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, Q4 2025
Institutional positions in Franklin Municipal Opportunities Trust as of Dec 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
- 88
- +3 vs. Q3 2025
- Shares held
- 8.68M
- +793.2K (+10.1%) vs. Q3 2025
- Total value
- $92.9M
- +$11.4M (+14.0%) vs. Q3 2025
- New holders
- 10
- 29 more added
- Sold out
- 7
- 20 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 663,914 | $7.10M | 0.05% | +56,158+9.2% | Added |
| Advisors Asset Management, Inc. | 598,344 | $6.40M | 0.11% | +177,794+42.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 518,691 | $5.55M | 0.19% | +70,735+15.8% | Added |
| Robinson Capital Management, LLC | 493,396 | $5.28M | 2.21% | +332,941+207.5% | Added |
| Melfa Wealth Management, LLC | 472,403 | $5.05M | 2.91% | −8,041−1.7% | Reduced |
| Rivernorth Capital Management, LLC | 427,625 | $4.58M | 0.22% | +180,105+72.8% | Added |
| Morgan Stanley | 401,211 | $4.29M | 0.00% | +16,760+4.4% | Added |
| Pathstone Holdings, LLC | 372,584 | $3.99M | 0.02% | −190,960−33.9% | Reduced |
| Wells Fargo & Company | 372,017 | $3.98M | 0.00% | +92,359+33.0% | Added |
| 1607 Capital Partners, LLC | 311,109 | $3.33M | 0.23% | −39,252−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 303,910 | $3.25M | 0.00% | −16,742−5.2% | Reduced |
| Fiera Capital Corp | 283,503 | $3.03M | 0.01% | −5,372−1.9% | Reduced |
| Van Eck Associates Corp | 210,252 | $2.25M | 0.00% | +25,511+13.8% | Added |
| Ameriprise Financial Inc | 179,156 | $1.92M | 0.00% | −8,833−4.7% | Reduced |
| LPL Financial LLC | 178,607 | $1.91M | 0.00% | +26,562+17.5% | Added |
| Envestnet Asset Management Inc | 165,413 | $1.77M | 0.00% | +41,811+33.8% | Added |
| Karpus Management, Inc. | 161,566 | $1.73M | 0.05% | −94,926−37.0% | Reduced |
| Invesco Ltd. | 159,253 | $1.70M | 0.00% | +55,226+53.1% | Added |
| Bank of America Corp | 155,159 | $1.66M | 0.00% | +936+0.6% | Added |
| Worthington Financial Partners, LLC | 152,035 | $1.63M | 1.44% | +152,035 | New |
| Allspring Global Investments Holdings, LLC | 149,715 | $1.60M | 0.00% | +17,671+13.4% | Added |
| UBS Group AG | 137,998 | $1.48M | 0.00% | +1,554+1.1% | Added |
| Cohen & Steers, Inc. | 134,200 | $1.44M | 0.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 118,230 | $1.27M | 0.02% | +41,190+53.5% | Added |
| Smith, Moore & Co. | 115,236 | $1.23M | 0.09% | −10,067−8.0% | Reduced |
| Park Avenue Securities LLC | 108,352 | $1.16M | 0.01% | −2,437−2.2% | Reduced |
| Intellus Advisors LLC | 101,019 | $1.08M | 0.14% | −1,444−1.4% | Reduced |
| Nova R Wealth, Inc. | 93,059 | $995.7K | 0.36% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 89,447 | $957.1K | 0.00% | −4,329−4.6% | Reduced |
| Capital Investment Advisors, LLC | 78,678 | $841.9K | 0.01% | −11,515−12.8% | Reduced |
| Stifel Financial Corp | 78,592 | $840.9K | 0.00% | +5,491+7.5% | Added |
| Raymond James Financial Inc | 66,369 | $710.1K | 0.00% | +660+1.0% | Added |
| Colony Group, LLC | 53,009 | $567.2K | 0.00% | +53,009 | New |
| Noble Wealth Management PBC | 41,600 | $445.1K | 0.22% | −2,400−5.5% | Reduced |
| Royal Bank of Canada | 38,570 | $412.0K | 0.00% | +8,494+28.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,466 | $347.0K | 0.00% | −2,312−6.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 31,332 | $335.3K | 0.00% | +31,332 | New |
| Twin Focus Capital Partners, LLC | 31,294 | $334.8K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30,980 | $331.5K | 0.00% | −8,952−22.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 26,010 | $278.3K | 0.02% | +29+0.1% | Added |
| HighTower Advisors, LLC | 24,112 | $258.0K | 0.00% | +3,256+15.6% | Added |
| Susquehanna International Group, LLP | 23,188 | $248.1K | 0.00% | +2,406+11.6% | Added |
| Integrated Capital Management, Inc. | 22,908 | $245.1K | 0.16% | −243−1.0% | Reduced |
| Generation Capital Management LLC | 22,748 | $243.4K | 0.16% | +6,000+35.8% | Added |
| Ackerman Capital Advisors, LLC | 22,500 | $240.8K | 0.05% | +2,475+12.4% | Added |
| Stratos Wealth Partners, LTD. | 22,300 | $238.6K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 21,640 | $231.5K | 0.14% | +21,640 | New |
| Bank of Montreal | 21,508 | $230.1K | 0.00% | −1,223−5.4% | Reduced |
| Catalina Capital Group, LLC | 20,515 | $219.5K | 0.13% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,378 | $218.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 20,300 | $217.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,146 | $215.6K | 0.00% | +2,500+14.2% | Added |
| Burford Brothers, Inc. | 19,900 | $212.9K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 18,340 | $196.2K | 0.00% | 00.0% | Unchanged |
| Westview Management dba Westview Investment Advisors | 15,300 | $163.7K | 0.08% | +15,300 | New |
| Gill Capital Partners, LLC | 14,813 | $158.5K | 0.05% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 14,100 | $150.9K | 0.11% | +14,100 | New |
| Spire Wealth Management | 14,000 | $149.8K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,838 | $148.1K | 0.01% | +1,620+13.3% | Added |
| Collaborative Wealth Managment Inc. | 13,400 | $143.4K | 0.05% | 00.0% | Unchanged |
| Successful Portfolios LLC | 13,428 | $143.1K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,965 | $138.7K | 0.00% | +1,071+9.0% | Added |
| Staley Capital Advisers Inc | 12,500 | $133.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 12,000 | $128.4K | 0.00% | −139−1.1% | Reduced |
| Tyche Wealth Partners LLC | 11,940 | $127.8K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,555 | $112.9K | 0.01% | +40+0.4% | Added |
| Wellspring Financial Advisors, LLC | 10,500 | $112.3K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 10,108 | $108.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,014 | $107.2K | 0.00% | +10,014 | New |
| MAI Capital Management | 7,201 | $77.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,038 | $53.9K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,900 | $52.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,348 | $46.5K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 4,158 | $44.5K | 0.01% | +4,158 | New |
| Activest Wealth Management | 3,775 | $40.4K | 0.01% | −375−9.0% | Reduced |
| St Germain D J Co Inc | 3,000 | $32.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 3,003 | $32.0K | 0.00% | +34+1.1% | Added |
| Fifth Third Bancorp | 2,539 | $27.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,389 | $25.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,123 | $22.7K | 0.00% | −800−27.4% | Reduced |
| Geneos Wealth Management Inc. | 1,563 | $16.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,408 | $15.1K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,255 | $13.4K | 0.01% | +74+6.3% | Added |
| International Assets Investment Management, LLC | 1,229 | $13.2K | 0.00% | +1,229 | New |
| Mascoma Wealth Management LLC | 1,191 | $12.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $8.35K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 595 | $6.37K | 0.00% | +595 | New |
| Matisse Capital | 0 | $0 | 0.00% | −166,367−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Leigh Baldwin & Co., LLC | 0 | $0 | 0.00% | −25,814−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −15,360−100.0% | Sold out |
| Private Wealth Advisors | 0 | $0 | 0.00% | −11,093−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −10,432−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,257−100.0% | Sold out |