— Know what they know.
Not Investment Advice

PMM

Franklin Managed Municipal Income Trust
1W: +1.6% 1M: -7.8% 3M: -13.5% YTD: -7.8% 1Y: -6.5% 3Y: +17.2% 5Y: -18.9%
$5.65
+0.05 (+0.89%)
 
Weekly Expected Move ±2.6%
$5 $6 $6 $6 $6
ETF NYSE · AUM $242.0M

Institutional Ownership — PMM

97
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
65M
Total Invested
6
New Positions
25
Increased
28
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (103 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 1,194,669 $7M +166,640 +16.2% 7Q SEC ↗
2 Hennion & Walsh Asset Management, Inc. 1,191,663 $7M -22,356 -1.8% 6Q SEC ↗
3 WELLS FARGO & COMPANY/MN 1,103,273 $6M +29,688 +2.8% 101Q SEC ↗
4 Advisors Asset Management, Inc. 979,362 $6M +134,574 +15.9% 15Q SEC ↗
5 MORGAN STANLEY 788,908 $4M +70,250 +9.8% 60Q SEC ↗
6 GUGGENHEIM CAPITAL LLC 754,172 $4M -191,548 -20.3% 13Q SEC ↗
7 ROBINSON CAPITAL MANAGEMENT, LLC 423,151 $2M +108,212 +34.4% 3Q SEC ↗
8 VAN ECK ASSOCIATES CORP 399,438 $2M +38,113 +10.5% 15Q SEC ↗
9 Invesco Ltd. 396,036 $2M -195 -0.0% 39Q SEC ↗
10 AMERIPRISE FINANCIAL INC 338,720 $2M +55 +0.0% 16Q SEC ↗
11 LPL Financial LLC 223,550 $1M -3,558 -1.6% 61Q SEC ↗
12 &PARTNERS 117,830 $666K +3,289 +2.9% 3Q SEC ↗
13 BANK OF AMERICA CORP /DE 106,083 $599K +17,711 +20.0% 15Q SEC ↗
14 G2 CAPITAL MANAGEMENT, LLC / OH 101,416 $573K — +0.0% 3Q SEC ↗
15 MELFA WEALTH MANAGEMENT, INC. 95,679 $541K -177 -0.2% 15Q SEC ↗
16 Thomas J. Herzfeld Advisors, Inc. NEW 89,911 $508K — +0.0% 1Q SEC ↗
17 ROYAL BANK OF CANADA 86,339 $488K -23,323 -21.3% 67Q SEC ↗
18 Bridgewater Advisors Inc. 76,102 $430K — +0.0% 10Q SEC ↗
19 UBS Group AG 75,277 $425K -2,919 -3.7% 47Q SEC ↗
20 OSAIC HOLDINGS, INC. 74,865 $423K +4,928 +7.0% 26Q SEC ↗
21 Cetera Investment Advisers 65,944 $373K +2,533 +4.0% 10Q SEC ↗
22 Capital Investment Advisors, LLC 58,869 $333K -1,500 -2.5% 51Q SEC ↗
23 OPPENHEIMER & CO INC 58,773 $332K +744 +1.3% 7Q SEC ↗
24 COMMONWEALTH EQUITY SERVICES, LLC 57,610 $325K +939 +1.7% 35Q SEC ↗
25 Keudell/Morrison Wealth Management 57,600 $325K — +0.0% 3Q SEC ↗
26 Rockefeller Capital Management L.P. 57,248 $323K -11,623 -16.9% 25Q SEC ↗
27 Ackerman Capital Advisors, LLC 54,213 $306K -21,517 -28.4% 4Q SEC ↗
28 XML Financial, LLC 47,113 $266K -5,000 -9.6% 6Q SEC ↗
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,558 $263K +4,875 +11.7% 3Q SEC ↗
30 Allworth Financial LP 42,197 $238K +3,000 +7.7% 5Q SEC ↗
31 WealthBridge Capital Management, LLC 40,000 $226K +3,500 +9.6% 10Q SEC ↗
32 Tyche Wealth Partners LLC 39,722 $224K — +0.0% 11Q SEC ↗
33 Kestra Advisory Services, LLC 38,868 $220K -608 -1.5% 9Q SEC ↗
34 NewEdge Advisors, LLC 32,419 $183K — +0.0% 11Q SEC ↗
35 GILL CAPITAL PARTNERS, LLC 31,984 $181K — +0.0% 26Q SEC ↗
36 Noble Wealth Management PBC 31,793 $180K +15,000 +89.3% 4Q SEC ↗
37 Cambridge Investment Research Advisors 31,404 $177K -1,516 -4.6% 54Q SEC ↗
38 COHEN & STEERS, INC. 30,000 $170K +10,000 +50.0% 3Q SEC ↗
39 Concurrent Investment Advisors, LLC 29,014 $164K — +0.0% 11Q SEC ↗
40 Clear Creek Financial Management, LLC 28,020 $158K -3,850 -12.1% 11Q SEC ↗
41 WESBANCO BANK INC 27,700 $157K — +0.0% 9Q SEC ↗
42 Joseph P. Lucia & Associates, LLC 27,636 $156K -350 -1.3% 30Q SEC ↗
43 TWIN FOCUS CAPITAL PARTNERS, LLC 23,993 $136K — +0.0% 8Q SEC ↗
44 Fortitude Advisory Group L.L.C. 21,429 $121K +3,144 +17.2% 15Q SEC ↗
45 NWF Advisory Services Inc. 20,000 $113K — +0.0% 2Q SEC ↗
46 Jupiter Wealth Management LLC 20,000 $113K — +0.0% 2Q SEC ↗
47 Mariner, LLC 19,527 $110K +5,447 +38.7% 11Q SEC ↗
48 Everstar Asset Management, LLC 18,900 $107K — +0.0% 8Q SEC ↗
49 Ashton Thomas Private Wealth, LLC 17,327 $98K — +0.0% 5Q SEC ↗
50 LANGLEY WEALTH MANAGEMENT, LLC NEW 16,358 $92K — +0.0% 1Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
RAYMOND JAMES FINANCIAL INC +166,640 +16.2% 1,194,669
Advisors Asset Management, Inc. +134,574 +15.9% 979,362
ROBINSON CAPITAL MANAGEMENT, LLC +108,212 +34.4% 423,151
MORGAN STANLEY +70,250 +9.8% 788,908
VAN ECK ASSOCIATES CORP +38,113 +10.5% 399,438
WELLS FARGO & COMPANY/MN +29,688 +2.8% 1,103,273
BANK OF AMERICA CORP /DE +17,711 +20.0% 106,083
Noble Wealth Management PBC +15,000 +89.3% 31,793
COHEN & STEERS, INC. +10,000 +50.0% 30,000
Mariner, LLC +5,447 +38.7% 19,527
OSAIC HOLDINGS, INC. +4,928 +7.0% 74,865
SUSQUEHANNA INTERNATIONAL GROUP, LL +4,875 +11.7% 46,558
WealthBridge Capital Management, LL +3,500 +9.6% 40,000
&PARTNERS +3,289 +2.9% 117,830
Fortitude Advisory Group L.L.C. +3,144 +17.2% 21,429
Allworth Financial LP +3,000 +7.7% 42,197
Cetera Investment Advisers +2,533 +4.0% 65,944
AE Wealth Management LLC +1,144 +9.7% 12,879
COMMONWEALTH EQUITY SERVICES, LLC +939 +1.7% 57,610
OPPENHEIMER & CO INC +744 +1.3% 58,773
Biggest Decreases (19)
HolderReducedChange %Total Shares
GUGGENHEIM CAPITAL LLC -191,548 -20.3% 754,172
ROYAL BANK OF CANADA -23,323 -21.3% 86,339
Hennion & Walsh Asset Management, I -22,356 -1.8% 1,191,663
Ackerman Capital Advisors, LLC -21,517 -28.4% 54,213
Rockefeller Capital Management L.P. -11,623 -16.9% 57,248
HighTower Advisors, LLC -5,400 -26.7% 14,801
XML Financial, LLC -5,000 -9.6% 47,113
Clear Creek Financial Management, L -3,850 -12.1% 28,020
LPL Financial LLC -3,558 -1.6% 223,550
UBS Group AG -2,919 -3.7% 75,277
Steward Partners Investment Advisor -2,584 -20.5% 10,000
Cambridge Investment Research Advis -1,516 -4.6% 31,404
Capital Investment Advisors, LLC -1,500 -2.5% 58,869
PNC Financial Services Group, Inc. -1,365 -33.2% 2,745
Kestra Advisory Services, LLC -608 -1.5% 38,868
NORTHWESTERN MUTUAL WEALTH MANAGEME -407 -5.5% 7,037
Joseph P. Lucia & Associates, LLC -350 -1.3% 27,636
Invesco Ltd. -195 -0.0% 396,036
MELFA WEALTH MANAGEMENT, INC. -177 -0.2% 95,679

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms