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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 0 | $9 | 0.00% | 0 | New |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | +400 | New |
| Oliver Lagore Vanvalin Investment Group | 476 | $5.19K | 0.00% | +476 | New |
| Geneos Wealth Management Inc. | 521 | $5.68K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 552 | $6.00K | 0.00% | +552 | New |
| Hilltop National Bank | 780 | $8.50K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,272 | $13.9K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,321 | $14.4K | 0.00% | +1,321 | New |
| Harbour Investments, Inc. | 1,408 | $15.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,585 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,660 | $17.9K | 0.00% | +1,660 | New |
| Fifth Third Bancorp | 2,539 | $27.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4,150 | $45.2K | 0.01% | +375+9.9% | Added |
| Global Retirement Partners, LLC | 4,348 | $47.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $49.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,038 | $54.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,888 | $64.2K | 0.00% | −750−11.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,023 | $76.6K | 0.01% | +1,023+17.1% | Added |
| Simon Quick Advisors, LLC | 10,222 | $111.4K | 0.01% | +10,222 | New |
| Seelaus Asset Management LLC | 10,488 | $114.3K | 0.10% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,879 | $118.6K | 0.00% | +10,879 | New |
| Nomura Holdings Inc | 10,997 | $119.9K | 0.00% | −28,178−71.9% | Reduced |
| Citadel Advisors LLC | 11,117 | $121.2K | 0.00% | +11,117 | New |
| Davenport & Co LLC | 11,284 | $123.0K | 0.00% | +11,284 | New |
| Private Wealth Advisors | 11,774 | $128.7K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,932 | $130.1K | 0.01% | +2,238+23.1% | Added |
| Tyche Wealth Partners LLC | 11,940 | $130.1K | 0.03% | −11,772−49.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $130.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12,309 | $134.2K | 0.05% | +12,309 | New |
| National Asset Management, Inc. | 12,349 | $135.0K | 0.00% | −3,425−21.7% | Reduced |
| Successful Portfolios LLC | 12,428 | $135.5K | 0.09% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $136.3K | 0.01% | 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 |
| Concurrent Investment Advisors, LLC | 15,110 | $164.7K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 15,324 | $167.0K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 15,353 | $167.3K | 0.01% | +15,353 | New |
| Cetera Investment Advisers | 15,765 | $171.8K | 0.00% | +83+0.5% | Added |
| Moors & Cabot, Inc. | 16,853 | $183.7K | 0.01% | +2,600+18.2% | Added |
| CNH Partners LLC | 17,368 | $188.6K | 0.00% | −18,509−51.6% | Reduced |
| GWM Advisors LLC | 17,310 | $188.7K | 0.00% | −8,245−32.3% | Reduced |
| Integrated Capital Management, Inc. | 18,393 | $200.5K | 0.15% | −60.0% | Reduced |
| Millennium Management LLC | 18,517 | $201.8K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 19,196 | $209.2K | 0.04% | +193+1.0% | Added |
| Huntington National Bank | – | $211.0K | 0.00% | – | – |
| Burford Brothers, Inc. | 19,900 | $216.9K | 0.11% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,037 | $218.0K | 0.00% | +3,576+21.7% | Added |
| Sunpointe, LLC | 20,924 | $228.8K | 0.19% | −95−0.5% | Reduced |
| Bank of Montreal | 21,868 | $236.2K | 0.00% | +85+0.4% | Added |
| Cresset Asset Management, LLC | 21,900 | $239.5K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 23,090 | $251.7K | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,095 | $267.0K | 0.00% | +25,095 | New |
| Twin Focus Capital Partners, LLC | 31,294 | $341.1K | 0.05% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 32,000 | $348.8K | 0.00% | +32,000 | New |
| Cyndeo Wealth Partners, LLC | 32,793 | $357.4K | 0.02% | +32,793 | New |
| Advisor Group Holdings, Inc. | 34,136 | $372.1K | 0.00% | −4,173−10.9% | Reduced |
| Tectonic Advisors LLC | 35,054 | $382.1K | 0.03% | +352+1.0% | Added |
| Stifel Financial Corp | 35,601 | $388.1K | 0.00% | +3,040+9.3% | Added |
| 1st Source Bank | 39,791 | $433.7K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 41,086 | $447.8K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 43,792 | $477.3K | 0.05% | −69,074−61.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 45,577 | $496.8K | 0.00% | −1,862−3.9% | Reduced |
| Baird Financial Group, Inc. | 45,779 | $499.0K | 0.00% | −330−0.7% | Reduced |
| Invesco Ltd. | 47,829 | $521.3K | 0.00% | −40,291−45.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 49,877 | $543.7K | 0.00% | +16,957+51.5% | Added |
| Oppenheimer & Co Inc | 50,209 | $547.3K | 0.01% | −10,478−17.3% | Reduced |
| Karpus Management, Inc. | 61,850 | $674.2K | 0.02% | +61,850 | New |
| Wolverine Asset Management LLC | 63,488 | $692.0K | 0.01% | +34,104+116.1% | Added |
| Smith, Moore & Co. | 66,336 | $723.1K | 0.07% | +30,712+86.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 66,493 | $725.0K | 0.00% | −926−1.4% | Reduced |
| Riverbridge Partners LLC | 66,799 | $728.1K | 0.01% | +66,799 | New |
| Nine Masts Capital Ltd | 79,579 | $867.4K | 0.41% | +13,935+21.2% | Added |
| Nova R Wealth, Inc. | 93,059 | $1.01M | 0.50% | −6,938−6.9% | Reduced |
| Cohen & Steers, Inc. | 104,200 | $1.14M | 0.00% | +104,200 | New |
| Capital Investment Advisors, LLC | 104,939 | $1.14M | 0.02% | −2,935−2.7% | Reduced |
| Park Avenue Securities LLC | 105,047 | $1.15M | 0.01% | −7,707−6.8% | Reduced |
| Envestnet Asset Management Inc | 117,115 | $1.28M | 0.00% | −2,684−2.2% | Reduced |
| LPL Financial LLC | 122,153 | $1.33M | 0.00% | +19,617+19.1% | Added |
| Wells Fargo & Company | 131,807 | $1.44M | 0.00% | +1,797+1.4% | Added |
| Rockefeller Capital Management L.P. | 139,457 | $1.52M | 0.00% | +5,697+4.3% | Added |
| Advisors Asset Management, Inc. | 151,575 | $1.65M | 0.03% | −1,172−0.8% | Reduced |
| Bank of America Corp | 165,921 | $1.81M | 0.00% | +14,627+9.7% | Added |
| Rivernorth Capital Management, LLC | 179,697 | $1.96M | 0.09% | +68,382+61.4% | Added |
| Raymond James & Associates | 183,561 | $2.00M | 0.00% | −20,176−9.9% | Reduced |
| Matisse Capital | 190,000 | $2.07M | 1.01% | +190,000 | New |
| Rothschild Investment LLC | 192,921 | $2.10M | 0.14% | −2,000−1.0% | Reduced |
| Ameriprise Financial Inc | 201,084 | $2.19M | 0.00% | −92,046−31.4% | Reduced |
| Van Eck Associates Corp | 227,641 | $2.39M | 0.00% | −3,912−1.7% | Reduced |
| 1607 Capital Partners, LLC | 235,381 | $2.57M | 0.23% | +235,381 | New |
| Logan Stone Capital, LLC | 235,873 | $2.57M | 0.64% | +155,530+193.6% | Added |
| UBS Group AG | 257,162 | $2.80M | 0.00% | +6,256+2.5% | Added |
| Fiera Capital Corp | 307,586 | $3.35M | 0.01% | −6,731−2.1% | Reduced |
| Morgan Stanley | 323,657 | $3.53M | 0.00% | −3,971−1.2% | Reduced |
| Guggenheim Capital LLC | 328,768 | $3.58M | 0.03% | +208,598+173.6% | Added |
| Commonwealth Equity Services, LLC | 333,317 | $3.63M | 0.01% | +4,048+1.2% | Added |
| Pathstone Holdings, LLC | 357,624 | $3.90M | 0.02% | +357,624 | New |
| Melfa Wealth Management, LLC | 480,850 | $5.24M | 3.46% | −1,029−0.2% | Reduced |
| International Assets Investment Management, LLC | 12,944 | – | – | +11,768+1,000.7% | Added |