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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 0 | $9 | 0.00% | 0 | Unchanged |
| Coldstream Capital Management Inc | 55 | $561 | 0.00% | +55 | New |
| WPG Advisers, LLC | 104 | $1.06K | 0.00% | −171−62.2% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,329 | $13.5K | 0.00% | +532+66.8% | Added |
| Harbour Investments, Inc. | 1,408 | $14.3K | 0.00% | −734−34.3% | Reduced |
| Fifth Third Bancorp | 2,539 | $25.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,923 | $29.8K | 0.01% | −1,100−27.3% | Reduced |
| Indiana Trust & Investment Management CO | 3,000 | $30.6K | 0.01% | −11,000−78.6% | Reduced |
| Activest Wealth Management | 4,150 | $42.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,545 | $46.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,943 | $50.4K | 0.00% | +4,943 | New |
| Comerica Bank | 5,048 | $51.4K | 0.00% | −6−0.1% | Reduced |
| Elequin Capital LP | 7,104 | $72.4K | 0.01% | +7,104 | New |
| MAI Capital Management | 7,201 | $73.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 9,440 | $96.0K | 0.03% | +9,440 | New |
| Huntington National Bank | – | $98.6K | 0.00% | – | – |
| Seelaus Asset Management LLC | 10,388 | $105.9K | 0.10% | −100−1.0% | Reduced |
| Davenport & Co LLC | 10,601 | $108.0K | 0.00% | −683−6.1% | Reduced |
| Simon Quick Advisors, LLC | 11,302 | $115.2K | 0.01% | +313+2.8% | Added |
| Noble Wealth Management PBC | 11,500 | $117.2K | 0.08% | −2,300−16.7% | Reduced |
| Private Wealth Advisors | 11,774 | $120.0K | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,940 | $121.7K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $122.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12,309 | $125.4K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $126.6K | 0.09% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $127.4K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 13,400 | $136.5K | 0.06% | −1,924−12.6% | Reduced |
| Spire Wealth Management | 14,000 | $142.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,181 | $144.5K | 0.00% | −1,308−8.4% | Reduced |
| Sunpointe, LLC | 15,370 | $156.6K | 0.08% | +4,170+37.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,035 | $163.4K | 0.01% | +677+4.4% | Added |
| Generation Capital Management LLC | 16,748 | $170.7K | 0.15% | −6,134−26.8% | Reduced |
| Moors & Cabot, Inc. | 17,095 | $174.2K | 0.01% | +141+0.8% | Added |
| Concurrent Investment Advisors, LLC | 17,385 | $177.2K | 0.00% | +2,275+15.1% | Added |
| Burford Brothers, Inc. | 19,900 | $202.8K | 0.10% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 20,300 | $206.9K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 21,060 | $214.6K | 0.17% | +735+3.6% | Added |
| Bank of Montreal | 21,411 | $218.2K | 0.00% | −1,353−5.9% | Reduced |
| Royal Bank of Canada | 22,246 | $226.0K | 0.00% | +3,162+16.6% | Added |
| Gill Capital Partners, LLC | 23,090 | $235.3K | 0.08% | 00.0% | Unchanged |
| Invesco Ltd. | 23,972 | $244.3K | 0.00% | +1,212+5.3% | Added |
| Leigh Baldwin & Co., LLC | 25,220 | $257.0K | 0.21% | +337+1.4% | Added |
| Susquehanna International Group, LLP | 25,269 | $257.5K | 0.00% | +5,061+25.0% | Added |
| Northwestern Mutual Wealth Management Co | 26,500 | $270.0K | 0.00% | −21,880−45.2% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $318.9K | 0.05% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 32,000 | $326.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 34,605 | $352.6K | 0.00% | −2,108−5.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 34,868 | $355.3K | 0.02% | −3,761−9.7% | Reduced |
| Tectonic Advisors LLC | 35,875 | $365.6K | 0.02% | +478+1.4% | Added |
| Advisor Group Holdings, Inc. | 40,585 | $413.6K | 0.00% | +3,720+10.1% | Added |
| Baird Financial Group, Inc. | 45,532 | $464.0K | 0.00% | +10.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,885 | $488.0K | 0.00% | +1,090+2.3% | Added |
| Riverbridge Partners LLC | 71,865 | $732.3K | 0.01% | +6,247+9.5% | Added |
| Raymond James Financial Inc | 76,677 | $781.3K | 0.00% | −13,776−15.2% | Reduced |
| Smith, Moore & Co. | 79,231 | $807.4K | 0.07% | +1,519+2.0% | Added |
| Rockefeller Capital Management L.P. | 92,720 | $944.8K | 0.00% | −806−0.9% | Reduced |
| Nova R Wealth, Inc. | 93,059 | $948.3K | 0.47% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 94,408 | $962.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 95,180 | $969.9K | 0.02% | −305−0.3% | Reduced |
| Karpus Management, Inc. | 99,548 | $1.01M | 0.03% | +1,510+1.5% | Added |
| Envestnet Asset Management Inc | 118,072 | $1.20M | 0.00% | −7,512−6.0% | Reduced |
| LPL Financial LLC | 122,200 | $1.25M | 0.00% | +14,514+13.5% | Added |
| Intellus Advisors LLC | 124,197 | $1.27M | 0.22% | −2,734−2.2% | Reduced |
| Cohen & Steers, Inc. | 124,200 | $1.27M | 0.00% | +20,000+19.2% | Added |
| Bank of America Corp | 126,334 | $1.29M | 0.00% | +2,261+1.8% | Added |
| Rothschild Investment LLC | 163,388 | $1.66M | 0.11% | −23,533−12.6% | Reduced |
| Matisse Capital | 166,367 | $1.70M | 0.89% | −23,633−12.4% | Reduced |
| Van Eck Associates Corp | 182,887 | $1.86M | 0.00% | −50,971−21.8% | Reduced |
| Wells Fargo & Company | 211,714 | $2.16M | 0.00% | +60,470+40.0% | Added |
| Ameriprise Financial Inc | 216,827 | $2.21M | 0.00% | +21,180+10.8% | Added |
| Rivernorth Capital Management, LLC | 245,696 | $2.50M | 0.13% | −16,872−6.4% | Reduced |
| Advisors Asset Management, Inc. | 247,095 | $2.52M | 0.05% | −44,219−15.2% | Reduced |
| UBS Group AG | 265,521 | $2.71M | 0.00% | −18,147−6.4% | Reduced |
| Fiera Capital Corp | 294,855 | $3.00M | 0.01% | −20,777−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 315,544 | $3.21M | 0.00% | +7,861+2.6% | Added |
| 1607 Capital Partners, LLC | 382,761 | $3.90M | 0.31% | +20,080+5.5% | Added |
| Morgan Stanley | 411,354 | $4.19M | 0.00% | −1,235−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 457,293 | $4.66M | 0.21% | +112,761+32.7% | Added |
| Guggenheim Capital LLC | 479,766 | $4.89M | 0.05% | +111,726+30.4% | Added |
| Melfa Wealth Management, LLC | 480,794 | $4.90M | 3.31% | −560.0% | Reduced |
| Pathstone Holdings, LLC | 641,316 | $6.62M | 0.03% | +66,149+11.5% | Added |
| 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 |