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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 $94.6M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Franklin Municipal Opportunities Trust as of Mar 31, 2021. 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
78
No complete 13F data for Q4 2020
Shares held
4.35M
No complete 13F data for Q4 2020
Total value
$58.2M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 78 institutions
Q1 2021: 78 institutionsQ2 2021: 74 institutionsQ3 2021: 72 institutionsQ4 2021: 78 institutionsQ1 2022: 84 institutionsQ2 2022: 77 institutionsQ3 2022: 73 institutionsQ4 2022: 66 institutionsQ1 2023: 69 institutionsQ2 2023: 71 institutionsQ3 2023: 71 institutionsQ4 2023: 84 institutionsQ1 2024: 86 institutionsQ2 2024: 88 institutionsQ3 2024: 100 institutionsQ4 2024: 95 institutionsQ1 2025: 83 institutionsQ2 2025: 87 institutionsQ3 2025: 85 institutionsQ4 2025: 88 institutionsQ1 2026: 89 institutionsQ2 2026: 89 institutions
Value heldQ1 2021: $58.2M
Q1 2021: $58.2MQ2 2021: $57.2MQ3 2021: $53.9MQ4 2021: $53.9MQ1 2022: $51.6MQ2 2022: $47.4MQ3 2022: $38.7MQ4 2022: $47.7MQ1 2023: $46.8MQ2 2023: $50.2MQ3 2023: $49.7MQ4 2023: $69.1MQ1 2024: $63.1MQ2 2024: $64.1MQ3 2024: $74.2MQ4 2024: $75.4MQ1 2025: $74.7MQ2 2025: $74.0MQ3 2025: $81.4MQ4 2025: $92.9MQ1 2026: $90.0MQ2 2026: $94.6M
Institutions holding PMO and their total value by quarter
QuarterHoldersValue
Q2 202689$94.6M
Q1 202689$90.0M
Q4 202588$92.9M
Q3 202585$81.4M
Q2 202587$74.0M
Q1 202583$74.7M
Q4 202495$75.4M
Q3 2024100$74.2M
Q2 202488$64.1M
Q1 202486$63.1M
Q4 202384$69.1M
Q3 202371$49.7M
Q2 202371$50.2M
Q1 202369$46.8M
Q4 202266$47.7M
Q3 202273$38.7M
Q2 202277$47.4M
Q1 202284$51.6M
Q4 202178$53.9M
Q3 202172$53.9M
Q2 202174$57.2M
Q1 202178$58.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PMO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp284,051$3.81M0.00%––
UBS Group AG276,493$3.71M0.00%––
Kestra Advisory Services, LLC270,433$3.62M0.05%––
Commonwealth Equity Services, LLC267,393$3.58M0.01%––
Mackay Shields LLC255,603$3.42M0.02%––
Invesco Ltd.217,656$2.92M0.00%––
Morgan Stanley195,418$2.62M0.00%––
Raymond James & Associates182,627$2.45M0.00%––
Advisors Asset Management, Inc.145,999$1.96M0.03%––
Capital Investment Advisors, LLC143,224$1.92M0.07%––
1st Source Bank128,869$1.73M0.11%––
Van Eck Associates Corp119,166$1.60M0.00%––
Wells Fargo & Company116,397$1.56M0.00%––
Advisor Group Holdings, Inc.108,535$1.46M0.00%––
Rockefeller Capital Management L.P.107,351$1.44M0.01%––
Fiera Capital Corp106,234$1.42M0.00%––
Raymond James Financial Services Advisors, Inc.97,628$1.31M0.00%––
Robinson Capital Management, LLC96,900$1.31M0.70%––
Northwestern Mutual Wealth Management Co78,396$1.05M0.00%––
Baird Financial Group, Inc.75,750$1.01M0.00%––
Smith, Moore & Co.60,210$807.0K0.13%––
Powell Investment Advisors, LLC59,105$795.0K0.52%––
BFT Financial Group, LLC57,822$775.0K0.22%––
Goodwin Daniel L51,866$695.0K0.36%––
Ameriprise Financial Inc46,754$626.0K0.00%––
Gill Capital Partners, LLC44,624$598.0K0.30%––
Stifel Financial Corp43,221$579.0K0.00%––
Relative Value Partners Group, LLC41,000$552.0K0.05%––
Janney Montgomery Scott LLC34,474$462.0K0.00%––
Royal Bank of Canada34,279$459.0K0.00%––
Benjamin F. Edwards & Company, Inc.31,674$424.0K0.02%––
Twin Focus Capital Partners, LLC31,294$419.0K0.12%––
Koshinski Asset Management, Inc.28,800$386.0K0.04%––
Sit Investment Associates Inc26,931$361.0K0.01%––
Oppenheimer & Co Inc26,530$356.0K0.01%––
Aj Wealth Strategies, LLC26,266$352.0K0.03%––
LPL Financial LLC24,250$325.0K0.00%––
Cambridge Investment Research Advisors, Inc.23,795$319.0K0.00%––
Truist Financial Corp20,475$274.0K0.00%––
Ellis Investment Partners, LLC20,365$273.0K0.08%––
D.A. Davidson & Co.20,097$269.0K0.00%––
Mid Atlantic Financial Management Inc19,730$264.0K0.02%––
Ibex Wealth Advisors19,002$255.0K0.06%––
Snowden Capital Advisors LLC18,610$249.4K0.01%––
Independent Financial Group, LLC17,269$231.4K0.03%––
Creative Planning15,418$207.0K0.00%––
Financial Network Wealth Management LLC15,350$206.0K0.13%––
Staley Capital Advisers Inc15,000$201.0K0.01%––
Successful Portfolios LLC14,428$193.0K0.13%––
Wedbush Securities Inc14,019$188.0K0.01%––
Wealthcare Advisory Partners LLC13,800$185.0K0.01%––
Collaborative Wealth Managment Inc.15,324$179.0K0.10%––
Cetera Investment Advisers12,977$174.0K0.00%––
American Portfolios Advisors12,904$172.9K0.01%––
Sheaff Brock Investment Advisors, LLC12,000$161.0K0.02%––
Private Wealth Advisors11,774$158.0K0.05%––
Cohen & Steers, Inc.11,735$157.0K0.00%––
International Assets Investment Management, LLC11,522$156.0K0.01%––
Dynamic Advisor Solutions LLC11,142$149.0K0.01%––
Sonora Investment Management, LLC10,000$134.0K0.01%––
Tradewinds Capital Management, LLC5,796$78.0K0.02%––
Spire Wealth Management5,188$70.0K0.00%––
Fifth Third Bancorp4,669$63.0K0.00%––
US Bancorp4,545$61.0K0.00%––
Bank of Montreal4,072$56.0K0.00%––
Steward Partners Investment Advisory, LLC3,497$46.9K0.00%––
Graves-Light Private Wealth Management, Inc.3,360$45.0K0.01%––
CWM, LLC2,182$31.0K0.00%––
Sowell Financial Services LLC2,086$29.0K0.00%––
Cullen/Frost Bankers, Inc.1,877$25.0K0.00%––
Geneos Wealth Management Inc.1,703$23.0K0.00%––
The PNC Financial Services Group, Inc.1,500$20.0K0.00%––
Harbour Investments, Inc.1,491$20.0K0.00%––
Anchor Investment Management, LLC1,000$13.4K0.00%––
Jones Financial Companies LLLP949$13.0K0.00%––
Bogart Wealth, LLC778$10.0K0.00%––
Citigroup Inc400$5.00K0.00%––
Carroll Financial Associates, Inc.335$4.00K0.00%––