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.
Q4 2021 vs. Q3 2021
How the institutions holding Franklin Municipal Opportunities Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 72 | 3 | 78 | +9 |
| Shares | 3.94M | 159.3K | 3.75M | −32.7K (−0.9%) |
| Value | $53.9M | $2.18M | $53.9M | +$2.19M (+4.2%) |
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Nova R Wealth, Inc. | 100,687 | $1.45M | 1.18% |
| GWM Advisors LLC | 33,611 | $484.0K | 0.01% |
| Collaborative Wealth Managment Inc. | 15,324 | $221.0K | 0.12% |
| National Asset Management, Inc. | 12,256 | $177.0K | 0.01% |
| Mutual Advisors, LLC | 11,358 | $164.0K | 0.01% |
| RFG Advisory, LLC | 11,165 | $161.0K | 0.01% |
| Client 1st Advisory Group, LLC | 10,000 | $144.0K | 0.07% |
| Sonora Investment Management Group, LLC | 10,000 | $144.0K | 0.02% |
| Stephenson National Bank & Trust | 3,500 | $50.0K | 0.03% |
| CWM, LLC | 1,682 | $24.0K | 0.00% |
| Fortitude Advisory Group L.L.C. | 1,000 | $14.0K | 0.01% |
| Umb Bank N A | 528 | $8.00K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (4)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| AlphaCentric Advisors LLC | 23,000 | $315.0K |
| OTA Financial Group L.P. | 14,638 | $200.0K |
| Herold Advisors, Inc. | 5,800 | $79.0K |
| Harbour Investments, Inc. | 2,991 | $41.0K |
Not filed for Q4 2021 yet (3)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| BFT Financial Group, LLC | 119,907 | $1.64M |
| Mid Atlantic Financial Management Inc | 29,430 | $403.0K |
| Sonora Investment Management, LLC | 10,000 | $137.0K |