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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 780 | $8.06K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,181 | $12.2K | 0.01% | +1,181 | New |
| Mascoma Wealth Management LLC | 1,191 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,408 | $14.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,563 | $16.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,389 | $24.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,539 | $26.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,923 | $30.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,969 | $31.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4,150 | $42.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,348 | $44.9K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,900 | $50.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 5,038 | $52.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7,201 | $74.4K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 10,108 | $104.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,257 | $106.0K | 0.00% | +10,257 | New |
| Prospera Financial Services Inc | 10,432 | $107.8K | 0.00% | +94+0.9% | Added |
| Wellspring Financial Advisors, LLC | 10,500 | $108.5K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,515 | $108.6K | 0.01% | −2,429−18.8% | Reduced |
| Private Wealth Advisors | 11,093 | $114.6K | 0.04% | −681−5.8% | Reduced |
| Jane Street Group, LLC | 11,894 | $122.9K | 0.00% | +11,894 | New |
| Tyche Wealth Partners LLC | 11,940 | $123.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 12,139 | $125.4K | 0.00% | +139+1.2% | Added |
| Moors & Cabot, Inc. | 12,218 | $126.2K | 0.01% | +769+6.7% | Added |
| Staley Capital Advisers Inc | 12,500 | $129.1K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 13,400 | $138.4K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 13,428 | $138.7K | 0.08% | +1,000+8.0% | Added |
| Spire Wealth Management | 14,000 | $144.6K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 14,813 | $153.0K | 0.05% | −8,277−35.8% | Reduced |
| Sunpointe, LLC | 15,360 | $158.7K | 0.06% | −10−0.1% | Reduced |
| Generation Capital Management LLC | 16,748 | $173.0K | 0.13% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,646 | $182.3K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 18,340 | $189.5K | 0.00% | +350+1.9% | Added |
| Burford Brothers, Inc. | 19,900 | $205.6K | 0.09% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 20,025 | $206.9K | 0.04% | +20,025 | New |
| Cresset Asset Management, LLC | 20,300 | $209.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,378 | $210.5K | 0.00% | −245−1.2% | Reduced |
| Catalina Capital Group, LLC | 20,515 | $211.9K | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,782 | $214.7K | 0.00% | −7,770−27.2% | Reduced |
| HighTower Advisors, LLC | 20,856 | $215.4K | 0.00% | −1,312−5.9% | Reduced |
| Stratos Wealth Partners, LTD. | 22,300 | $230.4K | 0.00% | +22,300 | New |
| Bank of Montreal | 22,731 | $234.8K | 0.00% | +326+1.5% | Added |
| Integrated Capital Management, Inc. | 23,151 | $239.2K | 0.17% | −1,867−7.5% | Reduced |
| Leigh Baldwin & Co., LLC | 25,814 | $266.7K | 0.15% | +302+1.2% | Added |
| Cyndeo Wealth Partners, LLC | 25,981 | $268.4K | 0.01% | +512+2.0% | Added |
| Royal Bank of Canada | 30,076 | $311.0K | 0.00% | +8,002+36.3% | Added |
| Twin Focus Capital Partners, LLC | 31,294 | $323.3K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 32,000 | $330.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 34,778 | $359.0K | 0.00% | −4,789−12.1% | Reduced |
| Advisor Group Holdings, Inc. | 39,932 | $396.6K | 0.00% | −2,877−6.7% | Reduced |
| Noble Wealth Management PBC | 44,000 | $454.5K | 0.24% | +44,000 | New |
| Raymond James Financial Inc | 65,709 | $678.8K | 0.00% | −4,465−6.4% | Reduced |
| Stifel Financial Corp | 73,101 | $755.1K | 0.00% | +38,752+112.8% | Added |
| Riverbridge Partners LLC | 77,040 | $795.8K | 0.01% | +2,074+2.8% | Added |
| Capital Investment Advisors, LLC | 90,193 | $931.7K | 0.02% | −812−0.9% | Reduced |
| Nova R Wealth, Inc. | 93,059 | $961.3K | 0.41% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 93,776 | $968.7K | 0.00% | +538+0.6% | Added |
| Intellus Advisors LLC | 102,463 | $1.06M | 0.14% | −24,001−19.0% | Reduced |
| Invesco Ltd. | 104,027 | $1.07M | 0.00% | +25,294+32.1% | Added |
| Park Avenue Securities LLC | 110,789 | $1.14M | 0.01% | −3,127−2.7% | Reduced |
| Envestnet Asset Management Inc | 123,602 | $1.28M | 0.00% | −2,524−2.0% | Reduced |
| Smith, Moore & Co. | 125,303 | $1.29M | 0.10% | +47,300+60.6% | Added |
| Allspring Global Investments Holdings, LLC | 132,044 | $1.36M | 0.00% | +37,636+39.9% | Added |
| Cohen & Steers, Inc. | 134,200 | $1.39M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 136,444 | $1.41M | 0.00% | −22,191−14.0% | Reduced |
| LPL Financial LLC | 152,045 | $1.57M | 0.00% | +24,812+19.5% | Added |
| Bank of America Corp | 154,223 | $1.59M | 0.00% | +1,874+1.2% | Added |
| Robinson Capital Management, LLC | 160,455 | $1.66M | 1.19% | +72,016+81.4% | Added |
| Matisse Capital | 166,367 | $1.72M | 0.77% | 00.0% | Unchanged |
| Van Eck Associates Corp | 184,741 | $1.91M | 0.00% | −513−0.3% | Reduced |
| Ameriprise Financial Inc | 187,989 | $1.94M | 0.00% | +4,111+2.2% | Added |
| Rivernorth Capital Management, LLC | 247,520 | $2.56M | 0.15% | 00.0% | Unchanged |
| Karpus Management, Inc. | 256,492 | $2.65M | 0.08% | +24,500+10.6% | Added |
| Wells Fargo & Company | 279,658 | $2.89M | 0.00% | +54,844+24.4% | Added |
| Fiera Capital Corp | 288,875 | $2.98M | 0.01% | −2,357−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 320,652 | $3.31M | 0.00% | +658+0.2% | Added |
| 1607 Capital Partners, LLC | 350,361 | $3.62M | 0.27% | −27,050−7.2% | Reduced |
| Morgan Stanley | 384,451 | $3.97M | 0.00% | +16,790+4.6% | Added |
| Advisors Asset Management, Inc. | 420,550 | $4.34M | 0.07% | +113,434+36.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 447,956 | $4.63M | 0.17% | −2,410−0.5% | Reduced |
| Melfa Wealth Management, LLC | 480,444 | $4.96M | 2.91% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 563,544 | $5.82M | 0.02% | +33,826+6.4% | Added |
| Guggenheim Capital LLC | 607,756 | $6.28M | 0.05% | +2,790+0.5% | Added |
| 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 |