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, Q3 2025
Institutional positions in Franklin Municipal Opportunities Trust as of Sep 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
- 85
- −1 vs. Q2 2025
- Shares held
- 7.88M
- +402.8K (+5.4%) vs. Q2 2025
- Total value
- $81.4M
- +$7.44M (+10.1%) vs. Q2 2025
- New holders
- 6
- 26 more added
- Sold out
- 7
- 20 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 607,756 | $6.28M | 0.05% | +2,790+0.5% | Added |
| Pathstone Holdings, LLC | 563,544 | $5.82M | 0.02% | +33,826+6.4% | Added |
| Melfa Wealth Management, LLC | 480,444 | $4.96M | 2.91% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 447,956 | $4.63M | 0.17% | −2,410−0.5% | Reduced |
| Advisors Asset Management, Inc. | 420,550 | $4.34M | 0.07% | +113,434+36.9% | Added |
| Morgan Stanley | 384,451 | $3.97M | 0.00% | +16,790+4.6% | Added |
| 1607 Capital Partners, LLC | 350,361 | $3.62M | 0.27% | −27,050−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 320,652 | $3.31M | 0.00% | +658+0.2% | Added |
| Fiera Capital Corp | 288,875 | $2.98M | 0.01% | −2,357−0.8% | Reduced |
| Wells Fargo & Company | 279,658 | $2.89M | 0.00% | +54,844+24.4% | Added |
| Karpus Management, Inc. | 256,492 | $2.65M | 0.08% | +24,500+10.6% | Added |
| Rivernorth Capital Management, LLC | 247,520 | $2.56M | 0.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 187,989 | $1.94M | 0.00% | +4,111+2.2% | Added |
| Van Eck Associates Corp | 184,741 | $1.91M | 0.00% | −513−0.3% | Reduced |
| Matisse Capital | 166,367 | $1.72M | 0.77% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 160,455 | $1.66M | 1.19% | +72,016+81.4% | Added |
| Bank of America Corp | 154,223 | $1.59M | 0.00% | +1,874+1.2% | Added |
| LPL Financial LLC | 152,045 | $1.57M | 0.00% | +24,812+19.5% | Added |
| UBS Group AG | 136,444 | $1.41M | 0.00% | −22,191−14.0% | Reduced |
| Cohen & Steers, Inc. | 134,200 | $1.39M | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 132,044 | $1.36M | 0.00% | +37,636+39.9% | Added |
| Smith, Moore & Co. | 125,303 | $1.29M | 0.10% | +47,300+60.6% | Added |
| Envestnet Asset Management Inc | 123,602 | $1.28M | 0.00% | −2,524−2.0% | Reduced |
| Park Avenue Securities LLC | 110,789 | $1.14M | 0.01% | −3,127−2.7% | Reduced |
| Invesco Ltd. | 104,027 | $1.07M | 0.00% | +25,294+32.1% | Added |
| Intellus Advisors LLC | 102,463 | $1.06M | 0.14% | −24,001−19.0% | Reduced |
| Rockefeller Capital Management L.P. | 93,776 | $968.7K | 0.00% | +538+0.6% | Added |
| Nova R Wealth, Inc. | 93,059 | $961.3K | 0.41% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 90,193 | $931.7K | 0.02% | −812−0.9% | Reduced |
| Riverbridge Partners LLC | 77,040 | $795.8K | 0.01% | +2,074+2.8% | Added |
| Stifel Financial Corp | 73,101 | $755.1K | 0.00% | +38,752+112.8% | Added |
| Raymond James Financial Inc | 65,709 | $678.8K | 0.00% | −4,465−6.4% | Reduced |
| Noble Wealth Management PBC | 44,000 | $454.5K | 0.24% | +44,000 | New |
| Advisor Group Holdings, Inc. | 39,932 | $396.6K | 0.00% | −2,877−6.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,778 | $359.0K | 0.00% | −4,789−12.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 32,000 | $330.6K | 0.00% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 31,294 | $323.3K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 30,076 | $311.0K | 0.00% | +8,002+36.3% | Added |
| Cyndeo Wealth Partners, LLC | 25,981 | $268.4K | 0.01% | +512+2.0% | Added |
| Leigh Baldwin & Co., LLC | 25,814 | $266.7K | 0.15% | +302+1.2% | Added |
| Integrated Capital Management, Inc. | 23,151 | $239.2K | 0.17% | −1,867−7.5% | Reduced |
| Bank of Montreal | 22,731 | $234.8K | 0.00% | +326+1.5% | Added |
| Stratos Wealth Partners, LTD. | 22,300 | $230.4K | 0.00% | +22,300 | New |
| HighTower Advisors, LLC | 20,856 | $215.4K | 0.00% | −1,312−5.9% | Reduced |
| Susquehanna International Group, LLP | 20,782 | $214.7K | 0.00% | −7,770−27.2% | Reduced |
| Catalina Capital Group, LLC | 20,515 | $211.9K | 0.13% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,378 | $210.5K | 0.00% | −245−1.2% | Reduced |
| Cresset Asset Management, LLC | 20,300 | $209.7K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 20,025 | $206.9K | 0.04% | +20,025 | New |
| Burford Brothers, Inc. | 19,900 | $205.6K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 18,340 | $189.5K | 0.00% | +350+1.9% | Added |
| Oppenheimer & Co Inc | 17,646 | $182.3K | 0.00% | 00.0% | Unchanged |
| Generation Capital Management LLC | 16,748 | $173.0K | 0.13% | 00.0% | Unchanged |
| Sunpointe, LLC | 15,360 | $158.7K | 0.06% | −10−0.1% | Reduced |
| Gill Capital Partners, LLC | 14,813 | $153.0K | 0.05% | −8,277−35.8% | Reduced |
| Spire Wealth Management | 14,000 | $144.6K | 0.00% | 00.0% | Unchanged |
| Successful Portfolios LLC | 13,428 | $138.7K | 0.08% | +1,000+8.0% | Added |
| Collaborative Wealth Managment Inc. | 13,400 | $138.4K | 0.06% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $129.1K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,218 | $126.2K | 0.01% | +769+6.7% | Added |
| Allworth Financial LP | 12,139 | $125.4K | 0.00% | +139+1.2% | Added |
| Tyche Wealth Partners LLC | 11,940 | $123.3K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,894 | $122.9K | 0.00% | +11,894 | New |
| Private Wealth Advisors | 11,093 | $114.6K | 0.04% | −681−5.8% | Reduced |
| Aviance Capital Partners, LLC | 10,515 | $108.6K | 0.01% | −2,429−18.8% | Reduced |
| Wellspring Financial Advisors, LLC | 10,500 | $108.5K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,432 | $107.8K | 0.00% | +94+0.9% | Added |
| Citadel Advisors LLC | 10,257 | $106.0K | 0.00% | +10,257 | New |
| Meridian Wealth Management, LLC | 10,108 | $104.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7,201 | $74.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,038 | $52.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,900 | $50.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,348 | $44.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4,150 | $42.9K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 2,969 | $31.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,923 | $30.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,539 | $26.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,389 | $24.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,563 | $16.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,408 | $14.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.3K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,181 | $12.2K | 0.01% | +1,181 | New |
| Anchor Investment Management, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $8.06K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −36,290−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −18,044−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,898−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −4,686−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |