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