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, Q3 2021
Institutional positions in Franklin Municipal Opportunities Trust as of Sep 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
- 72
- −1 vs. Q2 2021
- Shares held
- 3.94M
- −101.9K (−2.5%) vs. Q2 2021
- Total value
- $53.9M
- −$3.19M (−5.6%) vs. Q2 2021
- New holders
- 6
- 18 more added
- Sold out
- 7
- 17 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 285,040 | $3.90M | 0.01% | +6,504+2.3% | Added |
| Kestra Advisory Services, LLC | 265,424 | $3.64M | 0.04% | −4,331−1.6% | Reduced |
| Bank of America Corp | 251,948 | $3.45M | 0.00% | −8,047−3.1% | Reduced |
| Invesco Ltd. | 249,811 | $3.42M | 0.00% | +20,447+8.9% | Added |
| Morgan Stanley | 202,439 | $2.77M | 0.00% | +2,174+1.1% | Added |
| Raymond James & Associates | 187,970 | $2.58M | 0.00% | −2,158−1.1% | Reduced |
| UBS Group AG | 162,158 | $2.22M | 0.00% | −38,674−19.3% | Reduced |
| 1st Source Bank | 148,858 | $2.04M | 0.13% | +10,526+7.6% | Added |
| Capital Investment Advisors, LLC | 141,214 | $1.94M | 0.07% | −2,664−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 130,246 | $1.78M | 0.00% | +12,645+10.8% | Added |
| Van Eck Associates Corp | 130,142 | $1.78M | 0.00% | +1,738+1.4% | Added |
| Advisors Asset Management, Inc. | 128,654 | $1.76M | 0.03% | −3,723−2.8% | Reduced |
| BFT Financial Group, LLC | 119,907 | $1.64M | 0.30% | −4,221−3.4% | Reduced |
| Wells Fargo & Company | 112,945 | $1.55M | 0.00% | −3,621−3.1% | Reduced |
| Rockefeller Capital Management L.P. | 107,931 | $1.48M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 106,745 | $1.46M | 0.00% | +4,439+4.3% | Added |
| B. Riley Wealth Management, Inc. | 86,881 | $1.19M | 0.09% | +86,881 | New |
| Northwestern Mutual Wealth Management Co | 78,298 | $1.07M | 0.00% | −908−1.1% | Reduced |
| Baird Financial Group, Inc. | 74,370 | $1.02M | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 65,658 | $900.0K | 0.14% | +1,278+2.0% | Added |
| Powell Investment Advisors, LLC | 60,258 | $829.0K | 0.51% | +565+0.9% | Added |
| Goodwin Daniel L | 51,866 | $711.0K | 0.33% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 48,287 | $648.0K | 0.00% | +2,547+5.6% | Added |
| Relative Value Partners Group, LLC | 41,000 | $564.0K | 0.04% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 40,457 | $554.0K | 0.25% | −1,500−3.6% | Reduced |
| Royal Bank of Canada | 34,719 | $476.0K | 0.00% | +440+1.3% | Added |
| Twin Focus Capital Partners, LLC | 31,294 | $429.0K | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 30,474 | $417.0K | 0.00% | −4,000−11.6% | Reduced |
| Koshinski Asset Management, Inc. | 29,437 | $403.3K | 0.04% | +14,475+96.7% | Added |
| Mid Atlantic Financial Management Inc | 29,430 | $403.0K | 0.03% | +8,400+39.9% | Added |
| Oppenheimer & Co Inc | 26,530 | $363.0K | 0.01% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 26,266 | $360.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,644 | $338.0K | 0.00% | −179−0.7% | Reduced |
| Independent Financial Group, LLC | 23,964 | $328.3K | 0.03% | +10,248+74.7% | Added |
| Americana Partners, LLC | 23,500 | $321.0K | 0.08% | +23,500 | New |
| Fiera Capital Corp | 23,173 | $317.0K | 0.00% | −69,926−75.1% | Reduced |
| AlphaCentric Advisors LLC | 23,000 | $315.0K | 0.08% | +23,000 | New |
| LPL Financial LLC | 21,966 | $301.0K | 0.00% | +1,960+9.8% | Added |
| Ellis Investment Partners, LLC | 20,830 | $285.0K | 0.07% | +229+1.1% | Added |
| D.A. Davidson & Co. | 20,097 | $275.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 19,075 | $261.0K | 0.00% | −1,300−6.4% | Reduced |
| Ibex Wealth Advisors | 18,325 | $251.0K | 0.05% | +90+0.5% | Added |
| Wealthcare Advisory Partners LLC | 16,800 | $230.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 15,418 | $211.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 15,350 | $210.0K | 0.12% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 15,000 | $206.0K | 0.01% | 00.0% | Unchanged |
| OTA Financial Group L.P. | 14,638 | $200.0K | 0.24% | +14,638 | New |
| Successful Portfolios LLC | 14,428 | $198.0K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,255 | $195.0K | 0.00% | −522−3.5% | Reduced |
| Wedbush Securities Inc | 14,019 | $192.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,958 | $191.0K | 0.02% | +13,958 | New |
| Private Wealth Advisors | 11,774 | $167.0K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $164.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $153.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 10,000 | $137.0K | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 9,175 | $126.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5,796 | $79.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,800 | $79.0K | 0.03% | +5,800 | New |
| Spire Wealth Management | 5,188 | $71.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,669 | $64.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $62.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $46.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,991 | $41.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,146 | $29.0K | 0.00% | +445+26.2% | Added |
| American Portfolios Advisors | 2,042 | $28.0K | 0.00% | −10,862−84.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,877 | $26.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,703 | $23.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 531 | $7.00K | 0.00% | −359−40.3% | Reduced |
| Addison Advisors LLC | 465 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 335 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mackay Shields LLC | 0 | $0 | 0.00% | −134,024−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −42,431−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −18,055−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,920−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −895−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |