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 4 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2024/12/31 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
- 95
- 較 2024 年第 3 季 −2 家
- 持有股數
- 743.5 萬
- 較 2024 年第 3 季 +85.6 萬 (+13.0%)
- 總市值
- $7,542 萬
- 較 2024 年第 3 季 +$372.5 萬 (+5.2%)
- 新進機構
- 10
- 另有 32 家加碼
- 清倉機構
- 12
- 另有 21 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 575,167 | $582.7 萬 | 0.03% | +217,543+60.8% | 加碼 |
| Melfa Wealth Management, LLC | 480,850 | $487.1 萬 | 3.26% | 00.0% | 不變 |
| Morgan Stanley | 412,589 | $418.0 萬 | 0.00% | +88,932+27.5% | 加碼 |
| Guggenheim Capital LLC | 368,040 | $372.8 萬 | 0.03% | +39,272+11.9% | 加碼 |
| 1607 Capital Partners, LLC | 362,681 | $367.4 萬 | 0.30% | +127,300+54.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 344,532 | $349.0 萬 | 0.16% | +329,179+2,144.1% | 加碼 |
| Fiera Capital Corp | 315,632 | $319.7 萬 | 0.01% | +8,046+2.6% | 加碼 |
| Commonwealth Equity Services, LLC | 307,683 | $311.7 萬 | 0.00% | −25,634−7.7% | 減碼 |
| Advisors Asset Management, Inc. | 291,314 | $295.1 萬 | 0.05% | +139,739+92.2% | 加碼 |
| UBS Group AG | 283,668 | $287.4 萬 | 0.00% | +26,506+10.3% | 加碼 |
| Rivernorth Capital Management, LLC | 262,568 | $266.0 萬 | 0.13% | +82,871+46.1% | 加碼 |
| Van Eck Associates Corp | 233,858 | $236.9 萬 | 0.00% | +6,217+2.7% | 加碼 |
| Ameriprise Financial Inc | 195,647 | $198.2 萬 | 0.00% | −5,437−2.7% | 減碼 |
| Matisse Capital | 190,000 | $192.5 萬 | 0.98% | 00.0% | 不變 |
| Rothschild Investment LLC | 186,921 | $189.4 萬 | 0.12% | −6,000−3.1% | 減碼 |
| Wells Fargo & Company | 151,244 | $153.2 萬 | 0.00% | +19,437+14.7% | 加碼 |
| Intellus Advisors LLC | 126,931 | $128.6 萬 | 0.22% | +126,931 | 新進 |
| Envestnet Asset Management Inc | 125,584 | $127.2 萬 | 0.00% | +8,469+7.2% | 加碼 |
| Bank of America Corp | 124,073 | $125.7 萬 | 0.00% | −41,848−25.2% | 減碼 |
| Park Avenue Securities LLC | 112,497 | $114.0 萬 | 0.01% | +7,450+7.1% | 加碼 |
| LPL Financial LLC | 107,686 | $109.1 萬 | 0.00% | −14,467−11.8% | 減碼 |
| Cohen & Steers, Inc. | 104,200 | $105.6 萬 | 0.00% | 00.0% | 不變 |
| Karpus Management, Inc. | 98,038 | $99.3 萬 | 0.03% | +36,188+58.5% | 加碼 |
| Capital Investment Advisors, LLC | 95,485 | $96.7 萬 | 0.02% | −9,454−9.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 94,408 | $95.6 萬 | 0.00% | +53,322+129.8% | 加碼 |
| Rockefeller Capital Management L.P. | 93,526 | $94.7 萬 | 0.00% | −45,931−32.9% | 減碼 |
| Nova R Wealth, Inc. | 93,059 | $94.3 萬 | 0.48% | 00.0% | 不變 |
| Raymond James Financial Inc | 90,453 | $91.6 萬 | 0.00% | +90,453 | 新進 |
| Smith, Moore & Co. | 77,712 | $78.7 萬 | 0.07% | +11,376+17.1% | 加碼 |
| Riverbridge Partners LLC | 65,618 | $66.5 萬 | 0.01% | −1,181−1.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 48,380 | $49.0 萬 | 0.00% | −1,497−3.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 46,795 | $47.4 萬 | 0.00% | −19,698−29.6% | 減碼 |
| Baird Financial Group, Inc. | 45,531 | $46.1 萬 | 0.00% | −248−0.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 38,629 | $39.1 萬 | 0.03% | +5,836+17.8% | 加碼 |
| Advisor Group Holdings, Inc. | 36,865 | $37.3 萬 | 0.00% | +2,729+8.0% | 加碼 |
| Stifel Financial Corp | 36,713 | $37.2 萬 | 0.00% | +1,112+3.1% | 加碼 |
| Logan Stone Capital, LLC | 35,936 | $36.4 萬 | 0.12% | −199,937−84.8% | 減碼 |
| Tectonic Advisors LLC | 35,397 | $35.9 萬 | 0.02% | +343+1.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 32,000 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 31,845 | $32.3 萬 | 0.00% | +6,750+26.9% | 加碼 |
| Jane Street Group, LLC | 31,441 | $31.8 萬 | 0.00% | +31,441 | 新進 |
| Twin Focus Capital Partners, LLC | 31,294 | $31.7 萬 | 0.05% | 00.0% | 不變 |
| Nomura Holdings Inc | 29,972 | $30.4 萬 | 0.00% | +18,975+172.5% | 加碼 |
| Nine Masts Capital Ltd | 26,736 | $27.1 萬 | 0.05% | −52,843−66.4% | 減碼 |
| Leigh Baldwin & Co., LLC | 24,883 | $25.2 萬 | 0.21% | +24,883 | 新進 |
| Gill Capital Partners, LLC | 23,090 | $23.4 萬 | 0.08% | 00.0% | 不變 |
| Generation Capital Management LLC | 22,882 | $23.2 萬 | 0.20% | +22,882 | 新進 |
| Bank of Montreal | 22,764 | $23.1 萬 | 0.00% | +896+4.1% | 加碼 |
| Invesco Ltd. | 22,760 | $23.1 萬 | 0.00% | −25,069−52.4% | 減碼 |
| Cresset Asset Management, LLC | 20,300 | $20.6 萬 | 0.00% | −1,600−7.3% | 減碼 |
| Integrated Capital Management, Inc. | 20,325 | $20.6 萬 | 0.16% | +1,932+10.5% | 加碼 |
| Susquehanna International Group, LLP | 20,208 | $20.5 萬 | 0.00% | +20,208 | 新進 |
| Burford Brothers, Inc. | 19,900 | $20.2 萬 | 0.10% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 19,496 | $19.7 萬 | 0.00% | −30,713−61.2% | 減碼 |
| Royal Bank of Canada | 19,084 | $19.3 萬 | 0.00% | −953−4.8% | 減碼 |
| HRT Financial LP | 17,414 | $17.6 萬 | 0.00% | +17,414 | 新進 |
| Moors & Cabot, Inc. | 16,954 | $17.2 萬 | 0.01% | +101+0.6% | 加碼 |
| Cetera Investment Advisers | 15,489 | $15.7 萬 | 0.00% | −276−1.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,358 | $15.6 萬 | 0.01% | +3,426+28.7% | 加碼 |
| Collaborative Wealth Managment Inc. | 15,324 | $15.5 萬 | 0.07% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 15,110 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 14,000 | $14.2 萬 | 0.05% | 00.0% | 不變 |
| Spire Wealth Management | 14,000 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 13,800 | $14.0 萬 | 0.10% | +13,800 | 新進 |
| Staley Capital Advisers Inc | 12,500 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 12,495 | $12.7 萬 | 0.01% | −31,297−71.5% | 減碼 |
| Successful Portfolios LLC | 12,428 | $12.6 萬 | 0.08% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 12,309 | $12.5 萬 | 0.04% | 00.0% | 不變 |
| Citadel Advisors LLC | 12,176 | $12.3 萬 | 0.00% | +1,059+9.5% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,940 | $12.1 萬 | 0.03% | 00.0% | 不變 |
| Private Wealth Advisors | 11,774 | $11.9 萬 | 0.05% | 00.0% | 不變 |
| Davenport & Co LLC | 11,284 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Sunpointe, LLC | 11,200 | $11.4 萬 | 0.06% | −9,724−46.5% | 減碼 |
| Simon Quick Advisors, LLC | 10,989 | $11.1 萬 | 0.01% | +767+7.5% | 加碼 |
| Seelaus Asset Management LLC | 10,488 | $10.6 萬 | 0.10% | 00.0% | 不變 |
| Huntington National Bank | – | $9.80 萬 | 0.00% | – | – |
| MAI Capital Management | 7,201 | $7.29 萬 | 0.00% | +7,201 | 新進 |
| Comerica Bank | 5,054 | $5.12 萬 | 0.00% | +16+0.3% | 加碼 |
| US Bancorp | 4,545 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,348 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 4,150 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 4,023 | $4.08 萬 | 0.01% | −3,000−42.7% | 減碼 |
| Fifth Third Bancorp | 2,539 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,142 | $2.17 萬 | 0.00% | +734+52.1% | 加碼 |
| Bokf, NA | 1,660 | $1.65 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 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 931 | $9,000 | 0.00% | +379+68.7% | 加碼 |
| Geneos Wealth Management Inc. | 797 | $8,074 | 0.00% | +276+53.0% | 加碼 |
| Hilltop National Bank | 780 | $7,901 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 476 | $4,822 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 400 | $4,000 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 275 | $2,786 | 0.00% | +275 | 新進 |
| JPMorgan Chase & Co | 0 | $8 | 0.00% | 0 | 不變 |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −5,888−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −63,488−100.0% | 清倉 |
| 1st Source Bank | 0 | $0 | 0.00% | −39,791−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −19,196−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,517−100.0% | 清倉 |