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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 284 | $3.00K | 0.00% | +284 | New |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | +400 | New |
| Addison Advisors LLC | 465 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 490 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cullen/Frost Bankers, Inc. | 1,877 | $22.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $39.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 3,464 | $40.0K | 0.01% | +3,464 | New |
| Steward Partners Investment Advisory, LLC | 3,794 | $44.0K | 0.00% | +932+32.6% | Added |
| US Bancorp | 4,545 | $53.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,669 | $54.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,028 | $59.0K | 0.00% | −160−3.1% | Reduced |
| American Portfolios Advisors | 5,742 | $66.9K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,800 | $67.6K | 0.02% | +5,800 | New |
| Tradewinds Capital Management, LLC | 5,796 | $68.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 9,175 | $107.0K | 0.00% | 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 |
| 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 |
| Private Wealth Advisors | 11,774 | $137.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $140.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,266 | $143.0K | 0.00% | +10+0.1% | Added |
| Staley Capital Advisers Inc | 12,500 | $146.0K | 0.01% | −2,500−16.7% | Reduced |
| Wedbush Securities Inc | 13,293 | $155.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,455 | $157.0K | 0.01% | −610−4.3% | Reduced |
| Truist Financial Corp | 13,775 | $160.0K | 0.00% | −5,300−27.8% | Reduced |
| Ibex Wealth Advisors | 13,841 | $161.0K | 0.03% | −5,198−27.3% | Reduced |
| Successful Portfolios LLC | 14,428 | $168.0K | 0.10% | 00.0% | Unchanged |
| Americana Partners, LLC | 14,500 | $168.0K | 0.05% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 15,630 | $169.0K | 0.11% | +15,630 | New |
| Koshinski Asset Management, Inc. | 14,660 | $170.8K | 0.01% | −15,115−50.8% | Reduced |
| Financial Network Wealth Management LLC | 15,350 | $179.0K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 15,418 | $180.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,430 | $180.0K | 0.00% | +902+6.2% | Added |
| Wealthcare Advisory Partners LLC | 17,700 | $206.0K | 0.01% | +900+5.4% | Added |
| Landscape Capital Management, L.L.C. | 19,613 | $228.0K | 0.03% | +19,613 | New |
| D.A. Davidson & Co. | 20,097 | $234.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 21,326 | $248.0K | 0.06% | +255+1.2% | Added |
| Independent Financial Group, LLC | 22,446 | $261.5K | 0.02% | −3,171−12.4% | Reduced |
| Bank of Montreal | 21,392 | $263.0K | 0.00% | +21,392 | New |
| Tectonic Advisors LLC | 22,759 | $265.0K | 0.05% | +22,759 | New |
| Cambridge Investment Research Advisors, Inc. | 23,497 | $274.0K | 0.00% | −903−3.7% | Reduced |
| Rivernorth Capital Management, LLC | 23,897 | $278.0K | 0.01% | +23,897 | New |
| Janney Montgomery Scott LLC | 25,674 | $299.0K | 0.00% | −4,800−15.8% | Reduced |
| IFP Advisors, Inc | 25,971 | $302.0K | 0.00% | +25,971 | New |
| Twin Focus Capital Partners, LLC | 31,294 | $365.0K | 0.07% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 32,227 | $375.0K | 0.16% | 00.0% | Unchanged |
| Royal Bank of Canada | 34,694 | $404.0K | 0.00% | −2,785−7.4% | Reduced |
| LPL Financial LLC | 38,779 | $452.0K | 0.00% | +9,904+34.3% | Added |
| Relative Value Partners Group, LLC | 41,000 | $480.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 41,580 | $484.0K | 0.01% | +7,450+21.8% | Added |
| GWM Advisors LLC | 46,761 | $544.0K | 0.01% | +13,150+39.1% | Added |
| Goodwin Daniel L | 51,866 | $604.0K | 0.26% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 52,099 | $607.0K | 0.00% | +13,196+33.9% | Added |
| Powell Investment Advisors, LLC | 58,496 | $685.0K | 0.40% | −2,364−3.9% | Reduced |
| Smith, Moore & Co. | 72,592 | $846.0K | 0.12% | +5,113+7.6% | Added |
| Baird Financial Group, Inc. | 77,770 | $906.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 86,531 | $1.01M | 0.00% | −10,400−10.7% | Reduced |
| B. Riley Wealth Management, Inc. | 93,159 | $1.08M | 0.08% | +10,892+13.2% | Added |
| Nova R Wealth, Inc. | 100,687 | $1.17M | 1.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 100,771 | $1.17M | 0.00% | +426+0.4% | Added |
| UBS Group AG | 101,161 | $1.18M | 0.00% | −5,842−5.5% | Reduced |
| BFT Financial Group, LLC | 110,794 | $1.29M | 0.21% | +110,794 | New |
| Advisor Group Holdings, Inc. | 123,153 | $1.40M | 0.00% | +3,538+3.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 123,430 | $1.44M | 0.00% | +3,380+2.8% | Added |
| Doyle Wealth Management | 125,603 | $1.46M | 0.11% | +125,603 | New |
| Capital Investment Advisors, LLC | 137,896 | $1.61M | 0.05% | −1,596−1.1% | Reduced |
| Van Eck Associates Corp | 146,859 | $1.71M | 0.00% | +14,360+10.8% | Added |
| 1st Source Bank | 148,756 | $1.73M | 0.11% | −111−0.1% | Reduced |
| Robinson Capital Management, LLC | 149,215 | $1.74M | 1.19% | +149,215 | New |
| Northwestern Mutual Wealth Management Co | 181,778 | $2.12M | 0.00% | +103,046+130.9% | Added |
| Morgan Stanley | 200,937 | $2.34M | 0.00% | −2,531−1.2% | Reduced |
| Invesco Ltd. | 219,515 | $2.56M | 0.00% | −42,589−16.2% | Reduced |
| Raymond James & Associates | 243,734 | $2.84M | 0.00% | +42,034+20.8% | Added |
| Bank of America Corp | 283,669 | $3.31M | 0.00% | +24,708+9.5% | Added |
| Commonwealth Equity Services, LLC | 300,059 | $3.50M | 0.01% | +9,050+3.1% | Added |
| Fiera Capital Corp | 316,990 | $3.69M | 0.01% | +204,364+181.5% | Added |
| 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 |