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, Q1 2024
Institutional positions in Franklin Municipal Opportunities Trust as of Mar 31, 2024. 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
- 86
- +3 vs. Q4 2023
- Shares held
- 6.22M
- −478.9K (−7.1%) vs. Q4 2023
- Total value
- $63.1M
- −$5.77M (−8.4%) vs. Q4 2023
- New holders
- 9
- 21 more added
- Sold out
- 6
- 26 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robinson Capital Management, LLC | 935,354 | $9.15M | 3.30% | +32,407+3.6% | Added |
| Melfa Wealth Management, LLC | 482,371 | $4.90M | 3.54% | −2,596−0.5% | Reduced |
| Fiera Capital Corp | 467,939 | $4.75M | 0.01% | −137,715−22.7% | Reduced |
| Commonwealth Equity Services, LLC | 328,355 | $3.34M | 0.01% | −1,122−0.3% | Reduced |
| Ameriprise Financial Inc | 293,761 | $2.98M | 0.00% | −358,261−54.9% | Reduced |
| UBS Group AG | 275,250 | $2.80M | 0.00% | −11,976−4.2% | Reduced |
| Morgan Stanley | 223,001 | $2.27M | 0.00% | +1,631+0.7% | Added |
| Raymond James & Associates | 219,888 | $2.23M | 0.00% | +4,489+2.1% | Added |
| Van Eck Associates Corp | 203,372 | $2.07M | 0.00% | −32,911−13.9% | Reduced |
| Rothschild Investment LLC | 194,921 | $1.98M | 0.14% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 156,288 | $1.59M | 0.03% | −3,177−2.0% | Reduced |
| Bank of America Corp | 151,646 | $1.54M | 0.00% | +3,581+2.4% | Added |
| Rockefeller Capital Management L.P. | 125,535 | $1.28M | 0.00% | +12,720+11.3% | Added |
| Envestnet Asset Management Inc | 121,770 | $1.24M | 0.00% | +121,770 | New |
| Advisor Group Holdings, Inc. | 118,534 | $1.20M | 0.00% | −3,517−2.9% | Reduced |
| Park Avenue Securities LLC | 115,800 | $1.18M | 0.02% | +115,800 | New |
| Capital Investment Advisors, LLC | 109,074 | $1.11M | 0.03% | −1,861−1.7% | Reduced |
| Nova R Wealth, Inc. | 99,997 | $1.02M | 0.53% | 00.0% | Unchanged |
| Wells Fargo & Company | 98,613 | $1.00M | 0.00% | +34,306+53.3% | Added |
| Landscape Capital Management, L.L.C. | 96,565 | $981.1K | 0.09% | −9,599−9.0% | Reduced |
| Invesco Ltd. | 88,683 | $901.0K | 0.00% | −25,686−22.5% | Reduced |
| Baird Financial Group, Inc. | 68,287 | $693.8K | 0.00% | −3,600−5.0% | Reduced |
| Logan Stone Capital, LLC | 67,076 | $681.5K | 0.15% | +67,076 | New |
| Nine Masts Capital Ltd | 65,146 | $661.9K | 0.17% | +65,146 | New |
| Cambridge Investment Research Advisors, Inc. | 64,131 | $652.0K | 0.00% | −1,717−2.6% | Reduced |
| 1st Source Bank | 61,894 | $628.8K | 0.04% | −2,217−3.5% | Reduced |
| LPL Financial LLC | 56,063 | $569.6K | 0.00% | −6,789−10.8% | Reduced |
| Oppenheimer & Co Inc | 55,573 | $564.6K | 0.01% | +109+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 53,058 | $539.1K | 0.00% | −597−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 50,957 | $517.7K | 0.00% | −3,820−7.0% | Reduced |
| Smith, Moore & Co. | 35,954 | $365.3K | 0.04% | +3,545+10.9% | Added |
| Bank of Montreal | 31,613 | $362.9K | 0.00% | −7,428−19.0% | Reduced |
| Tectonic Advisors LLC | 34,338 | $348.9K | 0.03% | +347+1.0% | Added |
| Lakeview Capital Partners, LLC | 33,889 | $344.3K | 0.06% | +5,391+18.9% | Added |
| Relative Value Partners Group, LLC | 32,000 | $334.1K | 0.02% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $317.9K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 29,175 | $296.4K | 0.00% | +15,925+120.2% | Added |
| Cohen & Steers, Inc. | 27,923 | $284.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27,195 | $276.3K | 0.01% | +275+1.0% | Added |
| Stifel Financial Corp | 26,167 | $265.9K | 0.00% | +4,200+19.1% | Added |
| GWM Advisors LLC | 25,518 | $259.3K | 0.00% | +2,368+10.2% | Added |
| Tyche Wealth Partners LLC | 23,698 | $240.8K | 0.06% | +13+0.1% | Added |
| Cresset Asset Management, LLC | 22,180 | $226.1K | 0.00% | +280+1.3% | Added |
| Gill Capital Partners, LLC | 23,090 | $224.4K | 0.09% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 19,900 | $202.2K | 0.13% | 00.0% | Unchanged |
| Huntington National Bank | – | $196.7K | 0.00% | – | – |
| Ellis Investment Partners, LLC | 18,805 | $191.1K | 0.04% | +190+1.0% | Added |
| Millennium Management LLC | 18,517 | $188.1K | 0.00% | −26,704−59.1% | Reduced |
| Integrated Capital Management, Inc. | 16,594 | $168.6K | 0.14% | +16,594 | New |
| Cetera Investment Advisers | 15,703 | $159.5K | 0.00% | +15,703 | New |
| Collaborative Wealth Managment Inc. | 15,324 | $155.7K | 0.08% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,110 | $153.5K | 0.01% | +381+2.6% | Added |
| ARS Wealth Advisors Group, LLC | 15,094 | $153.4K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 14,710 | $149.5K | 0.01% | +1,491+11.3% | Added |
| National Asset Management, Inc. | 16,182 | $149.4K | 0.00% | −688−4.1% | Reduced |
| Indiana Trust & Investment Management CO | 14,000 | $142.2K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 14,000 | $142.2K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,909 | $141.3K | 0.01% | +1,570+12.7% | Added |
| Susquehanna International Group, LLP | 13,806 | $140.3K | 0.00% | −15,614−53.1% | Reduced |
| Staley Capital Advisers Inc | 12,500 | $127.0K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $126.3K | 0.09% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $121.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $119.6K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,845 | $110.0K | 0.00% | −10,495−49.2% | Reduced |
| Seelaus Asset Management LLC | 10,488 | $106.6K | 0.11% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,420 | $106.2K | 0.00% | −2,023−16.3% | Reduced |
| Financial Network Wealth Management LLC | 10,401 | $103.0K | 0.05% | −849−7.5% | Reduced |
| Sonora Investment Management Group, LLC | 10,000 | $101.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,927 | $100.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,638 | $67.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,280 | $53.6K | 0.00% | +5,280 | New |
| US Bancorp | 4,545 | $46.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,381 | $44.5K | 0.00% | −29−0.7% | Reduced |
| Wolverine Asset Management LLC | 3,670 | $37.3K | 0.00% | +1,970+115.9% | Added |
| St Germain D J Co Inc | 3,000 | $30.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,539 | $25.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,034 | $20.7K | 0.00% | −665−24.6% | Reduced |
| Harbour Investments, Inc. | 1,408 | $14.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $7.92K | 0.00% | +780 | New |
| Geneos Wealth Management Inc. | 521 | $5.29K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 509 | $5.17K | 0.00% | +509 | New |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 348 | $3.54K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 173 | $2.00K | 0.00% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −283,022−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,961−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −12,608−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −11,681−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,332−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |