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, Q3 2022
Institutional positions in Franklin Municipal Opportunities Trust as of Sep 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
- 73
- −3 vs. Q2 2022
- Shares held
- 3.94M
- −77.8K (−1.9%) vs. Q2 2022
- Total value
- $38.7M
- −$8.66M (−18.3%) vs. Q2 2022
- New holders
- 6
- 20 more added
- Sold out
- 9
- 22 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 431,089 | $4.22M | 0.01% | +42,329+10.9% | Added |
| Ameriprise Financial Inc | 385,663 | $3.77M | 0.00% | +84,947+28.2% | Added |
| Fiera Capital Corp | 330,258 | $3.22M | 0.01% | −1,938−0.6% | Reduced |
| Bank of America Corp | 213,549 | $2.09M | 0.00% | −27,732−11.5% | Reduced |
| Raymond James & Associates | 180,131 | $1.76M | 0.00% | −83,448−31.7% | Reduced |
| Morgan Stanley | 179,608 | $1.76M | 0.00% | +1,011+0.6% | Added |
| Invesco Ltd. | 148,318 | $1.45M | 0.00% | −58,058−28.1% | Reduced |
| 1st Source Bank | 138,487 | $1.36M | 0.10% | −1,669−1.2% | Reduced |
| Capital Investment Advisors, LLC | 125,086 | $1.23M | 0.04% | −1,664−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 105,408 | $1.03M | 0.00% | −6,393−5.7% | Reduced |
| Nova R Wealth, Inc. | 100,687 | $987.0K | 0.80% | 00.0% | Unchanged |
| Wells Fargo & Company | 97,887 | $959.0K | 0.00% | −12,808−11.6% | Reduced |
| Advisors Asset Management, Inc. | 92,573 | $907.0K | 0.02% | −955−1.0% | Reduced |
| Van Eck Associates Corp | 90,930 | $891.0K | 0.00% | −22,483−19.8% | Reduced |
| UBS Group AG | 86,200 | $845.0K | 0.00% | −3,887−4.3% | Reduced |
| IFP Advisors, Inc | 63,858 | $745.0K | 0.02% | +37,887+145.9% | Added |
| Smith, Moore & Co. | 74,554 | $731.0K | 0.11% | +11,152+17.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,022 | $627.0K | 0.00% | −27,802−30.3% | Reduced |
| Independent Financial Group, LLC | 56,883 | $557.5K | 0.05% | +12,603+28.5% | Added |
| Rockefeller Capital Management L.P. | 53,531 | $524.0K | 0.00% | −17,500−24.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 52,993 | $519.0K | 0.00% | −5,799−9.9% | Reduced |
| Goodwin Daniel L | 51,866 | $509.0K | 0.29% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 48,715 | $477.0K | 0.01% | +135+0.3% | Added |
| Baird Financial Group, Inc. | 46,635 | $457.0K | 0.00% | +46,635 | New |
| GWM Advisors LLC | 43,331 | $424.0K | 0.01% | −4,800−10.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,372 | $405.0K | 0.03% | +41,372 | New |
| Relative Value Partners Group, LLC | 41,000 | $404.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 38,276 | $375.0K | 0.00% | −1,962−4.9% | Reduced |
| Tectonic Advisors LLC | 37,759 | $370.0K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 33,659 | $329.0K | 0.00% | +1,838+5.8% | Added |
| Gill Capital Partners, LLC | 32,227 | $316.0K | 0.17% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $307.0K | 0.07% | 00.0% | Unchanged |
| LPL Financial LLC | 30,930 | $303.0K | 0.00% | +1,195+4.0% | Added |
| Snowden Capital Advisors LLC | 27,305 | $267.0K | 0.01% | +218+0.8% | Added |
| Bank of Montreal | 23,735 | $248.0K | 0.00% | +2,172+10.1% | Added |
| Ellis Investment Partners, LLC | 21,919 | $214.0K | 0.06% | +291+1.3% | Added |
| Americana Partners, LLC | 21,500 | $210.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 15,418 | $151.0K | 0.00% | −920−5.6% | Reduced |
| Wealthcare Advisory Partners LLC | 15,400 | $151.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 15,350 | $150.0K | 0.09% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 15,324 | $150.0K | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 14,891 | $146.0K | 0.00% | +14+0.1% | Added |
| Successful Portfolios LLC | 14,428 | $141.0K | 0.10% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 13,944 | $137.0K | 0.04% | +51+0.4% | Added |
| IHT Wealth Management, LLC | 13,721 | $134.0K | 0.01% | +131+1.0% | Added |
| Staley Capital Advisers Inc | 12,500 | $122.0K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 12,314 | $121.0K | 0.12% | +12,314 | New |
| Moors & Cabot, Inc. | 12,110 | $119.0K | 0.01% | +1,146+10.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $118.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $118.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 11,903 | $117.0K | 0.00% | +200+1.7% | Added |
| Cetera Investment Advisers | 11,793 | $116.0K | 0.00% | −8,727−42.5% | Reduced |
| Private Wealth Advisors | 11,774 | $115.0K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,165 | $113.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $109.0K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,796 | $106.0K | 0.01% | +10,796 | New |
| BlackRock Inc. | 9,175 | $90.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,620 | $64.0K | 0.00% | +5,120+341.3% | Added |
| Worth Asset Management, LLC | 6,210 | $61.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $45.0K | 0.00% | −10,000−68.8% | Reduced |
| American Portfolios Advisors | 3,700 | $36.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,700 | $36.0K | 0.00% | +3,700 | New |
| Fifth Third Bancorp | 2,935 | $29.0K | 0.00% | −1,734−37.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,399 | $24.0K | 0.00% | −500−17.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,877 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,867 | $18.0K | 0.00% | +185+11.0% | Added |
| Umb Bank N A | 1,709 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,240 | $12.0K | 0.00% | +400+47.6% | Added |
| Anchor Investment Management, LLC | 1,000 | $9.80K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 977 | $9.00K | 0.00% | +977 | New |
| Geneos Wealth Management Inc. | 521 | $5.00K | 0.00% | −1,182−69.4% | Reduced |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −50,786−100.0% | Sold out |
| Smith Anglin Financial, LLC | 0 | $0 | 0.00% | −18,141−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −14,868−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −3,360−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Lake Point Wealth Management | – | – | – | – | Not filed |