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 4 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2021/12/31 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
- 78
- 較 2021 年第 3 季 +9 家
- 持有股數
- 374.5 萬
- 較 2021 年第 3 季 −3.27 萬 (−0.9%)
- 總市值
- $5,393 萬
- 較 2021 年第 3 季 +$218.5 萬 (+4.2%)
- 新進機構
- 13
- 另有 24 家加碼
- 清倉機構
- 4
- 另有 14 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 291,009 | $419.0 萬 | 0.01% | +5,969+2.1% | 加碼 |
| Invesco Ltd. | 262,104 | $377.4 萬 | 0.00% | +12,293+4.9% | 加碼 |
| Bank of America Corp | 258,961 | $372.9 萬 | 0.00% | +7,013+2.8% | 加碼 |
| Morgan Stanley | 203,468 | $293.0 萬 | 0.00% | +1,029+0.5% | 加碼 |
| Raymond James & Associates | 201,700 | $290.4 萬 | 0.00% | +13,730+7.3% | 加碼 |
| 1st Source Bank | 148,867 | $214.3 萬 | 0.13% | +90.0% | 加碼 |
| Capital Investment Advisors, LLC | 139,492 | $200.9 萬 | 0.06% | −1,722−1.2% | 減碼 |
| Van Eck Associates Corp | 132,499 | $190.8 萬 | 0.00% | +2,357+1.8% | 加碼 |
| Advisors Asset Management, Inc. | 127,688 | $183.9 萬 | 0.03% | −966−0.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 120,050 | $172.9 萬 | 0.00% | +13,305+12.5% | 加碼 |
| Advisor Group Holdings, Inc. | 119,615 | $172.3 萬 | 0.00% | −10,631−8.2% | 減碼 |
| Fiera Capital Corp | 112,626 | $162.2 萬 | 0.00% | +89,453+386.0% | 加碼 |
| UBS Group AG | 107,003 | $154.1 萬 | 0.00% | −55,155−34.0% | 減碼 |
| Nova R Wealth, Inc. | 100,687 | $145.0 萬 | 1.18% | +100,687 | 新進 |
| Wells Fargo & Company | 100,345 | $144.5 萬 | 0.00% | −12,600−11.2% | 減碼 |
| Rockefeller Capital Management L.P. | 96,931 | $139.5 萬 | 0.01% | −11,000−10.2% | 減碼 |
| B. Riley Wealth Management, Inc. | 82,267 | $118.5 萬 | 0.08% | −4,614−5.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 78,732 | $113.3 萬 | 0.00% | +434+0.6% | 加碼 |
| Baird Financial Group, Inc. | 77,770 | $112.0 萬 | 0.00% | +3,400+4.6% | 加碼 |
| Smith, Moore & Co. | 67,479 | $97.2 萬 | 0.14% | +1,821+2.8% | 加碼 |
| Powell Investment Advisors, LLC | 60,860 | $88.0 萬 | 0.50% | +602+1.0% | 加碼 |
| Goodwin Daniel L | 51,866 | $74.7 萬 | 0.33% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 41,000 | $59.3 萬 | 0.04% | 00.0% | 不變 |
| Ameriprise Financial Inc | 38,903 | $56.0 萬 | 0.00% | −9,384−19.4% | 減碼 |
| Royal Bank of Canada | 37,479 | $54.0 萬 | 0.00% | +2,760+7.9% | 加碼 |
| Oppenheimer & Co Inc | 34,130 | $49.1 萬 | 0.01% | +7,600+28.6% | 加碼 |
| GWM Advisors LLC | 33,611 | $48.4 萬 | 0.01% | +33,611 | 新進 |
| Gill Capital Partners, LLC | 32,227 | $46.4 萬 | 0.20% | −8,230−20.3% | 減碼 |
| Twin Focus Capital Partners, LLC | 31,294 | $45.1 萬 | 0.09% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 30,474 | $43.9 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 29,775 | $42.9 萬 | 0.03% | +338+1.1% | 加碼 |
| LPL Financial LLC | 28,875 | $41.6 萬 | 0.00% | +6,909+31.5% | 加碼 |
| Aj Wealth Strategies, LLC | 26,266 | $37.8 萬 | 0.02% | 00.0% | 不變 |
| Independent Financial Group, LLC | 25,617 | $36.9 萬 | 0.03% | +1,653+6.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 24,400 | $35.1 萬 | 0.00% | −244−1.0% | 減碼 |
| Ellis Investment Partners, LLC | 21,071 | $30.3 萬 | 0.07% | +241+1.2% | 加碼 |
| D.A. Davidson & Co. | 20,097 | $28.9 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 19,075 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| Ibex Wealth Advisors | 19,039 | $27.4 萬 | 0.05% | +714+3.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 16,800 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 15,882 | $22.9 萬 | 0.00% | −249,542−94.0% | 減碼 |
| Creative Planning | 15,418 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| Financial Network Wealth Management LLC | 15,350 | $22.1 萬 | 0.11% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 15,324 | $22.1 萬 | 0.12% | +15,324 | 新進 |
| Staley Capital Advisers Inc | 15,000 | $21.6 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 14,528 | $20.9 萬 | 0.00% | +273+1.9% | 加碼 |
| Americana Partners, LLC | 14,500 | $20.8 萬 | 0.04% | −9,000−38.3% | 減碼 |
| Successful Portfolios LLC | 14,428 | $20.8 萬 | 0.11% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 14,065 | $20.3 萬 | 0.01% | +107+0.8% | 加碼 |
| Wedbush Securities Inc | 13,293 | $19.1 萬 | 0.01% | −726−5.2% | 減碼 |
| National Asset Management, Inc. | 12,256 | $17.7 萬 | 0.01% | +12,256 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $17.3 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Advisors | 11,774 | $17.0 萬 | 0.05% | 00.0% | 不變 |
| Mutual Advisors, LLC | 11,358 | $16.4 萬 | 0.01% | +11,358 | 新進 |
| RFG Advisory, LLC | 11,165 | $16.1 萬 | 0.01% | +11,165 | 新進 |
| Dynamic Advisor Solutions LLC | 11,142 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Client 1st Advisory Group, LLC | 10,000 | $14.4 萬 | 0.07% | +10,000 | 新進 |
| Sonora Investment Management Group, LLC | 10,000 | $14.4 萬 | 0.02% | +10,000 | 新進 |
| BlackRock Inc. | 9,175 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 5,796 | $8.30 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 5,742 | $8.27 萬 | 0.00% | +3,700+181.2% | 加碼 |
| Spire Wealth Management | 5,188 | $7.50 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,669 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 4,545 | $6.50 萬 | 0.00% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 3,500 | $5.00 萬 | 0.03% | +3,500 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,862 | $4.10 萬 | 0.00% | +716+33.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,877 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,703 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,682 | $2.40 萬 | 0.00% | +1,682 | 新進 |
| The PNC Financial Services Group, Inc. | 1,500 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 1,000 | $1.40 萬 | 0.01% | +1,000 | 新進 |
| Umb Bank N A | 528 | $8,000 | 0.00% | +528 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 490 | $7,000 | 0.00% | −41−7.7% | 減碼 |
| Addison Advisors LLC | 465 | $7,000 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 335 | $4,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −23,000−100.0% | 清倉 |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −14,638−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −5,800−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2,991−100.0% | 清倉 |
| BFT Financial Group, LLC | – | – | – | – | 本季未申報 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |