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, Q3 2024
Institutional positions in Franklin Municipal Opportunities Trust as of Sep 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
- 100
- +13 vs. Q2 2024
- Shares held
- 6.81M
- +585.4K (+9.4%) vs. Q2 2024
- Total value
- $74.2M
- +$10.2M (+15.9%) vs. Q2 2024
- New holders
- 21
- 24 more added
- Sold out
- 8
- 27 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Melfa Wealth Management, LLC | 480,850 | $5.24M | 3.46% | −1,029−0.2% | Reduced |
| Pathstone Holdings, LLC | 357,624 | $3.90M | 0.02% | +357,624 | New |
| Commonwealth Equity Services, LLC | 333,317 | $3.63M | 0.01% | +4,048+1.2% | Added |
| Guggenheim Capital LLC | 328,768 | $3.58M | 0.03% | +208,598+173.6% | Added |
| Morgan Stanley | 323,657 | $3.53M | 0.00% | −3,971−1.2% | Reduced |
| Fiera Capital Corp | 307,586 | $3.35M | 0.01% | −6,731−2.1% | Reduced |
| UBS Group AG | 257,162 | $2.80M | 0.00% | +6,256+2.5% | Added |
| Logan Stone Capital, LLC | 235,873 | $2.57M | 0.64% | +155,530+193.6% | Added |
| 1607 Capital Partners, LLC | 235,381 | $2.57M | 0.23% | +235,381 | New |
| Van Eck Associates Corp | 227,641 | $2.39M | 0.00% | −3,912−1.7% | Reduced |
| Ameriprise Financial Inc | 201,084 | $2.19M | 0.00% | −92,046−31.4% | Reduced |
| Rothschild Investment LLC | 192,921 | $2.10M | 0.14% | −2,000−1.0% | Reduced |
| Matisse Capital | 190,000 | $2.07M | 1.01% | +190,000 | New |
| Raymond James & Associates | 183,561 | $2.00M | 0.00% | −20,176−9.9% | Reduced |
| Rivernorth Capital Management, LLC | 179,697 | $1.96M | 0.09% | +68,382+61.4% | Added |
| Bank of America Corp | 165,921 | $1.81M | 0.00% | +14,627+9.7% | Added |
| Advisors Asset Management, Inc. | 151,575 | $1.65M | 0.03% | −1,172−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 139,457 | $1.52M | 0.00% | +5,697+4.3% | Added |
| Wells Fargo & Company | 131,807 | $1.44M | 0.00% | +1,797+1.4% | Added |
| LPL Financial LLC | 122,153 | $1.33M | 0.00% | +19,617+19.1% | Added |
| Envestnet Asset Management Inc | 117,115 | $1.28M | 0.00% | −2,684−2.2% | Reduced |
| Park Avenue Securities LLC | 105,047 | $1.15M | 0.01% | −7,707−6.8% | Reduced |
| Capital Investment Advisors, LLC | 104,939 | $1.14M | 0.02% | −2,935−2.7% | Reduced |
| Cohen & Steers, Inc. | 104,200 | $1.14M | 0.00% | +104,200 | New |
| Nova R Wealth, Inc. | 93,059 | $1.01M | 0.50% | −6,938−6.9% | Reduced |
| Nine Masts Capital Ltd | 79,579 | $867.4K | 0.41% | +13,935+21.2% | Added |
| Riverbridge Partners LLC | 66,799 | $728.1K | 0.01% | +66,799 | New |
| Cambridge Investment Research Advisors, Inc. | 66,493 | $725.0K | 0.00% | −926−1.4% | Reduced |
| Smith, Moore & Co. | 66,336 | $723.1K | 0.07% | +30,712+86.2% | Added |
| Wolverine Asset Management LLC | 63,488 | $692.0K | 0.01% | +34,104+116.1% | Added |
| Karpus Management, Inc. | 61,850 | $674.2K | 0.02% | +61,850 | New |
| Oppenheimer & Co Inc | 50,209 | $547.3K | 0.01% | −10,478−17.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 49,877 | $543.7K | 0.00% | +16,957+51.5% | Added |
| Invesco Ltd. | 47,829 | $521.3K | 0.00% | −40,291−45.7% | Reduced |
| Baird Financial Group, Inc. | 45,779 | $499.0K | 0.00% | −330−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 45,577 | $496.8K | 0.00% | −1,862−3.9% | Reduced |
| Landscape Capital Management, L.L.C. | 43,792 | $477.3K | 0.05% | −69,074−61.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 41,086 | $447.8K | 0.00% | 00.0% | Unchanged |
| 1st Source Bank | 39,791 | $433.7K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 35,601 | $388.1K | 0.00% | +3,040+9.3% | Added |
| Tectonic Advisors LLC | 35,054 | $382.1K | 0.03% | +352+1.0% | Added |
| Advisor Group Holdings, Inc. | 34,136 | $372.1K | 0.00% | −4,173−10.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 32,793 | $357.4K | 0.02% | +32,793 | New |
| Kovitz Investment Group Partners, LLC | 32,000 | $348.8K | 0.00% | +32,000 | New |
| Twin Focus Capital Partners, LLC | 31,294 | $341.1K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,095 | $267.0K | 0.00% | +25,095 | New |
| Gill Capital Partners, LLC | 23,090 | $251.7K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 21,900 | $239.5K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 21,868 | $236.2K | 0.00% | +85+0.4% | Added |
| Sunpointe, LLC | 20,924 | $228.8K | 0.19% | −95−0.5% | Reduced |
| Royal Bank of Canada | 20,037 | $218.0K | 0.00% | +3,576+21.7% | Added |
| Burford Brothers, Inc. | 19,900 | $216.9K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | – | $211.0K | 0.00% | – | – |
| Ellis Investment Partners, LLC | 19,196 | $209.2K | 0.04% | +193+1.0% | Added |
| Millennium Management LLC | 18,517 | $201.8K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 18,393 | $200.5K | 0.15% | −60.0% | Reduced |
| GWM Advisors LLC | 17,310 | $188.7K | 0.00% | −8,245−32.3% | Reduced |
| CNH Partners LLC | 17,368 | $188.6K | 0.00% | −18,509−51.6% | Reduced |
| Moors & Cabot, Inc. | 16,853 | $183.7K | 0.01% | +2,600+18.2% | Added |
| Cetera Investment Advisers | 15,765 | $171.8K | 0.00% | +83+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,353 | $167.3K | 0.01% | +15,353 | New |
| Collaborative Wealth Managment Inc. | 15,324 | $167.0K | 0.08% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,110 | $164.7K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 14,000 | $152.6K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 14,000 | $152.6K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $136.3K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $135.5K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,349 | $135.0K | 0.00% | −3,425−21.7% | Reduced |
| Fortitude Family Office, LLC | 12,309 | $134.2K | 0.05% | +12,309 | New |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $130.8K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,940 | $130.1K | 0.03% | −11,772−49.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,932 | $130.1K | 0.01% | +2,238+23.1% | Added |
| Private Wealth Advisors | 11,774 | $128.7K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,284 | $123.0K | 0.00% | +11,284 | New |
| Citadel Advisors LLC | 11,117 | $121.2K | 0.00% | +11,117 | New |
| Nomura Holdings Inc | 10,997 | $119.9K | 0.00% | −28,178−71.9% | Reduced |
| Integrated Wealth Concepts LLC | 10,879 | $118.6K | 0.00% | +10,879 | New |
| Seelaus Asset Management LLC | 10,488 | $114.3K | 0.10% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 10,222 | $111.4K | 0.01% | +10,222 | New |
| Blue Bell Private Wealth Management, LLC | 7,023 | $76.6K | 0.01% | +1,023+17.1% | Added |
| Farther Finance Advisors, LLC | 5,888 | $64.2K | 0.00% | −750−11.3% | Reduced |
| Comerica Bank | 5,038 | $54.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $49.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,348 | $47.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4,150 | $45.2K | 0.01% | +375+9.9% | Added |
| Fifth Third Bancorp | 2,539 | $27.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,660 | $17.9K | 0.00% | +1,660 | New |
| FinTrust Capital Advisors, LLC | 1,585 | $17.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,408 | $15.3K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,321 | $14.4K | 0.00% | +1,321 | New |
| Umb Bank N A | 1,272 | $13.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $13.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $8.50K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 552 | $6.00K | 0.00% | +552 | New |
| Geneos Wealth Management Inc. | 521 | $5.68K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 476 | $5.19K | 0.00% | +476 | New |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | +400 | New |
| JPMorgan Chase & Co | 0 | $9 | 0.00% | 0 | New |
| International Assets Investment Management, LLC | 12,944 | – | – | +11,768+1,000.7% | Added |