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