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 |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 335 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 465 | $7.00K | 0.01% | +465 | New |
| 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 |
| Anchor Investment Management, LLC | 1,000 | $14.1K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,090 | $15.0K | 0.00% | +1,090 | New |
| The PNC Financial Services Group, Inc. | 1,500 | $22.0K | 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 |
| Cullen/Frost Bankers, Inc. | 1,877 | $27.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,182 | $31.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,991 | $42.0K | 0.00% | +1,500+100.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $48.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $64.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,669 | $66.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,188 | $73.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5,796 | $82.0K | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 9,175 | $130.0K | 0.00% | +9,175 | New |
| Sonora Investment Management, LLC | 10,000 | $141.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $158.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $166.0K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $170.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 12,904 | $182.5K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,716 | $193.9K | 0.02% | −3,553−20.6% | Reduced |
| Wedbush Securities Inc | 14,019 | $198.0K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 14,428 | $204.0K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,777 | $209.0K | 0.00% | +1,800+13.9% | Added |
| Susquehanna International Group, LLP | 14,920 | $211.0K | 0.00% | +14,920 | New |
| 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 |
| Financial Network Wealth Management LLC | 15,350 | $217.0K | 0.13% | 00.0% | Unchanged |
| Creative Planning | 15,418 | $218.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 16,800 | $238.0K | 0.02% | +3,000+21.7% | Added |
| Sit Investment Associates Inc | 18,055 | $255.0K | 0.01% | −8,876−33.0% | Reduced |
| Ibex Wealth Advisors | 18,235 | $258.0K | 0.05% | −767−4.0% | Reduced |
| LPL Financial LLC | 20,006 | $283.0K | 0.00% | −4,244−17.5% | Reduced |
| D.A. Davidson & Co. | 20,097 | $284.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 20,375 | $288.0K | 0.00% | −100−0.5% | Reduced |
| Ellis Investment Partners, LLC | 20,601 | $291.0K | 0.07% | +236+1.2% | Added |
| Mid Atlantic Financial Management Inc | 21,030 | $297.0K | 0.02% | +1,300+6.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,823 | $351.0K | 0.00% | +1,028+4.3% | Added |
| Aj Wealth Strategies, LLC | 26,266 | $371.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 26,530 | $375.0K | 0.01% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $442.0K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 34,279 | $485.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 34,474 | $487.0K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 41,000 | $582.0K | 0.05% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 41,957 | $593.0K | 0.28% | −2,667−6.0% | Reduced |
| Stifel Financial Corp | 42,431 | $600.0K | 0.00% | −790−1.8% | Reduced |
| Ameriprise Financial Inc | 45,740 | $654.0K | 0.00% | −1,014−2.2% | Reduced |
| Goodwin Daniel L | 51,866 | $733.0K | 0.35% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 59,693 | $847.0K | 0.52% | +588+1.0% | Added |
| Smith, Moore & Co. | 64,380 | $910.0K | 0.14% | +4,170+6.9% | Added |
| Baird Financial Group, Inc. | 74,370 | $1.05M | 0.00% | −1,380−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 79,206 | $1.12M | 0.00% | +810+1.0% | Added |
| Fiera Capital Corp | 93,099 | $1.32M | 0.00% | −13,135−12.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 102,306 | $1.45M | 0.00% | +4,678+4.8% | Added |
| Rockefeller Capital Management L.P. | 107,931 | $1.53M | 0.01% | +580+0.5% | Added |
| Wells Fargo & Company | 116,566 | $1.65M | 0.00% | +169+0.1% | Added |
| Advisor Group Holdings, Inc. | 117,601 | $1.66M | 0.00% | +9,066+8.4% | Added |
| BFT Financial Group, LLC | 124,128 | $1.75M | 0.35% | +66,306+114.7% | Added |
| Van Eck Associates Corp | 128,404 | $1.82M | 0.00% | +9,238+7.8% | Added |
| Advisors Asset Management, Inc. | 132,377 | $1.87M | 0.03% | −13,622−9.3% | Reduced |
| Mackay Shields LLC | 134,024 | $1.90M | 0.02% | −121,579−47.6% | Reduced |
| 1st Source Bank | 138,332 | $1.96M | 0.12% | +9,463+7.3% | Added |
| Capital Investment Advisors, LLC | 143,878 | $2.03M | 0.07% | +654+0.5% | Added |
| Raymond James & Associates | 190,128 | $2.69M | 0.00% | +7,501+4.1% | Added |
| Morgan Stanley | 200,265 | $2.83M | 0.00% | +4,847+2.5% | Added |
| UBS Group AG | 200,832 | $2.84M | 0.00% | −75,661−27.4% | Reduced |
| Invesco Ltd. | 229,364 | $3.24M | 0.00% | +11,708+5.4% | Added |
| Bank of America Corp | 259,995 | $3.68M | 0.00% | −24,056−8.5% | Reduced |
| Kestra Advisory Services, LLC | 269,755 | $3.81M | 0.04% | −678−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 278,536 | $3.94M | 0.01% | +11,143+4.2% | Added |
| 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 |