline
WealthBridge Capital Management, LLC31,050$188K0.04%013F-HRTimeline
Joseph P. Lucia & Associates, LLC29,832$180K0.07%-1,00013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,014$175K<0.01%013F-HRTimelineGroup
Everstar Asset Management, LLC28,900$175K0.1%-91213F-HRTimeline
WESBANCO BANK INC27,700$167K<0.01%013F-HRTimeline
Burford Brothers, Inc.25,850$156K0.07%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC23,993$145K0.02%013F-HRTimeline
Ackerman Capital Advisors, LLC23,414$141K0.03%new13F-HRTimeline
Fortitude Advisory Group L.L.C.18,285$110K0.06%013F-HRTimeline
Ashton Thomas Private Wealth, LLC17,327$105K<0.01%013F-HRTimeline
Noble Wealth Management PBC15,850$95.7K0.05%13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP15,619$94.3K<0.01%new13F-HRTimeline
United Bank14,400$87K0.03%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC14,395$86.9K0.01%013F-HRTimeline
Meridian Wealth Management, LLC14,291$86.3K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,034$84.8K<0.01%013F-HRTimelineGroup
Regal Investment Advisors LLC13,606$82.2K0.01%013F-HRTimeline
Procyon Advisors, LLC12,803$77.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…12,519$75.6K<0.01%+3413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,464$75.3K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC12,412$75K<0.01%-2,96013F-HRTimeline
J.W. COLE ADVISORS, INC.12,022$72.6K<0.01%-25913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,018$72.6K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,873$71.7K<0.01%+1,87313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,753$71K<0.01%-1,00013F-HRTimeline
AE Wealth Management LLC11,735$70.9K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC11,498$69K<0.01%new13F-HRTimelineGroup
WealthCare Investment Partners, LLC10,000$61.4K0.02%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10,020$60.5K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…9,000$54.4K0.03%013F-HRTimeline
DUNCKER STREETT & CO INC7,000$42.3K0.01%013F-HRTimeline
Activest Wealth Management6,600$39.9K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,322$32.1K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates3,105$18.8K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,000$18.1K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,749$16.6K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,400$14.5K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,144$12.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,124$12.8K<0.01%013F-HRTimeline
Grove Bank & Trust1,959$11.8K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,554$9.39K<0.01%013F-HRTimelineGroup
Hilltop National Bank1,420$8.58K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,078$7K<0.01%+1413F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,000$6.04K<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC670$4.05K<0.01%013F-HRTimeline
CoreCap Advisors, LLC100$604<0.01%013F-HRTimeline
GAMMA Investing LLC72$435<0.01%013F-HRTimeline