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, Q4 2023
Institutional positions in Franklin Municipal Opportunities Trust as of Dec 31, 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
- 84
- +14 vs. Q3 2023
- Shares held
- 6.73M
- +1.36M (+25.2%) vs. Q3 2023
- Total value
- $69.1M
- +$19.9M (+40.4%) vs. Q3 2023
- New holders
- 20
- 21 more added
- Sold out
- 6
- 21 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robinson Capital Management, LLC | 902,947 | $9.27M | 3.30% | +265,274+41.6% | Added |
| Ameriprise Financial Inc | 652,022 | $6.67M | 0.00% | −134,433−17.1% | Reduced |
| Fiera Capital Corp | 605,654 | $6.20M | 0.02% | +605,654 | New |
| Melfa Wealth Management, LLC | 484,967 | $4.96M | 4.67% | +674+0.1% | Added |
| Commonwealth Equity Services, LLC | 329,477 | $3.37M | 0.01% | −50,780−13.4% | Reduced |
| UBS Group AG | 287,226 | $2.94M | 0.00% | +56,631+24.6% | Added |
| Saba Capital Management, L.P. | 283,022 | $2.90M | 0.07% | +269,980+2,070.1% | Added |
| Van Eck Associates Corp | 236,283 | $2.42M | 0.00% | +31,682+15.5% | Added |
| Morgan Stanley | 221,370 | $2.26M | 0.00% | −3,773−1.7% | Reduced |
| Raymond James & Associates | 215,399 | $2.20M | 0.00% | +51,948+31.8% | Added |
| Rothschild Investment LLC | 194,921 | $1.99M | 0.17% | +194,921 | New |
| Advisors Asset Management, Inc. | 159,465 | $1.63M | 0.03% | +11,398+7.7% | Added |
| Bank of America Corp | 148,065 | $1.51M | 0.00% | −46,136−23.8% | Reduced |
| Advisor Group Holdings, Inc. | 122,051 | $1.25M | 0.00% | −18,765−13.3% | Reduced |
| Invesco Ltd. | 114,369 | $1.17M | 0.00% | −5,834−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 112,815 | $1.15M | 0.00% | −17,704−13.6% | Reduced |
| Capital Investment Advisors, LLC | 110,935 | $1.13M | 0.03% | −3,637−3.2% | Reduced |
| Landscape Capital Management, L.L.C. | 106,164 | $1.09M | 0.10% | +73,525+225.3% | Added |
| Nova R Wealth, Inc. | 99,997 | $1.02M | 0.64% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 71,887 | $735.4K | 0.00% | +3,600+5.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,848 | $674.0K | 0.00% | +13,694+26.3% | Added |
| Wells Fargo & Company | 64,307 | $657.9K | 0.00% | +25,322+65.0% | Added |
| 1st Source Bank | 64,111 | $655.9K | 0.04% | −1,100−1.7% | Reduced |
| LPL Financial LLC | 62,852 | $643.0K | 0.00% | +1,526+2.5% | Added |
| Oppenheimer & Co Inc | 55,464 | $567.4K | 0.01% | +120+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 54,777 | $560.4K | 0.00% | −10,530−16.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 53,655 | $548.9K | 0.00% | −14,138−20.9% | Reduced |
| Millennium Management LLC | 45,221 | $462.6K | 0.00% | +975+2.2% | Added |
| Bank of Montreal | 39,041 | $450.5K | 0.00% | +39,041 | New |
| Tectonic Advisors LLC | 33,991 | $347.7K | 0.03% | +377+1.1% | Added |
| Smith, Moore & Co. | 32,409 | $331.5K | 0.04% | −2,906−8.2% | Reduced |
| Relative Value Partners Group, LLC | 32,000 | $327.4K | 0.02% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $320.1K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 29,420 | $301.0K | 0.00% | +15,573+112.5% | Added |
| Lakeview Capital Partners, LLC | 28,498 | $291.5K | 0.05% | +28,498 | New |
| Cohen & Steers, Inc. | 27,923 | $286.0K | 0.00% | −26,000−48.2% | Reduced |
| IFP Advisors, Inc | 26,920 | $275.4K | 0.01% | +299+1.1% | Added |
| Putnam Investments LLC | 24,892 | $255.4K | 0.00% | +24,892 | New |
| Tyche Wealth Partners LLC | 23,685 | $242.3K | 0.06% | +23,685 | New |
| GWM Advisors LLC | 23,150 | $236.8K | 0.00% | −11,050−32.3% | Reduced |
| Gill Capital Partners, LLC | 23,090 | $236.2K | 0.10% | −7,737−25.1% | Reduced |
| Cresset Asset Management, LLC | 21,900 | $224.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,967 | $224.7K | 0.00% | +7,414+50.9% | Added |
| Royal Bank of Canada | 21,340 | $218.0K | 0.00% | −4,629−17.8% | Reduced |
| Burford Brothers, Inc. | 19,900 | $203.6K | 0.14% | +19,900 | New |
| Huntington National Bank | – | $198.0K | 0.00% | – | New |
| Ellis Investment Partners, LLC | 18,615 | $190.4K | 0.04% | +211+1.1% | Added |
| National Asset Management, Inc. | 16,870 | $173.2K | 0.00% | +688+4.3% | Added |
| Collaborative Wealth Managment Inc. | 15,324 | $156.8K | 0.08% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 15,094 | $154.4K | 0.02% | −55,742−78.7% | Reduced |
| Concurrent Investment Advisors, LLC | 14,729 | $150.7K | 0.01% | +14,729 | New |
| Indiana Trust & Investment Management CO | 14,000 | $143.2K | 0.06% | −7,500−34.9% | Reduced |
| Citadel Advisors LLC | 13,961 | $142.8K | 0.00% | +13,961 | New |
| Spire Wealth Management | 14,000 | $142.5K | 0.00% | +14,000 | New |
| Nomura Holdings Inc | 13,250 | $135.5K | 0.00% | +13,250 | New |
| Simon Quick Advisors, LLC | 13,219 | $135.2K | 0.01% | +13,219 | New |
| Independent Financial Group, LLC | 12,608 | $129.0K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $127.9K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 12,443 | $127.7K | 0.00% | +12,443 | New |
| Successful Portfolios LLC | 12,428 | $127.1K | 0.10% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,339 | $126.2K | 0.01% | +99+0.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $122.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $120.5K | 0.05% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,681 | $119.5K | 0.01% | +11,681 | New |
| HighTower Advisors, LLC | 11,332 | $116.0K | 0.00% | +11,332 | New |
| Financial Network Wealth Management LLC | 11,250 | $115.0K | 0.05% | +11,250 | New |
| Seelaus Asset Management LLC | 10,488 | $107.3K | 0.10% | 00.0% | Unchanged |
| Elequin Capital LP | 10,464 | $107.0K | 0.03% | +10,464 | New |
| Sonora Investment Management Group, LLC | 10,000 | $102.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,927 | $101.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,638 | $67.9K | 0.00% | −5,476−45.2% | Reduced |
| US Bancorp | 4,545 | $46.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,410 | $45.1K | 0.00% | −28−0.6% | Reduced |
| St Germain D J Co Inc | 3,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,699 | $27.6K | 0.00% | +2,699 | New |
| Fifth Third Bancorp | 2,539 | $26.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,700 | $17.4K | 0.00% | −53,483−96.9% | Reduced |
| Harbour Investments, Inc. | 1,408 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 521 | $5.33K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 348 | $3.55K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 173 | $2.00K | 0.00% | +173 | New |
| Creative Planning | 0 | $0 | 0.00% | −14,268−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −11,142−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,865−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| Goodwin Daniel L | – | – | – | – | Not filed |