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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 500 | $5.42K | 0.00% | +500 | New |
| Geneos Wealth Management Inc. | 521 | $5.65K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $7.00K | 0.01% | +300+75.0% | Added |
| Anchor Investment Management, LLC | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,877 | $20.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,107 | $23.0K | 0.00% | +240+12.9% | Added |
| Fifth Third Bancorp | 2,539 | $27.5K | 0.00% | −396−13.5% | Reduced |
| US Bancorp | 4,545 | $49.3K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 6,210 | $67.4K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,255 | $67.9K | 0.00% | −365−5.5% | Reduced |
| BlackRock Inc. | 9,175 | $99.5K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $108.5K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,488 | $114.0K | 0.09% | +10,488 | New |
| Dynamic Advisor Solutions LLC | 11,142 | $120.9K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 11,267 | $122.0K | 0.03% | −2,677−19.2% | Reduced |
| Financial Network Wealth Management LLC | 11,250 | $122.1K | 0.07% | −4,100−26.7% | Reduced |
| Private Wealth Advisors | 11,774 | $127.8K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $130.2K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,165 | $131.4K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,245 | $132.9K | 0.01% | +135+1.1% | Added |
| Cetera Investment Advisers | 12,378 | $134.3K | 0.00% | +585+5.0% | Added |
| Drive Wealth Management, LLC | 12,329 | $134.4K | 0.07% | +15+0.1% | Added |
| Americana Partners, LLC | 12,500 | $135.6K | 0.02% | −9,000−41.9% | Reduced |
| Staley Capital Advisers Inc | 12,500 | $136.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,870 | $150.5K | 0.01% | +149+1.1% | Added |
| Stifel Financial Corp | 14,087 | $152.8K | 0.00% | +14,087 | New |
| Capital Analysts, LLC | 14,325 | $155.0K | 0.01% | +14,325 | New |
| Successful Portfolios LLC | 14,428 | $157.0K | 0.10% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 14,820 | $160.8K | 0.16% | +14,820 | New |
| Collaborative Wealth Managment Inc. | 15,324 | $166.3K | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 15,400 | $167.1K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,472 | $168.7K | 0.00% | +581+3.9% | Added |
| Ellis Investment Partners, LLC | 17,749 | $192.6K | 0.05% | −4,170−19.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,204 | $208.4K | 0.02% | −22,168−53.6% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $339.5K | 0.07% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 32,227 | $349.7K | 0.17% | 00.0% | Unchanged |
| Royal Bank of Canada | 33,604 | $364.0K | 0.00% | −55−0.2% | Reduced |
| Relative Value Partners Group, LLC | 36,000 | $390.6K | 0.03% | −5,000−12.2% | Reduced |
| Tectonic Advisors LLC | 37,759 | $409.7K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 41,940 | $455.0K | 0.04% | −14,943−26.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 43,698 | $474.0K | 0.00% | +5,422+14.2% | Added |
| GWM Advisors LLC | 54,331 | $490.5K | 0.01% | +11,000+25.4% | Added |
| Baird Financial Group, Inc. | 46,393 | $503.0K | 0.00% | −242−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 49,305 | $535.0K | 0.00% | −3,688−7.0% | Reduced |
| Goodwin Daniel L | 51,866 | $562.7K | 0.29% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49,584 | $578.0K | 0.02% | −14,274−22.4% | Reduced |
| Rockefeller Capital Management L.P. | 58,531 | $635.0K | 0.00% | +5,000+9.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,036 | $694.8K | 0.00% | +140.0% | Added |
| Oppenheimer & Co Inc | 65,369 | $709.3K | 0.02% | +16,654+34.2% | Added |
| Smith, Moore & Co. | 81,581 | $885.2K | 0.12% | +7,027+9.4% | Added |
| UBS Group AG | 83,933 | $910.7K | 0.00% | −2,267−2.6% | Reduced |
| 1st Source Bank | 87,477 | $949.1K | 0.06% | −51,010−36.8% | Reduced |
| Wells Fargo & Company | 97,555 | $1.06M | 0.00% | −332−0.3% | Reduced |
| Nova R Wealth, Inc. | 100,687 | $1.09M | 0.80% | 00.0% | Unchanged |
| Van Eck Associates Corp | 109,100 | $1.18M | 0.00% | +18,170+20.0% | Added |
| Invesco Ltd. | 114,333 | $1.24M | 0.00% | −33,985−22.9% | Reduced |
| Advisor Group Holdings, Inc. | 117,155 | $1.27M | 0.00% | +11,747+11.1% | Added |
| Capital Investment Advisors, LLC | 118,645 | $1.29M | 0.04% | −6,441−5.1% | Reduced |
| LPL Financial LLC | 122,272 | $1.33M | 0.00% | +91,342+295.3% | Added |
| Raymond James & Associates | 188,981 | $2.05M | 0.00% | +8,850+4.9% | Added |
| Morgan Stanley | 252,727 | $2.74M | 0.00% | +73,119+40.7% | Added |
| Bank of America Corp | 285,419 | $3.10M | 0.00% | +71,870+33.7% | Added |
| Commonwealth Equity Services, LLC | 415,781 | $4.51M | 0.01% | −15,308−3.6% | Reduced |
| Melfa Wealth Management, LLC | 479,635 | $5.20M | 5.44% | +479,635 | New |
| Ameriprise Financial Inc | 703,633 | $7.62M | 0.00% | +317,970+82.4% | Added |
| 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 |