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 |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 335 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 465 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 531 | $7.00K | 0.00% | −359−40.3% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,703 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,877 | $26.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,042 | $28.0K | 0.00% | −10,862−84.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,146 | $29.0K | 0.00% | +445+26.2% | Added |
| Harbour Investments, Inc. | 2,991 | $41.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $46.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $62.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,669 | $64.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,188 | $71.0K | 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 |
| BlackRock Inc. | 9,175 | $126.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 10,000 | $137.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $153.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $164.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $167.0K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,958 | $191.0K | 0.02% | +13,958 | New |
| Wedbush Securities Inc | 14,019 | $192.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,255 | $195.0K | 0.00% | −522−3.5% | Reduced |
| Successful Portfolios LLC | 14,428 | $198.0K | 0.12% | 00.0% | Unchanged |
| OTA Financial Group L.P. | 14,638 | $200.0K | 0.24% | +14,638 | New |
| Staley Capital Advisers Inc | 15,000 | $206.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 15,350 | $210.0K | 0.12% | 00.0% | Unchanged |
| Creative Planning | 15,418 | $211.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 16,800 | $230.0K | 0.02% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 18,325 | $251.0K | 0.05% | +90+0.5% | Added |
| Truist Financial Corp | 19,075 | $261.0K | 0.00% | −1,300−6.4% | Reduced |
| D.A. Davidson & Co. | 20,097 | $275.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 20,830 | $285.0K | 0.07% | +229+1.1% | Added |
| LPL Financial LLC | 21,966 | $301.0K | 0.00% | +1,960+9.8% | Added |
| AlphaCentric Advisors LLC | 23,000 | $315.0K | 0.08% | +23,000 | New |
| Fiera Capital Corp | 23,173 | $317.0K | 0.00% | −69,926−75.1% | Reduced |
| Americana Partners, LLC | 23,500 | $321.0K | 0.08% | +23,500 | New |
| Independent Financial Group, LLC | 23,964 | $328.3K | 0.03% | +10,248+74.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,644 | $338.0K | 0.00% | −179−0.7% | Reduced |
| Aj Wealth Strategies, LLC | 26,266 | $360.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 26,530 | $363.0K | 0.01% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 29,430 | $403.0K | 0.03% | +8,400+39.9% | Added |
| Koshinski Asset Management, Inc. | 29,437 | $403.3K | 0.04% | +14,475+96.7% | Added |
| Janney Montgomery Scott LLC | 30,474 | $417.0K | 0.00% | −4,000−11.6% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $429.0K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 34,719 | $476.0K | 0.00% | +440+1.3% | Added |
| Gill Capital Partners, LLC | 40,457 | $554.0K | 0.25% | −1,500−3.6% | Reduced |
| Relative Value Partners Group, LLC | 41,000 | $564.0K | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 48,287 | $648.0K | 0.00% | +2,547+5.6% | Added |
| Goodwin Daniel L | 51,866 | $711.0K | 0.33% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 60,258 | $829.0K | 0.51% | +565+0.9% | Added |
| Smith, Moore & Co. | 65,658 | $900.0K | 0.14% | +1,278+2.0% | Added |
| Baird Financial Group, Inc. | 74,370 | $1.02M | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 78,298 | $1.07M | 0.00% | −908−1.1% | Reduced |
| B. Riley Wealth Management, Inc. | 86,881 | $1.19M | 0.09% | +86,881 | New |
| Raymond James Financial Services Advisors, Inc. | 106,745 | $1.46M | 0.00% | +4,439+4.3% | Added |
| Rockefeller Capital Management L.P. | 107,931 | $1.48M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 112,945 | $1.55M | 0.00% | −3,621−3.1% | Reduced |
| BFT Financial Group, LLC | 119,907 | $1.64M | 0.30% | −4,221−3.4% | Reduced |
| Advisors Asset Management, Inc. | 128,654 | $1.76M | 0.03% | −3,723−2.8% | Reduced |
| Van Eck Associates Corp | 130,142 | $1.78M | 0.00% | +1,738+1.4% | Added |
| Advisor Group Holdings, Inc. | 130,246 | $1.78M | 0.00% | +12,645+10.8% | Added |
| Capital Investment Advisors, LLC | 141,214 | $1.94M | 0.07% | −2,664−1.9% | Reduced |
| 1st Source Bank | 148,858 | $2.04M | 0.13% | +10,526+7.6% | Added |
| UBS Group AG | 162,158 | $2.22M | 0.00% | −38,674−19.3% | Reduced |
| Raymond James & Associates | 187,970 | $2.58M | 0.00% | −2,158−1.1% | Reduced |
| Morgan Stanley | 202,439 | $2.77M | 0.00% | +2,174+1.1% | Added |
| Invesco Ltd. | 249,811 | $3.42M | 0.00% | +20,447+8.9% | Added |
| Bank of America Corp | 251,948 | $3.45M | 0.00% | −8,047−3.1% | Reduced |
| Kestra Advisory Services, LLC | 265,424 | $3.64M | 0.04% | −4,331−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 285,040 | $3.90M | 0.01% | +6,504+2.3% | Added |
| 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 |