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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 173 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 348 | $3.54K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 509 | $5.17K | 0.00% | +509 | New |
| Geneos Wealth Management Inc. | 521 | $5.29K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $7.92K | 0.00% | +780 | New |
| Anchor Investment Management, LLC | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,408 | $14.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,034 | $20.7K | 0.00% | −665−24.6% | Reduced |
| Fifth Third Bancorp | 2,539 | $25.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,000 | $30.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,670 | $37.3K | 0.00% | +1,970+115.9% | Added |
| Comerica Bank | 4,381 | $44.5K | 0.00% | −29−0.7% | Reduced |
| US Bancorp | 4,545 | $46.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,280 | $53.6K | 0.00% | +5,280 | New |
| Farther Finance Advisors, LLC | 6,638 | $67.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,927 | $100.9K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $101.6K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 10,401 | $103.0K | 0.05% | −849−7.5% | Reduced |
| Summit Trail Advisors, LLC | 10,420 | $106.2K | 0.00% | −2,023−16.3% | Reduced |
| Seelaus Asset Management LLC | 10,488 | $106.6K | 0.11% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,845 | $110.0K | 0.00% | −10,495−49.2% | Reduced |
| Private Wealth Advisors | 11,774 | $119.6K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $121.9K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $126.3K | 0.09% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $127.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,806 | $140.3K | 0.00% | −15,614−53.1% | Reduced |
| Moors & Cabot, Inc. | 13,909 | $141.3K | 0.01% | +1,570+12.7% | Added |
| 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 |
| National Asset Management, Inc. | 16,182 | $149.4K | 0.00% | −688−4.1% | Reduced |
| Simon Quick Advisors, LLC | 14,710 | $149.5K | 0.01% | +1,491+11.3% | Added |
| ARS Wealth Advisors Group, LLC | 15,094 | $153.4K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,110 | $153.5K | 0.01% | +381+2.6% | Added |
| Collaborative Wealth Managment Inc. | 15,324 | $155.7K | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,703 | $159.5K | 0.00% | +15,703 | New |
| Integrated Capital Management, Inc. | 16,594 | $168.6K | 0.14% | +16,594 | New |
| Millennium Management LLC | 18,517 | $188.1K | 0.00% | −26,704−59.1% | Reduced |
| Ellis Investment Partners, LLC | 18,805 | $191.1K | 0.04% | +190+1.0% | Added |
| Huntington National Bank | – | $196.7K | 0.00% | – | – |
| Burford Brothers, Inc. | 19,900 | $202.2K | 0.13% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 23,090 | $224.4K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 22,180 | $226.1K | 0.00% | +280+1.3% | Added |
| Tyche Wealth Partners LLC | 23,698 | $240.8K | 0.06% | +13+0.1% | Added |
| GWM Advisors LLC | 25,518 | $259.3K | 0.00% | +2,368+10.2% | Added |
| Stifel Financial Corp | 26,167 | $265.9K | 0.00% | +4,200+19.1% | Added |
| IFP Advisors, Inc | 27,195 | $276.3K | 0.01% | +275+1.0% | Added |
| Cohen & Steers, Inc. | 27,923 | $284.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 29,175 | $296.4K | 0.00% | +15,925+120.2% | Added |
| Twin Focus Capital Partners, LLC | 31,294 | $317.9K | 0.06% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 32,000 | $334.1K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 33,889 | $344.3K | 0.06% | +5,391+18.9% | Added |
| Tectonic Advisors LLC | 34,338 | $348.9K | 0.03% | +347+1.0% | Added |
| Bank of Montreal | 31,613 | $362.9K | 0.00% | −7,428−19.0% | Reduced |
| Smith, Moore & Co. | 35,954 | $365.3K | 0.04% | +3,545+10.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 50,957 | $517.7K | 0.00% | −3,820−7.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 53,058 | $539.1K | 0.00% | −597−1.1% | Reduced |
| Oppenheimer & Co Inc | 55,573 | $564.6K | 0.01% | +109+0.2% | Added |
| LPL Financial LLC | 56,063 | $569.6K | 0.00% | −6,789−10.8% | Reduced |
| 1st Source Bank | 61,894 | $628.8K | 0.04% | −2,217−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 64,131 | $652.0K | 0.00% | −1,717−2.6% | Reduced |
| Nine Masts Capital Ltd | 65,146 | $661.9K | 0.17% | +65,146 | New |
| Logan Stone Capital, LLC | 67,076 | $681.5K | 0.15% | +67,076 | New |
| Baird Financial Group, Inc. | 68,287 | $693.8K | 0.00% | −3,600−5.0% | Reduced |
| Invesco Ltd. | 88,683 | $901.0K | 0.00% | −25,686−22.5% | Reduced |
| Landscape Capital Management, L.L.C. | 96,565 | $981.1K | 0.09% | −9,599−9.0% | Reduced |
| Wells Fargo & Company | 98,613 | $1.00M | 0.00% | +34,306+53.3% | Added |
| Nova R Wealth, Inc. | 99,997 | $1.02M | 0.53% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 109,074 | $1.11M | 0.03% | −1,861−1.7% | Reduced |
| Park Avenue Securities LLC | 115,800 | $1.18M | 0.02% | +115,800 | New |
| Advisor Group Holdings, Inc. | 118,534 | $1.20M | 0.00% | −3,517−2.9% | Reduced |
| Envestnet Asset Management Inc | 121,770 | $1.24M | 0.00% | +121,770 | New |
| Rockefeller Capital Management L.P. | 125,535 | $1.28M | 0.00% | +12,720+11.3% | Added |
| Bank of America Corp | 151,646 | $1.54M | 0.00% | +3,581+2.4% | Added |
| Advisors Asset Management, Inc. | 156,288 | $1.59M | 0.03% | −3,177−2.0% | Reduced |
| Rothschild Investment LLC | 194,921 | $1.98M | 0.14% | 00.0% | Unchanged |
| Van Eck Associates Corp | 203,372 | $2.07M | 0.00% | −32,911−13.9% | Reduced |
| Raymond James & Associates | 219,888 | $2.23M | 0.00% | +4,489+2.1% | Added |
| Morgan Stanley | 223,001 | $2.27M | 0.00% | +1,631+0.7% | Added |
| UBS Group AG | 275,250 | $2.80M | 0.00% | −11,976−4.2% | Reduced |
| Ameriprise Financial Inc | 293,761 | $2.98M | 0.00% | −358,261−54.9% | Reduced |
| Commonwealth Equity Services, LLC | 328,355 | $3.34M | 0.01% | −1,122−0.3% | Reduced |
| Fiera Capital Corp | 467,939 | $4.75M | 0.01% | −137,715−22.7% | Reduced |
| Melfa Wealth Management, LLC | 482,371 | $4.90M | 3.54% | −2,596−0.5% | Reduced |
| Robinson Capital Management, LLC | 935,354 | $9.15M | 3.30% | +32,407+3.6% | Added |
| 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 |