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