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.
Q1 2022 vs. Q4 2021
How the institutions holding Franklin Municipal Opportunities Trust changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 78 | 2 | 84 | +8 |
| Shares | 3.75M | 15.7K | 4.43M | +704.6K (+18.9%) |
| Value | $53.9M | $225.0K | $51.6M | −$2.08M (−3.9%) |
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Robinson Capital Management, LLC | 149,215 | $1.74M | 1.19% |
| Doyle Wealth Management | 125,603 | $1.46M | 0.11% |
| BFT Financial Group, LLC | 110,794 | $1.29M | 0.21% |
| IFP Advisors, Inc | 25,971 | $302.0K | 0.00% |
| Rivernorth Capital Management, LLC | 23,897 | $278.0K | 0.01% |
| Tectonic Advisors LLC | 22,759 | $265.0K | 0.05% |
| Bank of Montreal | 21,392 | $263.0K | 0.00% |
| Landscape Capital Management, L.L.C. | 19,613 | $228.0K | 0.03% |
| Worth Asset Management, LLC | 15,630 | $169.0K | 0.11% |
| Herold Advisors, Inc. | 5,800 | $67.6K | 0.02% |
| TCWP LLC | 3,464 | $40.0K | 0.01% |
| Private Ocean, LLC | 1,614 | $19.0K | 0.00% |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% |
| Prospera Financial Services Inc | 284 | $3.00K | 0.00% |
Sold out (6)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Advisors Asset Management, Inc. | 127,688 | $1.84M |
| Aj Wealth Strategies, LLC | 26,266 | $378.0K |
| Kestra Advisory Services, LLC | 15,882 | $229.0K |
| Mutual Advisors, LLC | 11,358 | $164.0K |
| Stephenson National Bank & Trust | 3,500 | $50.0K |
| FMR LLC | 1 | $0 |
Not filed for Q1 2022 yet (2)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Collaborative Wealth Managment Inc. | 15,324 | $221.0K |
| Carroll Financial Associates, Inc. | 335 | $4.00K |