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, Q1 2023
Institutional positions in Franklin Municipal Opportunities Trust as of Mar 31, 2023. 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
- 69
- +3 vs. Q4 2022
- Shares held
- 4.52M
- +118.9K (+2.7%) vs. Q4 2022
- Total value
- $46.8M
- −$884.3K (−1.9%) vs. Q4 2022
- New holders
- 8
- 20 more added
- Sold out
- 5
- 17 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 811,417 | $8.36M | 0.00% | +107,784+15.3% | Added |
| Melfa Wealth Management, LLC | 484,749 | $5.02M | 5.02% | +5,114+1.1% | Added |
| Commonwealth Equity Services, LLC | 404,523 | $4.19M | 0.01% | −11,258−2.7% | Reduced |
| Morgan Stanley | 266,967 | $2.77M | 0.00% | +14,240+5.6% | Added |
| Bank of America Corp | 211,000 | $2.19M | 0.00% | −74,419−26.1% | Reduced |
| Raymond James & Associates | 191,125 | $1.98M | 0.00% | +2,144+1.1% | Added |
| LPL Financial LLC | 128,511 | $1.33M | 0.00% | +6,239+5.1% | Added |
| Rockefeller Capital Management L.P. | 126,584 | $1.31M | 0.01% | +68,053+116.3% | Added |
| Van Eck Associates Corp | 121,362 | $1.26M | 0.00% | +12,262+11.2% | Added |
| Capital Investment Advisors, LLC | 118,649 | $1.23M | 0.04% | +40.0% | Added |
| Advisor Group Holdings, Inc. | 117,717 | $1.22M | 0.00% | +562+0.5% | Added |
| Nova R Wealth, Inc. | 100,687 | $1.04M | 0.71% | 00.0% | Unchanged |
| Wells Fargo & Company | 93,545 | $969.1K | 0.00% | −4,010−4.1% | Reduced |
| 1st Source Bank | 87,482 | $906.3K | 0.06% | +50.0% | Added |
| Invesco Ltd. | 87,254 | $904.0K | 0.00% | −27,079−23.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 86,130 | $892.3K | 0.00% | +22,094+34.5% | Added |
| Smith, Moore & Co. | 81,485 | $844.2K | 0.11% | −96−0.1% | Reduced |
| Oppenheimer & Co Inc | 68,211 | $706.7K | 0.01% | +2,842+4.3% | Added |
| GWM Advisors LLC | 59,131 | $598.6K | 0.01% | +4,800+8.8% | Added |
| Goodwin Daniel L | 51,866 | $537.3K | 0.27% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 49,815 | $516.1K | 0.00% | +510+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,582 | $493.0K | 0.00% | +3,884+8.9% | Added |
| Baird Financial Group, Inc. | 46,252 | $479.2K | 0.00% | −141−0.3% | Reduced |
| UBS Group AG | 44,659 | $462.7K | 0.00% | −39,274−46.8% | Reduced |
| IFP Advisors, Inc | 35,911 | $419.1K | 0.02% | −13,673−27.6% | Reduced |
| Tectonic Advisors LLC | 37,759 | $391.2K | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 37,706 | $391.0K | 0.00% | +37,706 | New |
| Independent Financial Group, LLC | 36,832 | $381.6K | 0.03% | −5,108−12.2% | Reduced |
| Royal Bank of Canada | 33,604 | $348.0K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 32,000 | $331.5K | 0.02% | −4,000−11.1% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $324.2K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 30,827 | $319.4K | 0.14% | −1,400−4.3% | Reduced |
| Landscape Capital Management, L.L.C. | 29,104 | $301.5K | 0.04% | +29,104 | New |
| Stifel Financial Corp | 20,587 | $213.3K | 0.00% | +6,500+46.1% | Added |
| Robinson Capital Management, LLC | 19,063 | $194.7K | 0.09% | +19,063 | New |
| Ellis Investment Partners, LLC | 17,998 | $186.5K | 0.05% | +249+1.4% | Added |
| National Asset Management, Inc. | 15,481 | $161.2K | 0.00% | +9+0.1% | Added |
| Collaborative Wealth Managment Inc. | 15,324 | $158.8K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 14,325 | $148.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,009 | $145.1K | 0.01% | +139+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,335 | $138.2K | 0.01% | −5,869−30.6% | Reduced |
| Wolverine Asset Management LLC | 12,963 | $134.3K | 0.00% | +12,963 | New |
| Americana Partners, LLC | 12,500 | $129.5K | 0.02% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $129.0K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $128.8K | 0.08% | −2,000−13.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $124.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,920 | $123.5K | 0.00% | −458−3.7% | Reduced |
| Private Wealth Advisors | 11,774 | $122.0K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 11,300 | $117.7K | 0.05% | −1,029−8.3% | Reduced |
| Financial Network Wealth Management LLC | 11,250 | $116.5K | 0.06% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,165 | $115.7K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $115.4K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,047 | $114.4K | 0.01% | −1,198−9.8% | Reduced |
| Seelaus Asset Management LLC | 10,488 | $107.0K | 0.08% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $103.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,255 | $64.8K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 4,820 | $49.9K | 0.03% | −10,000−67.5% | Reduced |
| US Bancorp | 4,545 | $47.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,284 | $32.9K | 0.00% | +3,284 | New |
| Fifth Third Bancorp | 2,539 | $26.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,514 | $26.0K | 0.00% | +2,514 | New |
| CWM, LLC | 2,115 | $22.0K | 0.00% | +8+0.4% | Added |
| Harbour Investments, Inc. | 1,408 | $14.6K | 0.00% | +1,408 | New |
| Mascoma Wealth Management LLC | 1,191 | $12.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $7.00K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 521 | $5.40K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 500 | $5.18K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 323 | $3.35K | 0.00% | +323 | New |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −11,267−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −9,175−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −6,210−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,877−100.0% | Sold out |