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, Q1 2026
Institutional positions in Franklin Municipal Opportunities Trust as of Mar 31, 2026. 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
- 89
- +3 vs. Q4 2025
- Shares held
- 8.74M
- +68.2K (+0.8%) vs. Q4 2025
- Total value
- $90.0M
- −$2.71M (−2.9%) vs. Q4 2025
- New holders
- 9
- 30 more added
- Sold out
- 6
- 22 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 693,736 | $7.15M | 0.12% | +95,392+15.9% | Added |
| Rivernorth Capital Management, LLC | 685,823 | $7.06M | 0.36% | +258,198+60.4% | Added |
| Guggenheim Capital LLC | 598,891 | $6.17M | 0.05% | −65,023−9.8% | Reduced |
| Robinson Capital Management, LLC | 578,271 | $5.97M | 2.67% | +84,875+17.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 561,941 | $5.79M | 0.19% | +43,250+8.3% | Added |
| Melfa Wealth Management, LLC | 472,403 | $4.87M | 2.79% | 00.0% | Unchanged |
| Morgan Stanley | 434,514 | $4.48M | 0.00% | +33,303+8.3% | Added |
| 1607 Capital Partners, LLC | 311,109 | $3.20M | 0.23% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 307,913 | $3.17M | 0.00% | +4,003+1.3% | Added |
| Wells Fargo & Company | 292,663 | $3.01M | 0.00% | −79,354−21.3% | Reduced |
| Van Eck Associates Corp | 253,959 | $2.62M | 0.00% | +43,707+20.8% | Added |
| Pathstone Holdings, LLC | 245,806 | $2.53M | 0.01% | −126,778−34.0% | Reduced |
| Ameriprise Financial Inc | 214,829 | $2.21M | 0.00% | +35,673+19.9% | Added |
| Invesco Ltd. | 195,019 | $2.01M | 0.00% | +35,766+22.5% | Added |
| LPL Financial LLC | 183,902 | $1.89M | 0.00% | +5,295+3.0% | Added |
| Cohen & Steers, Inc. | 169,200 | $1.74M | 0.00% | +35,000+26.1% | Added |
| Envestnet Asset Management Inc | 162,789 | $1.68M | 0.00% | −2,624−1.6% | Reduced |
| Bank of America Corp | 153,187 | $1.58M | 0.00% | −1,972−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 149,888 | $1.54M | 0.00% | +173+0.1% | Added |
| Worthington Financial Partners, LLC | 142,771 | $1.47M | 1.26% | −9,264−6.1% | Reduced |
| UBS Group AG | 126,188 | $1.30M | 0.00% | −11,810−8.6% | Reduced |
| Park Avenue Securities LLC | 106,033 | $1.09M | 0.01% | −2,319−2.1% | Reduced |
| Fiera Capital Corp | 98,624 | $1.02M | 0.00% | −184,879−65.2% | Reduced |
| Intellus Advisors LLC | 95,885 | $987.6K | 0.13% | −5,134−5.1% | Reduced |
| Nova R Wealth, Inc. | 93,059 | $958.5K | 0.31% | 00.0% | Unchanged |
| Raymond James Financial Inc | 91,054 | $937.9K | 0.00% | +24,685+37.2% | Added |
| Stifel Financial Corp | 81,104 | $835.4K | 0.00% | +2,512+3.2% | Added |
| Rockefeller Capital Management L.P. | 80,204 | $826.1K | 0.00% | −9,243−10.3% | Reduced |
| Riverbridge Partners LLC | 76,842 | $791.5K | 0.02% | −41,388−35.0% | Reduced |
| Smith, Moore & Co. | 75,650 | $779.2K | 0.06% | −39,586−34.4% | Reduced |
| Capital Investment Advisors, LLC | 73,904 | $761.2K | 0.01% | −4,774−6.1% | Reduced |
| Karpus Management, Inc. | 63,644 | $655.5K | 0.02% | −97,922−60.6% | Reduced |
| Bank of New York Mellon Corp | 48,497 | $499.5K | 0.00% | +48,497 | New |
| Summit Trail Advisors, LLC | 42,882 | $441.7K | 0.01% | +42,882 | New |
| Noble Wealth Management PBC | 42,750 | $440.3K | 0.23% | +1,150+2.8% | Added |
| Ackerman Capital Advisors, LLC | 38,427 | $395.8K | 0.08% | +15,927+70.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,062 | $350.8K | 0.00% | +2,730+8.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,830 | $338.0K | 0.00% | +364+1.1% | Added |
| Advisor Group Holdings, Inc. | 32,191 | $331.6K | 0.00% | +1,211+3.9% | Added |
| Royal Bank of Canada | 31,423 | $324.0K | 0.00% | −7,147−18.5% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $322.3K | 0.04% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 28,522 | $293.8K | 0.02% | +2,512+9.7% | Added |
| Stratos Wealth Partners, LTD. | 25,930 | $267.1K | 0.00% | +3,630+16.3% | Added |
| Colony Group, LLC | 24,809 | $255.5K | 0.00% | −28,200−53.2% | Reduced |
| Susquehanna International Group, LLP | 24,229 | $249.6K | 0.00% | +1,041+4.5% | Added |
| Generation Capital Management LLC | 22,748 | $234.3K | 0.17% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 21,640 | $222.9K | 0.23% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 20,515 | $211.3K | 0.13% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 20,300 | $209.1K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,173 | $207.8K | 0.00% | +27+0.1% | Added |
| Integrated Capital Management, Inc. | 20,076 | $206.8K | 0.14% | −2,832−12.4% | Reduced |
| Burford Brothers, Inc. | 19,900 | $205.0K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,778 | $203.7K | 0.00% | −600−2.9% | Reduced |
| Concurrent Investment Advisors, LLC | 18,340 | $188.9K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,708 | $161.8K | 0.00% | −8,404−34.9% | Reduced |
| Westview Management dba Westview Investment Advisors | 15,300 | $157.6K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 14,000 | $144.2K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,980 | $144.0K | 0.01% | +142+1.0% | Added |
| Smith Asset Management Co., LLC | 13,742 | $141.5K | 0.12% | +13,742 | New |
| Collaborative Wealth Managment Inc. | 13,400 | $138.0K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 13,428 | $137.8K | 0.08% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 12,756 | $131.4K | 0.04% | −2,057−13.9% | Reduced |
| Staley Capital Advisers Inc | 12,500 | $128.8K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,262 | $126.3K | 0.01% | +12,262 | New |
| Allworth Financial LP | 12,000 | $123.6K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,940 | $123.0K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 11,016 | $113.5K | 0.01% | +461+4.4% | Added |
| Meridian Wealth Management, LLC | 10,108 | $104.1K | 0.00% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 10,000 | $103.0K | 0.09% | −4,100−29.1% | Reduced |
| Fifth Third Bancorp | 9,379 | $96.6K | 0.00% | +6,840+269.4% | Added |
| MAI Capital Management | 7,201 | $74.2K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,900 | $50.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 4,150 | $42.7K | 0.01% | +375+9.9% | Added |
| Huntington National Bank | – | $33.2K | 0.00% | – | New |
| CX Institutional | 3,036 | $31.0K | 0.00% | +33+1.1% | Added |
| St Germain D J Co Inc | 3,000 | $30.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,908 | $30.0K | 0.00% | +1,500+106.5% | Added |
| Advisory Services Network, LLC | 2,483 | $25.6K | 0.00% | +2,483 | New |
| Rothschild Investment LLC | 2,389 | $24.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,200 | $22.7K | 0.00% | +2,200 | New |
| Blue Bell Private Wealth Management, LLC | 2,123 | $21.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,563 | $16.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,266 | $13.0K | 0.00% | +1,266 | New |
| International Assets Investment Management, LLC | 1,234 | $12.7K | 0.00% | +5+0.4% | Added |
| Mascoma Wealth Management LLC | 1,191 | $12.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 935 | $9.58K | 0.00% | +935 | New |
| Hilltop National Bank | 780 | $8.03K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 595 | $6.13K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −21,508−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,965−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −4,158−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |