B. Riley Wealth Advisors’s Franklin Managed Municipal Income Trust PMM Stock Holding History

B. Riley Wealth Advisors’s Portfolio PMM Stock Details PMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-18,473	Closed	-$110K	–	1158
2025 Q2	$110K	Sell	18,473 -2,231	-11%	-$13.2K	0.01%	950
2025 Q1	$127K	Buy	20,704 +315	+2%	+$1.95K	﹤0.01%	1204
2024 Q4	$122K	Sell	20,389 -1,774	-8%	-$11.2K	﹤0.01%	1089
2024 Q3	$145K	Sell	22,163 -12,533	-36%	-$79.5K	﹤0.01%	1178
2024 Q2	$216K	Sell	34,696 -10,616	-23%	-$63.7K	0.01%	1195
2024 Q1	$249K	Buy	45,312 +1,885	+4%	+$11.6K	0.01%	1148
2023 Q4	$265K	Sell	43,427 -1,885	-4%	-$10.6K	0.01%	1110
2023 Q3	$249K	Buy	45,312 +2,101	+5%	+$12.3K	0.01%	1148
2023 Q2	$264K	Sell	43,211 -8,289	-16%	-$49.4K	0.01%	1195
2023 Q1	$317K	Buy	51,500 +240	+0.5%	+$1.62K	0.01%	1040
2022 Q4	$323K	Buy	51,260 +9,005	+21%	+$54.6K	0.01%	1011
2022 Q3	$239K	Sell	42,255 -4,222	-9%	-$28.2K	0.01%	1135
2022 Q2	$308K	Sell	46,477 -76,705	-62%	-$507K	0.01%	870
2022 Q1	$871K	Sell	123,182 -26,804	-18%	-$201K	0.03%	535
2021 Q4	$1.32M	Buy	149,986 +4,119	+3%	+$35.1K	0.04%	448
2021 Q3	$1.22M	Buy	145,867 +6,351	+5%	+$54.6K	0.04%	459
2021 Q2	$1.22M	Buy	139,516 +2,588	+2%	+$21.9K	0.04%	455
2021 Q1	$1.12M	Buy	136,928 +11,236	+9%	+$91.2K	0.04%	447
2020 Q4	$1.01M	Buy	125,692 +21,856	+21%	+$171K	0.05%	323
2020 Q3	$794K	Sell	103,836 -3,166	-3%	-$24.6K	0.04%	375
2020 Q2	$785K	Sell	107,002 -2,006	-2%	-$14.2K	0.05%	326
2020 Q1	$786K	Buy	109,008 +23,930	+28%	+$187K	0.07%	281
2019 Q4	$680K	Buy	85,078 +728	+0.9%	+$5.79K	0.06%	328
2019 Q3	$661K	Sell	84,350 -40,287	-32%	-$318K	0.07%	317
2019 Q2	$951K	Buy	124,637 +1,286	+1%	+$9.7K	0.1%	210
2019 Q1	$923K	Buy	123,351 +46,955	+61%	+$340K	0.12%	196
2018 Q4	$514K	Buy	76,396 +42,333	+124%	+$288K	0.07%	289
2018 Q3	$236K	Buy	34,063 +16,123	+90%	+$114K	0.03%	587
2018 Q2	$128K	Buy	17,940 +7,060	+65%	+$49.8K	0.02%	637
2018 Q1	$78K	Sell	10,880 -8,062	-43%	-$57.7K	0.01%	637
2017 Q4	$141K	Buy	18,942 +115	+0.6%	+$861	0.02%	599
2017 Q3	$143K	Buy	18,827 +186	+1%	+$1.41K	0.02%	513
2017 Q2	$140K	Buy	18,641 +92	+0.5%	+$685	0.03%	493
2017 Q1	$135K	Sell	18,549 -9,873	-35%	-$72.1K	0.03%	478
2016 Q4	$201K	Buy	28,422 +287	+1%	+$2.11K	0.04%	465
2016 Q3	$225K	Buy	28,135 +268	+1%	+$2.13K	0.04%	503
2016 Q2	$225K	Buy	27,867 +268	+1%	+$2.1K	0.05%	504
2016 Q1	$211K	Sell	27,599 -2,662	-9%	-$19.9K	0.05%	461
2015 Q4	$223K	Buy	30,261 +281	+0.9%	+$2.04K	0.05%	460
2015 Q3	$215K	Buy	+29,980	New	+$213K	0.05%	455
2015 Q2	–	Sell	-41,510	Closed	-$307K	–	575
2015 Q1	$307K	Sell	41,510 -54,542	-57%	-$399K	0.07%	348
2014 Q4	$4.15M	Buy	96,052 +45,182	+89%	+$323K	0.09%	289
2014 Q3	$360K	Sell	50,870 -52,184	-51%	-$367K	0.09%	293
2014 Q2	$370K	Buy	103,054 +51,818	+101%	+$371K	0.09%	256
2014 Q1	$357K	Sell	51,236 -483	-0.9%	-$3.37K	0.11%	226
2013 Q4	$343K	Buy	51,719 +809	+2%	+$5.38K	0.11%	211
2013 Q3	$348K	Sell	50,910 -1,007	-2%	-$6.82K	0.12%	195
2013 Q2	$371K	Buy	+51,917	New	+$399K	0.13%	185

Other funds holding PMM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

B. Riley Wealth Advisors's PMM Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Franklin Managed Municipal Income Trust (PMM) in Q3 2025, closing a stake of 18,473 shares — an estimated $110K sold.

B. Riley Wealth Advisors first reported a position in PMM in Q2 2013 and held it in 48 quarters. The position peaked at $4.15M in Q4 2014. 80 funds tracked by Wall St. Rank hold PMM as of Q3 2025.

B. Riley Wealth Advisors reported no remaining Franklin Managed Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 18,473 Franklin Managed Municipal Income Trust shares in Q3 2025, an estimated $110K.
B. Riley Wealth Advisors first reported a position in Franklin Managed Municipal Income Trust in Q2 2013 and held it in 48 quarters.
B. Riley Wealth Advisors's Franklin Managed Municipal Income Trust position peaked at $4.15M in Q4 2014.
80 funds tracked by Wall St. Rank held Franklin Managed Municipal Income Trust as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.