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, Q2 2022
Institutional positions in Franklin Municipal Opportunities Trust as of Jun 30, 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
- 77
- −7 vs. Q1 2022
- Shares held
- 4.02M
- −416.3K (−9.4%) vs. Q1 2022
- Total value
- $47.4M
- −$4.22M (−8.2%) vs. Q1 2022
- New holders
- 12
- 20 more added
- Sold out
- 19
- 21 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 388,760 | $4.58M | 0.01% | +88,701+29.6% | Added |
| Fiera Capital Corp | 332,196 | $3.92M | 0.01% | +15,206+4.8% | Added |
| Ameriprise Financial Inc | 300,716 | $3.56M | 0.00% | +248,617+477.2% | Added |
| Raymond James & Associates | 263,579 | $3.11M | 0.00% | +19,845+8.1% | Added |
| Bank of America Corp | 241,281 | $2.84M | 0.00% | −42,388−14.9% | Reduced |
| Invesco Ltd. | 206,376 | $2.43M | 0.00% | −13,139−6.0% | Reduced |
| Morgan Stanley | 178,597 | $2.11M | 0.00% | −22,340−11.1% | Reduced |
| 1st Source Bank | 140,156 | $1.65M | 0.12% | −8,600−5.8% | Reduced |
| Capital Investment Advisors, LLC | 126,750 | $1.49M | 0.05% | −11,146−8.1% | Reduced |
| Van Eck Associates Corp | 113,413 | $1.34M | 0.00% | −33,446−22.8% | Reduced |
| Advisor Group Holdings, Inc. | 111,801 | $1.32M | 0.00% | −11,352−9.2% | Reduced |
| Wells Fargo & Company | 110,695 | $1.31M | 0.00% | +9,924+9.8% | Added |
| Nova R Wealth, Inc. | 100,687 | $1.19M | 0.98% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 93,528 | $1.10M | 0.02% | +93,528 | New |
| Raymond James Financial Services Advisors, Inc. | 91,824 | $1.08M | 0.00% | −31,606−25.6% | Reduced |
| UBS Group AG | 90,087 | $1.06M | 0.00% | −11,074−10.9% | Reduced |
| Rockefeller Capital Management L.P. | 71,031 | $837.0K | 0.00% | −15,500−17.9% | Reduced |
| Smith, Moore & Co. | 63,402 | $748.0K | 0.12% | −9,190−12.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 58,792 | $693.0K | 0.00% | −122,986−67.7% | Reduced |
| Goodwin Daniel L | 51,866 | $611.0K | 0.34% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 50,786 | $599.0K | 0.00% | +50,786 | New |
| Oppenheimer & Co Inc | 48,580 | $573.0K | 0.01% | +7,000+16.8% | Added |
| GWM Advisors LLC | 48,131 | $568.0K | 0.01% | +1,370+2.9% | Added |
| Independent Financial Group, LLC | 44,280 | $522.1K | 0.06% | +21,834+97.3% | Added |
| Relative Value Partners Group, LLC | 41,000 | $507.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 40,238 | $474.0K | 0.00% | +16,741+71.2% | Added |
| Tectonic Advisors LLC | 37,759 | $445.0K | 0.08% | +15,000+65.9% | Added |
| Royal Bank of Canada | 31,821 | $375.0K | 0.00% | −2,873−8.3% | Reduced |
| Gill Capital Partners, LLC | 32,227 | $375.0K | 0.16% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $369.0K | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 29,735 | $351.0K | 0.00% | −9,044−23.3% | Reduced |
| Snowden Capital Advisors LLC | 27,087 | $319.0K | 0.01% | +27,087 | New |
| IFP Advisors, Inc | 25,971 | $302.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 21,628 | $255.0K | 0.07% | +302+1.4% | Added |
| Bank of Montreal | 21,563 | $253.0K | 0.00% | +171+0.8% | Added |
| Americana Partners, LLC | 21,500 | $253.0K | 0.05% | +7,000+48.3% | Added |
| Cetera Investment Advisers | 20,520 | $242.0K | 0.00% | +5,090+33.0% | Added |
| Smith Anglin Financial, LLC | 18,141 | $214.0K | 0.06% | +18,141 | New |
| Creative Planning | 16,338 | $193.0K | 0.00% | +920+6.0% | Added |
| Wealthcare Advisory Partners LLC | 15,400 | $182.0K | 0.01% | −2,300−13.0% | Reduced |
| Financial Network Wealth Management LLC | 15,350 | $181.0K | 0.11% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 15,324 | $181.0K | 0.12% | +15,324 | New |
| National Asset Management, Inc. | 14,877 | $176.0K | 0.01% | +2,611+21.3% | Added |
| Koshinski Asset Management, Inc. | 14,868 | $175.0K | 0.02% | +208+1.4% | Added |
| US Bancorp | 14,545 | $171.0K | 0.00% | +10,000+220.0% | Added |
| Successful Portfolios LLC | 14,428 | $170.0K | 0.11% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 13,893 | $164.0K | 0.04% | +52+0.4% | Added |
| IHT Wealth Management, LLC | 13,590 | $160.0K | 0.01% | +135+1.0% | Added |
| Private Wealth Advisors | 11,774 | $149.0K | 0.06% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $147.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $141.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 11,703 | $138.0K | 0.00% | −2,072−15.0% | Reduced |
| RFG Advisory, LLC | 11,165 | $138.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $131.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,964 | $129.0K | 0.01% | +10,964 | New |
| Sonora Investment Management Group, LLC | 10,000 | $118.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 9,175 | $108.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 6,210 | $73.0K | 0.05% | −9,420−60.3% | Reduced |
| Fifth Third Bancorp | 4,669 | $55.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,700 | $43.6K | 0.00% | −2,042−35.6% | Reduced |
| SeaCrest Wealth Management, LLC | 3,500 | $41.0K | 0.01% | +3,500 | New |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $40.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,899 | $34.0K | 0.00% | −895−23.6% | Reduced |
| Spire Wealth Management | 2,514 | $30.0K | 0.00% | −2,514−50.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,877 | $22.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,709 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,682 | $20.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,703 | $19.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $14.0K | 0.00% | +1,191 | New |
| Anchor Investment Management, LLC | 1,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 840 | $10.0K | 0.00% | +840 | New |
| Citigroup Inc | 800 | $9.00K | 0.00% | +800 | New |
| Lake Point Wealth Management | 585 | $7.00K | 0.00% | +585 | New |
| Baystate Wealth Management LLC | 457 | $5.00K | 0.00% | +457 | New |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 189 | $2.00K | 0.00% | −301−61.4% | Reduced |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −149,215−100.0% | Sold out |
| Doyle Wealth Management | 0 | $0 | 0.00% | −125,603−100.0% | Sold out |
| BFT Financial Group, LLC | 0 | $0 | 0.00% | −110,794−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −93,159−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −77,770−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −58,496−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −25,674−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −23,897−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −20,097−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,613−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −13,293−100.0% | Sold out |
| Client 1st Advisory Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −5,796−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −1,614−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −284−100.0% | Sold out |