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, Q3 2023
Institutional positions in Franklin Municipal Opportunities Trust as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 5.42M
- +509.5K (+10.4%) vs. Q2 2023
- Total value
- $49.7M
- −$506.1K (−1.0%) vs. Q2 2023
- New holders
- 7
- 15 more added
- Sold out
- 7
- 25 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 786,455 | $7.23M | 0.00% | +45,720+6.2% | Added |
| Robinson Capital Management, LLC | 637,673 | $5.69M | 2.53% | +637,673 | New |
| Melfa Wealth Management, LLC | 484,293 | $4.46M | 4.84% | −1,921−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 380,257 | $3.50M | 0.01% | −25,394−6.3% | Reduced |
| UBS Group AG | 230,595 | $2.12M | 0.00% | +11,251+5.1% | Added |
| Morgan Stanley | 225,143 | $2.07M | 0.00% | −9,288−4.0% | Reduced |
| Van Eck Associates Corp | 204,601 | $1.88M | 0.00% | +30,471+17.5% | Added |
| Bank of America Corp | 194,201 | $1.79M | 0.00% | −37,720−16.3% | Reduced |
| Raymond James & Associates | 163,451 | $1.50M | 0.00% | −7,895−4.6% | Reduced |
| Advisors Asset Management, Inc. | 148,067 | $1.36M | 0.03% | +47,771+47.6% | Added |
| Advisor Group Holdings, Inc. | 140,816 | $1.30M | 0.00% | +23,331+19.9% | Added |
| Rockefeller Capital Management L.P. | 130,519 | $1.20M | 0.00% | −11,885−8.3% | Reduced |
| Invesco Ltd. | 120,203 | $1.11M | 0.00% | +4,167+3.6% | Added |
| Capital Investment Advisors, LLC | 114,572 | $1.05M | 0.03% | −3,700−3.1% | Reduced |
| Nova R Wealth, Inc. | 99,997 | $920.0K | 0.64% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 70,836 | $651.7K | 0.11% | +70,836 | New |
| Baird Financial Group, Inc. | 68,287 | $628.2K | 0.00% | −1,350−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 67,793 | $623.7K | 0.00% | +26,720+65.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 65,307 | $600.8K | 0.00% | −4,354−6.3% | Reduced |
| 1st Source Bank | 65,211 | $599.9K | 0.04% | −16,292−20.0% | Reduced |
| LPL Financial LLC | 61,326 | $564.2K | 0.00% | −1,176−1.9% | Reduced |
| Oppenheimer & Co Inc | 55,344 | $509.2K | 0.01% | −16,391−22.8% | Reduced |
| Wolverine Asset Management LLC | 55,183 | $507.7K | 0.01% | +18,784+51.6% | Added |
| Cohen & Steers, Inc. | 53,923 | $496.0K | 0.00% | −97,000−64.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 52,154 | $480.0K | 0.00% | −945−1.8% | Reduced |
| Goodwin Daniel L | 51,866 | $477.2K | 0.23% | 00.0% | Unchanged |
| Millennium Management LLC | 44,246 | $407.1K | 0.00% | −16,568−27.2% | Reduced |
| Wells Fargo & Company | 38,985 | $358.7K | 0.00% | −31,824−44.9% | Reduced |
| Smith, Moore & Co. | 35,315 | $324.9K | 0.04% | −41,422−54.0% | Reduced |
| GWM Advisors LLC | 34,200 | $314.6K | 0.00% | −16,000−31.9% | Reduced |
| Tectonic Advisors LLC | 33,614 | $309.2K | 0.03% | −4,603−12.0% | Reduced |
| Landscape Capital Management, L.L.C. | 32,639 | $300.3K | 0.04% | −16,457−33.5% | Reduced |
| Relative Value Partners Group, LLC | 32,000 | $294.4K | 0.02% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $287.9K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 30,827 | $283.6K | 0.13% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26,621 | $244.9K | 0.01% | +275+1.0% | Added |
| Royal Bank of Canada | 25,969 | $239.0K | 0.00% | −5,440−17.3% | Reduced |
| Cresset Asset Management, LLC | 21,900 | $202.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 21,500 | $197.8K | 0.10% | +21,500 | New |
| Ellis Investment Partners, LLC | 18,404 | $169.3K | 0.04% | +189+1.0% | Added |
| National Asset Management, Inc. | 16,182 | $149.4K | 0.00% | +693+4.5% | Added |
| Collaborative Wealth Managment Inc. | 15,324 | $141.0K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,553 | $133.9K | 0.00% | +150+1.0% | Added |
| Creative Planning | 14,268 | $131.3K | 0.00% | +14,268 | New |
| Susquehanna International Group, LLP | 13,847 | $127.4K | 0.00% | −689−4.7% | Reduced |
| Saba Capital Management, L.P. | 13,042 | $120.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 12,608 | $116.0K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $115.0K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $114.3K | 0.10% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,240 | $112.6K | 0.01% | +90+0.7% | Added |
| Farther Finance Advisors, LLC | 12,114 | $111.4K | 0.02% | +2,758+29.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $110.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $108.3K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,165 | $102.7K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,142 | $102.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,865 | $100.0K | 0.00% | −39−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 10,581 | $97.3K | 0.00% | +10,581 | New |
| Seelaus Asset Management LLC | 10,488 | $96.5K | 0.11% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $92.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,927 | $91.3K | 0.01% | −3,388−25.4% | Reduced |
| US Bancorp | 4,545 | $41.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,438 | $40.8K | 0.00% | +4,438 | New |
| St Germain D J Co Inc | 3,000 | $27.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,539 | $23.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,530 | $14.0K | 0.00% | −592−27.9% | Reduced |
| Harbour Investments, Inc. | 1,408 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $11.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $9.20K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 521 | $4.79K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 348 | $3.14K | 0.00% | +348 | New |
| FNY Investment Advisers, LLC | 400 | $3.00K | 0.00% | +100+33.3% | Added |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −45,400−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −4,165−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −449−100.0% | Sold out |