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。
2023 年第 1 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2023/3/31 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
- 69
- 較 2022 年第 4 季 +3 家
- 持有股數
- 451.6 萬
- 較 2022 年第 4 季 +11.9 萬 (+2.7%)
- 總市值
- $4,677 萬
- 較 2022 年第 4 季 −$88.4 萬 (−1.9%)
- 新進機構
- 8
- 另有 20 家加碼
- 清倉機構
- 5
- 另有 17 家減碼
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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 811,417 | $836.0 萬 | 0.00% | +107,784+15.3% | 加碼 |
| Melfa Wealth Management, LLC | 484,749 | $502.2 萬 | 5.02% | +5,114+1.1% | 加碼 |
| Commonwealth Equity Services, LLC | 404,523 | $419.0 萬 | 0.01% | −11,258−2.7% | 減碼 |
| Morgan Stanley | 266,967 | $276.6 萬 | 0.00% | +14,240+5.6% | 加碼 |
| Bank of America Corp | 211,000 | $218.6 萬 | 0.00% | −74,419−26.1% | 減碼 |
| Raymond James & Associates | 191,125 | $198.0 萬 | 0.00% | +2,144+1.1% | 加碼 |
| LPL Financial LLC | 128,511 | $133.1 萬 | 0.00% | +6,239+5.1% | 加碼 |
| Rockefeller Capital Management L.P. | 126,584 | $131.1 萬 | 0.01% | +68,053+116.3% | 加碼 |
| Van Eck Associates Corp | 121,362 | $125.7 萬 | 0.00% | +12,262+11.2% | 加碼 |
| Capital Investment Advisors, LLC | 118,649 | $122.9 萬 | 0.04% | +40.0% | 加碼 |
| Advisor Group Holdings, Inc. | 117,717 | $122.0 萬 | 0.00% | +562+0.5% | 加碼 |
| Nova R Wealth, Inc. | 100,687 | $104.3 萬 | 0.71% | 00.0% | 不變 |
| Wells Fargo & Company | 93,545 | $96.9 萬 | 0.00% | −4,010−4.1% | 減碼 |
| 1st Source Bank | 87,482 | $90.6 萬 | 0.06% | +50.0% | 加碼 |
| Invesco Ltd. | 87,254 | $90.4 萬 | 0.00% | −27,079−23.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 86,130 | $89.2 萬 | 0.00% | +22,094+34.5% | 加碼 |
| Smith, Moore & Co. | 81,485 | $84.4 萬 | 0.11% | −96−0.1% | 減碼 |
| Oppenheimer & Co Inc | 68,211 | $70.7 萬 | 0.01% | +2,842+4.3% | 加碼 |
| GWM Advisors LLC | 59,131 | $59.9 萬 | 0.01% | +4,800+8.8% | 加碼 |
| Goodwin Daniel L | 51,866 | $53.7 萬 | 0.27% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 49,815 | $51.6 萬 | 0.00% | +510+1.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 47,582 | $49.3 萬 | 0.00% | +3,884+8.9% | 加碼 |
| Baird Financial Group, Inc. | 46,252 | $47.9 萬 | 0.00% | −141−0.3% | 減碼 |
| UBS Group AG | 44,659 | $46.3 萬 | 0.00% | −39,274−46.8% | 減碼 |
| IFP Advisors, Inc | 35,911 | $41.9 萬 | 0.02% | −13,673−27.6% | 減碼 |
| Tectonic Advisors LLC | 37,759 | $39.1 萬 | 0.05% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 37,706 | $39.1 萬 | 0.00% | +37,706 | 新進 |
| Independent Financial Group, LLC | 36,832 | $38.2 萬 | 0.03% | −5,108−12.2% | 減碼 |
| Royal Bank of Canada | 33,604 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 32,000 | $33.2 萬 | 0.02% | −4,000−11.1% | 減碼 |
| Twin Focus Capital Partners, LLC | 31,294 | $32.4 萬 | 0.06% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 30,827 | $31.9 萬 | 0.14% | −1,400−4.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 29,104 | $30.2 萬 | 0.04% | +29,104 | 新進 |
| Stifel Financial Corp | 20,587 | $21.3 萬 | 0.00% | +6,500+46.1% | 加碼 |
| Robinson Capital Management, LLC | 19,063 | $19.5 萬 | 0.09% | +19,063 | 新進 |
| Ellis Investment Partners, LLC | 17,998 | $18.6 萬 | 0.05% | +249+1.4% | 加碼 |
| National Asset Management, Inc. | 15,481 | $16.1 萬 | 0.00% | +9+0.1% | 加碼 |
| Collaborative Wealth Managment Inc. | 15,324 | $15.9 萬 | 0.10% | 00.0% | 不變 |
| Capital Analysts, LLC | 14,325 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 14,009 | $14.5 萬 | 0.01% | +139+1.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,335 | $13.8 萬 | 0.01% | −5,869−30.6% | 減碼 |
| Wolverine Asset Management LLC | 12,963 | $13.4 萬 | 0.00% | +12,963 | 新進 |
| Americana Partners, LLC | 12,500 | $12.9 萬 | 0.02% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 12,500 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Successful Portfolios LLC | 12,428 | $12.9 萬 | 0.08% | −2,000−13.9% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 11,920 | $12.3 萬 | 0.00% | −458−3.7% | 減碼 |
| Private Wealth Advisors | 11,774 | $12.2 萬 | 0.05% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 11,300 | $11.8 萬 | 0.05% | −1,029−8.3% | 減碼 |
| Financial Network Wealth Management LLC | 11,250 | $11.7 萬 | 0.06% | 00.0% | 不變 |
| RFG Advisory, LLC | 11,165 | $11.6 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 11,142 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 11,047 | $11.4 萬 | 0.01% | −1,198−9.8% | 減碼 |
| Seelaus Asset Management LLC | 10,488 | $10.7 萬 | 0.08% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 10,000 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 6,255 | $6.48 萬 | 0.00% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 4,820 | $4.99 萬 | 0.03% | −10,000−67.5% | 減碼 |
| US Bancorp | 4,545 | $4.71 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,284 | $3.29 萬 | 0.00% | +3,284 | 新進 |
| Fifth Third Bancorp | 2,539 | $2.63 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 2,514 | $2.60 萬 | 0.00% | +2,514 | 新進 |
| CWM, LLC | 2,115 | $2.20 萬 | 0.00% | +8+0.4% | 加碼 |
| Harbour Investments, Inc. | 1,408 | $1.46 萬 | 0.00% | +1,408 | 新進 |
| Mascoma Wealth Management LLC | 1,191 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 700 | $7,000 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 521 | $5,398 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 500 | $5,180 | 0.00% | 00.0% | 不變 |
| Ruedi Wealth Management, Inc. | 323 | $3,346 | 0.00% | +323 | 新進 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −15,400−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −11,267−100.0% | 清倉 |
| BlackRock Inc. | 0 | $0 | 0.00% | −9,175−100.0% | 清倉 |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −6,210−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,877−100.0% | 清倉 |