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Equibles

NewEdge Advisors, LLC

Position in PMM — Franklin Managed Municipal Income Trust

CIK 1633516 NEW ORLEANS, LA
Back to PMM Full portfolio

Position in PMM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$212,020
+$179,601 QoQ
Shares Held
32,419
0.0% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 87 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PMM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. PMM ranks #207 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 73,695 $70,862,164
2 BX
Blackstone Inc.
 93,282 $10,976,492
3 PSUS
Pershing Square USA, Ltd.
 254,260 $9,504,238
4 PDI
PIMCO Dynamic Income Fund
 431,148 $7,200,171
5 UTG
Reaves Utility Income Fund
 172,636 $7,029,737
6 NAD
Nuveen Quality Municipal Income Fund
 486,357 $5,894,646
7 IVZ
Invesco Ltd.
 222,541 $5,872,856
8 KKR
KKR & Co. Inc.
 62,393 $5,726,429

All Filings in PMM

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $212,020 32,419
2026-03-31 $32,419 32,419
2025-12-31 $153,107 24,419
2025-09-30 $207,812 34,406
2025-06-30 $205,670 34,393
2025-03-31 $210,755 34,381
2024-12-31 $145,470 24,367
2024-09-30 $158,557 24,356
2024-06-30 $150,945 24,346
2024-03-31 $75,593 12,620
2023-12-31 $71,257 11,720