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 3 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2024/9/30 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
- 100
- 較 2024 年第 2 季 +13 家
- 持有股數
- 681.1 萬
- 較 2024 年第 2 季 +58.5 萬 (+9.4%)
- 總市值
- $7,421 萬
- 較 2024 年第 2 季 +$1,016 萬 (+15.9%)
- 新進機構
- 21
- 另有 24 家加碼
- 清倉機構
- 8
- 另有 27 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Melfa Wealth Management, LLC | 480,850 | $524.1 萬 | 3.46% | −1,029−0.2% | 減碼 |
| Pathstone Holdings, LLC | 357,624 | $389.8 萬 | 0.02% | +357,624 | 新進 |
| Commonwealth Equity Services, LLC | 333,317 | $363.3 萬 | 0.01% | +4,048+1.2% | 加碼 |
| Guggenheim Capital LLC | 328,768 | $358.4 萬 | 0.03% | +208,598+173.6% | 加碼 |
| Morgan Stanley | 323,657 | $352.8 萬 | 0.00% | −3,971−1.2% | 減碼 |
| Fiera Capital Corp | 307,586 | $335.3 萬 | 0.01% | −6,731−2.1% | 減碼 |
| UBS Group AG | 257,162 | $280.3 萬 | 0.00% | +6,256+2.5% | 加碼 |
| Logan Stone Capital, LLC | 235,873 | $257.1 萬 | 0.64% | +155,530+193.6% | 加碼 |
| 1607 Capital Partners, LLC | 235,381 | $256.6 萬 | 0.23% | +235,381 | 新進 |
| Van Eck Associates Corp | 227,641 | $239.3 萬 | 0.00% | −3,912−1.7% | 減碼 |
| Ameriprise Financial Inc | 201,084 | $219.2 萬 | 0.00% | −92,046−31.4% | 減碼 |
| Rothschild Investment LLC | 192,921 | $210.3 萬 | 0.14% | −2,000−1.0% | 減碼 |
| Matisse Capital | 190,000 | $207.1 萬 | 1.01% | +190,000 | 新進 |
| Raymond James & Associates | 183,561 | $200.1 萬 | 0.00% | −20,176−9.9% | 減碼 |
| Rivernorth Capital Management, LLC | 179,697 | $195.9 萬 | 0.09% | +68,382+61.4% | 加碼 |
| Bank of America Corp | 165,921 | $180.9 萬 | 0.00% | +14,627+9.7% | 加碼 |
| Advisors Asset Management, Inc. | 151,575 | $165.2 萬 | 0.03% | −1,172−0.8% | 減碼 |
| Rockefeller Capital Management L.P. | 139,457 | $152.0 萬 | 0.00% | +5,697+4.3% | 加碼 |
| Wells Fargo & Company | 131,807 | $143.7 萬 | 0.00% | +1,797+1.4% | 加碼 |
| LPL Financial LLC | 122,153 | $133.1 萬 | 0.00% | +19,617+19.1% | 加碼 |
| Envestnet Asset Management Inc | 117,115 | $127.7 萬 | 0.00% | −2,684−2.2% | 減碼 |
| Park Avenue Securities LLC | 105,047 | $114.5 萬 | 0.01% | −7,707−6.8% | 減碼 |
| Capital Investment Advisors, LLC | 104,939 | $114.4 萬 | 0.02% | −2,935−2.7% | 減碼 |
| Cohen & Steers, Inc. | 104,200 | $113.6 萬 | 0.00% | +104,200 | 新進 |
| Nova R Wealth, Inc. | 93,059 | $101.4 萬 | 0.50% | −6,938−6.9% | 減碼 |
| Nine Masts Capital Ltd | 79,579 | $86.7 萬 | 0.41% | +13,935+21.2% | 加碼 |
| Riverbridge Partners LLC | 66,799 | $72.8 萬 | 0.01% | +66,799 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 66,493 | $72.5 萬 | 0.00% | −926−1.4% | 減碼 |
| Smith, Moore & Co. | 66,336 | $72.3 萬 | 0.07% | +30,712+86.2% | 加碼 |
| Wolverine Asset Management LLC | 63,488 | $69.2 萬 | 0.01% | +34,104+116.1% | 加碼 |
| Karpus Management, Inc. | 61,850 | $67.4 萬 | 0.02% | +61,850 | 新進 |
| Oppenheimer & Co Inc | 50,209 | $54.7 萬 | 0.01% | −10,478−17.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 49,877 | $54.4 萬 | 0.00% | +16,957+51.5% | 加碼 |
| Invesco Ltd. | 47,829 | $52.1 萬 | 0.00% | −40,291−45.7% | 減碼 |
| Baird Financial Group, Inc. | 45,779 | $49.9 萬 | 0.00% | −330−0.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 45,577 | $49.7 萬 | 0.00% | −1,862−3.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 43,792 | $47.7 萬 | 0.05% | −69,074−61.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 41,086 | $44.8 萬 | 0.00% | 00.0% | 不變 |
| 1st Source Bank | 39,791 | $43.4 萬 | 0.02% | 00.0% | 不變 |
| Stifel Financial Corp | 35,601 | $38.8 萬 | 0.00% | +3,040+9.3% | 加碼 |
| Tectonic Advisors LLC | 35,054 | $38.2 萬 | 0.03% | +352+1.0% | 加碼 |
| Advisor Group Holdings, Inc. | 34,136 | $37.2 萬 | 0.00% | −4,173−10.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 32,793 | $35.7 萬 | 0.02% | +32,793 | 新進 |
| Kovitz Investment Group Partners, LLC | 32,000 | $34.9 萬 | 0.00% | +32,000 | 新進 |
| Twin Focus Capital Partners, LLC | 31,294 | $34.1 萬 | 0.05% | 00.0% | 不變 |
| HighTower Advisors, LLC | 25,095 | $26.7 萬 | 0.00% | +25,095 | 新進 |
| Gill Capital Partners, LLC | 23,090 | $25.2 萬 | 0.09% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 21,900 | $23.9 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 21,868 | $23.6 萬 | 0.00% | +85+0.4% | 加碼 |
| Sunpointe, LLC | 20,924 | $22.9 萬 | 0.19% | −95−0.5% | 減碼 |
| Royal Bank of Canada | 20,037 | $21.8 萬 | 0.00% | +3,576+21.7% | 加碼 |
| Burford Brothers, Inc. | 19,900 | $21.7 萬 | 0.11% | 00.0% | 不變 |
| Huntington National Bank | – | $21.1 萬 | 0.00% | – | – |
| Ellis Investment Partners, LLC | 19,196 | $20.9 萬 | 0.04% | +193+1.0% | 加碼 |
| Millennium Management LLC | 18,517 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Integrated Capital Management, Inc. | 18,393 | $20.0 萬 | 0.15% | −60.0% | 減碼 |
| GWM Advisors LLC | 17,310 | $18.9 萬 | 0.00% | −8,245−32.3% | 減碼 |
| CNH Partners LLC | 17,368 | $18.9 萬 | 0.00% | −18,509−51.6% | 減碼 |
| Moors & Cabot, Inc. | 16,853 | $18.4 萬 | 0.01% | +2,600+18.2% | 加碼 |
| Cetera Investment Advisers | 15,765 | $17.2 萬 | 0.00% | +83+0.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 15,353 | $16.7 萬 | 0.01% | +15,353 | 新進 |
| Collaborative Wealth Managment Inc. | 15,324 | $16.7 萬 | 0.08% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 15,110 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 14,000 | $15.3 萬 | 0.05% | 00.0% | 不變 |
| Spire Wealth Management | 14,000 | $15.3 萬 | 0.01% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 12,500 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Successful Portfolios LLC | 12,428 | $13.5 萬 | 0.09% | 00.0% | 不變 |
| National Asset Management, Inc. | 12,349 | $13.5 萬 | 0.00% | −3,425−21.7% | 減碼 |
| Fortitude Family Office, LLC | 12,309 | $13.4 萬 | 0.05% | +12,309 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,940 | $13.0 萬 | 0.03% | −11,772−49.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,932 | $13.0 萬 | 0.01% | +2,238+23.1% | 加碼 |
| Private Wealth Advisors | 11,774 | $12.9 萬 | 0.05% | 00.0% | 不變 |
| Davenport & Co LLC | 11,284 | $12.3 萬 | 0.00% | +11,284 | 新進 |
| Citadel Advisors LLC | 11,117 | $12.1 萬 | 0.00% | +11,117 | 新進 |
| Nomura Holdings Inc | 10,997 | $12.0 萬 | 0.00% | −28,178−71.9% | 減碼 |
| Integrated Wealth Concepts LLC | 10,879 | $11.9 萬 | 0.00% | +10,879 | 新進 |
| Seelaus Asset Management LLC | 10,488 | $11.4 萬 | 0.10% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 10,222 | $11.1 萬 | 0.01% | +10,222 | 新進 |
| Blue Bell Private Wealth Management, LLC | 7,023 | $7.66 萬 | 0.01% | +1,023+17.1% | 加碼 |
| Farther Finance Advisors, LLC | 5,888 | $6.42 萬 | 0.00% | −750−11.3% | 減碼 |
| Comerica Bank | 5,038 | $5.49 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 4,545 | $4.95 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,348 | $4.74 萬 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 4,150 | $4.52 萬 | 0.01% | +375+9.9% | 加碼 |
| Fifth Third Bancorp | 2,539 | $2.77 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 1,660 | $1.79 萬 | 0.00% | +1,660 | 新進 |
| FinTrust Capital Advisors, LLC | 1,585 | $1.73 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,408 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 1,321 | $1.44 萬 | 0.00% | +1,321 | 新進 |
| Umb Bank N A | 1,272 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1,191 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 780 | $8,502 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 552 | $6,000 | 0.00% | +552 | 新進 |
| Geneos Wealth Management Inc. | 521 | $5,679 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 476 | $5,188 | 0.00% | +476 | 新進 |
| FNY Investment Advisers, LLC | 400 | $4,000 | 0.00% | +400 | 新進 |
| JPMorgan Chase & Co | 0 | $9 | 0.00% | 0 | 新進 |
| International Assets Investment Management, LLC | 12,944 | – | – | +11,768+1,000.7% | 加碼 |