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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 521 | $5.00K | 0.00% | −1,182−69.4% | Reduced |
| Wolverine Asset Management LLC | 977 | $9.00K | 0.00% | +977 | New |
| Anchor Investment Management, LLC | 1,000 | $9.80K | 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 |
| Umb Bank N A | 1,709 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 2,399 | $24.0K | 0.00% | −500−17.2% | Reduced |
| Fifth Third Bancorp | 2,935 | $29.0K | 0.00% | −1,734−37.1% | Reduced |
| Jones Financial Companies LLLP | 3,700 | $36.0K | 0.00% | +3,700 | New |
| American Portfolios Advisors | 3,700 | $36.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $45.0K | 0.00% | −10,000−68.8% | Reduced |
| Worth Asset Management, LLC | 6,210 | $61.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,620 | $64.0K | 0.00% | +5,120+341.3% | Added |
| BlackRock Inc. | 9,175 | $90.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,796 | $106.0K | 0.01% | +10,796 | New |
| Dynamic Advisor Solutions LLC | 11,142 | $109.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,165 | $113.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $115.0K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,793 | $116.0K | 0.00% | −8,727−42.5% | Reduced |
| Truist Financial Corp | 11,903 | $117.0K | 0.00% | +200+1.7% | 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 |
| Moors & Cabot, Inc. | 12,110 | $119.0K | 0.01% | +1,146+10.5% | Added |
| Drive Wealth Management, LLC | 12,314 | $121.0K | 0.12% | +12,314 | New |
| Staley Capital Advisers Inc | 12,500 | $122.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,721 | $134.0K | 0.01% | +131+1.0% | Added |
| Ibex Wealth Advisors | 13,944 | $137.0K | 0.04% | +51+0.4% | Added |
| Successful Portfolios LLC | 14,428 | $141.0K | 0.10% | 00.0% | Unchanged |
| National Asset Management, Inc. | 14,891 | $146.0K | 0.00% | +14+0.1% | Added |
| 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 |
| 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 |
| Americana Partners, LLC | 21,500 | $210.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 21,919 | $214.0K | 0.06% | +291+1.3% | Added |
| Bank of Montreal | 23,735 | $248.0K | 0.00% | +2,172+10.1% | Added |
| Snowden Capital Advisors LLC | 27,305 | $267.0K | 0.01% | +218+0.8% | Added |
| LPL Financial LLC | 30,930 | $303.0K | 0.00% | +1,195+4.0% | Added |
| Twin Focus Capital Partners, LLC | 31,294 | $307.0K | 0.07% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 32,227 | $316.0K | 0.17% | 00.0% | Unchanged |
| Royal Bank of Canada | 33,659 | $329.0K | 0.00% | +1,838+5.8% | Added |
| Tectonic Advisors LLC | 37,759 | $370.0K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 38,276 | $375.0K | 0.00% | −1,962−4.9% | Reduced |
| Relative Value Partners Group, LLC | 41,000 | $404.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,372 | $405.0K | 0.03% | +41,372 | New |
| GWM Advisors LLC | 43,331 | $424.0K | 0.01% | −4,800−10.0% | Reduced |
| Baird Financial Group, Inc. | 46,635 | $457.0K | 0.00% | +46,635 | New |
| Oppenheimer & Co Inc | 48,715 | $477.0K | 0.01% | +135+0.3% | Added |
| Goodwin Daniel L | 51,866 | $509.0K | 0.29% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52,993 | $519.0K | 0.00% | −5,799−9.9% | Reduced |
| Rockefeller Capital Management L.P. | 53,531 | $524.0K | 0.00% | −17,500−24.6% | Reduced |
| Independent Financial Group, LLC | 56,883 | $557.5K | 0.05% | +12,603+28.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,022 | $627.0K | 0.00% | −27,802−30.3% | Reduced |
| Smith, Moore & Co. | 74,554 | $731.0K | 0.11% | +11,152+17.6% | Added |
| IFP Advisors, Inc | 63,858 | $745.0K | 0.02% | +37,887+145.9% | Added |
| UBS Group AG | 86,200 | $845.0K | 0.00% | −3,887−4.3% | Reduced |
| Van Eck Associates Corp | 90,930 | $891.0K | 0.00% | −22,483−19.8% | Reduced |
| Advisors Asset Management, Inc. | 92,573 | $907.0K | 0.02% | −955−1.0% | Reduced |
| Wells Fargo & Company | 97,887 | $959.0K | 0.00% | −12,808−11.6% | Reduced |
| Nova R Wealth, Inc. | 100,687 | $987.0K | 0.80% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 105,408 | $1.03M | 0.00% | −6,393−5.7% | Reduced |
| Capital Investment Advisors, LLC | 125,086 | $1.23M | 0.04% | −1,664−1.3% | Reduced |
| 1st Source Bank | 138,487 | $1.36M | 0.10% | −1,669−1.2% | Reduced |
| Invesco Ltd. | 148,318 | $1.45M | 0.00% | −58,058−28.1% | Reduced |
| Morgan Stanley | 179,608 | $1.76M | 0.00% | +1,011+0.6% | Added |
| Raymond James & Associates | 180,131 | $1.76M | 0.00% | −83,448−31.7% | Reduced |
| Bank of America Corp | 213,549 | $2.09M | 0.00% | −27,732−11.5% | Reduced |
| Fiera Capital Corp | 330,258 | $3.22M | 0.01% | −1,938−0.6% | Reduced |
| Ameriprise Financial Inc | 385,663 | $3.77M | 0.00% | +84,947+28.2% | Added |
| Commonwealth Equity Services, LLC | 431,089 | $4.22M | 0.01% | +42,329+10.9% | Added |
| 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 |