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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 0 | $8 | 0.00% | 0 | Unchanged |
| WPG Advisers, LLC | 275 | $2.79K | 0.00% | +275 | New |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 476 | $4.82K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $7.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 797 | $8.07K | 0.00% | +276+53.0% | Added |
| Bessemer Group Inc | 931 | $9.00K | 0.00% | +379+68.7% | Added |
| Anchor Investment Management, LLC | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,660 | $16.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,142 | $21.7K | 0.00% | +734+52.1% | Added |
| Fifth Third Bancorp | 2,539 | $25.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,023 | $40.8K | 0.01% | −3,000−42.7% | Reduced |
| Activest Wealth Management | 4,150 | $42.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,348 | $44.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $46.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,054 | $51.2K | 0.00% | +16+0.3% | Added |
| MAI Capital Management | 7,201 | $72.9K | 0.00% | +7,201 | New |
| Huntington National Bank | – | $98.0K | 0.00% | – | – |
| Seelaus Asset Management LLC | 10,488 | $106.2K | 0.10% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 10,989 | $111.3K | 0.01% | +767+7.5% | Added |
| Sunpointe, LLC | 11,200 | $113.8K | 0.06% | −9,724−46.5% | Reduced |
| Davenport & Co LLC | 11,284 | $114.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $119.3K | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,940 | $121.0K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $121.6K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,176 | $123.3K | 0.00% | +1,059+9.5% | Added |
| Fortitude Family Office, LLC | 12,309 | $124.7K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $125.9K | 0.08% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,495 | $126.6K | 0.01% | −31,297−71.5% | Reduced |
| Staley Capital Advisers Inc | 12,500 | $126.6K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 13,800 | $139.8K | 0.10% | +13,800 | New |
| 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 |
| Concurrent Investment Advisors, LLC | 15,110 | $153.1K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 15,324 | $155.2K | 0.07% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,358 | $155.6K | 0.01% | +3,426+28.7% | Added |
| Cetera Investment Advisers | 15,489 | $156.9K | 0.00% | −276−1.8% | Reduced |
| Moors & Cabot, Inc. | 16,954 | $171.7K | 0.01% | +101+0.6% | Added |
| HRT Financial LP | 17,414 | $176.0K | 0.00% | +17,414 | New |
| Royal Bank of Canada | 19,084 | $193.0K | 0.00% | −953−4.8% | Reduced |
| Oppenheimer & Co Inc | 19,496 | $197.5K | 0.00% | −30,713−61.2% | Reduced |
| Burford Brothers, Inc. | 19,900 | $201.6K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,208 | $204.7K | 0.00% | +20,208 | New |
| Integrated Capital Management, Inc. | 20,325 | $205.8K | 0.16% | +1,932+10.5% | Added |
| Cresset Asset Management, LLC | 20,300 | $206.3K | 0.00% | −1,600−7.3% | Reduced |
| Invesco Ltd. | 22,760 | $230.6K | 0.00% | −25,069−52.4% | Reduced |
| Bank of Montreal | 22,764 | $230.6K | 0.00% | +896+4.1% | Added |
| Generation Capital Management LLC | 22,882 | $231.8K | 0.20% | +22,882 | New |
| Gill Capital Partners, LLC | 23,090 | $233.9K | 0.08% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 24,883 | $252.1K | 0.21% | +24,883 | New |
| Nine Masts Capital Ltd | 26,736 | $270.8K | 0.05% | −52,843−66.4% | Reduced |
| Nomura Holdings Inc | 29,972 | $303.6K | 0.00% | +18,975+172.5% | Added |
| Twin Focus Capital Partners, LLC | 31,294 | $317.0K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 31,441 | $318.5K | 0.00% | +31,441 | New |
| HighTower Advisors, LLC | 31,845 | $322.6K | 0.00% | +6,750+26.9% | Added |
| Kovitz Investment Group Partners, LLC | 32,000 | $324.2K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 35,397 | $358.6K | 0.02% | +343+1.0% | Added |
| Logan Stone Capital, LLC | 35,936 | $364.0K | 0.12% | −199,937−84.8% | Reduced |
| Stifel Financial Corp | 36,713 | $371.9K | 0.00% | +1,112+3.1% | Added |
| Advisor Group Holdings, Inc. | 36,865 | $373.4K | 0.00% | +2,729+8.0% | Added |
| Cyndeo Wealth Partners, LLC | 38,629 | $391.3K | 0.03% | +5,836+17.8% | Added |
| Baird Financial Group, Inc. | 45,531 | $461.2K | 0.00% | −248−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,795 | $474.0K | 0.00% | −19,698−29.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 48,380 | $490.1K | 0.00% | −1,497−3.0% | Reduced |
| Riverbridge Partners LLC | 65,618 | $664.7K | 0.01% | −1,181−1.8% | Reduced |
| Smith, Moore & Co. | 77,712 | $787.2K | 0.07% | +11,376+17.1% | Added |
| Raymond James Financial Inc | 90,453 | $916.3K | 0.00% | +90,453 | New |
| Nova R Wealth, Inc. | 93,059 | $942.7K | 0.48% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 93,526 | $947.4K | 0.00% | −45,931−32.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 94,408 | $956.4K | 0.00% | +53,322+129.8% | Added |
| Capital Investment Advisors, LLC | 95,485 | $967.3K | 0.02% | −9,454−9.0% | Reduced |
| Karpus Management, Inc. | 98,038 | $993.1K | 0.03% | +36,188+58.5% | Added |
| Cohen & Steers, Inc. | 104,200 | $1.06M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 107,686 | $1.09M | 0.00% | −14,467−11.8% | Reduced |
| Park Avenue Securities LLC | 112,497 | $1.14M | 0.01% | +7,450+7.1% | Added |
| Bank of America Corp | 124,073 | $1.26M | 0.00% | −41,848−25.2% | Reduced |
| Envestnet Asset Management Inc | 125,584 | $1.27M | 0.00% | +8,469+7.2% | Added |
| Intellus Advisors LLC | 126,931 | $1.29M | 0.22% | +126,931 | New |
| Wells Fargo & Company | 151,244 | $1.53M | 0.00% | +19,437+14.7% | Added |
| Rothschild Investment LLC | 186,921 | $1.89M | 0.12% | −6,000−3.1% | Reduced |
| Matisse Capital | 190,000 | $1.92M | 0.98% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 195,647 | $1.98M | 0.00% | −5,437−2.7% | Reduced |
| Van Eck Associates Corp | 233,858 | $2.37M | 0.00% | +6,217+2.7% | Added |
| Rivernorth Capital Management, LLC | 262,568 | $2.66M | 0.13% | +82,871+46.1% | Added |
| UBS Group AG | 283,668 | $2.87M | 0.00% | +26,506+10.3% | Added |
| Advisors Asset Management, Inc. | 291,314 | $2.95M | 0.05% | +139,739+92.2% | Added |
| Commonwealth Equity Services, LLC | 307,683 | $3.12M | 0.00% | −25,634−7.7% | Reduced |
| Fiera Capital Corp | 315,632 | $3.20M | 0.01% | +8,046+2.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 344,532 | $3.49M | 0.16% | +329,179+2,144.1% | Added |
| 1607 Capital Partners, LLC | 362,681 | $3.67M | 0.30% | +127,300+54.1% | Added |
| Guggenheim Capital LLC | 368,040 | $3.73M | 0.03% | +39,272+11.9% | Added |
| Morgan Stanley | 412,589 | $4.18M | 0.00% | +88,932+27.5% | Added |
| Melfa Wealth Management, LLC | 480,850 | $4.87M | 3.26% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 575,167 | $5.83M | 0.03% | +217,543+60.8% | Added |
| 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 |