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, Q4 2022
Institutional positions in Franklin Municipal Opportunities Trust as of Dec 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
- 66
- −6 vs. Q3 2022
- Shares held
- 4.40M
- +461.6K (+11.7%) vs. Q3 2022
- Total value
- $47.7M
- +$8.95M (+23.1%) vs. Q3 2022
- New holders
- 6
- 20 more added
- Sold out
- 12
- 19 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 703,633 | $7.62M | 0.00% | +317,970+82.4% | Added |
| Melfa Wealth Management, LLC | 479,635 | $5.20M | 5.44% | +479,635 | New |
| Commonwealth Equity Services, LLC | 415,781 | $4.51M | 0.01% | −15,308−3.6% | Reduced |
| Bank of America Corp | 285,419 | $3.10M | 0.00% | +71,870+33.7% | Added |
| Morgan Stanley | 252,727 | $2.74M | 0.00% | +73,119+40.7% | Added |
| Raymond James & Associates | 188,981 | $2.05M | 0.00% | +8,850+4.9% | Added |
| LPL Financial LLC | 122,272 | $1.33M | 0.00% | +91,342+295.3% | Added |
| Capital Investment Advisors, LLC | 118,645 | $1.29M | 0.04% | −6,441−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 117,155 | $1.27M | 0.00% | +11,747+11.1% | Added |
| Invesco Ltd. | 114,333 | $1.24M | 0.00% | −33,985−22.9% | Reduced |
| Van Eck Associates Corp | 109,100 | $1.18M | 0.00% | +18,170+20.0% | Added |
| Nova R Wealth, Inc. | 100,687 | $1.09M | 0.80% | 00.0% | Unchanged |
| Wells Fargo & Company | 97,555 | $1.06M | 0.00% | −332−0.3% | Reduced |
| 1st Source Bank | 87,477 | $949.1K | 0.06% | −51,010−36.8% | Reduced |
| UBS Group AG | 83,933 | $910.7K | 0.00% | −2,267−2.6% | Reduced |
| Smith, Moore & Co. | 81,581 | $885.2K | 0.12% | +7,027+9.4% | Added |
| Oppenheimer & Co Inc | 65,369 | $709.3K | 0.02% | +16,654+34.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,036 | $694.8K | 0.00% | +140.0% | Added |
| Rockefeller Capital Management L.P. | 58,531 | $635.0K | 0.00% | +5,000+9.3% | Added |
| IFP Advisors, Inc | 49,584 | $578.0K | 0.02% | −14,274−22.4% | Reduced |
| Goodwin Daniel L | 51,866 | $562.7K | 0.29% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 49,305 | $535.0K | 0.00% | −3,688−7.0% | Reduced |
| Baird Financial Group, Inc. | 46,393 | $503.0K | 0.00% | −242−0.5% | Reduced |
| GWM Advisors LLC | 54,331 | $490.5K | 0.01% | +11,000+25.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 43,698 | $474.0K | 0.00% | +5,422+14.2% | Added |
| Independent Financial Group, LLC | 41,940 | $455.0K | 0.04% | −14,943−26.3% | Reduced |
| Tectonic Advisors LLC | 37,759 | $409.7K | 0.06% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 36,000 | $390.6K | 0.03% | −5,000−12.2% | Reduced |
| Royal Bank of Canada | 33,604 | $364.0K | 0.00% | −55−0.2% | Reduced |
| Gill Capital Partners, LLC | 32,227 | $349.7K | 0.17% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $339.5K | 0.07% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,204 | $208.4K | 0.02% | −22,168−53.6% | Reduced |
| Ellis Investment Partners, LLC | 17,749 | $192.6K | 0.05% | −4,170−19.0% | Reduced |
| National Asset Management, Inc. | 15,472 | $168.7K | 0.00% | +581+3.9% | Added |
| Wealthcare Advisory Partners LLC | 15,400 | $167.1K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 15,324 | $166.3K | 0.11% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 14,820 | $160.8K | 0.16% | +14,820 | New |
| Successful Portfolios LLC | 14,428 | $157.0K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 14,325 | $155.0K | 0.01% | +14,325 | New |
| Stifel Financial Corp | 14,087 | $152.8K | 0.00% | +14,087 | New |
| IHT Wealth Management, LLC | 13,870 | $150.5K | 0.01% | +149+1.1% | Added |
| Staley Capital Advisers Inc | 12,500 | $136.0K | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 12,500 | $135.6K | 0.02% | −9,000−41.9% | Reduced |
| Drive Wealth Management, LLC | 12,329 | $134.4K | 0.07% | +15+0.1% | Added |
| Cetera Investment Advisers | 12,378 | $134.3K | 0.00% | +585+5.0% | Added |
| Moors & Cabot, Inc. | 12,245 | $132.9K | 0.01% | +135+1.1% | Added |
| RFG Advisory, LLC | 11,165 | $131.4K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $130.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $127.8K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 11,250 | $122.1K | 0.07% | −4,100−26.7% | Reduced |
| Ibex Wealth Advisors | 11,267 | $122.0K | 0.03% | −2,677−19.2% | Reduced |
| Dynamic Advisor Solutions LLC | 11,142 | $120.9K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,488 | $114.0K | 0.09% | +10,488 | New |
| Sonora Investment Management Group, LLC | 10,000 | $108.5K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 9,175 | $99.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,255 | $67.9K | 0.00% | −365−5.5% | Reduced |
| Worth Asset Management, LLC | 6,210 | $67.4K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $49.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,539 | $27.5K | 0.00% | −396−13.5% | Reduced |
| CWM, LLC | 2,107 | $23.0K | 0.00% | +240+12.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,877 | $20.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $7.00K | 0.01% | +300+75.0% | Added |
| Geneos Wealth Management Inc. | 521 | $5.65K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 500 | $5.42K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −330,258−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −92,573−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −27,305−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −23,735−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −15,418−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,903−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −10,796−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −2,399−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |