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