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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 189 | $2.00K | 0.00% | −301−61.4% | Reduced |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 457 | $5.00K | 0.00% | +457 | New |
| Lake Point Wealth Management | 585 | $7.00K | 0.00% | +585 | New |
| Citigroup Inc | 800 | $9.00K | 0.00% | +800 | New |
| Parallel Advisors, LLC | 840 | $10.0K | 0.00% | +840 | New |
| Anchor Investment Management, LLC | 1,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $14.0K | 0.00% | +1,191 | New |
| 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 |
| Umb Bank N A | 1,709 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,682 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,877 | $22.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,514 | $30.0K | 0.00% | −2,514−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,899 | $34.0K | 0.00% | −895−23.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $40.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,500 | $41.0K | 0.01% | +3,500 | New |
| American Portfolios Advisors | 3,700 | $43.6K | 0.00% | −2,042−35.6% | Reduced |
| Fifth Third Bancorp | 4,669 | $55.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 6,210 | $73.0K | 0.05% | −9,420−60.3% | Reduced |
| BlackRock Inc. | 9,175 | $108.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $118.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,964 | $129.0K | 0.01% | +10,964 | New |
| Dynamic Advisor Solutions LLC | 11,142 | $131.0K | 0.01% | 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 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $141.0K | 0.02% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $147.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $149.0K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,590 | $160.0K | 0.01% | +135+1.0% | Added |
| Ibex Wealth Advisors | 13,893 | $164.0K | 0.04% | +52+0.4% | Added |
| Successful Portfolios LLC | 14,428 | $170.0K | 0.11% | 00.0% | Unchanged |
| US Bancorp | 14,545 | $171.0K | 0.00% | +10,000+220.0% | Added |
| Koshinski Asset Management, Inc. | 14,868 | $175.0K | 0.02% | +208+1.4% | Added |
| National Asset Management, Inc. | 14,877 | $176.0K | 0.01% | +2,611+21.3% | Added |
| 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 |
| Wealthcare Advisory Partners LLC | 15,400 | $182.0K | 0.01% | −2,300−13.0% | Reduced |
| Creative Planning | 16,338 | $193.0K | 0.00% | +920+6.0% | Added |
| Smith Anglin Financial, LLC | 18,141 | $214.0K | 0.06% | +18,141 | New |
| Cetera Investment Advisers | 20,520 | $242.0K | 0.00% | +5,090+33.0% | 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 |
| Ellis Investment Partners, LLC | 21,628 | $255.0K | 0.07% | +302+1.4% | Added |
| IFP Advisors, Inc | 25,971 | $302.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 27,087 | $319.0K | 0.01% | +27,087 | New |
| LPL Financial LLC | 29,735 | $351.0K | 0.00% | −9,044−23.3% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $369.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Tectonic Advisors LLC | 37,759 | $445.0K | 0.08% | +15,000+65.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,238 | $474.0K | 0.00% | +16,741+71.2% | Added |
| Relative Value Partners Group, LLC | 41,000 | $507.0K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 44,280 | $522.1K | 0.06% | +21,834+97.3% | Added |
| GWM Advisors LLC | 48,131 | $568.0K | 0.01% | +1,370+2.9% | Added |
| Oppenheimer & Co Inc | 48,580 | $573.0K | 0.01% | +7,000+16.8% | Added |
| Cohen & Steers, Inc. | 50,786 | $599.0K | 0.00% | +50,786 | New |
| Goodwin Daniel L | 51,866 | $611.0K | 0.34% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 58,792 | $693.0K | 0.00% | −122,986−67.7% | Reduced |
| Smith, Moore & Co. | 63,402 | $748.0K | 0.12% | −9,190−12.7% | Reduced |
| Rockefeller Capital Management L.P. | 71,031 | $837.0K | 0.00% | −15,500−17.9% | Reduced |
| UBS Group AG | 90,087 | $1.06M | 0.00% | −11,074−10.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 91,824 | $1.08M | 0.00% | −31,606−25.6% | Reduced |
| Advisors Asset Management, Inc. | 93,528 | $1.10M | 0.02% | +93,528 | New |
| Nova R Wealth, Inc. | 100,687 | $1.19M | 0.98% | 00.0% | Unchanged |
| Wells Fargo & Company | 110,695 | $1.31M | 0.00% | +9,924+9.8% | Added |
| Advisor Group Holdings, Inc. | 111,801 | $1.32M | 0.00% | −11,352−9.2% | Reduced |
| Van Eck Associates Corp | 113,413 | $1.34M | 0.00% | −33,446−22.8% | Reduced |
| Capital Investment Advisors, LLC | 126,750 | $1.49M | 0.05% | −11,146−8.1% | Reduced |
| 1st Source Bank | 140,156 | $1.65M | 0.12% | −8,600−5.8% | Reduced |
| Morgan Stanley | 178,597 | $2.11M | 0.00% | −22,340−11.1% | Reduced |
| Invesco Ltd. | 206,376 | $2.43M | 0.00% | −13,139−6.0% | Reduced |
| Bank of America Corp | 241,281 | $2.84M | 0.00% | −42,388−14.9% | Reduced |
| Raymond James & Associates | 263,579 | $3.11M | 0.00% | +19,845+8.1% | Added |
| Ameriprise Financial Inc | 300,716 | $3.56M | 0.00% | +248,617+477.2% | Added |
| Fiera Capital Corp | 332,196 | $3.92M | 0.01% | +15,206+4.8% | Added |
| Commonwealth Equity Services, LLC | 388,760 | $4.58M | 0.01% | +88,701+29.6% | Added |
| 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 |