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。
2024 年第 1 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2024/3/31 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
- 86
- 較 2023 年第 4 季 +3 家
- 持有股數
- 622.4 萬
- 較 2023 年第 4 季 −47.9 萬 (−7.1%)
- 總市值
- $6,309 萬
- 較 2023 年第 4 季 −$576.5 萬 (−8.4%)
- 新進機構
- 9
- 另有 21 家加碼
- 清倉機構
- 6
- 另有 26 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Robinson Capital Management, LLC | 935,354 | $914.8 萬 | 3.30% | +32,407+3.6% | 加碼 |
| Melfa Wealth Management, LLC | 482,371 | $490.1 萬 | 3.54% | −2,596−0.5% | 減碼 |
| Fiera Capital Corp | 467,939 | $475.4 萬 | 0.01% | −137,715−22.7% | 減碼 |
| Commonwealth Equity Services, LLC | 328,355 | $333.6 萬 | 0.01% | −1,122−0.3% | 減碼 |
| Ameriprise Financial Inc | 293,761 | $297.7 萬 | 0.00% | −358,261−54.9% | 減碼 |
| UBS Group AG | 275,250 | $279.7 萬 | 0.00% | −11,976−4.2% | 減碼 |
| Morgan Stanley | 223,001 | $226.6 萬 | 0.00% | +1,631+0.7% | 加碼 |
| Raymond James & Associates | 219,888 | $223.4 萬 | 0.00% | +4,489+2.1% | 加碼 |
| Van Eck Associates Corp | 203,372 | $206.6 萬 | 0.00% | −32,911−13.9% | 減碼 |
| Rothschild Investment LLC | 194,921 | $198.1 萬 | 0.14% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 156,288 | $158.8 萬 | 0.03% | −3,177−2.0% | 減碼 |
| Bank of America Corp | 151,646 | $154.1 萬 | 0.00% | +3,581+2.4% | 加碼 |
| Rockefeller Capital Management L.P. | 125,535 | $127.5 萬 | 0.00% | +12,720+11.3% | 加碼 |
| Envestnet Asset Management Inc | 121,770 | $123.7 萬 | 0.00% | +121,770 | 新進 |
| Advisor Group Holdings, Inc. | 118,534 | $120.4 萬 | 0.00% | −3,517−2.9% | 減碼 |
| Park Avenue Securities LLC | 115,800 | $117.7 萬 | 0.02% | +115,800 | 新進 |
| Capital Investment Advisors, LLC | 109,074 | $110.8 萬 | 0.03% | −1,861−1.7% | 減碼 |
| Nova R Wealth, Inc. | 99,997 | $101.6 萬 | 0.53% | 00.0% | 不變 |
| Wells Fargo & Company | 98,613 | $100.2 萬 | 0.00% | +34,306+53.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 96,565 | $98.1 萬 | 0.09% | −9,599−9.0% | 減碼 |
| Invesco Ltd. | 88,683 | $90.1 萬 | 0.00% | −25,686−22.5% | 減碼 |
| Baird Financial Group, Inc. | 68,287 | $69.4 萬 | 0.00% | −3,600−5.0% | 減碼 |
| Logan Stone Capital, LLC | 67,076 | $68.1 萬 | 0.15% | +67,076 | 新進 |
| Nine Masts Capital Ltd | 65,146 | $66.2 萬 | 0.17% | +65,146 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 64,131 | $65.2 萬 | 0.00% | −1,717−2.6% | 減碼 |
| 1st Source Bank | 61,894 | $62.9 萬 | 0.04% | −2,217−3.5% | 減碼 |
| LPL Financial LLC | 56,063 | $57.0 萬 | 0.00% | −6,789−10.8% | 減碼 |
| Oppenheimer & Co Inc | 55,573 | $56.5 萬 | 0.01% | +109+0.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 53,058 | $53.9 萬 | 0.00% | −597−1.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 50,957 | $51.8 萬 | 0.00% | −3,820−7.0% | 減碼 |
| Smith, Moore & Co. | 35,954 | $36.5 萬 | 0.04% | +3,545+10.9% | 加碼 |
| Bank of Montreal | 31,613 | $36.3 萬 | 0.00% | −7,428−19.0% | 減碼 |
| Tectonic Advisors LLC | 34,338 | $34.9 萬 | 0.03% | +347+1.0% | 加碼 |
| Lakeview Capital Partners, LLC | 33,889 | $34.4 萬 | 0.06% | +5,391+18.9% | 加碼 |
| Relative Value Partners Group, LLC | 32,000 | $33.4 萬 | 0.02% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 31,294 | $31.8 萬 | 0.06% | 00.0% | 不變 |
| Nomura Holdings Inc | 29,175 | $29.6 萬 | 0.00% | +15,925+120.2% | 加碼 |
| Cohen & Steers, Inc. | 27,923 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 27,195 | $27.6 萬 | 0.01% | +275+1.0% | 加碼 |
| Stifel Financial Corp | 26,167 | $26.6 萬 | 0.00% | +4,200+19.1% | 加碼 |
| GWM Advisors LLC | 25,518 | $25.9 萬 | 0.00% | +2,368+10.2% | 加碼 |
| Tyche Wealth Partners LLC | 23,698 | $24.1 萬 | 0.06% | +13+0.1% | 加碼 |
| Cresset Asset Management, LLC | 22,180 | $22.6 萬 | 0.00% | +280+1.3% | 加碼 |
| Gill Capital Partners, LLC | 23,090 | $22.4 萬 | 0.09% | 00.0% | 不變 |
| Burford Brothers, Inc. | 19,900 | $20.2 萬 | 0.13% | 00.0% | 不變 |
| Huntington National Bank | – | $19.7 萬 | 0.00% | – | – |
| Ellis Investment Partners, LLC | 18,805 | $19.1 萬 | 0.04% | +190+1.0% | 加碼 |
| Millennium Management LLC | 18,517 | $18.8 萬 | 0.00% | −26,704−59.1% | 減碼 |
| Integrated Capital Management, Inc. | 16,594 | $16.9 萬 | 0.14% | +16,594 | 新進 |
| Cetera Investment Advisers | 15,703 | $16.0 萬 | 0.00% | +15,703 | 新進 |
| Collaborative Wealth Managment Inc. | 15,324 | $15.6 萬 | 0.08% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 15,110 | $15.4 萬 | 0.01% | +381+2.6% | 加碼 |
| ARS Wealth Advisors Group, LLC | 15,094 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 14,710 | $14.9 萬 | 0.01% | +1,491+11.3% | 加碼 |
| National Asset Management, Inc. | 16,182 | $14.9 萬 | 0.00% | −688−4.1% | 減碼 |
| Indiana Trust & Investment Management CO | 14,000 | $14.2 萬 | 0.06% | 00.0% | 不變 |
| Spire Wealth Management | 14,000 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 13,909 | $14.1 萬 | 0.01% | +1,570+12.7% | 加碼 |
| Susquehanna International Group, LLP | 13,806 | $14.0 萬 | 0.00% | −15,614−53.1% | 減碼 |
| Staley Capital Advisers Inc | 12,500 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Successful Portfolios LLC | 12,428 | $12.6 萬 | 0.09% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Advisors | 11,774 | $12.0 萬 | 0.05% | 00.0% | 不變 |
| Royal Bank of Canada | 10,845 | $11.0 萬 | 0.00% | −10,495−49.2% | 減碼 |
| Seelaus Asset Management LLC | 10,488 | $10.7 萬 | 0.11% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 10,420 | $10.6 萬 | 0.00% | −2,023−16.3% | 減碼 |
| Financial Network Wealth Management LLC | 10,401 | $10.3 萬 | 0.05% | −849−7.5% | 減碼 |
| 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 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 6,638 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 5,280 | $5.36 萬 | 0.00% | +5,280 | 新進 |
| US Bancorp | 4,545 | $4.62 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 4,381 | $4.45 萬 | 0.00% | −29−0.7% | 減碼 |
| Wolverine Asset Management LLC | 3,670 | $3.73 萬 | 0.00% | +1,970+115.9% | 加碼 |
| St Germain D J Co Inc | 3,000 | $3.05 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,539 | $2.58 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 2,034 | $2.07 萬 | 0.00% | −665−24.6% | 減碼 |
| Harbour Investments, Inc. | 1,408 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1,191 | $1.21 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 780 | $7,925 | 0.00% | +780 | 新進 |
| Geneos Wealth Management Inc. | 521 | $5,293 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 509 | $5,171 | 0.00% | +509 | 新進 |
| FNY Investment Advisers, LLC | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 348 | $3,536 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 173 | $2,000 | 0.00% | 00.0% | 不變 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −283,022−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,961−100.0% | 清倉 |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −12,608−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −11,681−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,332−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −10,464−100.0% | 清倉 |
| Putnam Investments LLC | – | – | – | – | 本季未申報 |