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, Q1 2022
Institutional positions in Franklin Municipal Opportunities Trust as of Mar 31, 2022. 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
- 84
- +8 vs. Q4 2021
- Shares held
- 4.43M
- +704.6K (+18.9%) vs. Q4 2021
- Total value
- $51.6M
- −$2.08M (−3.9%) vs. Q4 2021
- New holders
- 14
- 21 more added
- Sold out
- 6
- 17 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fiera Capital Corp | 316,990 | $3.69M | 0.01% | +204,364+181.5% | Added |
| Commonwealth Equity Services, LLC | 300,059 | $3.50M | 0.01% | +9,050+3.1% | Added |
| Bank of America Corp | 283,669 | $3.31M | 0.00% | +24,708+9.5% | Added |
| Raymond James & Associates | 243,734 | $2.84M | 0.00% | +42,034+20.8% | Added |
| Invesco Ltd. | 219,515 | $2.56M | 0.00% | −42,589−16.2% | Reduced |
| Morgan Stanley | 200,937 | $2.34M | 0.00% | −2,531−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 181,778 | $2.12M | 0.00% | +103,046+130.9% | Added |
| Robinson Capital Management, LLC | 149,215 | $1.74M | 1.19% | +149,215 | New |
| 1st Source Bank | 148,756 | $1.73M | 0.11% | −111−0.1% | Reduced |
| Van Eck Associates Corp | 146,859 | $1.71M | 0.00% | +14,360+10.8% | Added |
| Capital Investment Advisors, LLC | 137,896 | $1.61M | 0.05% | −1,596−1.1% | Reduced |
| Doyle Wealth Management | 125,603 | $1.46M | 0.11% | +125,603 | New |
| Raymond James Financial Services Advisors, Inc. | 123,430 | $1.44M | 0.00% | +3,380+2.8% | Added |
| Advisor Group Holdings, Inc. | 123,153 | $1.40M | 0.00% | +3,538+3.0% | Added |
| BFT Financial Group, LLC | 110,794 | $1.29M | 0.21% | +110,794 | New |
| UBS Group AG | 101,161 | $1.18M | 0.00% | −5,842−5.5% | Reduced |
| Wells Fargo & Company | 100,771 | $1.17M | 0.00% | +426+0.4% | Added |
| Nova R Wealth, Inc. | 100,687 | $1.17M | 1.00% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 93,159 | $1.08M | 0.08% | +10,892+13.2% | Added |
| Rockefeller Capital Management L.P. | 86,531 | $1.01M | 0.00% | −10,400−10.7% | Reduced |
| Baird Financial Group, Inc. | 77,770 | $906.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 72,592 | $846.0K | 0.12% | +5,113+7.6% | Added |
| Powell Investment Advisors, LLC | 58,496 | $685.0K | 0.40% | −2,364−3.9% | Reduced |
| Ameriprise Financial Inc | 52,099 | $607.0K | 0.00% | +13,196+33.9% | Added |
| Goodwin Daniel L | 51,866 | $604.0K | 0.26% | 00.0% | Unchanged |
| GWM Advisors LLC | 46,761 | $544.0K | 0.01% | +13,150+39.1% | Added |
| Oppenheimer & Co Inc | 41,580 | $484.0K | 0.01% | +7,450+21.8% | Added |
| Relative Value Partners Group, LLC | 41,000 | $480.0K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 38,779 | $452.0K | 0.00% | +9,904+34.3% | Added |
| Royal Bank of Canada | 34,694 | $404.0K | 0.00% | −2,785−7.4% | Reduced |
| Gill Capital Partners, LLC | 32,227 | $375.0K | 0.16% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $365.0K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 25,971 | $302.0K | 0.00% | +25,971 | New |
| Janney Montgomery Scott LLC | 25,674 | $299.0K | 0.00% | −4,800−15.8% | Reduced |
| Rivernorth Capital Management, LLC | 23,897 | $278.0K | 0.01% | +23,897 | New |
| Cambridge Investment Research Advisors, Inc. | 23,497 | $274.0K | 0.00% | −903−3.7% | Reduced |
| Tectonic Advisors LLC | 22,759 | $265.0K | 0.05% | +22,759 | New |
| Bank of Montreal | 21,392 | $263.0K | 0.00% | +21,392 | New |
| Independent Financial Group, LLC | 22,446 | $261.5K | 0.02% | −3,171−12.4% | Reduced |
| Ellis Investment Partners, LLC | 21,326 | $248.0K | 0.06% | +255+1.2% | Added |
| D.A. Davidson & Co. | 20,097 | $234.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 19,613 | $228.0K | 0.03% | +19,613 | New |
| Wealthcare Advisory Partners LLC | 17,700 | $206.0K | 0.01% | +900+5.4% | Added |
| Creative Planning | 15,418 | $180.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,430 | $180.0K | 0.00% | +902+6.2% | Added |
| Financial Network Wealth Management LLC | 15,350 | $179.0K | 0.09% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,660 | $170.8K | 0.01% | −15,115−50.8% | Reduced |
| Worth Asset Management, LLC | 15,630 | $169.0K | 0.11% | +15,630 | New |
| Successful Portfolios LLC | 14,428 | $168.0K | 0.10% | 00.0% | Unchanged |
| Americana Partners, LLC | 14,500 | $168.0K | 0.05% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 13,841 | $161.0K | 0.03% | −5,198−27.3% | Reduced |
| Truist Financial Corp | 13,775 | $160.0K | 0.00% | −5,300−27.8% | Reduced |
| IHT Wealth Management, LLC | 13,455 | $157.0K | 0.01% | −610−4.3% | Reduced |
| Wedbush Securities Inc | 13,293 | $155.0K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $146.0K | 0.01% | −2,500−16.7% | Reduced |
| National Asset Management, Inc. | 12,266 | $143.0K | 0.00% | +10+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $140.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $137.0K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,165 | $130.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $130.0K | 0.01% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 10,000 | $117.0K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $117.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 9,175 | $107.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5,796 | $68.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,800 | $67.6K | 0.02% | +5,800 | New |
| American Portfolios Advisors | 5,742 | $66.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,028 | $59.0K | 0.00% | −160−3.1% | Reduced |
| Fifth Third Bancorp | 4,669 | $54.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $53.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,794 | $44.0K | 0.00% | +932+32.6% | Added |
| TCWP LLC | 3,464 | $40.0K | 0.01% | +3,464 | New |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,877 | $22.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,682 | $20.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,709 | $20.0K | 0.00% | +1,181+223.7% | Added |
| Geneos Wealth Management Inc. | 1,703 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,614 | $19.0K | 0.00% | +1,614 | New |
| The PNC Financial Services Group, Inc. | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 490 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 465 | $5.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | +400 | New |
| Prospera Financial Services Inc | 284 | $3.00K | 0.00% | +284 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −127,688−100.0% | Sold out |
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −26,266−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −15,882−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −11,358−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Collaborative Wealth Managment Inc. | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |