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.
Q3 2023 vs. Q2 2023
How the institutions holding Franklin Municipal Opportunities Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 71 | 71 | 0 |
| Shares | 4.91M | 5.42M | +509.5K (+10.4%) |
| Value | $50.2M | $49.7M | −$506.1K (−1.0%) |
New holders (7)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Robinson Capital Management, LLC | 637,673 | $5.69M | 2.53% |
| ARS Wealth Advisors Group, LLC | 70,836 | $651.7K | 0.11% |
| Indiana Trust & Investment Management CO | 21,500 | $197.8K | 0.10% |
| Creative Planning | 14,268 | $131.3K | 0.00% |
| Beacon Pointe Advisors, LLC | 10,581 | $97.3K | 0.00% |
| Comerica Bank | 4,438 | $40.8K | 0.00% |
| Global Retirement Partners, LLC | 348 | $3.14K | 0.00% |
Sold out (7)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Clough Capital Partners L P | 45,400 | $463.5K |
| Quarry LP | 20,200 | $206.2K |
| Financial Network Wealth Management LLC | 11,250 | $116.0K |
| The PNC Financial Services Group, Inc. | 6,255 | $63.9K |
| Cullen/Frost Bankers, Inc. | 4,165 | $42.5K |
| Spire Wealth Management | 2,514 | $25.7K |
| JPMorgan Chase & Co | 449 | $4.58K |