Joseph P. Lucia & Associates, LLC
Position in PMM — Franklin Managed Municipal Income Trust
CIK 1775391
Yorktown Heights, NY
Position in PMM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$180,739
+$8,626 QoQ
Shares Held
27,636
-1.3% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#42
of 87 holders
Holding Since
Mar 2020
26 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, 2026Joseph P. Lucia & Associates, LLC holds $3,862,760 across 8 Asset Management names. PMM ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIO |
KKR Income Opportunities Fund
|
100,022 | $1,126,247 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
38,985 | $924,334 | |
| 3 | BCAT |
BlackRock Capital Allocation Term Trust
|
33,547 | $534,403 | |
| 4 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
53,806 | $518,689 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
6,855 | $206,815 | |
| 6 | UTG |
Reaves Utility Income Fund
|
4,913 | $200,057 | |
| 7 | PMM |
Franklin Managed Municipal Income Trust
This page
|
27,636 | $180,739 | |
| 8 | DHY |
Credit Suisse High Yield Credit Fund
|
96,335 | $171,476 |
All Filings in PMM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,739 | 27,636 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $172,113 | 27,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $175,472 | 27,986 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $180,185 | 29,832 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $184,375 | 30,832 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $194,210 | 31,682 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $200,986 | 33,666 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $229,080 | 35,189 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $300,396 | 48,451 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $303,848 | 50,726 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $335,980 | 55,260 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $328,670 | 60,086 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $380,612 | 62,498 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $406,425 | 66,301 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $461,636 | 73,509 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $470,641 | 83,447 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $620,512 | 93,733 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $773,479 | 109,403 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,976,152 | 225,331 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,531,565 | 183,641 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,376,109 | 156,911 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,256,542 | 154,177 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,183,521 | 146,657 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $705,922 | 92,157 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $729,606 | 99,537 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $424,742 | 58,992 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||