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, Q1 2025
Institutional positions in Franklin Municipal Opportunities Trust as of Mar 31, 2025. 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
- 83
- −9 vs. Q4 2024
- Shares held
- 7.31M
- −120.4K (−1.6%) vs. Q4 2024
- Total value
- $74.7M
- −$699.9K (−0.9%) vs. Q4 2024
- New holders
- 4
- 28 more added
- Sold out
- 13
- 29 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 641,316 | $6.62M | 0.03% | +66,149+11.5% | Added |
| Melfa Wealth Management, LLC | 480,794 | $4.90M | 3.31% | −560.0% | Reduced |
| Guggenheim Capital LLC | 479,766 | $4.89M | 0.05% | +111,726+30.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 457,293 | $4.66M | 0.21% | +112,761+32.7% | Added |
| Morgan Stanley | 411,354 | $4.19M | 0.00% | −1,235−0.3% | Reduced |
| 1607 Capital Partners, LLC | 382,761 | $3.90M | 0.31% | +20,080+5.5% | Added |
| Commonwealth Equity Services, LLC | 315,544 | $3.21M | 0.00% | +7,861+2.6% | Added |
| Fiera Capital Corp | 294,855 | $3.00M | 0.01% | −20,777−6.6% | Reduced |
| UBS Group AG | 265,521 | $2.71M | 0.00% | −18,147−6.4% | Reduced |
| Advisors Asset Management, Inc. | 247,095 | $2.52M | 0.05% | −44,219−15.2% | Reduced |
| Rivernorth Capital Management, LLC | 245,696 | $2.50M | 0.13% | −16,872−6.4% | Reduced |
| Ameriprise Financial Inc | 216,827 | $2.21M | 0.00% | +21,180+10.8% | Added |
| Wells Fargo & Company | 211,714 | $2.16M | 0.00% | +60,470+40.0% | Added |
| Van Eck Associates Corp | 182,887 | $1.86M | 0.00% | −50,971−21.8% | Reduced |
| Matisse Capital | 166,367 | $1.70M | 0.89% | −23,633−12.4% | Reduced |
| Rothschild Investment LLC | 163,388 | $1.66M | 0.11% | −23,533−12.6% | Reduced |
| Bank of America Corp | 126,334 | $1.29M | 0.00% | +2,261+1.8% | Added |
| Cohen & Steers, Inc. | 124,200 | $1.27M | 0.00% | +20,000+19.2% | Added |
| Intellus Advisors LLC | 124,197 | $1.27M | 0.22% | −2,734−2.2% | Reduced |
| LPL Financial LLC | 122,200 | $1.25M | 0.00% | +14,514+13.5% | Added |
| Envestnet Asset Management Inc | 118,072 | $1.20M | 0.00% | −7,512−6.0% | Reduced |
| Karpus Management, Inc. | 99,548 | $1.01M | 0.03% | +1,510+1.5% | Added |
| Capital Investment Advisors, LLC | 95,180 | $969.9K | 0.02% | −305−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 94,408 | $962.0K | 0.00% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 93,059 | $948.3K | 0.47% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 92,720 | $944.8K | 0.00% | −806−0.9% | Reduced |
| Smith, Moore & Co. | 79,231 | $807.4K | 0.07% | +1,519+2.0% | Added |
| Raymond James Financial Inc | 76,677 | $781.3K | 0.00% | −13,776−15.2% | Reduced |
| Riverbridge Partners LLC | 71,865 | $732.3K | 0.01% | +6,247+9.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,885 | $488.0K | 0.00% | +1,090+2.3% | Added |
| Baird Financial Group, Inc. | 45,532 | $464.0K | 0.00% | +10.0% | Added |
| Advisor Group Holdings, Inc. | 40,585 | $413.6K | 0.00% | +3,720+10.1% | Added |
| Tectonic Advisors LLC | 35,875 | $365.6K | 0.02% | +478+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 34,868 | $355.3K | 0.02% | −3,761−9.7% | Reduced |
| Stifel Financial Corp | 34,605 | $352.6K | 0.00% | −2,108−5.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 32,000 | $326.1K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $318.9K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 26,500 | $270.0K | 0.00% | −21,880−45.2% | Reduced |
| Susquehanna International Group, LLP | 25,269 | $257.5K | 0.00% | +5,061+25.0% | Added |
| Leigh Baldwin & Co., LLC | 25,220 | $257.0K | 0.21% | +337+1.4% | Added |
| Invesco Ltd. | 23,972 | $244.3K | 0.00% | +1,212+5.3% | Added |
| Gill Capital Partners, LLC | 23,090 | $235.3K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 22,246 | $226.0K | 0.00% | +3,162+16.6% | Added |
| Bank of Montreal | 21,411 | $218.2K | 0.00% | −1,353−5.9% | Reduced |
| Integrated Capital Management, Inc. | 21,060 | $214.6K | 0.17% | +735+3.6% | Added |
| Cresset Asset Management, LLC | 20,300 | $206.9K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 19,900 | $202.8K | 0.10% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,385 | $177.2K | 0.00% | +2,275+15.1% | Added |
| Moors & Cabot, Inc. | 17,095 | $174.2K | 0.01% | +141+0.8% | Added |
| Generation Capital Management LLC | 16,748 | $170.7K | 0.15% | −6,134−26.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,035 | $163.4K | 0.01% | +677+4.4% | Added |
| Sunpointe, LLC | 15,370 | $156.6K | 0.08% | +4,170+37.2% | Added |
| Cetera Investment Advisers | 14,181 | $144.5K | 0.00% | −1,308−8.4% | Reduced |
| Spire Wealth Management | 14,000 | $142.7K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 13,400 | $136.5K | 0.06% | −1,924−12.6% | Reduced |
| Staley Capital Advisers Inc | 12,500 | $127.4K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $126.6K | 0.09% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12,309 | $125.4K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $122.3K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,940 | $121.7K | 0.03% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $120.0K | 0.05% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 11,500 | $117.2K | 0.08% | −2,300−16.7% | Reduced |
| Simon Quick Advisors, LLC | 11,302 | $115.2K | 0.01% | +313+2.8% | Added |
| Davenport & Co LLC | 10,601 | $108.0K | 0.00% | −683−6.1% | Reduced |
| Seelaus Asset Management LLC | 10,388 | $105.9K | 0.10% | −100−1.0% | Reduced |
| Huntington National Bank | – | $98.6K | 0.00% | – | – |
| Financial Network Wealth Management LLC | 9,440 | $96.0K | 0.03% | +9,440 | New |
| MAI Capital Management | 7,201 | $73.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 7,104 | $72.4K | 0.01% | +7,104 | New |
| Comerica Bank | 5,048 | $51.4K | 0.00% | −6−0.1% | Reduced |
| Wolverine Asset Management LLC | 4,943 | $50.4K | 0.00% | +4,943 | New |
| US Bancorp | 4,545 | $46.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4,150 | $42.3K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,000 | $30.6K | 0.01% | −11,000−78.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,923 | $29.8K | 0.01% | −1,100−27.3% | Reduced |
| Fifth Third Bancorp | 2,539 | $25.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,408 | $14.3K | 0.00% | −734−34.3% | Reduced |
| Geneos Wealth Management Inc. | 1,329 | $13.5K | 0.00% | +532+66.8% | Added |
| Mascoma Wealth Management LLC | 1,191 | $12.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 104 | $1.06K | 0.00% | −171−62.2% | Reduced |
| Coldstream Capital Management Inc | 55 | $561 | 0.00% | +55 | New |
| JPMorgan Chase & Co | 0 | $9 | 0.00% | 0 | Unchanged |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −112,497−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −35,936−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −31,845−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,441−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −29,972−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −26,736−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −19,496−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,414−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,495−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,176−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |