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, Q2 2021
Institutional positions in Franklin Municipal Opportunities Trust as of Jun 30, 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
- 74
- −3 vs. Q1 2021
- Shares held
- 4.04M
- −288.9K (−6.7%) vs. Q1 2021
- Total value
- $57.2M
- −$889.8K (−1.5%) vs. Q1 2021
- New holders
- 4
- 21 more added
- Sold out
- 7
- 19 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $94.6M |
| Q1 2026 | 89 | $90.0M |
| Q4 2025 | 88 | $92.9M |
| Q3 2025 | 85 | $81.4M |
| Q2 2025 | 87 | $74.0M |
| Q1 2025 | 83 | $74.7M |
| Q4 2024 | 95 | $75.4M |
| Q3 2024 | 100 | $74.2M |
| Q2 2024 | 88 | $64.1M |
| Q1 2024 | 86 | $63.1M |
| Q4 2023 | 84 | $69.1M |
| Q3 2023 | 71 | $49.7M |
| Q2 2023 | 71 | $50.2M |
| Q1 2023 | 69 | $46.8M |
| Q4 2022 | 66 | $47.7M |
| Q3 2022 | 73 | $38.7M |
| 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 | $58.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 278,536 | $3.94M | 0.01% | +11,143+4.2% | Added |
| Kestra Advisory Services, LLC | 269,755 | $3.81M | 0.04% | −678−0.3% | Reduced |
| Bank of America Corp | 259,995 | $3.68M | 0.00% | −24,056−8.5% | Reduced |
| Invesco Ltd. | 229,364 | $3.24M | 0.00% | +11,708+5.4% | Added |
| UBS Group AG | 200,832 | $2.84M | 0.00% | −75,661−27.4% | Reduced |
| Morgan Stanley | 200,265 | $2.83M | 0.00% | +4,847+2.5% | Added |
| Raymond James & Associates | 190,128 | $2.69M | 0.00% | +7,501+4.1% | Added |
| Capital Investment Advisors, LLC | 143,878 | $2.03M | 0.07% | +654+0.5% | Added |
| 1st Source Bank | 138,332 | $1.96M | 0.12% | +9,463+7.3% | Added |
| Mackay Shields LLC | 134,024 | $1.90M | 0.02% | −121,579−47.6% | Reduced |
| Advisors Asset Management, Inc. | 132,377 | $1.87M | 0.03% | −13,622−9.3% | Reduced |
| Van Eck Associates Corp | 128,404 | $1.82M | 0.00% | +9,238+7.8% | Added |
| BFT Financial Group, LLC | 124,128 | $1.75M | 0.35% | +66,306+114.7% | Added |
| Advisor Group Holdings, Inc. | 117,601 | $1.66M | 0.00% | +9,066+8.4% | Added |
| Wells Fargo & Company | 116,566 | $1.65M | 0.00% | +169+0.1% | Added |
| Rockefeller Capital Management L.P. | 107,931 | $1.53M | 0.01% | +580+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 102,306 | $1.45M | 0.00% | +4,678+4.8% | Added |
| Fiera Capital Corp | 93,099 | $1.32M | 0.00% | −13,135−12.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 79,206 | $1.12M | 0.00% | +810+1.0% | Added |
| Baird Financial Group, Inc. | 74,370 | $1.05M | 0.00% | −1,380−1.8% | Reduced |
| Smith, Moore & Co. | 64,380 | $910.0K | 0.14% | +4,170+6.9% | Added |
| Powell Investment Advisors, LLC | 59,693 | $847.0K | 0.52% | +588+1.0% | Added |
| Goodwin Daniel L | 51,866 | $733.0K | 0.35% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 45,740 | $654.0K | 0.00% | −1,014−2.2% | Reduced |
| Stifel Financial Corp | 42,431 | $600.0K | 0.00% | −790−1.8% | Reduced |
| Gill Capital Partners, LLC | 41,957 | $593.0K | 0.28% | −2,667−6.0% | Reduced |
| Relative Value Partners Group, LLC | 41,000 | $582.0K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 34,474 | $487.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 34,279 | $485.0K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $442.0K | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 26,530 | $375.0K | 0.01% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 26,266 | $371.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,823 | $351.0K | 0.00% | +1,028+4.3% | Added |
| Mid Atlantic Financial Management Inc | 21,030 | $297.0K | 0.02% | +1,300+6.6% | Added |
| Ellis Investment Partners, LLC | 20,601 | $291.0K | 0.07% | +236+1.2% | Added |
| Truist Financial Corp | 20,375 | $288.0K | 0.00% | −100−0.5% | Reduced |
| D.A. Davidson & Co. | 20,097 | $284.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 20,006 | $283.0K | 0.00% | −4,244−17.5% | Reduced |
| Ibex Wealth Advisors | 18,235 | $258.0K | 0.05% | −767−4.0% | Reduced |
| Sit Investment Associates Inc | 18,055 | $255.0K | 0.01% | −8,876−33.0% | Reduced |
| Wealthcare Advisory Partners LLC | 16,800 | $238.0K | 0.02% | +3,000+21.7% | Added |
| Creative Planning | 15,418 | $218.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 15,350 | $217.0K | 0.13% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,962 | $212.0K | 0.03% | −13,838−48.0% | Reduced |
| Staley Capital Advisers Inc | 15,000 | $212.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,920 | $211.0K | 0.00% | +14,920 | New |
| Cetera Investment Advisers | 14,777 | $209.0K | 0.00% | +1,800+13.9% | Added |
| Successful Portfolios LLC | 14,428 | $204.0K | 0.12% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,019 | $198.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,716 | $193.9K | 0.02% | −3,553−20.6% | Reduced |
| American Portfolios Advisors | 12,904 | $182.5K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $170.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $166.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $158.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 10,000 | $141.0K | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 9,175 | $130.0K | 0.00% | +9,175 | New |
| Tradewinds Capital Management, LLC | 5,796 | $82.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 5,188 | $73.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,669 | $66.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $64.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $48.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,991 | $42.0K | 0.00% | +1,500+100.6% | Added |
| CWM, LLC | 2,182 | $31.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,877 | $27.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,701 | $24.0K | 0.00% | −1,796−51.4% | Reduced |
| Geneos Wealth Management Inc. | 1,703 | $24.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,090 | $15.0K | 0.00% | +1,090 | New |
| Anchor Investment Management, LLC | 1,000 | $14.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 890 | $13.0K | 0.00% | −30,784−97.2% | Reduced |
| Jones Financial Companies LLLP | 895 | $13.0K | 0.00% | −54−5.7% | Reduced |
| Addison Advisors LLC | 465 | $7.00K | 0.01% | +465 | New |
| Citigroup Inc | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 335 | $4.00K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −96,900−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −18,610−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −11,735−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −11,522−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,072−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,086−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Collaborative Wealth Managment Inc. | – | – | – | – | Not filed |