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 4 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2023/12/31 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
- 84
- 較 2023 年第 3 季 +14 家
- 持有股數
- 672.8 萬
- 較 2023 年第 3 季 +135.6 萬 (+25.2%)
- 總市值
- $6,911 萬
- 較 2023 年第 3 季 +$1,987 萬 (+40.4%)
- 新進機構
- 20
- 另有 21 家加碼
- 清倉機構
- 6
- 另有 21 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Robinson Capital Management, LLC | 902,947 | $927.3 萬 | 3.30% | +265,274+41.6% | 加碼 |
| Ameriprise Financial Inc | 652,022 | $667.2 萬 | 0.00% | −134,433−17.1% | 減碼 |
| Fiera Capital Corp | 605,654 | $619.6 萬 | 0.02% | +605,654 | 新進 |
| Melfa Wealth Management, LLC | 484,967 | $496.1 萬 | 4.67% | +674+0.1% | 加碼 |
| Commonwealth Equity Services, LLC | 329,477 | $337.1 萬 | 0.01% | −50,780−13.4% | 減碼 |
| UBS Group AG | 287,226 | $293.8 萬 | 0.00% | +56,631+24.6% | 加碼 |
| Saba Capital Management, L.P. | 283,022 | $289.5 萬 | 0.07% | +269,980+2,070.1% | 加碼 |
| Van Eck Associates Corp | 236,283 | $241.7 萬 | 0.00% | +31,682+15.5% | 加碼 |
| Morgan Stanley | 221,370 | $226.5 萬 | 0.00% | −3,773−1.7% | 減碼 |
| Raymond James & Associates | 215,399 | $220.4 萬 | 0.00% | +51,948+31.8% | 加碼 |
| Rothschild Investment LLC | 194,921 | $199.4 萬 | 0.17% | +194,921 | 新進 |
| Advisors Asset Management, Inc. | 159,465 | $163.1 萬 | 0.03% | +11,398+7.7% | 加碼 |
| Bank of America Corp | 148,065 | $151.5 萬 | 0.00% | −46,136−23.8% | 減碼 |
| Advisor Group Holdings, Inc. | 122,051 | $124.9 萬 | 0.00% | −18,765−13.3% | 減碼 |
| Invesco Ltd. | 114,369 | $117.0 萬 | 0.00% | −5,834−4.9% | 減碼 |
| Rockefeller Capital Management L.P. | 112,815 | $115.4 萬 | 0.00% | −17,704−13.6% | 減碼 |
| Capital Investment Advisors, LLC | 110,935 | $113.5 萬 | 0.03% | −3,637−3.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 106,164 | $108.6 萬 | 0.10% | +73,525+225.3% | 加碼 |
| Nova R Wealth, Inc. | 99,997 | $102.3 萬 | 0.64% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 71,887 | $73.5 萬 | 0.00% | +3,600+5.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 65,848 | $67.4 萬 | 0.00% | +13,694+26.3% | 加碼 |
| Wells Fargo & Company | 64,307 | $65.8 萬 | 0.00% | +25,322+65.0% | 加碼 |
| 1st Source Bank | 64,111 | $65.6 萬 | 0.04% | −1,100−1.7% | 減碼 |
| LPL Financial LLC | 62,852 | $64.3 萬 | 0.00% | +1,526+2.5% | 加碼 |
| Oppenheimer & Co Inc | 55,464 | $56.7 萬 | 0.01% | +120+0.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 54,777 | $56.0 萬 | 0.00% | −10,530−16.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 53,655 | $54.9 萬 | 0.00% | −14,138−20.9% | 減碼 |
| Millennium Management LLC | 45,221 | $46.3 萬 | 0.00% | +975+2.2% | 加碼 |
| Bank of Montreal | 39,041 | $45.1 萬 | 0.00% | +39,041 | 新進 |
| Tectonic Advisors LLC | 33,991 | $34.8 萬 | 0.03% | +377+1.1% | 加碼 |
| Smith, Moore & Co. | 32,409 | $33.2 萬 | 0.04% | −2,906−8.2% | 減碼 |
| Relative Value Partners Group, LLC | 32,000 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 31,294 | $32.0 萬 | 0.07% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 29,420 | $30.1 萬 | 0.00% | +15,573+112.5% | 加碼 |
| Lakeview Capital Partners, LLC | 28,498 | $29.2 萬 | 0.05% | +28,498 | 新進 |
| Cohen & Steers, Inc. | 27,923 | $28.6 萬 | 0.00% | −26,000−48.2% | 減碼 |
| IFP Advisors, Inc | 26,920 | $27.5 萬 | 0.01% | +299+1.1% | 加碼 |
| Putnam Investments LLC | 24,892 | $25.5 萬 | 0.00% | +24,892 | 新進 |
| Tyche Wealth Partners LLC | 23,685 | $24.2 萬 | 0.06% | +23,685 | 新進 |
| GWM Advisors LLC | 23,150 | $23.7 萬 | 0.00% | −11,050−32.3% | 減碼 |
| Gill Capital Partners, LLC | 23,090 | $23.6 萬 | 0.10% | −7,737−25.1% | 減碼 |
| Cresset Asset Management, LLC | 21,900 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 21,967 | $22.5 萬 | 0.00% | +7,414+50.9% | 加碼 |
| Royal Bank of Canada | 21,340 | $21.8 萬 | 0.00% | −4,629−17.8% | 減碼 |
| Burford Brothers, Inc. | 19,900 | $20.4 萬 | 0.14% | +19,900 | 新進 |
| Huntington National Bank | – | $19.8 萬 | 0.00% | – | 新進 |
| Ellis Investment Partners, LLC | 18,615 | $19.0 萬 | 0.04% | +211+1.1% | 加碼 |
| National Asset Management, Inc. | 16,870 | $17.3 萬 | 0.00% | +688+4.3% | 加碼 |
| Collaborative Wealth Managment Inc. | 15,324 | $15.7 萬 | 0.08% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 15,094 | $15.4 萬 | 0.02% | −55,742−78.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 14,729 | $15.1 萬 | 0.01% | +14,729 | 新進 |
| Indiana Trust & Investment Management CO | 14,000 | $14.3 萬 | 0.06% | −7,500−34.9% | 減碼 |
| Citadel Advisors LLC | 13,961 | $14.3 萬 | 0.00% | +13,961 | 新進 |
| Spire Wealth Management | 14,000 | $14.3 萬 | 0.00% | +14,000 | 新進 |
| Nomura Holdings Inc | 13,250 | $13.6 萬 | 0.00% | +13,250 | 新進 |
| Simon Quick Advisors, LLC | 13,219 | $13.5 萬 | 0.01% | +13,219 | 新進 |
| Independent Financial Group, LLC | 12,608 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 12,500 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 12,443 | $12.8 萬 | 0.00% | +12,443 | 新進 |
| Successful Portfolios LLC | 12,428 | $12.7 萬 | 0.10% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 12,339 | $12.6 萬 | 0.01% | +99+0.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Advisors | 11,774 | $12.0 萬 | 0.05% | 00.0% | 不變 |
| Moody National Bank Trust Division | 11,681 | $11.9 萬 | 0.01% | +11,681 | 新進 |
| HighTower Advisors, LLC | 11,332 | $11.6 萬 | 0.00% | +11,332 | 新進 |
| Financial Network Wealth Management LLC | 11,250 | $11.5 萬 | 0.05% | +11,250 | 新進 |
| Seelaus Asset Management LLC | 10,488 | $10.7 萬 | 0.10% | 00.0% | 不變 |
| Elequin Capital LP | 10,464 | $10.7 萬 | 0.03% | +10,464 | 新進 |
| Sonora Investment Management Group, LLC | 10,000 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,927 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 6,638 | $6.79 萬 | 0.00% | −5,476−45.2% | 減碼 |
| US Bancorp | 4,545 | $4.65 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 4,410 | $4.51 萬 | 0.00% | −28−0.6% | 減碼 |
| St Germain D J Co Inc | 3,000 | $3.07 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 2,699 | $2.76 萬 | 0.00% | +2,699 | 新進 |
| Fifth Third Bancorp | 2,539 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 1,700 | $1.74 萬 | 0.00% | −53,483−96.9% | 減碼 |
| Harbour Investments, Inc. | 1,408 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1,191 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 521 | $5,330 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 348 | $3,550 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 173 | $2,000 | 0.00% | +173 | 新進 |
| Creative Planning | 0 | $0 | 0.00% | −14,268−100.0% | 清倉 |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −11,165−100.0% | 清倉 |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −11,142−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,865−100.0% | 清倉 |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,581−100.0% | 清倉 |
| CWM, LLC | 0 | $0 | 0.00% | −1,530−100.0% | 清倉 |
| Goodwin Daniel L | – | – | – | – | 本季未申報 |