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, Q4 2021
Institutional positions in Franklin Municipal Opportunities Trust as of Dec 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
- +9 vs. Q3 2021
- Shares held
- 3.75M
- −32.7K (−0.9%) vs. Q3 2021
- Total value
- $53.9M
- +$2.19M (+4.2%) vs. Q3 2021
- New holders
- 13
- 24 more added
- Sold out
- 4
- 14 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 291,009 | $4.19M | 0.01% | +5,969+2.1% | Added |
| Invesco Ltd. | 262,104 | $3.77M | 0.00% | +12,293+4.9% | Added |
| Bank of America Corp | 258,961 | $3.73M | 0.00% | +7,013+2.8% | Added |
| Morgan Stanley | 203,468 | $2.93M | 0.00% | +1,029+0.5% | Added |
| Raymond James & Associates | 201,700 | $2.90M | 0.00% | +13,730+7.3% | Added |
| 1st Source Bank | 148,867 | $2.14M | 0.13% | +90.0% | Added |
| Capital Investment Advisors, LLC | 139,492 | $2.01M | 0.06% | −1,722−1.2% | Reduced |
| Van Eck Associates Corp | 132,499 | $1.91M | 0.00% | +2,357+1.8% | Added |
| Advisors Asset Management, Inc. | 127,688 | $1.84M | 0.03% | −966−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 120,050 | $1.73M | 0.00% | +13,305+12.5% | Added |
| Advisor Group Holdings, Inc. | 119,615 | $1.72M | 0.00% | −10,631−8.2% | Reduced |
| Fiera Capital Corp | 112,626 | $1.62M | 0.00% | +89,453+386.0% | Added |
| UBS Group AG | 107,003 | $1.54M | 0.00% | −55,155−34.0% | Reduced |
| Nova R Wealth, Inc. | 100,687 | $1.45M | 1.18% | +100,687 | New |
| Wells Fargo & Company | 100,345 | $1.45M | 0.00% | −12,600−11.2% | Reduced |
| Rockefeller Capital Management L.P. | 96,931 | $1.40M | 0.01% | −11,000−10.2% | Reduced |
| B. Riley Wealth Management, Inc. | 82,267 | $1.19M | 0.08% | −4,614−5.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 78,732 | $1.13M | 0.00% | +434+0.6% | Added |
| Baird Financial Group, Inc. | 77,770 | $1.12M | 0.00% | +3,400+4.6% | Added |
| Smith, Moore & Co. | 67,479 | $972.0K | 0.14% | +1,821+2.8% | Added |
| Powell Investment Advisors, LLC | 60,860 | $880.0K | 0.50% | +602+1.0% | Added |
| Goodwin Daniel L | 51,866 | $747.0K | 0.33% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 41,000 | $593.0K | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 38,903 | $560.0K | 0.00% | −9,384−19.4% | Reduced |
| Royal Bank of Canada | 37,479 | $540.0K | 0.00% | +2,760+7.9% | Added |
| Oppenheimer & Co Inc | 34,130 | $491.0K | 0.01% | +7,600+28.6% | Added |
| GWM Advisors LLC | 33,611 | $484.0K | 0.01% | +33,611 | New |
| Gill Capital Partners, LLC | 32,227 | $464.0K | 0.20% | −8,230−20.3% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $451.0K | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 30,474 | $439.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 29,775 | $428.8K | 0.03% | +338+1.1% | Added |
| LPL Financial LLC | 28,875 | $416.0K | 0.00% | +6,909+31.5% | Added |
| Aj Wealth Strategies, LLC | 26,266 | $378.0K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 25,617 | $368.9K | 0.03% | +1,653+6.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,400 | $351.0K | 0.00% | −244−1.0% | Reduced |
| Ellis Investment Partners, LLC | 21,071 | $303.0K | 0.07% | +241+1.2% | Added |
| D.A. Davidson & Co. | 20,097 | $289.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 19,075 | $275.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 19,039 | $274.0K | 0.05% | +714+3.9% | Added |
| Wealthcare Advisory Partners LLC | 16,800 | $242.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,882 | $229.0K | 0.00% | −249,542−94.0% | Reduced |
| Creative Planning | 15,418 | $222.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 15,350 | $221.0K | 0.11% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 15,324 | $221.0K | 0.12% | +15,324 | New |
| Staley Capital Advisers Inc | 15,000 | $216.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,528 | $209.0K | 0.00% | +273+1.9% | Added |
| Americana Partners, LLC | 14,500 | $208.0K | 0.04% | −9,000−38.3% | Reduced |
| Successful Portfolios LLC | 14,428 | $208.0K | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,065 | $203.0K | 0.01% | +107+0.8% | Added |
| Wedbush Securities Inc | 13,293 | $191.0K | 0.01% | −726−5.2% | Reduced |
| National Asset Management, Inc. | 12,256 | $177.0K | 0.01% | +12,256 | New |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $173.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $170.0K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,358 | $164.0K | 0.01% | +11,358 | New |
| RFG Advisory, LLC | 11,165 | $161.0K | 0.01% | +11,165 | New |
| Dynamic Advisor Solutions LLC | 11,142 | $160.0K | 0.01% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 10,000 | $144.0K | 0.07% | +10,000 | New |
| Sonora Investment Management Group, LLC | 10,000 | $144.0K | 0.02% | +10,000 | New |
| BlackRock Inc. | 9,175 | $132.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5,796 | $83.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,742 | $82.7K | 0.00% | +3,700+181.2% | Added |
| Spire Wealth Management | 5,188 | $75.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,669 | $67.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $65.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,500 | $50.0K | 0.03% | +3,500 | New |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $48.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,862 | $41.0K | 0.00% | +716+33.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,877 | $27.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,703 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,682 | $24.0K | 0.00% | +1,682 | New |
| The PNC Financial Services Group, Inc. | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,000 | $14.0K | 0.01% | +1,000 | New |
| Umb Bank N A | 528 | $8.00K | 0.00% | +528 | New |
| Benjamin F. Edwards & Company, Inc. | 490 | $7.00K | 0.00% | −41−7.7% | Reduced |
| Addison Advisors LLC | 465 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 335 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −14,638−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2,991−100.0% | Sold out |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |