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, Q4 2024
Institutional positions in Franklin Municipal Opportunities Trust as of Dec 31, 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
- 95
- −2 vs. Q3 2024
- Shares held
- 7.44M
- +855.5K (+13.0%) vs. Q3 2024
- Total value
- $75.4M
- +$3.73M (+5.2%) vs. Q3 2024
- New holders
- 10
- 32 more added
- Sold out
- 12
- 21 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 575,167 | $5.83M | 0.03% | +217,543+60.8% | Added |
| Melfa Wealth Management, LLC | 480,850 | $4.87M | 3.26% | 00.0% | Unchanged |
| Morgan Stanley | 412,589 | $4.18M | 0.00% | +88,932+27.5% | Added |
| Guggenheim Capital LLC | 368,040 | $3.73M | 0.03% | +39,272+11.9% | Added |
| 1607 Capital Partners, LLC | 362,681 | $3.67M | 0.30% | +127,300+54.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 344,532 | $3.49M | 0.16% | +329,179+2,144.1% | Added |
| Fiera Capital Corp | 315,632 | $3.20M | 0.01% | +8,046+2.6% | Added |
| Commonwealth Equity Services, LLC | 307,683 | $3.12M | 0.00% | −25,634−7.7% | Reduced |
| Advisors Asset Management, Inc. | 291,314 | $2.95M | 0.05% | +139,739+92.2% | Added |
| UBS Group AG | 283,668 | $2.87M | 0.00% | +26,506+10.3% | Added |
| Rivernorth Capital Management, LLC | 262,568 | $2.66M | 0.13% | +82,871+46.1% | Added |
| Van Eck Associates Corp | 233,858 | $2.37M | 0.00% | +6,217+2.7% | Added |
| Ameriprise Financial Inc | 195,647 | $1.98M | 0.00% | −5,437−2.7% | Reduced |
| Matisse Capital | 190,000 | $1.92M | 0.98% | 00.0% | Unchanged |
| Rothschild Investment LLC | 186,921 | $1.89M | 0.12% | −6,000−3.1% | Reduced |
| Wells Fargo & Company | 151,244 | $1.53M | 0.00% | +19,437+14.7% | Added |
| Intellus Advisors LLC | 126,931 | $1.29M | 0.22% | +126,931 | New |
| Envestnet Asset Management Inc | 125,584 | $1.27M | 0.00% | +8,469+7.2% | Added |
| Bank of America Corp | 124,073 | $1.26M | 0.00% | −41,848−25.2% | Reduced |
| Park Avenue Securities LLC | 112,497 | $1.14M | 0.01% | +7,450+7.1% | Added |
| LPL Financial LLC | 107,686 | $1.09M | 0.00% | −14,467−11.8% | Reduced |
| Cohen & Steers, Inc. | 104,200 | $1.06M | 0.00% | 00.0% | Unchanged |
| Karpus Management, Inc. | 98,038 | $993.1K | 0.03% | +36,188+58.5% | Added |
| Capital Investment Advisors, LLC | 95,485 | $967.3K | 0.02% | −9,454−9.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 94,408 | $956.4K | 0.00% | +53,322+129.8% | Added |
| Rockefeller Capital Management L.P. | 93,526 | $947.4K | 0.00% | −45,931−32.9% | Reduced |
| Nova R Wealth, Inc. | 93,059 | $942.7K | 0.48% | 00.0% | Unchanged |
| Raymond James Financial Inc | 90,453 | $916.3K | 0.00% | +90,453 | New |
| Smith, Moore & Co. | 77,712 | $787.2K | 0.07% | +11,376+17.1% | Added |
| Riverbridge Partners LLC | 65,618 | $664.7K | 0.01% | −1,181−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 48,380 | $490.1K | 0.00% | −1,497−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,795 | $474.0K | 0.00% | −19,698−29.6% | Reduced |
| Baird Financial Group, Inc. | 45,531 | $461.2K | 0.00% | −248−0.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 38,629 | $391.3K | 0.03% | +5,836+17.8% | Added |
| Advisor Group Holdings, Inc. | 36,865 | $373.4K | 0.00% | +2,729+8.0% | Added |
| Stifel Financial Corp | 36,713 | $371.9K | 0.00% | +1,112+3.1% | Added |
| Logan Stone Capital, LLC | 35,936 | $364.0K | 0.12% | −199,937−84.8% | Reduced |
| Tectonic Advisors LLC | 35,397 | $358.6K | 0.02% | +343+1.0% | Added |
| Kovitz Investment Group Partners, LLC | 32,000 | $324.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 31,845 | $322.6K | 0.00% | +6,750+26.9% | Added |
| Jane Street Group, LLC | 31,441 | $318.5K | 0.00% | +31,441 | New |
| Twin Focus Capital Partners, LLC | 31,294 | $317.0K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 29,972 | $303.6K | 0.00% | +18,975+172.5% | Added |
| Nine Masts Capital Ltd | 26,736 | $270.8K | 0.05% | −52,843−66.4% | Reduced |
| Leigh Baldwin & Co., LLC | 24,883 | $252.1K | 0.21% | +24,883 | New |
| Gill Capital Partners, LLC | 23,090 | $233.9K | 0.08% | 00.0% | Unchanged |
| Generation Capital Management LLC | 22,882 | $231.8K | 0.20% | +22,882 | New |
| Bank of Montreal | 22,764 | $230.6K | 0.00% | +896+4.1% | Added |
| Invesco Ltd. | 22,760 | $230.6K | 0.00% | −25,069−52.4% | Reduced |
| Cresset Asset Management, LLC | 20,300 | $206.3K | 0.00% | −1,600−7.3% | Reduced |
| Integrated Capital Management, Inc. | 20,325 | $205.8K | 0.16% | +1,932+10.5% | Added |
| Susquehanna International Group, LLP | 20,208 | $204.7K | 0.00% | +20,208 | New |
| Burford Brothers, Inc. | 19,900 | $201.6K | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 19,496 | $197.5K | 0.00% | −30,713−61.2% | Reduced |
| Royal Bank of Canada | 19,084 | $193.0K | 0.00% | −953−4.8% | Reduced |
| HRT Financial LP | 17,414 | $176.0K | 0.00% | +17,414 | New |
| Moors & Cabot, Inc. | 16,954 | $171.7K | 0.01% | +101+0.6% | Added |
| Cetera Investment Advisers | 15,489 | $156.9K | 0.00% | −276−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,358 | $155.6K | 0.01% | +3,426+28.7% | Added |
| Collaborative Wealth Managment Inc. | 15,324 | $155.2K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,110 | $153.1K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 14,000 | $141.8K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 14,000 | $141.8K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 13,800 | $139.8K | 0.10% | +13,800 | New |
| Staley Capital Advisers Inc | 12,500 | $126.6K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,495 | $126.6K | 0.01% | −31,297−71.5% | Reduced |
| Successful Portfolios LLC | 12,428 | $125.9K | 0.08% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12,309 | $124.7K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,176 | $123.3K | 0.00% | +1,059+9.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $121.6K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,940 | $121.0K | 0.03% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $119.3K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,284 | $114.3K | 0.00% | 00.0% | Unchanged |
| Sunpointe, LLC | 11,200 | $113.8K | 0.06% | −9,724−46.5% | Reduced |
| Simon Quick Advisors, LLC | 10,989 | $111.3K | 0.01% | +767+7.5% | Added |
| Seelaus Asset Management LLC | 10,488 | $106.2K | 0.10% | 00.0% | Unchanged |
| Huntington National Bank | – | $98.0K | 0.00% | – | – |
| MAI Capital Management | 7,201 | $72.9K | 0.00% | +7,201 | New |
| Comerica Bank | 5,054 | $51.2K | 0.00% | +16+0.3% | Added |
| US Bancorp | 4,545 | $46.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,348 | $44.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4,150 | $42.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,023 | $40.8K | 0.01% | −3,000−42.7% | Reduced |
| Fifth Third Bancorp | 2,539 | $25.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,142 | $21.7K | 0.00% | +734+52.1% | Added |
| Bokf, NA | 1,660 | $16.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 931 | $9.00K | 0.00% | +379+68.7% | Added |
| Geneos Wealth Management Inc. | 797 | $8.07K | 0.00% | +276+53.0% | Added |
| Hilltop National Bank | 780 | $7.90K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 476 | $4.82K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 275 | $2.79K | 0.00% | +275 | New |
| JPMorgan Chase & Co | 0 | $8 | 0.00% | 0 | Unchanged |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −5,888−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −63,488−100.0% | Sold out |
| 1st Source Bank | 0 | $0 | 0.00% | −39,791−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −19,196−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,517−100.0% | Sold out |