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 |
|---|---|---|---|---|---|
| Elevated Capital Advisors, LLC | 595 | $6.13K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $8.03K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 935 | $9.58K | 0.00% | +935 | New |
| Anchor Investment Management, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,234 | $12.7K | 0.00% | +5+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,266 | $13.0K | 0.00% | +1,266 | New |
| Geneos Wealth Management Inc. | 1,563 | $16.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,123 | $21.9K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,200 | $22.7K | 0.00% | +2,200 | New |
| Rothschild Investment LLC | 2,389 | $24.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,483 | $25.6K | 0.00% | +2,483 | New |
| Harbour Investments, Inc. | 2,908 | $30.0K | 0.00% | +1,500+106.5% | Added |
| St Germain D J Co Inc | 3,000 | $30.9K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 3,036 | $31.0K | 0.00% | +33+1.1% | Added |
| Huntington National Bank | – | $33.2K | 0.00% | – | New |
| Activest Wealth Management | 4,150 | $42.7K | 0.01% | +375+9.9% | Added |
| Duncker Streett & Co Inc | 4,900 | $50.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 7,201 | $74.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,379 | $96.6K | 0.00% | +6,840+269.4% | Added |
| Oakmont Investment Advisors, Inc. | 10,000 | $103.0K | 0.09% | −4,100−29.1% | Reduced |
| Meridian Wealth Management, LLC | 10,108 | $104.1K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 11,016 | $113.5K | 0.01% | +461+4.4% | Added |
| Tyche Wealth Partners LLC | 11,940 | $123.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 12,000 | $123.6K | 0.00% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,262 | $126.3K | 0.01% | +12,262 | New |
| Staley Capital Advisers Inc | 12,500 | $128.8K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 12,756 | $131.4K | 0.04% | −2,057−13.9% | Reduced |
| Successful Portfolios LLC | 13,428 | $137.8K | 0.08% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 13,400 | $138.0K | 0.06% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 13,742 | $141.5K | 0.12% | +13,742 | New |
| Moors & Cabot, Inc. | 13,980 | $144.0K | 0.01% | +142+1.0% | Added |
| Spire Wealth Management | 14,000 | $144.2K | 0.00% | 00.0% | Unchanged |
| Westview Management dba Westview Investment Advisors | 15,300 | $157.6K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,708 | $161.8K | 0.00% | −8,404−34.9% | Reduced |
| Concurrent Investment Advisors, LLC | 18,340 | $188.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,778 | $203.7K | 0.00% | −600−2.9% | Reduced |
| Burford Brothers, Inc. | 19,900 | $205.0K | 0.08% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 20,076 | $206.8K | 0.14% | −2,832−12.4% | Reduced |
| Oppenheimer & Co Inc | 20,173 | $207.8K | 0.00% | +27+0.1% | Added |
| Cresset Asset Management, LLC | 20,300 | $209.1K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 20,515 | $211.3K | 0.13% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 21,640 | $222.9K | 0.23% | 00.0% | Unchanged |
| Generation Capital Management LLC | 22,748 | $234.3K | 0.17% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,229 | $249.6K | 0.00% | +1,041+4.5% | Added |
| Colony Group, LLC | 24,809 | $255.5K | 0.00% | −28,200−53.2% | Reduced |
| Stratos Wealth Partners, LTD. | 25,930 | $267.1K | 0.00% | +3,630+16.3% | Added |
| Cyndeo Wealth Partners, LLC | 28,522 | $293.8K | 0.02% | +2,512+9.7% | Added |
| Twin Focus Capital Partners, LLC | 31,294 | $322.3K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 31,423 | $324.0K | 0.00% | −7,147−18.5% | Reduced |
| Advisor Group Holdings, Inc. | 32,191 | $331.6K | 0.00% | +1,211+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,830 | $338.0K | 0.00% | +364+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,062 | $350.8K | 0.00% | +2,730+8.7% | Added |
| Ackerman Capital Advisors, LLC | 38,427 | $395.8K | 0.08% | +15,927+70.8% | Added |
| Noble Wealth Management PBC | 42,750 | $440.3K | 0.23% | +1,150+2.8% | Added |
| Summit Trail Advisors, LLC | 42,882 | $441.7K | 0.01% | +42,882 | New |
| Bank of New York Mellon Corp | 48,497 | $499.5K | 0.00% | +48,497 | New |
| Karpus Management, Inc. | 63,644 | $655.5K | 0.02% | −97,922−60.6% | Reduced |
| Capital Investment Advisors, LLC | 73,904 | $761.2K | 0.01% | −4,774−6.1% | Reduced |
| Smith, Moore & Co. | 75,650 | $779.2K | 0.06% | −39,586−34.4% | Reduced |
| Riverbridge Partners LLC | 76,842 | $791.5K | 0.02% | −41,388−35.0% | Reduced |
| Rockefeller Capital Management L.P. | 80,204 | $826.1K | 0.00% | −9,243−10.3% | Reduced |
| Stifel Financial Corp | 81,104 | $835.4K | 0.00% | +2,512+3.2% | Added |
| Raymond James Financial Inc | 91,054 | $937.9K | 0.00% | +24,685+37.2% | Added |
| Nova R Wealth, Inc. | 93,059 | $958.5K | 0.31% | 00.0% | Unchanged |
| Intellus Advisors LLC | 95,885 | $987.6K | 0.13% | −5,134−5.1% | Reduced |
| Fiera Capital Corp | 98,624 | $1.02M | 0.00% | −184,879−65.2% | Reduced |
| Park Avenue Securities LLC | 106,033 | $1.09M | 0.01% | −2,319−2.1% | Reduced |
| UBS Group AG | 126,188 | $1.30M | 0.00% | −11,810−8.6% | Reduced |
| Worthington Financial Partners, LLC | 142,771 | $1.47M | 1.26% | −9,264−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 149,888 | $1.54M | 0.00% | +173+0.1% | Added |
| Bank of America Corp | 153,187 | $1.58M | 0.00% | −1,972−1.3% | Reduced |
| Envestnet Asset Management Inc | 162,789 | $1.68M | 0.00% | −2,624−1.6% | Reduced |
| Cohen & Steers, Inc. | 169,200 | $1.74M | 0.00% | +35,000+26.1% | Added |
| LPL Financial LLC | 183,902 | $1.89M | 0.00% | +5,295+3.0% | Added |
| Invesco Ltd. | 195,019 | $2.01M | 0.00% | +35,766+22.5% | Added |
| Ameriprise Financial Inc | 214,829 | $2.21M | 0.00% | +35,673+19.9% | Added |
| Pathstone Holdings, LLC | 245,806 | $2.53M | 0.01% | −126,778−34.0% | Reduced |
| Van Eck Associates Corp | 253,959 | $2.62M | 0.00% | +43,707+20.8% | Added |
| Wells Fargo & Company | 292,663 | $3.01M | 0.00% | −79,354−21.3% | Reduced |
| Commonwealth Equity Services, LLC | 307,913 | $3.17M | 0.00% | +4,003+1.3% | Added |
| 1607 Capital Partners, LLC | 311,109 | $3.20M | 0.23% | 00.0% | Unchanged |
| Morgan Stanley | 434,514 | $4.48M | 0.00% | +33,303+8.3% | Added |
| Melfa Wealth Management, LLC | 472,403 | $4.87M | 2.79% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 561,941 | $5.79M | 0.19% | +43,250+8.3% | Added |
| Robinson Capital Management, LLC | 578,271 | $5.97M | 2.67% | +84,875+17.2% | Added |
| Guggenheim Capital LLC | 598,891 | $6.17M | 0.05% | −65,023−9.8% | Reduced |
| Rivernorth Capital Management, LLC | 685,823 | $7.06M | 0.36% | +258,198+60.4% | Added |
| Advisors Asset Management, Inc. | 693,736 | $7.15M | 0.12% | +95,392+15.9% | Added |
| 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 |