Franklin Municipal Opportunities Trust
PMO- Exchange
- NYSE
- SEC CIK
- 0000900422
No open-market purchases or sales by Franklin Municipal Opportunities Trust insiders were filed in the last 90 days; 89 institutions reported holding it in 13F filings for Q2 2026, worth $94.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Franklin Municipal Opportunities Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 89
- +1 vs. Q1 2026
- Shares held
- 9.00M
- +282.7K (+3.2%) vs. Q1 2026
- Total value
- $94.9M
- +$5.06M (+5.6%) vs. Q1 2026
- New holders
- 7
- 20 more added
- Sold out
- 6
- 29 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 89 | $94.9M |
| Q1 2026 | 89 | $90.0M |
| Q4 2025 | 88 | $92.9M |
| Q3 2025 | 85 | $81.4M |
| Q2 2025 | 87 | $75.1M |
| Q1 2025 | 83 | $74.7M |
| Q4 2024 | 95 | $75.4M |
| Q3 2024 | 100 | $75.4M |
| Q2 2024 | 88 | $64.1M |
| Q1 2024 | 86 | $67.7M |
| Q4 2023 | 84 | $71.4M |
| Q3 2023 | 71 | $49.7M |
| Q2 2023 | 71 | $50.5M |
| Q1 2023 | 69 | $47.1M |
| Q4 2022 | 66 | $47.7M |
| Q3 2022 | 73 | $38.9M |
| Q2 2022 | 77 | $47.4M |
| Q1 2022 | 84 | $51.6M |
| Q4 2021 | 78 | $53.9M |
| Q3 2021 | 72 | $53.9M |
| Q2 2021 | 74 | $57.2M |
| Q1 2021 | 78 | $58.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 949,042 | $10.0M | 0.48% | +263,219+38.4% | Added |
| Advisors Asset Management, Inc. | 701,629 | $7.40M | 0.11% | +7,893+1.1% | Added |
| Robinson Capital Management, LLC | 645,263 | $6.80M | 3.00% | +66,992+11.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 550,516 | $5.80M | 0.17% | −11,425−2.0% | Reduced |
| Melfa Wealth Management, LLC | 459,506 | $4.84M | 2.61% | −12,897−2.7% | Reduced |
| Morgan Stanley | 443,299 | $4.67M | 0.00% | +8,785+2.0% | Added |
| Guggenheim Capital LLC | 430,744 | $4.54M | 0.03% | −168,147−28.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 307,431 | $3.24M | 0.00% | +157,543+105.1% | Added |
| Commonwealth Equity Services, LLC | 306,528 | $3.23M | 0.00% | −1,385−0.4% | Reduced |
| Wells Fargo & Company | 280,634 | $2.96M | 0.00% | −12,029−4.1% | Reduced |
| Van Eck Associates Corp | 256,148 | $2.70M | 0.00% | +2,189+0.9% | Added |
| Invesco Ltd. | 236,500 | $2.49M | 0.00% | +41,481+21.3% | Added |
| 1607 Capital Partners, LLC | 211,609 | $2.23M | 0.19% | −99,500−32.0% | Reduced |
| Ameriprise Financial Inc | 209,998 | $2.21M | 0.00% | −4,831−2.2% | Reduced |
| Pathstone Holdings, LLC | 203,238 | $2.14M | 0.01% | −42,568−17.3% | Reduced |
| Bank of America Corp | 197,113 | $2.08M | 0.00% | +43,926+28.7% | Added |
| LPL Financial LLC | 178,489 | $1.88M | 0.00% | −5,413−2.9% | Reduced |
| Envestnet Asset Management Inc | 165,602 | $1.75M | 0.00% | +2,813+1.7% | Added |
| Cohen & Steers, Inc. | 162,200 | $1.71M | 0.00% | −7,000−4.1% | Reduced |
| Worthington Financial Partners, LLC | 135,343 | $1.43M | 1.18% | −7,428−5.2% | Reduced |
| UBS Group AG | 123,850 | $1.31M | 0.00% | −2,338−1.9% | Reduced |
| Park Avenue Securities LLC | 103,738 | $1.09M | 0.01% | −2,295−2.2% | Reduced |
| Fiera Capital Corp | 93,752 | $988.1K | 0.00% | −4,872−4.9% | Reduced |
| Nova R Wealth, Inc. | 93,059 | $980.8K | 0.29% | 00.0% | Unchanged |
| Intellus Advisors LLC | 91,217 | $961.4K | 0.12% | −4,668−4.9% | Reduced |
| Stifel Financial Corp | 86,275 | $909.3K | 0.00% | +5,171+6.4% | Added |
| Raymond James Financial Inc | 83,199 | $876.9K | 0.00% | −7,855−8.6% | Reduced |
| Noble Wealth Management PBC | 82,471 | $869.2K | 0.40% | +39,721+92.9% | Added |
| Smith, Moore & Co. | 79,749 | $840.6K | 0.05% | +4,099+5.4% | Added |
| Rockefeller Capital Management L.P. | 77,236 | $814.1K | 0.00% | −2,968−3.7% | Reduced |
| Capital Investment Advisors, LLC | 73,454 | $774.2K | 0.01% | −450−0.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 70,700 | $745.2K | 0.23% | +70,700 | New |
| Bank of New York Mellon Corp | 59,765 | $629.9K | 0.00% | +11,268+23.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,558 | $618.0K | 0.00% | +25,728+78.4% | Added |
| Riverbridge Partners LLC | 57,807 | $609.3K | 0.02% | −19,035−24.8% | Reduced |
| Advisor Group Holdings, Inc. | 44,254 | $466.4K | 0.00% | +12,063+37.5% | Added |
| Summit Trail Advisors, LLC | 40,461 | $426.5K | 0.01% | −2,421−5.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 37,350 | $393.7K | 0.02% | +8,828+31.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,844 | $335.6K | 0.00% | −2,218−6.5% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $329.8K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 29,331 | $309.0K | 0.00% | −2,092−6.7% | Reduced |
| Toronto Dominion Bank | 28,100 | $296.2K | 0.00% | +28,100 | New |
| Stratos Wealth Partners, LTD. | 25,930 | $273.3K | 0.00% | 00.0% | Unchanged |
| Generation Capital Management LLC | 22,748 | $239.8K | 0.15% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 21,640 | $228.1K | 0.22% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 21,216 | $223.6K | 0.05% | −17,211−44.8% | Reduced |
| Colony Group, LLC | 21,009 | $221.4K | 0.00% | −3,800−15.3% | Reduced |
| Cresset Asset Management, LLC | 20,300 | $214.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,200 | $212.9K | 0.00% | +27+0.1% | Added |
| Burford Brothers, Inc. | 19,900 | $209.7K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,778 | $208.5K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 18,340 | $193.3K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 18,014 | $189.9K | 0.13% | −2,062−10.3% | Reduced |
| Karpus Management, Inc. | 16,955 | $178.7K | 0.01% | −46,689−73.4% | Reduced |
| Westview Management dba Westview Investment Advisors | 15,300 | $161.3K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 14,137 | $149.0K | 0.01% | +157+1.1% | Added |
| Spire Wealth Management | 14,000 | $147.6K | 0.00% | 00.0% | Unchanged |
| Successful Portfolios LLC | 13,428 | $142.8K | 0.07% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 13,400 | $141.2K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 12,756 | $134.4K | 0.04% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 12,549 | $132.3K | 0.10% | −1,193−8.7% | Reduced |
| Staley Capital Advisers Inc | 12,500 | $131.8K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,262 | $129.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 12,000 | $126.5K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,940 | $125.8K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 11,770 | $124.0K | 0.00% | +11,770 | New |
| Lyell Wealth Management, LP | 11,531 | $121.5K | 0.01% | +11,531 | New |
| HighTower Advisors, LLC | 10,229 | $107.8K | 0.00% | −5,479−34.9% | Reduced |
| Meridian Wealth Management, LLC | 10,108 | $106.5K | 0.00% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 10,000 | $105.4K | 0.07% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,353 | $98.6K | 0.00% | −26−0.3% | Reduced |
| Clear Street Group Inc. | 5,050 | $53.2K | 0.00% | +5,050 | New |
| Duncker Streett & Co Inc | 4,900 | $51.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,348 | $45.8K | 0.00% | +4,348 | New |
| Huntington National Bank | – | $34.0K | 0.00% | – | – |
| CX Institutional | 3,074 | $32.0K | 0.00% | +38+1.3% | Added |
| St Germain D J Co Inc | 3,000 | $31.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,908 | $30.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,389 | $25.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,123 | $22.4K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,576 | $16.9K | 0.00% | +342+27.7% | Added |
| Geneos Wealth Management Inc. | 1,563 | $16.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,266 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 935 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $8.22K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 595 | $6.27K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 447 | $5.00K | 0.00% | +447 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −24,229−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −11,016−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −7,201−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Catalina Capital Group, LLC | – | – | – | – | Not filed |