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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.

Q3 2024 vs. Q2 2024

How the institutions holding Franklin Municipal Opportunities Trust changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of PMO: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders881100+13
Shares6.23M8696.81M+585.4K (+9.4%)
Value$64.1M$9.00K$74.2M+$10.2M (+15.9%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (21)

Institutions that held Franklin Municipal Opportunities Trust at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to PMO in Q3 2024
InstitutionSharesValue% of portfolio
Pathstone Holdings, LLC357,624$3.90M0.02%
1607 Capital Partners, LLC235,381$2.57M0.23%
Matisse Capital190,000$2.07M1.01%
Cohen & Steers, Inc.104,200$1.14M0.00%
Riverbridge Partners LLC66,799$728.1K0.01%
Karpus Management, Inc.61,850$674.2K0.02%
Cyndeo Wealth Partners, LLC32,793$357.4K0.02%
Kovitz Investment Group Partners, LLC32,000$348.8K0.00%
HighTower Advisors, LLC25,095$267.0K0.00%
Hennion & Walsh Asset Management, Inc.15,353$167.3K0.01%
Fortitude Family Office, LLC12,309$134.2K0.05%
Davenport & Co LLC11,284$123.0K0.00%
Citadel Advisors LLC11,117$121.2K0.00%
Integrated Wealth Concepts LLC10,879$118.6K0.00%
Simon Quick Advisors, LLC10,222$111.4K0.01%
Bokf, NA1,660$17.9K0.00%
Jaffetilchin Investment Partners, LLC1,321$14.4K0.00%
Bessemer Group Inc552$6.00K0.00%
Oliver Lagore Vanvalin Investment Group476$5.19K0.00%
FNY Investment Advisers, LLC400$4.00K0.00%
JPMorgan Chase & Co0$90.00%

Sold out (8)

Institutions that held Franklin Municipal Opportunities Trust at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of PMO in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Robinson Capital Management, LLC708,829$7.23M
Saba Capital Management, L.P.45,223$464.0K
Lakeview Capital Partners, LLC33,889$344.3K
IFP Advisors, Inc27,388$281.0K
Susquehanna International Group, LLP25,514$261.8K
Sonora Investment Management Group, LLC10,000$101.6K
Massmutual Trust Co FSB1,000$10.3K
Laurel Wealth Advisors LLC276$2.83K

Not filed for Q3 2024 yet (1)

Institutions that held Franklin Municipal Opportunities Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMO in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Benjamin F. Edwards & Company, Inc.869$9.00K