Franklin Municipal Opportunities Trust
PMO- 交易所
- NYSE
- SEC CIK
- 0000900422
近 90 天,Franklin Municipal Opportunities Trust 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 89 家機構在 13F 申報持有,市值合計 $9,457 萬;沒有大師持有。
2021 年第 2 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 74
- 較 2021 年第 1 季 −3 家
- 持有股數
- 404.1 萬
- 較 2021 年第 1 季 −28.9 萬 (−6.7%)
- 總市值
- $5,715 萬
- 較 2021 年第 1 季 −$89.0 萬 (−1.5%)
- 新進機構
- 4
- 另有 21 家加碼
- 清倉機構
- 7
- 另有 19 家減碼
另有 1 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 PMO 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 89 | $9,457 萬 |
| 2026 年第 1 季 | 89 | $9,004 萬 |
| 2025 年第 4 季 | 88 | $9,285 萬 |
| 2025 年第 3 季 | 85 | $8,143 萬 |
| 2025 年第 2 季 | 87 | $7,400 萬 |
| 2025 年第 1 季 | 83 | $7,466 萬 |
| 2024 年第 4 季 | 95 | $7,542 萬 |
| 2024 年第 3 季 | 100 | $7,421 萬 |
| 2024 年第 2 季 | 88 | $6,405 萬 |
| 2024 年第 1 季 | 86 | $6,309 萬 |
| 2023 年第 4 季 | 84 | $6,911 萬 |
| 2023 年第 3 季 | 71 | $4,971 萬 |
| 2023 年第 2 季 | 71 | $5,022 萬 |
| 2023 年第 1 季 | 69 | $4,677 萬 |
| 2022 年第 4 季 | 66 | $4,765 萬 |
| 2022 年第 3 季 | 73 | $3,874 萬 |
| 2022 年第 2 季 | 77 | $4,741 萬 |
| 2022 年第 1 季 | 84 | $5,163 萬 |
| 2021 年第 4 季 | 78 | $5,393 萬 |
| 2021 年第 3 季 | 72 | $5,393 萬 |
| 2021 年第 2 季 | 74 | $5,715 萬 |
| 2021 年第 1 季 | 78 | $5,822 萬 |
2021 年第 2 季持有機構
每家機構持有 Franklin Municipal Opportunities Trust 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 278,536 | $393.8 萬 | 0.01% | +11,143+4.2% | 加碼 |
| Kestra Advisory Services, LLC | 269,755 | $381.4 萬 | 0.04% | −678−0.3% | 減碼 |
| Bank of America Corp | 259,995 | $367.6 萬 | 0.00% | −24,056−8.5% | 減碼 |
| Invesco Ltd. | 229,364 | $324.3 萬 | 0.00% | +11,708+5.4% | 加碼 |
| UBS Group AG | 200,832 | $284.0 萬 | 0.00% | −75,661−27.4% | 減碼 |
| Morgan Stanley | 200,265 | $283.2 萬 | 0.00% | +4,847+2.5% | 加碼 |
| Raymond James & Associates | 190,128 | $268.8 萬 | 0.00% | +7,501+4.1% | 加碼 |
| Capital Investment Advisors, LLC | 143,878 | $203.4 萬 | 0.07% | +654+0.5% | 加碼 |
| 1st Source Bank | 138,332 | $195.6 萬 | 0.12% | +9,463+7.3% | 加碼 |
| Mackay Shields LLC | 134,024 | $189.5 萬 | 0.02% | −121,579−47.6% | 減碼 |
| Advisors Asset Management, Inc. | 132,377 | $187.2 萬 | 0.03% | −13,622−9.3% | 減碼 |
| Van Eck Associates Corp | 128,404 | $181.6 萬 | 0.00% | +9,238+7.8% | 加碼 |
| BFT Financial Group, LLC | 124,128 | $175.5 萬 | 0.35% | +66,306+114.7% | 加碼 |
| Advisor Group Holdings, Inc. | 117,601 | $166.3 萬 | 0.00% | +9,066+8.4% | 加碼 |
| Wells Fargo & Company | 116,566 | $164.8 萬 | 0.00% | +169+0.1% | 加碼 |
| Rockefeller Capital Management L.P. | 107,931 | $152.6 萬 | 0.01% | +580+0.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 102,306 | $144.7 萬 | 0.00% | +4,678+4.8% | 加碼 |
| Fiera Capital Corp | 93,099 | $131.6 萬 | 0.00% | −13,135−12.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 79,206 | $112.0 萬 | 0.00% | +810+1.0% | 加碼 |
| Baird Financial Group, Inc. | 74,370 | $105.2 萬 | 0.00% | −1,380−1.8% | 減碼 |
| Smith, Moore & Co. | 64,380 | $91.0 萬 | 0.14% | +4,170+6.9% | 加碼 |
| Powell Investment Advisors, LLC | 59,693 | $84.7 萬 | 0.52% | +588+1.0% | 加碼 |
| Goodwin Daniel L | 51,866 | $73.3 萬 | 0.35% | 00.0% | 不變 |
| Ameriprise Financial Inc | 45,740 | $65.4 萬 | 0.00% | −1,014−2.2% | 減碼 |
| Stifel Financial Corp | 42,431 | $60.0 萬 | 0.00% | −790−1.8% | 減碼 |
| Gill Capital Partners, LLC | 41,957 | $59.3 萬 | 0.28% | −2,667−6.0% | 減碼 |
| Relative Value Partners Group, LLC | 41,000 | $58.2 萬 | 0.05% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 34,474 | $48.7 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 34,279 | $48.5 萬 | 0.00% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 31,294 | $44.2 萬 | 0.10% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 26,530 | $37.5 萬 | 0.01% | 00.0% | 不變 |
| Aj Wealth Strategies, LLC | 26,266 | $37.1 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 24,823 | $35.1 萬 | 0.00% | +1,028+4.3% | 加碼 |
| Mid Atlantic Financial Management Inc | 21,030 | $29.7 萬 | 0.02% | +1,300+6.6% | 加碼 |
| Ellis Investment Partners, LLC | 20,601 | $29.1 萬 | 0.07% | +236+1.2% | 加碼 |
| Truist Financial Corp | 20,375 | $28.8 萬 | 0.00% | −100−0.5% | 減碼 |
| D.A. Davidson & Co. | 20,097 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 20,006 | $28.3 萬 | 0.00% | −4,244−17.5% | 減碼 |
| Ibex Wealth Advisors | 18,235 | $25.8 萬 | 0.05% | −767−4.0% | 減碼 |
| Sit Investment Associates Inc | 18,055 | $25.5 萬 | 0.01% | −8,876−33.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 16,800 | $23.8 萬 | 0.02% | +3,000+21.7% | 加碼 |
| Creative Planning | 15,418 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Management LLC | 15,350 | $21.7 萬 | 0.13% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 14,962 | $21.2 萬 | 0.03% | −13,838−48.0% | 減碼 |
| Staley Capital Advisers Inc | 15,000 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 14,920 | $21.1 萬 | 0.00% | +14,920 | 新進 |
| Cetera Investment Advisers | 14,777 | $20.9 萬 | 0.00% | +1,800+13.9% | 加碼 |
| Successful Portfolios LLC | 14,428 | $20.4 萬 | 0.12% | 00.0% | 不變 |
| Wedbush Securities Inc | 14,019 | $19.8 萬 | 0.01% | 00.0% | 不變 |
| Independent Financial Group, LLC | 13,716 | $19.4 萬 | 0.02% | −3,553−20.6% | 減碼 |
| American Portfolios Advisors | 12,904 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $17.0 萬 | 0.02% | 00.0% | 不變 |
| Private Wealth Advisors | 11,774 | $16.6 萬 | 0.05% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 11,142 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 10,000 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| BlackRock Inc. | 9,175 | $13.0 萬 | 0.00% | +9,175 | 新進 |
| Tradewinds Capital Management, LLC | 5,796 | $8.20 萬 | 0.02% | 00.0% | 不變 |
| Spire Wealth Management | 5,188 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,669 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 4,545 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,991 | $4.20 萬 | 0.00% | +1,500+100.6% | 加碼 |
| CWM, LLC | 2,182 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,877 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,701 | $2.40 萬 | 0.00% | −1,796−51.4% | 減碼 |
| Geneos Wealth Management Inc. | 1,703 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,500 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 1,090 | $1.50 萬 | 0.00% | +1,090 | 新進 |
| Anchor Investment Management, LLC | 1,000 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 890 | $1.30 萬 | 0.00% | −30,784−97.2% | 減碼 |
| Jones Financial Companies LLLP | 895 | $1.30 萬 | 0.00% | −54−5.7% | 減碼 |
| Addison Advisors LLC | 465 | $7,000 | 0.01% | +465 | 新進 |
| Citigroup Inc | 400 | $6,000 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 335 | $4,000 | 0.00% | 00.0% | 不變 |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −96,900−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −18,610−100.0% | 清倉 |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −11,735−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −11,522−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −4,072−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,086−100.0% | 清倉 |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −778−100.0% | 清倉 |
| Collaborative Wealth Managment Inc. | – | – | – | – | 本季未申報 |