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, Q2 2025
Institutional positions in Franklin Municipal Opportunities Trust as of Jun 30, 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
- 87
- +7 vs. Q1 2025
- Shares held
- 7.48M
- +205.8K (+2.8%) vs. Q1 2025
- Total value
- $74.0M
- −$329.5K (−0.4%) vs. Q1 2025
- New holders
- 18
- 25 more added
- Sold out
- 11
- 21 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 604,966 | $5.98M | 0.05% | +125,200+26.1% | Added |
| Pathstone Holdings, LLC | 529,718 | $5.24M | 0.02% | −111,598−17.4% | Reduced |
| Melfa Wealth Management, LLC | 480,444 | $4.75M | 3.00% | −350−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 450,366 | $4.45M | 0.18% | −6,927−1.5% | Reduced |
| 1607 Capital Partners, LLC | 377,411 | $3.73M | 0.30% | −5,350−1.4% | Reduced |
| Morgan Stanley | 367,661 | $3.64M | 0.00% | −43,693−10.6% | Reduced |
| Commonwealth Equity Services, LLC | 319,994 | $3.17M | 0.00% | +4,450+1.4% | Added |
| Advisors Asset Management, Inc. | 307,116 | $3.04M | 0.05% | +60,021+24.3% | Added |
| Fiera Capital Corp | 291,232 | $2.88M | 0.01% | −3,623−1.2% | Reduced |
| Rivernorth Capital Management, LLC | 247,520 | $2.45M | 0.14% | +1,824+0.7% | Added |
| Karpus Management, Inc. | 231,992 | $2.29M | 0.07% | +132,444+133.0% | Added |
| Wells Fargo & Company | 224,814 | $2.22M | 0.00% | +13,100+6.2% | Added |
| Van Eck Associates Corp | 185,254 | $1.83M | 0.00% | +2,367+1.3% | Added |
| Ameriprise Financial Inc | 183,878 | $1.82M | 0.00% | −32,949−15.2% | Reduced |
| Matisse Capital | 166,367 | $1.65M | 0.78% | 00.0% | Unchanged |
| UBS Group AG | 158,635 | $1.57M | 0.00% | −106,886−40.3% | Reduced |
| Bank of America Corp | 152,349 | $1.51M | 0.00% | +26,015+20.6% | Added |
| Cohen & Steers, Inc. | 134,200 | $1.33M | 0.00% | +10,000+8.1% | Added |
| LPL Financial LLC | 127,233 | $1.26M | 0.00% | +5,033+4.1% | Added |
| Intellus Advisors LLC | 126,464 | $1.25M | 0.19% | +2,267+1.8% | Added |
| Envestnet Asset Management Inc | 126,126 | $1.25M | 0.00% | +8,054+6.8% | Added |
| Park Avenue Securities LLC | 113,916 | $1.13M | 0.01% | +113,916 | New |
| Allspring Global Investments Holdings, LLC | 94,408 | $933.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 93,238 | $922.1K | 0.00% | +518+0.6% | Added |
| Nova R Wealth, Inc. | 93,059 | $920.4K | 0.43% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 91,005 | $900.0K | 0.02% | −4,175−4.4% | Reduced |
| Robinson Capital Management, LLC | 88,439 | $874.7K | 0.37% | +88,439 | New |
| Invesco Ltd. | 78,733 | $778.7K | 0.00% | +54,761+228.4% | Added |
| Smith, Moore & Co. | 78,003 | $771.5K | 0.06% | −1,228−1.5% | Reduced |
| Riverbridge Partners LLC | 74,966 | $741.4K | 0.01% | +3,101+4.3% | Added |
| Raymond James Financial Inc | 70,174 | $694.0K | 0.00% | −6,503−8.5% | Reduced |
| Advisor Group Holdings, Inc. | 42,809 | $423.4K | 0.00% | +2,224+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,567 | $391.0K | 0.00% | −8,318−17.4% | Reduced |
| Tectonic Advisors LLC | 36,290 | $358.9K | 0.02% | +415+1.2% | Added |
| Stifel Financial Corp | 34,349 | $339.7K | 0.00% | −256−0.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 32,000 | $316.5K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $309.5K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 28,552 | $282.4K | 0.00% | +3,283+13.0% | Added |
| Leigh Baldwin & Co., LLC | 25,512 | $252.3K | 0.17% | +292+1.2% | Added |
| Cyndeo Wealth Partners, LLC | 25,469 | $251.9K | 0.01% | −9,399−27.0% | Reduced |
| Integrated Capital Management, Inc. | 25,018 | $247.4K | 0.19% | +3,958+18.8% | Added |
| Gill Capital Partners, LLC | 23,090 | $228.4K | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 22,405 | $221.6K | 0.00% | +994+4.6% | Added |
| HighTower Advisors, LLC | 22,168 | $219.2K | 0.00% | +22,168 | New |
| Royal Bank of Canada | 22,074 | $218.0K | 0.00% | −172−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,623 | $204.0K | 0.00% | −5,877−22.2% | Reduced |
| Catalina Capital Group, LLC | 20,515 | $202.9K | 0.14% | +20,515 | New |
| Cresset Asset Management, LLC | 20,300 | $200.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 20,000 | $197.8K | 0.02% | +20,000 | New |
| Burford Brothers, Inc. | 19,900 | $196.8K | 0.09% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 18,044 | $178.5K | 0.00% | +13,101+265.0% | Added |
| Concurrent Investment Advisors, LLC | 17,990 | $177.9K | 0.00% | +605+3.5% | Added |
| Oppenheimer & Co Inc | 17,646 | $174.5K | 0.00% | +17,646 | New |
| Generation Capital Management LLC | 16,748 | $165.6K | 0.13% | 00.0% | Unchanged |
| Sunpointe, LLC | 15,370 | $152.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 14,000 | $138.5K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 13,400 | $132.5K | 0.06% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,944 | $128.0K | 0.02% | +12,944 | New |
| Staley Capital Advisers Inc | 12,500 | $123.6K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 12,428 | $122.9K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 12,000 | $118.7K | 0.00% | +12,000 | New |
| Tyche Wealth Partners LLC | 11,940 | $118.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Advisors | 11,774 | $116.4K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,449 | $113.2K | 0.01% | −5,646−33.0% | Reduced |
| Cetera Investment Advisers | 10,898 | $107.8K | 0.00% | −3,283−23.2% | Reduced |
| Wellspring Financial Advisors, LLC | 10,500 | $103.8K | 0.01% | +10,500 | New |
| Prospera Financial Services Inc | 10,338 | $102.3K | 0.00% | +10,338 | New |
| Meridian Wealth Management, LLC | 10,108 | $100.0K | 0.00% | +10,108 | New |
| Nomura Holdings Inc | 10,000 | $98.9K | 0.00% | +10,000 | New |
| MAI Capital Management | 7,201 | $71.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,038 | $49.8K | 0.00% | −10−0.2% | Reduced |
| Duncker Streett & Co Inc | 4,900 | $48.5K | 0.01% | +4,900 | New |
| US Bancorp | 4,686 | $46.3K | 0.00% | +141+3.1% | Added |
| Global Retirement Partners, LLC | 4,348 | $43.0K | 0.00% | +4,348 | New |
| Activest Wealth Management | 4,150 | $41.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,000 | $29.7K | 0.00% | +3,000 | New |
| CX Institutional | 2,969 | $29.0K | 0.00% | +2,969 | New |
| Blue Bell Private Wealth Management, LLC | 2,923 | $28.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,539 | $25.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,389 | $23.6K | 0.00% | −160,999−98.5% | Reduced |
| Geneos Wealth Management Inc. | 1,563 | $15.5K | 0.00% | +234+17.6% | Added |
| Harbour Investments, Inc. | 1,408 | $13.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $11.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $9.89K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $7.71K | 0.00% | +780 | New |
| Oliver Lagore Vanvalin Investment Group | 476 | $4.85K | 0.00% | +476 | New |
| Elequin Capital LP | 8 | $79 | 0.00% | −7,096−99.9% | Reduced |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −45,532−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −16,035−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −12,309−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −11,302−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −10,601−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −10,388−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | 0 | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Noble Wealth Management PBC | – | – | – | – | Not filed |