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