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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 173 | $2.00K | 0.00% | +173 | New |
| Global Retirement Partners, LLC | 348 | $3.55K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 521 | $5.33K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,408 | $14.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,700 | $17.4K | 0.00% | −53,483−96.9% | Reduced |
| Fifth Third Bancorp | 2,539 | $26.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,699 | $27.6K | 0.00% | +2,699 | New |
| St Germain D J Co Inc | 3,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,410 | $45.1K | 0.00% | −28−0.6% | Reduced |
| US Bancorp | 4,545 | $46.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,638 | $67.9K | 0.00% | −5,476−45.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,927 | $101.6K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $102.3K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 10,464 | $107.0K | 0.03% | +10,464 | New |
| Seelaus Asset Management LLC | 10,488 | $107.3K | 0.10% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 11,250 | $115.0K | 0.05% | +11,250 | New |
| HighTower Advisors, LLC | 11,332 | $116.0K | 0.00% | +11,332 | New |
| Moody National Bank Trust Division | 11,681 | $119.5K | 0.01% | +11,681 | New |
| Private Wealth Advisors | 11,774 | $120.5K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $122.8K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,339 | $126.2K | 0.01% | +99+0.8% | Added |
| Successful Portfolios LLC | 12,428 | $127.1K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 12,443 | $127.7K | 0.00% | +12,443 | New |
| Staley Capital Advisers Inc | 12,500 | $127.9K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 12,608 | $129.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 13,219 | $135.2K | 0.01% | +13,219 | New |
| Nomura Holdings Inc | 13,250 | $135.5K | 0.00% | +13,250 | New |
| Spire Wealth Management | 14,000 | $142.5K | 0.00% | +14,000 | New |
| Citadel Advisors LLC | 13,961 | $142.8K | 0.00% | +13,961 | New |
| Indiana Trust & Investment Management CO | 14,000 | $143.2K | 0.06% | −7,500−34.9% | Reduced |
| Concurrent Investment Advisors, LLC | 14,729 | $150.7K | 0.01% | +14,729 | New |
| ARS Wealth Advisors Group, LLC | 15,094 | $154.4K | 0.02% | −55,742−78.7% | Reduced |
| Collaborative Wealth Managment Inc. | 15,324 | $156.8K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,870 | $173.2K | 0.00% | +688+4.3% | Added |
| Ellis Investment Partners, LLC | 18,615 | $190.4K | 0.04% | +211+1.1% | Added |
| Huntington National Bank | – | $198.0K | 0.00% | – | New |
| Burford Brothers, Inc. | 19,900 | $203.6K | 0.14% | +19,900 | New |
| Royal Bank of Canada | 21,340 | $218.0K | 0.00% | −4,629−17.8% | Reduced |
| Stifel Financial Corp | 21,967 | $224.7K | 0.00% | +7,414+50.9% | Added |
| Cresset Asset Management, LLC | 21,900 | $224.8K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 23,090 | $236.2K | 0.10% | −7,737−25.1% | Reduced |
| GWM Advisors LLC | 23,150 | $236.8K | 0.00% | −11,050−32.3% | Reduced |
| Tyche Wealth Partners LLC | 23,685 | $242.3K | 0.06% | +23,685 | New |
| Putnam Investments LLC | 24,892 | $255.4K | 0.00% | +24,892 | New |
| IFP Advisors, Inc | 26,920 | $275.4K | 0.01% | +299+1.1% | Added |
| Cohen & Steers, Inc. | 27,923 | $286.0K | 0.00% | −26,000−48.2% | Reduced |
| Lakeview Capital Partners, LLC | 28,498 | $291.5K | 0.05% | +28,498 | New |
| Susquehanna International Group, LLP | 29,420 | $301.0K | 0.00% | +15,573+112.5% | Added |
| Twin Focus Capital Partners, LLC | 31,294 | $320.1K | 0.07% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 32,000 | $327.4K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 32,409 | $331.5K | 0.04% | −2,906−8.2% | Reduced |
| Tectonic Advisors LLC | 33,991 | $347.7K | 0.03% | +377+1.1% | Added |
| Bank of Montreal | 39,041 | $450.5K | 0.00% | +39,041 | New |
| Millennium Management LLC | 45,221 | $462.6K | 0.00% | +975+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 53,655 | $548.9K | 0.00% | −14,138−20.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,777 | $560.4K | 0.00% | −10,530−16.1% | Reduced |
| Oppenheimer & Co Inc | 55,464 | $567.4K | 0.01% | +120+0.2% | Added |
| LPL Financial LLC | 62,852 | $643.0K | 0.00% | +1,526+2.5% | Added |
| 1st Source Bank | 64,111 | $655.9K | 0.04% | −1,100−1.7% | Reduced |
| Wells Fargo & Company | 64,307 | $657.9K | 0.00% | +25,322+65.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,848 | $674.0K | 0.00% | +13,694+26.3% | Added |
| Baird Financial Group, Inc. | 71,887 | $735.4K | 0.00% | +3,600+5.3% | Added |
| Nova R Wealth, Inc. | 99,997 | $1.02M | 0.64% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 106,164 | $1.09M | 0.10% | +73,525+225.3% | Added |
| Capital Investment Advisors, LLC | 110,935 | $1.13M | 0.03% | −3,637−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 112,815 | $1.15M | 0.00% | −17,704−13.6% | Reduced |
| Invesco Ltd. | 114,369 | $1.17M | 0.00% | −5,834−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 122,051 | $1.25M | 0.00% | −18,765−13.3% | Reduced |
| Bank of America Corp | 148,065 | $1.51M | 0.00% | −46,136−23.8% | Reduced |
| Advisors Asset Management, Inc. | 159,465 | $1.63M | 0.03% | +11,398+7.7% | Added |
| Rothschild Investment LLC | 194,921 | $1.99M | 0.17% | +194,921 | New |
| Raymond James & Associates | 215,399 | $2.20M | 0.00% | +51,948+31.8% | Added |
| Morgan Stanley | 221,370 | $2.26M | 0.00% | −3,773−1.7% | Reduced |
| Van Eck Associates Corp | 236,283 | $2.42M | 0.00% | +31,682+15.5% | Added |
| Saba Capital Management, L.P. | 283,022 | $2.90M | 0.07% | +269,980+2,070.1% | Added |
| UBS Group AG | 287,226 | $2.94M | 0.00% | +56,631+24.6% | Added |
| Commonwealth Equity Services, LLC | 329,477 | $3.37M | 0.01% | −50,780−13.4% | Reduced |
| Melfa Wealth Management, LLC | 484,967 | $4.96M | 4.67% | +674+0.1% | Added |
| Fiera Capital Corp | 605,654 | $6.20M | 0.02% | +605,654 | New |
| Ameriprise Financial Inc | 652,022 | $6.67M | 0.00% | −134,433−17.1% | Reduced |
| Robinson Capital Management, LLC | 902,947 | $9.27M | 3.30% | +265,274+41.6% | Added |
| 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 |