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.
Q4 2024 vs. Q3 2024
How the institutions holding Franklin Municipal Opportunities Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 100 | 3 | 95 | −2 |
| Shares | 6.81M | 230.7K | 7.44M | +855.5K (+13.0%) |
| Value | $74.2M | $2.51M | $75.4M | +$3.73M (+5.2%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Intellus Advisors LLC | 126,931 | $1.29M | 0.22% |
| Raymond James Financial Inc | 90,453 | $916.3K | 0.00% |
| Jane Street Group, LLC | 31,441 | $318.5K | 0.00% |
| Leigh Baldwin & Co., LLC | 24,883 | $252.1K | 0.21% |
| Generation Capital Management LLC | 22,882 | $231.8K | 0.20% |
| Susquehanna International Group, LLP | 20,208 | $204.7K | 0.00% |
| HRT Financial LP | 17,414 | $176.0K | 0.00% |
| Noble Wealth Management PBC | 13,800 | $139.8K | 0.10% |
| MAI Capital Management | 7,201 | $72.9K | 0.00% |
| WPG Advisers, LLC | 275 | $2.79K | 0.00% |
Sold out (12)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Wolverine Asset Management LLC | 63,488 | $692.0K |
| 1st Source Bank | 39,791 | $433.7K |
| Ellis Investment Partners, LLC | 19,196 | $209.2K |
| Millennium Management LLC | 18,517 | $201.8K |
| GWM Advisors LLC | 17,310 | $188.7K |
| CNH Partners LLC | 17,368 | $188.6K |
| National Asset Management, Inc. | 12,349 | $135.0K |
| Integrated Wealth Concepts LLC | 10,879 | $118.6K |
| Farther Finance Advisors, LLC | 5,888 | $64.2K |
| Jaffetilchin Investment Partners, LLC | 1,321 | $14.4K |
| Umb Bank N A | 1,272 | $13.9K |
| International Assets Investment Management, LLC | 12,944 | – |
Not filed for Q4 2024 yet (3)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 183,561 | $2.00M |
| Raymond James Financial Services Advisors, Inc. | 45,577 | $496.8K |
| FinTrust Capital Advisors, LLC | 1,585 | $17.3K |