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, Q2 2024
Institutional positions in Franklin Municipal Opportunities Trust as of Jun 30, 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
- 88
- +2 vs. Q1 2024
- Shares held
- 6.23M
- +2.33K (0.0%) vs. Q1 2024
- Total value
- $64.1M
- +$962.5K (+1.5%) vs. Q1 2024
- New holders
- 12
- 26 more added
- Sold out
- 10
- 24 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robinson Capital Management, LLC | 708,829 | $7.23M | 2.61% | −226,525−24.2% | Reduced |
| Melfa Wealth Management, LLC | 481,879 | $4.94M | 3.46% | −492−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 329,269 | $3.38M | 0.01% | +914+0.3% | Added |
| Morgan Stanley | 327,628 | $3.36M | 0.00% | +104,627+46.9% | Added |
| Fiera Capital Corp | 314,317 | $3.22M | 0.01% | −153,622−32.8% | Reduced |
| Ameriprise Financial Inc | 293,130 | $3.01M | 0.00% | −631−0.2% | Reduced |
| UBS Group AG | 250,906 | $2.57M | 0.00% | −24,344−8.8% | Reduced |
| Van Eck Associates Corp | 231,553 | $2.38M | 0.00% | +28,181+13.9% | Added |
| Raymond James & Associates | 203,737 | $2.09M | 0.00% | −16,151−7.3% | Reduced |
| Rothschild Investment LLC | 194,921 | $2.00M | 0.14% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 152,747 | $1.57M | 0.03% | −3,541−2.3% | Reduced |
| Bank of America Corp | 151,294 | $1.55M | 0.00% | −352−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 133,760 | $1.37M | 0.00% | +8,225+6.6% | Added |
| Wells Fargo & Company | 130,010 | $1.33M | 0.00% | +31,397+31.8% | Added |
| Guggenheim Capital LLC | 120,170 | $1.23M | 0.01% | +120,170 | New |
| Envestnet Asset Management Inc | 119,799 | $1.23M | 0.00% | −1,971−1.6% | Reduced |
| Landscape Capital Management, L.L.C. | 112,866 | $1.16M | 0.10% | +16,301+16.9% | Added |
| Park Avenue Securities LLC | 112,754 | $1.16M | 0.01% | −3,046−2.6% | Reduced |
| Rivernorth Capital Management, LLC | 111,315 | $1.14M | 0.05% | +111,315 | New |
| Capital Investment Advisors, LLC | 107,874 | $1.11M | 0.03% | −1,200−1.1% | Reduced |
| LPL Financial LLC | 102,536 | $1.05M | 0.00% | +46,473+82.9% | Added |
| Nova R Wealth, Inc. | 99,997 | $1.03M | 0.53% | 00.0% | Unchanged |
| Invesco Ltd. | 88,120 | $904.1K | 0.00% | −563−0.6% | Reduced |
| Logan Stone Capital, LLC | 80,343 | $824.3K | 0.21% | +13,267+19.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 67,419 | $692.0K | 0.00% | +3,288+5.1% | Added |
| Nine Masts Capital Ltd | 65,644 | $673.5K | 0.21% | +498+0.8% | Added |
| Oppenheimer & Co Inc | 60,687 | $622.6K | 0.01% | +5,114+9.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 47,439 | $486.7K | 0.00% | −3,518−6.9% | Reduced |
| Baird Financial Group, Inc. | 46,109 | $473.1K | 0.00% | −22,178−32.5% | Reduced |
| Saba Capital Management, L.P. | 45,223 | $464.0K | 0.01% | +45,223 | New |
| Allspring Global Investments Holdings, LLC | 41,086 | $421.5K | 0.00% | +41,086 | New |
| 1st Source Bank | 39,791 | $408.3K | 0.02% | −22,103−35.7% | Reduced |
| Nomura Holdings Inc | 39,175 | $401.9K | 0.00% | +10,000+34.3% | Added |
| Advisor Group Holdings, Inc. | 38,309 | $393.0K | 0.00% | −80,225−67.7% | Reduced |
| CNH Partners LLC | 35,877 | $365.6K | 0.01% | +35,877 | New |
| Smith, Moore & Co. | 35,624 | $365.5K | 0.04% | −330−0.9% | Reduced |
| Tectonic Advisors LLC | 34,702 | $356.0K | 0.03% | +364+1.1% | Added |
| Lakeview Capital Partners, LLC | 33,889 | $344.3K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 32,920 | $337.8K | 0.00% | −20,138−38.0% | Reduced |
| Stifel Financial Corp | 32,561 | $334.1K | 0.00% | +6,394+24.4% | Added |
| Twin Focus Capital Partners, LLC | 31,294 | $321.1K | 0.05% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 29,384 | $301.5K | 0.01% | +25,714+700.7% | Added |
| IFP Advisors, Inc | 27,388 | $281.0K | 0.01% | +193+0.7% | Added |
| GWM Advisors LLC | 25,555 | $262.2K | 0.00% | +37+0.1% | Added |
| Susquehanna International Group, LLP | 25,514 | $261.8K | 0.00% | +11,708+84.8% | Added |
| Bank of Montreal | 21,783 | $249.2K | 0.00% | −9,830−31.1% | Reduced |
| Tyche Wealth Partners LLC | 23,712 | $243.3K | 0.06% | +14+0.1% | Added |
| Gill Capital Partners, LLC | 23,090 | $236.9K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 21,900 | $225.5K | 0.00% | −280−1.3% | Reduced |
| Sunpointe, LLC | 21,019 | $216.4K | 0.14% | +21,019 | New |
| Burford Brothers, Inc. | 19,900 | $204.2K | 0.12% | 00.0% | Unchanged |
| Huntington National Bank | – | $198.6K | 0.00% | – | – |
| Ellis Investment Partners, LLC | 19,003 | $195.0K | 0.04% | +198+1.1% | Added |
| Millennium Management LLC | 18,517 | $190.0K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 18,399 | $188.8K | 0.15% | +1,805+10.9% | Added |
| Royal Bank of Canada | 16,461 | $169.0K | 0.00% | +5,616+51.8% | Added |
| National Asset Management, Inc. | 15,774 | $162.4K | 0.00% | −408−2.5% | Reduced |
| Cetera Investment Advisers | 15,682 | $160.9K | 0.00% | −21−0.1% | Reduced |
| Collaborative Wealth Managment Inc. | 15,324 | $157.2K | 0.08% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,110 | $155.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 14,253 | $146.2K | 0.01% | +344+2.5% | Added |
| Indiana Trust & Investment Management CO | 14,000 | $143.6K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 14,000 | $143.6K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $128.3K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $127.5K | 0.09% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $123.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $119.5K | 0.05% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 10,488 | $107.6K | 0.11% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $101.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,694 | $99.5K | 0.00% | −233−2.3% | Reduced |
| Farther Finance Advisors, LLC | 6,638 | $67.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,000 | $61.6K | 0.01% | +6,000 | New |
| Comerica Bank | 5,038 | $51.7K | 0.00% | +657+15.0% | Added |
| US Bancorp | 4,545 | $46.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,348 | $44.6K | 0.00% | +4,000+1,149.4% | Added |
| Activest Wealth Management | 3,775 | $38.7K | 0.01% | +3,775 | New |
| Fifth Third Bancorp | 2,539 | $26.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,585 | $16.3K | 0.00% | +1,585 | New |
| Harbour Investments, Inc. | 1,408 | $14.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,272 | $13.1K | 0.00% | −762−37.5% | Reduced |
| Mascoma Wealth Management LLC | 1,191 | $12.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,176 | $12.1K | 0.00% | +1,176 | New |
| Anchor Investment Management, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,000 | $10.3K | 0.00% | +1,000 | New |
| Benjamin F. Edwards & Company, Inc. | 869 | $9.00K | 0.00% | +696+402.3% | Added |
| Hilltop National Bank | 780 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 521 | $5.34K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 276 | $2.83K | 0.00% | +276 | New |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −27,923−100.0% | Sold out |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −15,094−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −14,710−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −10,420−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |