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 |
|---|---|---|---|---|---|
| Elequin Capital LP | 8 | $79 | 0.00% | −7,096−99.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 476 | $4.85K | 0.00% | +476 | New |
| Hilltop National Bank | 780 | $7.71K | 0.00% | +780 | New |
| Anchor Investment Management, LLC | 1,000 | $9.89K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $11.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,408 | $13.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,563 | $15.5K | 0.00% | +234+17.6% | Added |
| Rothschild Investment LLC | 2,389 | $23.6K | 0.00% | −160,999−98.5% | Reduced |
| Fifth Third Bancorp | 2,539 | $25.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,923 | $28.9K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,969 | $29.0K | 0.00% | +2,969 | New |
| St Germain D J Co Inc | 3,000 | $29.7K | 0.00% | +3,000 | New |
| Activest Wealth Management | 4,150 | $41.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,348 | $43.0K | 0.00% | +4,348 | New |
| US Bancorp | 4,686 | $46.3K | 0.00% | +141+3.1% | Added |
| Duncker Streett & Co Inc | 4,900 | $48.5K | 0.01% | +4,900 | New |
| Comerica Bank | 5,038 | $49.8K | 0.00% | −10−0.2% | Reduced |
| MAI Capital Management | 7,201 | $71.2K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $98.9K | 0.00% | +10,000 | New |
| Meridian Wealth Management, LLC | 10,108 | $100.0K | 0.00% | +10,108 | New |
| Prospera Financial Services Inc | 10,338 | $102.3K | 0.00% | +10,338 | New |
| Wellspring Financial Advisors, LLC | 10,500 | $103.8K | 0.01% | +10,500 | New |
| Cetera Investment Advisers | 10,898 | $107.8K | 0.00% | −3,283−23.2% | Reduced |
| Moors & Cabot, Inc. | 11,449 | $113.2K | 0.01% | −5,646−33.0% | Reduced |
| Private Wealth Advisors | 11,774 | $116.4K | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,940 | $118.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 12,000 | $118.7K | 0.00% | +12,000 | New |
| Successful Portfolios LLC | 12,428 | $122.9K | 0.08% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $123.6K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 12,944 | $128.0K | 0.02% | +12,944 | New |
| Collaborative Wealth Managment Inc. | 13,400 | $132.5K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 14,000 | $138.5K | 0.00% | 00.0% | Unchanged |
| Sunpointe, LLC | 15,370 | $152.0K | 0.06% | 00.0% | Unchanged |
| Generation Capital Management LLC | 16,748 | $165.6K | 0.13% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,646 | $174.5K | 0.00% | +17,646 | New |
| Concurrent Investment Advisors, LLC | 17,990 | $177.9K | 0.00% | +605+3.5% | Added |
| Wolverine Asset Management LLC | 18,044 | $178.5K | 0.00% | +13,101+265.0% | Added |
| Burford Brothers, Inc. | 19,900 | $196.8K | 0.09% | 00.0% | Unchanged |
| American National Bank | 20,000 | $197.8K | 0.02% | +20,000 | New |
| Cresset Asset Management, LLC | 20,300 | $200.8K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 20,515 | $202.9K | 0.14% | +20,515 | New |
| Northwestern Mutual Wealth Management Co | 20,623 | $204.0K | 0.00% | −5,877−22.2% | Reduced |
| Royal Bank of Canada | 22,074 | $218.0K | 0.00% | −172−0.8% | Reduced |
| HighTower Advisors, LLC | 22,168 | $219.2K | 0.00% | +22,168 | New |
| Bank of Montreal | 22,405 | $221.6K | 0.00% | +994+4.6% | Added |
| Gill Capital Partners, LLC | 23,090 | $228.4K | 0.07% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 25,018 | $247.4K | 0.19% | +3,958+18.8% | Added |
| Cyndeo Wealth Partners, LLC | 25,469 | $251.9K | 0.01% | −9,399−27.0% | Reduced |
| Leigh Baldwin & Co., LLC | 25,512 | $252.3K | 0.17% | +292+1.2% | Added |
| Susquehanna International Group, LLP | 28,552 | $282.4K | 0.00% | +3,283+13.0% | Added |
| Twin Focus Capital Partners, LLC | 31,294 | $309.5K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 32,000 | $316.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 34,349 | $339.7K | 0.00% | −256−0.7% | Reduced |
| Tectonic Advisors LLC | 36,290 | $358.9K | 0.02% | +415+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,567 | $391.0K | 0.00% | −8,318−17.4% | Reduced |
| Advisor Group Holdings, Inc. | 42,809 | $423.4K | 0.00% | +2,224+5.5% | Added |
| Raymond James Financial Inc | 70,174 | $694.0K | 0.00% | −6,503−8.5% | Reduced |
| Riverbridge Partners LLC | 74,966 | $741.4K | 0.01% | +3,101+4.3% | Added |
| Smith, Moore & Co. | 78,003 | $771.5K | 0.06% | −1,228−1.5% | Reduced |
| Invesco Ltd. | 78,733 | $778.7K | 0.00% | +54,761+228.4% | Added |
| Robinson Capital Management, LLC | 88,439 | $874.7K | 0.37% | +88,439 | New |
| Capital Investment Advisors, LLC | 91,005 | $900.0K | 0.02% | −4,175−4.4% | Reduced |
| Nova R Wealth, Inc. | 93,059 | $920.4K | 0.43% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 93,238 | $922.1K | 0.00% | +518+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 94,408 | $933.7K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 113,916 | $1.13M | 0.01% | +113,916 | New |
| Envestnet Asset Management Inc | 126,126 | $1.25M | 0.00% | +8,054+6.8% | Added |
| Intellus Advisors LLC | 126,464 | $1.25M | 0.19% | +2,267+1.8% | Added |
| LPL Financial LLC | 127,233 | $1.26M | 0.00% | +5,033+4.1% | Added |
| Cohen & Steers, Inc. | 134,200 | $1.33M | 0.00% | +10,000+8.1% | Added |
| Bank of America Corp | 152,349 | $1.51M | 0.00% | +26,015+20.6% | Added |
| UBS Group AG | 158,635 | $1.57M | 0.00% | −106,886−40.3% | Reduced |
| Matisse Capital | 166,367 | $1.65M | 0.78% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 183,878 | $1.82M | 0.00% | −32,949−15.2% | Reduced |
| Van Eck Associates Corp | 185,254 | $1.83M | 0.00% | +2,367+1.3% | Added |
| Wells Fargo & Company | 224,814 | $2.22M | 0.00% | +13,100+6.2% | Added |
| Karpus Management, Inc. | 231,992 | $2.29M | 0.07% | +132,444+133.0% | Added |
| Rivernorth Capital Management, LLC | 247,520 | $2.45M | 0.14% | +1,824+0.7% | Added |
| Fiera Capital Corp | 291,232 | $2.88M | 0.01% | −3,623−1.2% | Reduced |
| Advisors Asset Management, Inc. | 307,116 | $3.04M | 0.05% | +60,021+24.3% | Added |
| Commonwealth Equity Services, LLC | 319,994 | $3.17M | 0.00% | +4,450+1.4% | Added |
| Morgan Stanley | 367,661 | $3.64M | 0.00% | −43,693−10.6% | Reduced |
| 1607 Capital Partners, LLC | 377,411 | $3.73M | 0.30% | −5,350−1.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 450,366 | $4.45M | 0.18% | −6,927−1.5% | Reduced |
| Melfa Wealth Management, LLC | 480,444 | $4.75M | 3.00% | −350−0.1% | Reduced |
| Pathstone Holdings, LLC | 529,718 | $5.24M | 0.02% | −111,598−17.4% | Reduced |
| Guggenheim Capital LLC | 604,966 | $5.98M | 0.05% | +125,200+26.1% | Added |
| 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 |