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