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。
2022 年第 1 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2022/3/31 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
- 84
- 較 2021 年第 4 季 +8 家
- 持有股數
- 443.4 萬
- 較 2021 年第 4 季 +70.5 萬 (+18.9%)
- 總市值
- $5,163 萬
- 較 2021 年第 4 季 −$208.0 萬 (−3.9%)
- 新進機構
- 14
- 另有 21 家加碼
- 清倉機構
- 6
- 另有 17 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 316,990 | $369.3 萬 | 0.01% | +204,364+181.5% | 加碼 |
| Commonwealth Equity Services, LLC | 300,059 | $349.5 萬 | 0.01% | +9,050+3.1% | 加碼 |
| Bank of America Corp | 283,669 | $330.5 萬 | 0.00% | +24,708+9.5% | 加碼 |
| Raymond James & Associates | 243,734 | $284.0 萬 | 0.00% | +42,034+20.8% | 加碼 |
| Invesco Ltd. | 219,515 | $255.7 萬 | 0.00% | −42,589−16.2% | 減碼 |
| Morgan Stanley | 200,937 | $234.1 萬 | 0.00% | −2,531−1.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 181,778 | $211.8 萬 | 0.00% | +103,046+130.9% | 加碼 |
| Robinson Capital Management, LLC | 149,215 | $173.8 萬 | 1.19% | +149,215 | 新進 |
| 1st Source Bank | 148,756 | $173.3 萬 | 0.11% | −111−0.1% | 減碼 |
| Van Eck Associates Corp | 146,859 | $171.1 萬 | 0.00% | +14,360+10.8% | 加碼 |
| Capital Investment Advisors, LLC | 137,896 | $160.6 萬 | 0.05% | −1,596−1.1% | 減碼 |
| Doyle Wealth Management | 125,603 | $146.3 萬 | 0.11% | +125,603 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 123,430 | $143.8 萬 | 0.00% | +3,380+2.8% | 加碼 |
| Advisor Group Holdings, Inc. | 123,153 | $140.2 萬 | 0.00% | +3,538+3.0% | 加碼 |
| BFT Financial Group, LLC | 110,794 | $129.1 萬 | 0.21% | +110,794 | 新進 |
| UBS Group AG | 101,161 | $117.9 萬 | 0.00% | −5,842−5.5% | 減碼 |
| Wells Fargo & Company | 100,771 | $117.4 萬 | 0.00% | +426+0.4% | 加碼 |
| Nova R Wealth, Inc. | 100,687 | $117.3 萬 | 1.00% | 00.0% | 不變 |
| B. Riley Wealth Management, Inc. | 93,159 | $108.5 萬 | 0.08% | +10,892+13.2% | 加碼 |
| Rockefeller Capital Management L.P. | 86,531 | $100.8 萬 | 0.00% | −10,400−10.7% | 減碼 |
| Baird Financial Group, Inc. | 77,770 | $90.6 萬 | 0.00% | 00.0% | 不變 |
| Smith, Moore & Co. | 72,592 | $84.6 萬 | 0.12% | +5,113+7.6% | 加碼 |
| Powell Investment Advisors, LLC | 58,496 | $68.5 萬 | 0.40% | −2,364−3.9% | 減碼 |
| Ameriprise Financial Inc | 52,099 | $60.7 萬 | 0.00% | +13,196+33.9% | 加碼 |
| Goodwin Daniel L | 51,866 | $60.4 萬 | 0.26% | 00.0% | 不變 |
| GWM Advisors LLC | 46,761 | $54.4 萬 | 0.01% | +13,150+39.1% | 加碼 |
| Oppenheimer & Co Inc | 41,580 | $48.4 萬 | 0.01% | +7,450+21.8% | 加碼 |
| Relative Value Partners Group, LLC | 41,000 | $48.0 萬 | 0.03% | 00.0% | 不變 |
| LPL Financial LLC | 38,779 | $45.2 萬 | 0.00% | +9,904+34.3% | 加碼 |
| Royal Bank of Canada | 34,694 | $40.4 萬 | 0.00% | −2,785−7.4% | 減碼 |
| Gill Capital Partners, LLC | 32,227 | $37.5 萬 | 0.16% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 31,294 | $36.5 萬 | 0.07% | 00.0% | 不變 |
| IFP Advisors, Inc | 25,971 | $30.2 萬 | 0.00% | +25,971 | 新進 |
| Janney Montgomery Scott LLC | 25,674 | $29.9 萬 | 0.00% | −4,800−15.8% | 減碼 |
| Rivernorth Capital Management, LLC | 23,897 | $27.8 萬 | 0.01% | +23,897 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 23,497 | $27.4 萬 | 0.00% | −903−3.7% | 減碼 |
| Tectonic Advisors LLC | 22,759 | $26.5 萬 | 0.05% | +22,759 | 新進 |
| Bank of Montreal | 21,392 | $26.3 萬 | 0.00% | +21,392 | 新進 |
| Independent Financial Group, LLC | 22,446 | $26.1 萬 | 0.02% | −3,171−12.4% | 減碼 |
| Ellis Investment Partners, LLC | 21,326 | $24.8 萬 | 0.06% | +255+1.2% | 加碼 |
| D.A. Davidson & Co. | 20,097 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 19,613 | $22.8 萬 | 0.03% | +19,613 | 新進 |
| Wealthcare Advisory Partners LLC | 17,700 | $20.6 萬 | 0.01% | +900+5.4% | 加碼 |
| Creative Planning | 15,418 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 15,430 | $18.0 萬 | 0.00% | +902+6.2% | 加碼 |
| Financial Network Wealth Management LLC | 15,350 | $17.9 萬 | 0.09% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 14,660 | $17.1 萬 | 0.01% | −15,115−50.8% | 減碼 |
| Worth Asset Management, LLC | 15,630 | $16.9 萬 | 0.11% | +15,630 | 新進 |
| Successful Portfolios LLC | 14,428 | $16.8 萬 | 0.10% | 00.0% | 不變 |
| Americana Partners, LLC | 14,500 | $16.8 萬 | 0.05% | 00.0% | 不變 |
| Ibex Wealth Advisors | 13,841 | $16.1 萬 | 0.03% | −5,198−27.3% | 減碼 |
| Truist Financial Corp | 13,775 | $16.0 萬 | 0.00% | −5,300−27.8% | 減碼 |
| IHT Wealth Management, LLC | 13,455 | $15.7 萬 | 0.01% | −610−4.3% | 減碼 |
| Wedbush Securities Inc | 13,293 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 12,500 | $14.6 萬 | 0.01% | −2,500−16.7% | 減碼 |
| National Asset Management, Inc. | 12,266 | $14.3 萬 | 0.00% | +10+0.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $14.0 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Advisors | 11,774 | $13.7 萬 | 0.04% | 00.0% | 不變 |
| RFG Advisory, LLC | 11,165 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 11,142 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Client 1st Advisory Group, LLC | 10,000 | $11.7 萬 | 0.06% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 10,000 | $11.7 萬 | 0.01% | 00.0% | 不變 |
| BlackRock Inc. | 9,175 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 5,796 | $6.80 萬 | 0.01% | 00.0% | 不變 |
| Herold Advisors, Inc. | 5,800 | $6.76 萬 | 0.02% | +5,800 | 新進 |
| American Portfolios Advisors | 5,742 | $6.69 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 5,028 | $5.90 萬 | 0.00% | −160−3.1% | 減碼 |
| Fifth Third Bancorp | 4,669 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 4,545 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 3,794 | $4.40 萬 | 0.00% | +932+32.6% | 加碼 |
| TCWP LLC | 3,464 | $4.00 萬 | 0.01% | +3,464 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 3,360 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,877 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,682 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,709 | $2.00 萬 | 0.00% | +1,181+223.7% | 加碼 |
| Geneos Wealth Management Inc. | 1,703 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 1,614 | $1.90 萬 | 0.00% | +1,614 | 新進 |
| The PNC Financial Services Group, Inc. | 1,500 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 1,000 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 490 | $6,000 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 465 | $5,000 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 400 | $4,000 | 0.00% | +400 | 新進 |
| Prospera Financial Services Inc | 284 | $3,000 | 0.00% | +284 | 新進 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −127,688−100.0% | 清倉 |
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −26,266−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −15,882−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −11,358−100.0% | 清倉 |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Collaborative Wealth Managment Inc. | – | – | – | – | 本季未申報 |
| Carroll Financial Associates, Inc. | – | – | – | – | 本季未申報 |