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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Carroll Financial Associates, Inc. | 335 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Umb Bank N A | 528 | $8.00K | 0.00% | +528 | New |
| Fortitude Advisory Group L.L.C. | 1,000 | $14.0K | 0.01% | +1,000 | New |
| Anchor Investment Management, LLC | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,500 | $22.0K | 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 |
| Cullen/Frost Bankers, Inc. | 1,877 | $27.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,862 | $41.0K | 0.00% | +716+33.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $48.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,500 | $50.0K | 0.03% | +3,500 | New |
| US Bancorp | 4,545 | $65.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,669 | $67.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,188 | $75.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,742 | $82.7K | 0.00% | +3,700+181.2% | Added |
| Tradewinds Capital Management, LLC | 5,796 | $83.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 9,175 | $132.0K | 0.00% | 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 |
| Dynamic Advisor Solutions LLC | 11,142 | $160.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,165 | $161.0K | 0.01% | +11,165 | New |
| Mutual Advisors, LLC | 11,358 | $164.0K | 0.01% | +11,358 | New |
| Private Wealth Advisors | 11,774 | $170.0K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $173.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,256 | $177.0K | 0.01% | +12,256 | New |
| Wedbush Securities Inc | 13,293 | $191.0K | 0.01% | −726−5.2% | Reduced |
| IHT Wealth Management, LLC | 14,065 | $203.0K | 0.01% | +107+0.8% | 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 |
| Cetera Investment Advisers | 14,528 | $209.0K | 0.00% | +273+1.9% | Added |
| Staley Capital Advisers Inc | 15,000 | $216.0K | 0.01% | 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 |
| Creative Planning | 15,418 | $222.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,882 | $229.0K | 0.00% | −249,542−94.0% | Reduced |
| Wealthcare Advisory Partners LLC | 16,800 | $242.0K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 19,039 | $274.0K | 0.05% | +714+3.9% | Added |
| Truist Financial Corp | 19,075 | $275.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,097 | $289.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 21,071 | $303.0K | 0.07% | +241+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,400 | $351.0K | 0.00% | −244−1.0% | Reduced |
| Independent Financial Group, LLC | 25,617 | $368.9K | 0.03% | +1,653+6.9% | Added |
| Aj Wealth Strategies, LLC | 26,266 | $378.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 28,875 | $416.0K | 0.00% | +6,909+31.5% | Added |
| Koshinski Asset Management, Inc. | 29,775 | $428.8K | 0.03% | +338+1.1% | Added |
| Janney Montgomery Scott LLC | 30,474 | $439.0K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $451.0K | 0.09% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 32,227 | $464.0K | 0.20% | −8,230−20.3% | Reduced |
| GWM Advisors LLC | 33,611 | $484.0K | 0.01% | +33,611 | New |
| Oppenheimer & Co Inc | 34,130 | $491.0K | 0.01% | +7,600+28.6% | Added |
| Royal Bank of Canada | 37,479 | $540.0K | 0.00% | +2,760+7.9% | Added |
| Ameriprise Financial Inc | 38,903 | $560.0K | 0.00% | −9,384−19.4% | Reduced |
| Relative Value Partners Group, LLC | 41,000 | $593.0K | 0.04% | 00.0% | Unchanged |
| Goodwin Daniel L | 51,866 | $747.0K | 0.33% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 60,860 | $880.0K | 0.50% | +602+1.0% | Added |
| Smith, Moore & Co. | 67,479 | $972.0K | 0.14% | +1,821+2.8% | Added |
| Baird Financial Group, Inc. | 77,770 | $1.12M | 0.00% | +3,400+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 78,732 | $1.13M | 0.00% | +434+0.6% | Added |
| B. Riley Wealth Management, Inc. | 82,267 | $1.19M | 0.08% | −4,614−5.3% | Reduced |
| Rockefeller Capital Management L.P. | 96,931 | $1.40M | 0.01% | −11,000−10.2% | Reduced |
| Wells Fargo & Company | 100,345 | $1.45M | 0.00% | −12,600−11.2% | Reduced |
| Nova R Wealth, Inc. | 100,687 | $1.45M | 1.18% | +100,687 | New |
| UBS Group AG | 107,003 | $1.54M | 0.00% | −55,155−34.0% | Reduced |
| Fiera Capital Corp | 112,626 | $1.62M | 0.00% | +89,453+386.0% | Added |
| Advisor Group Holdings, Inc. | 119,615 | $1.72M | 0.00% | −10,631−8.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 120,050 | $1.73M | 0.00% | +13,305+12.5% | Added |
| Advisors Asset Management, Inc. | 127,688 | $1.84M | 0.03% | −966−0.8% | Reduced |
| Van Eck Associates Corp | 132,499 | $1.91M | 0.00% | +2,357+1.8% | Added |
| Capital Investment Advisors, LLC | 139,492 | $2.01M | 0.06% | −1,722−1.2% | Reduced |
| 1st Source Bank | 148,867 | $2.14M | 0.13% | +90.0% | Added |
| Raymond James & Associates | 201,700 | $2.90M | 0.00% | +13,730+7.3% | Added |
| Morgan Stanley | 203,468 | $2.93M | 0.00% | +1,029+0.5% | Added |
| Bank of America Corp | 258,961 | $3.73M | 0.00% | +7,013+2.8% | Added |
| Invesco Ltd. | 262,104 | $3.77M | 0.00% | +12,293+4.9% | Added |
| Commonwealth Equity Services, LLC | 291,009 | $4.19M | 0.01% | +5,969+2.1% | Added |
| 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 |