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, Q2 2023
Institutional positions in Franklin Municipal Opportunities Trust as of Jun 30, 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
- 71
- +2 vs. Q1 2023
- Shares held
- 4.91M
- +398.0K (+8.8%) vs. Q1 2023
- Total value
- $50.2M
- +$3.45M (+7.4%) vs. Q1 2023
- New holders
- 11
- 18 more added
- Sold out
- 9
- 20 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 740,735 | $7.57M | 0.00% | −70,682−8.7% | Reduced |
| Melfa Wealth Management, LLC | 486,214 | $4.96M | 5.03% | +1,465+0.3% | Added |
| Commonwealth Equity Services, LLC | 405,651 | $4.14M | 0.01% | +1,128+0.3% | Added |
| Morgan Stanley | 234,431 | $2.39M | 0.00% | −32,536−12.2% | Reduced |
| Bank of America Corp | 231,921 | $2.37M | 0.00% | +20,921+9.9% | Added |
| UBS Group AG | 219,344 | $2.24M | 0.00% | +174,685+391.2% | Added |
| Van Eck Associates Corp | 174,130 | $1.78M | 0.00% | +52,768+43.5% | Added |
| Raymond James & Associates | 171,346 | $1.75M | 0.00% | −19,779−10.3% | Reduced |
| Cohen & Steers, Inc. | 150,923 | $1.54M | 0.00% | +113,217+300.3% | Added |
| Rockefeller Capital Management L.P. | 142,404 | $1.45M | 0.01% | +15,820+12.5% | Added |
| Capital Investment Advisors, LLC | 118,272 | $1.21M | 0.04% | −377−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 117,485 | $1.20M | 0.00% | −232−0.2% | Reduced |
| Invesco Ltd. | 116,036 | $1.18M | 0.00% | +28,782+33.0% | Added |
| Advisors Asset Management, Inc. | 100,296 | $1.02M | 0.02% | +100,296 | New |
| Nova R Wealth, Inc. | 99,997 | $1.02M | 0.69% | −690−0.7% | Reduced |
| 1st Source Bank | 81,503 | $832.1K | 0.05% | −5,979−6.8% | Reduced |
| Smith, Moore & Co. | 76,737 | $783.5K | 0.10% | −4,748−5.8% | Reduced |
| Oppenheimer & Co Inc | 71,735 | $732.4K | 0.01% | +3,524+5.2% | Added |
| Wells Fargo & Company | 70,809 | $723.0K | 0.00% | −22,736−24.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 69,661 | $711.2K | 0.00% | −16,469−19.1% | Reduced |
| Baird Financial Group, Inc. | 69,637 | $711.0K | 0.00% | +23,385+50.6% | Added |
| LPL Financial LLC | 62,502 | $638.1K | 0.00% | −66,009−51.4% | Reduced |
| Millennium Management LLC | 60,814 | $620.9K | 0.00% | +60,814 | New |
| Cambridge Investment Research Advisors, Inc. | 53,099 | $542.0K | 0.00% | +5,517+11.6% | Added |
| Goodwin Daniel L | 51,866 | $529.6K | 0.25% | 00.0% | Unchanged |
| GWM Advisors LLC | 50,200 | $512.5K | 0.01% | −8,931−15.1% | Reduced |
| Landscape Capital Management, L.L.C. | 49,096 | $501.3K | 0.07% | +19,992+68.7% | Added |
| Clough Capital Partners L P | 45,400 | $463.5K | 0.05% | +45,400 | New |
| Northwestern Mutual Wealth Management Co | 41,073 | $419.4K | 0.00% | −8,742−17.5% | Reduced |
| Tectonic Advisors LLC | 38,217 | $390.2K | 0.05% | +458+1.2% | Added |
| Wolverine Asset Management LLC | 36,399 | $371.6K | 0.01% | +23,436+180.8% | Added |
| Relative Value Partners Group, LLC | 32,000 | $326.7K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 31,409 | $321.0K | 0.00% | −2,195−6.5% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $319.5K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 30,827 | $314.7K | 0.13% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26,346 | $307.5K | 0.02% | −9,565−26.6% | Reduced |
| Cresset Asset Management, LLC | 21,900 | $224.4K | 0.00% | +21,900 | New |
| Quarry LP | 20,200 | $206.2K | 0.13% | +20,200 | New |
| Ellis Investment Partners, LLC | 18,215 | $186.0K | 0.05% | +217+1.2% | Added |
| National Asset Management, Inc. | 15,489 | $158.7K | 0.00% | +8+0.1% | Added |
| Collaborative Wealth Managment Inc. | 15,324 | $156.5K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,536 | $148.4K | 0.00% | +14,536 | New |
| Stifel Financial Corp | 14,403 | $147.1K | 0.00% | −6,184−30.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,315 | $135.9K | 0.01% | −20−0.1% | Reduced |
| Saba Capital Management, L.P. | 13,042 | $133.2K | 0.00% | +13,042 | New |
| Independent Financial Group, LLC | 12,608 | $128.7K | 0.01% | −24,224−65.8% | Reduced |
| Staley Capital Advisers Inc | 12,500 | $127.6K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $126.9K | 0.11% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,150 | $124.1K | 0.01% | +1,103+10.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $122.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $120.2K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 11,250 | $116.0K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,165 | $114.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $113.8K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,904 | $111.3K | 0.00% | −1,016−8.5% | Reduced |
| Seelaus Asset Management LLC | 10,488 | $107.0K | 0.08% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $102.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,356 | $95.5K | 0.02% | +9,356 | New |
| The PNC Financial Services Group, Inc. | 6,255 | $63.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $46.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,165 | $42.5K | 0.00% | +4,165 | New |
| St Germain D J Co Inc | 3,000 | $30.6K | 0.00% | +3,000 | New |
| Fifth Third Bancorp | 2,539 | $25.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,514 | $25.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,122 | $22.0K | 0.00% | +7+0.3% | Added |
| Harbour Investments, Inc. | 1,408 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $11.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 521 | $5.32K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 449 | $4.58K | 0.00% | +449 | New |
| FNY Investment Advisers, LLC | 300 | $3.00K | 0.00% | −400−57.1% | Reduced |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −19,063−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −14,325−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −14,009−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,284−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −323−100.0% | Sold out |