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, Q2 2026
Institutional positions in Franklin Municipal Opportunities Trust as of Jun 30, 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
- +1 vs. Q1 2026
- Shares held
- 8.97M
- +253.4K (+2.9%) vs. Q1 2026
- Total value
- $94.6M
- +$4.75M (+5.3%) vs. Q1 2026
- New holders
- 7
- 19 more added
- Sold out
- 6
- 30 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Franklin Municipal Opportunities Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 447 | $5.00K | 0.00% | +447 | New |
| Elevated Capital Advisors, LLC | 595 | $6.27K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 780 | $8.22K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 935 | $10.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,191 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,266 | $13.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,563 | $16.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,576 | $16.9K | 0.00% | +342+27.7% | Added |
| Blue Bell Private Wealth Management, LLC | 2,123 | $22.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,389 | $25.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,908 | $30.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,000 | $31.6K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 3,074 | $32.0K | 0.00% | +38+1.3% | Added |
| Huntington National Bank | – | $34.0K | 0.00% | – | – |
| Global Retirement Partners, LLC | 4,348 | $45.8K | 0.00% | +4,348 | New |
| Duncker Streett & Co Inc | 4,900 | $51.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Group Inc. | 5,050 | $53.2K | 0.00% | +5,050 | New |
| Fifth Third Bancorp | 9,353 | $98.6K | 0.00% | −26−0.3% | Reduced |
| Oakmont Investment Advisors, Inc. | 10,000 | $105.4K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 10,108 | $106.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,229 | $107.8K | 0.00% | −5,479−34.9% | Reduced |
| Lyell Wealth Management, LP | 11,531 | $121.5K | 0.01% | +11,531 | New |
| HRT Financial LP | 11,770 | $124.0K | 0.00% | +11,770 | New |
| Tyche Wealth Partners LLC | 11,940 | $125.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 12,000 | $126.5K | 0.00% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,262 | $129.2K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 12,500 | $131.8K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 12,549 | $132.3K | 0.10% | −1,193−8.7% | Reduced |
| Gill Capital Partners, LLC | 12,756 | $134.4K | 0.04% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 13,400 | $141.2K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 13,428 | $142.8K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 14,000 | $147.6K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 14,137 | $149.0K | 0.01% | +157+1.1% | Added |
| Westview Management dba Westview Investment Advisors | 15,300 | $161.3K | 0.08% | 00.0% | Unchanged |
| Karpus Management, Inc. | 16,955 | $178.7K | 0.01% | −46,689−73.4% | Reduced |
| Integrated Capital Management, Inc. | 18,014 | $189.9K | 0.13% | −2,062−10.3% | Reduced |
| Concurrent Investment Advisors, LLC | 18,340 | $193.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,778 | $208.5K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 19,900 | $209.7K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 20,200 | $212.9K | 0.00% | +27+0.1% | Added |
| Cresset Asset Management, LLC | 20,300 | $214.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 21,009 | $221.4K | 0.00% | −3,800−15.3% | Reduced |
| Ackerman Capital Advisors, LLC | 21,216 | $223.6K | 0.05% | −17,211−44.8% | Reduced |
| Closed-End Fund Advisors, Inc. | 21,640 | $228.1K | 0.22% | 00.0% | Unchanged |
| Generation Capital Management LLC | 22,748 | $239.8K | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 25,930 | $273.3K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 28,100 | $296.2K | 0.00% | +28,100 | New |
| Cambridge Investment Research Advisors, Inc. | 29,279 | $309.0K | 0.00% | −3,551−10.8% | Reduced |
| Royal Bank of Canada | 29,331 | $309.0K | 0.00% | −2,092−6.7% | Reduced |
| Twin Focus Capital Partners, LLC | 31,294 | $329.8K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 31,844 | $335.6K | 0.00% | −2,218−6.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 37,350 | $393.7K | 0.02% | +8,828+31.0% | Added |
| Summit Trail Advisors, LLC | 40,461 | $426.5K | 0.01% | −2,421−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 44,254 | $466.4K | 0.00% | +12,063+37.5% | Added |
| Riverbridge Partners LLC | 57,807 | $609.3K | 0.02% | −19,035−24.8% | Reduced |
| Bank of New York Mellon Corp | 59,765 | $629.9K | 0.00% | +11,268+23.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 70,700 | $745.2K | 0.23% | +70,700 | New |
| Capital Investment Advisors, LLC | 73,454 | $774.2K | 0.01% | −450−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 77,236 | $814.1K | 0.00% | −2,968−3.7% | Reduced |
| Smith, Moore & Co. | 79,749 | $840.6K | 0.05% | +4,099+5.4% | Added |
| Noble Wealth Management PBC | 82,471 | $869.2K | 0.40% | +39,721+92.9% | Added |
| Raymond James Financial Inc | 83,199 | $876.9K | 0.00% | −7,855−8.6% | Reduced |
| Stifel Financial Corp | 86,275 | $909.3K | 0.00% | +5,171+6.4% | Added |
| Intellus Advisors LLC | 91,217 | $961.4K | 0.12% | −4,668−4.9% | Reduced |
| Nova R Wealth, Inc. | 93,059 | $980.8K | 0.29% | 00.0% | Unchanged |
| Fiera Capital Corp | 93,752 | $988.1K | 0.00% | −4,872−4.9% | Reduced |
| Park Avenue Securities LLC | 103,738 | $1.09M | 0.01% | −2,295−2.2% | Reduced |
| UBS Group AG | 123,850 | $1.31M | 0.00% | −2,338−1.9% | Reduced |
| Worthington Financial Partners, LLC | 135,343 | $1.43M | 1.18% | −7,428−5.2% | Reduced |
| Cohen & Steers, Inc. | 162,200 | $1.71M | 0.00% | −7,000−4.1% | Reduced |
| Envestnet Asset Management Inc | 165,602 | $1.75M | 0.00% | +2,813+1.7% | Added |
| LPL Financial LLC | 178,489 | $1.88M | 0.00% | −5,413−2.9% | Reduced |
| Bank of America Corp | 197,113 | $2.08M | 0.00% | +43,926+28.7% | Added |
| Pathstone Holdings, LLC | 203,238 | $2.14M | 0.01% | −42,568−17.3% | Reduced |
| Ameriprise Financial Inc | 209,998 | $2.21M | 0.00% | −4,831−2.2% | Reduced |
| 1607 Capital Partners, LLC | 211,609 | $2.23M | 0.19% | −99,500−32.0% | Reduced |
| Invesco Ltd. | 236,500 | $2.49M | 0.00% | +41,481+21.3% | Added |
| Van Eck Associates Corp | 256,148 | $2.70M | 0.00% | +2,189+0.9% | Added |
| Wells Fargo & Company | 280,634 | $2.96M | 0.00% | −12,029−4.1% | Reduced |
| Commonwealth Equity Services, LLC | 306,528 | $3.23M | 0.00% | −1,385−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 307,431 | $3.24M | 0.00% | +157,543+105.1% | Added |
| Guggenheim Capital LLC | 430,744 | $4.54M | 0.03% | −168,147−28.1% | Reduced |
| Morgan Stanley | 443,299 | $4.67M | 0.00% | +8,785+2.0% | Added |
| Melfa Wealth Management, LLC | 459,506 | $4.84M | 2.61% | −12,897−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 550,516 | $5.80M | 0.17% | −11,425−2.0% | Reduced |
| Robinson Capital Management, LLC | 645,263 | $6.80M | 3.00% | +66,992+11.6% | Added |
| Advisors Asset Management, Inc. | 701,629 | $7.40M | 0.11% | +7,893+1.1% | Added |
| Rivernorth Capital Management, LLC | 949,042 | $10.0M | 0.48% | +263,219+38.4% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −24,229−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −11,016−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −7,201−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Catalina Capital Group, LLC | – | – | – | – | Not filed |