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 4 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2022/12/31 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
- 66
- 較 2022 年第 3 季 −6 家
- 持有股數
- 439.7 萬
- 較 2022 年第 3 季 +46.2 萬 (+11.7%)
- 總市值
- $4,765 萬
- 較 2022 年第 3 季 +$894.7 萬 (+23.1%)
- 新進機構
- 6
- 另有 20 家加碼
- 清倉機構
- 12
- 另有 19 家減碼
另有 1 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 703,633 | $762.4 萬 | 0.00% | +317,970+82.4% | 加碼 |
| Melfa Wealth Management, LLC | 479,635 | $520.4 萬 | 5.44% | +479,635 | 新進 |
| Commonwealth Equity Services, LLC | 415,781 | $451.1 萬 | 0.01% | −15,308−3.6% | 減碼 |
| Bank of America Corp | 285,419 | $309.7 萬 | 0.00% | +71,870+33.7% | 加碼 |
| Morgan Stanley | 252,727 | $274.2 萬 | 0.00% | +73,119+40.7% | 加碼 |
| Raymond James & Associates | 188,981 | $205.0 萬 | 0.00% | +8,850+4.9% | 加碼 |
| LPL Financial LLC | 122,272 | $132.7 萬 | 0.00% | +91,342+295.3% | 加碼 |
| Capital Investment Advisors, LLC | 118,645 | $128.7 萬 | 0.04% | −6,441−5.1% | 減碼 |
| Advisor Group Holdings, Inc. | 117,155 | $127.1 萬 | 0.00% | +11,747+11.1% | 加碼 |
| Invesco Ltd. | 114,333 | $124.1 萬 | 0.00% | −33,985−22.9% | 減碼 |
| Van Eck Associates Corp | 109,100 | $118.4 萬 | 0.00% | +18,170+20.0% | 加碼 |
| Nova R Wealth, Inc. | 100,687 | $109.2 萬 | 0.80% | 00.0% | 不變 |
| Wells Fargo & Company | 97,555 | $105.8 萬 | 0.00% | −332−0.3% | 減碼 |
| 1st Source Bank | 87,477 | $94.9 萬 | 0.06% | −51,010−36.8% | 減碼 |
| UBS Group AG | 83,933 | $91.1 萬 | 0.00% | −2,267−2.6% | 減碼 |
| Smith, Moore & Co. | 81,581 | $88.5 萬 | 0.12% | +7,027+9.4% | 加碼 |
| Oppenheimer & Co Inc | 65,369 | $70.9 萬 | 0.02% | +16,654+34.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 64,036 | $69.5 萬 | 0.00% | +140.0% | 加碼 |
| Rockefeller Capital Management L.P. | 58,531 | $63.5 萬 | 0.00% | +5,000+9.3% | 加碼 |
| IFP Advisors, Inc | 49,584 | $57.8 萬 | 0.02% | −14,274−22.4% | 減碼 |
| Goodwin Daniel L | 51,866 | $56.3 萬 | 0.29% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 49,305 | $53.5 萬 | 0.00% | −3,688−7.0% | 減碼 |
| Baird Financial Group, Inc. | 46,393 | $50.3 萬 | 0.00% | −242−0.5% | 減碼 |
| GWM Advisors LLC | 54,331 | $49.1 萬 | 0.01% | +11,000+25.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 43,698 | $47.4 萬 | 0.00% | +5,422+14.2% | 加碼 |
| Independent Financial Group, LLC | 41,940 | $45.5 萬 | 0.04% | −14,943−26.3% | 減碼 |
| Tectonic Advisors LLC | 37,759 | $41.0 萬 | 0.06% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 36,000 | $39.1 萬 | 0.03% | −5,000−12.2% | 減碼 |
| Royal Bank of Canada | 33,604 | $36.4 萬 | 0.00% | −55−0.2% | 減碼 |
| Gill Capital Partners, LLC | 32,227 | $35.0 萬 | 0.17% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 31,294 | $34.0 萬 | 0.07% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,204 | $20.8 萬 | 0.02% | −22,168−53.6% | 減碼 |
| Ellis Investment Partners, LLC | 17,749 | $19.3 萬 | 0.05% | −4,170−19.0% | 減碼 |
| National Asset Management, Inc. | 15,472 | $16.9 萬 | 0.00% | +581+3.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 15,400 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 15,324 | $16.6 萬 | 0.11% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 14,820 | $16.1 萬 | 0.16% | +14,820 | 新進 |
| Successful Portfolios LLC | 14,428 | $15.7 萬 | 0.10% | 00.0% | 不變 |
| Capital Analysts, LLC | 14,325 | $15.5 萬 | 0.01% | +14,325 | 新進 |
| Stifel Financial Corp | 14,087 | $15.3 萬 | 0.00% | +14,087 | 新進 |
| IHT Wealth Management, LLC | 13,870 | $15.0 萬 | 0.01% | +149+1.1% | 加碼 |
| Staley Capital Advisers Inc | 12,500 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Americana Partners, LLC | 12,500 | $13.6 萬 | 0.02% | −9,000−41.9% | 減碼 |
| Drive Wealth Management, LLC | 12,329 | $13.4 萬 | 0.07% | +15+0.1% | 加碼 |
| Cetera Investment Advisers | 12,378 | $13.4 萬 | 0.00% | +585+5.0% | 加碼 |
| Moors & Cabot, Inc. | 12,245 | $13.3 萬 | 0.01% | +135+1.1% | 加碼 |
| RFG Advisory, LLC | 11,165 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Advisors | 11,774 | $12.8 萬 | 0.05% | 00.0% | 不變 |
| Financial Network Wealth Management LLC | 11,250 | $12.2 萬 | 0.07% | −4,100−26.7% | 減碼 |
| Ibex Wealth Advisors | 11,267 | $12.2 萬 | 0.03% | −2,677−19.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 11,142 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 10,488 | $11.4 萬 | 0.09% | +10,488 | 新進 |
| Sonora Investment Management Group, LLC | 10,000 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| BlackRock Inc. | 9,175 | $9.95 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 6,255 | $6.79 萬 | 0.00% | −365−5.5% | 減碼 |
| Worth Asset Management, LLC | 6,210 | $6.74 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 4,545 | $4.93 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,539 | $2.75 萬 | 0.00% | −396−13.5% | 減碼 |
| CWM, LLC | 2,107 | $2.30 萬 | 0.00% | +240+12.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,877 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1,191 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 700 | $7,000 | 0.01% | +300+75.0% | 加碼 |
| Geneos Wealth Management Inc. | 521 | $5,653 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 500 | $5,425 | 0.00% | +500 | 新進 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1,240−100.0% | 清倉 |
| Fiera Capital Corp | 0 | $0 | 0.00% | −330,258−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −92,573−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −27,305−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −23,735−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −15,418−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,903−100.0% | 清倉 |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −10,796−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,700−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −2,399−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −1,709−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −977−100.0% | 清倉 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |