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。
2025 年第 1 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2025/3/31 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
- 83
- 較 2024 年第 4 季 −9 家
- 持有股數
- 730.9 萬
- 較 2024 年第 4 季 −12.0 萬 (−1.6%)
- 總市值
- $7,466 萬
- 較 2024 年第 4 季 −$70.0 萬 (−0.9%)
- 新進機構
- 4
- 另有 28 家加碼
- 清倉機構
- 13
- 另有 29 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 641,316 | $661.9 萬 | 0.03% | +66,149+11.5% | 加碼 |
| Melfa Wealth Management, LLC | 480,794 | $489.9 萬 | 3.31% | −560.0% | 減碼 |
| Guggenheim Capital LLC | 479,766 | $488.9 萬 | 0.05% | +111,726+30.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 457,293 | $466.0 萬 | 0.21% | +112,761+32.7% | 加碼 |
| Morgan Stanley | 411,354 | $419.2 萬 | 0.00% | −1,235−0.3% | 減碼 |
| 1607 Capital Partners, LLC | 382,761 | $390.0 萬 | 0.31% | +20,080+5.5% | 加碼 |
| Commonwealth Equity Services, LLC | 315,544 | $321.5 萬 | 0.00% | +7,861+2.6% | 加碼 |
| Fiera Capital Corp | 294,855 | $300.5 萬 | 0.01% | −20,777−6.6% | 減碼 |
| UBS Group AG | 265,521 | $270.6 萬 | 0.00% | −18,147−6.4% | 減碼 |
| Advisors Asset Management, Inc. | 247,095 | $251.8 萬 | 0.05% | −44,219−15.2% | 減碼 |
| Rivernorth Capital Management, LLC | 245,696 | $250.4 萬 | 0.13% | −16,872−6.4% | 減碼 |
| Ameriprise Financial Inc | 216,827 | $220.9 萬 | 0.00% | +21,180+10.8% | 加碼 |
| Wells Fargo & Company | 211,714 | $215.7 萬 | 0.00% | +60,470+40.0% | 加碼 |
| Van Eck Associates Corp | 182,887 | $186.4 萬 | 0.00% | −50,971−21.8% | 減碼 |
| Matisse Capital | 166,367 | $169.5 萬 | 0.89% | −23,633−12.4% | 減碼 |
| Rothschild Investment LLC | 163,388 | $166.5 萬 | 0.11% | −23,533−12.6% | 減碼 |
| Bank of America Corp | 126,334 | $128.7 萬 | 0.00% | +2,261+1.8% | 加碼 |
| Cohen & Steers, Inc. | 124,200 | $126.6 萬 | 0.00% | +20,000+19.2% | 加碼 |
| Intellus Advisors LLC | 124,197 | $126.6 萬 | 0.22% | −2,734−2.2% | 減碼 |
| LPL Financial LLC | 122,200 | $124.5 萬 | 0.00% | +14,514+13.5% | 加碼 |
| Envestnet Asset Management Inc | 118,072 | $120.3 萬 | 0.00% | −7,512−6.0% | 減碼 |
| Karpus Management, Inc. | 99,548 | $101.4 萬 | 0.03% | +1,510+1.5% | 加碼 |
| Capital Investment Advisors, LLC | 95,180 | $97.0 萬 | 0.02% | −305−0.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 94,408 | $96.2 萬 | 0.00% | 00.0% | 不變 |
| Nova R Wealth, Inc. | 93,059 | $94.8 萬 | 0.47% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 92,720 | $94.5 萬 | 0.00% | −806−0.9% | 減碼 |
| Smith, Moore & Co. | 79,231 | $80.7 萬 | 0.07% | +1,519+2.0% | 加碼 |
| Raymond James Financial Inc | 76,677 | $78.1 萬 | 0.00% | −13,776−15.2% | 減碼 |
| Riverbridge Partners LLC | 71,865 | $73.2 萬 | 0.01% | +6,247+9.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 47,885 | $48.8 萬 | 0.00% | +1,090+2.3% | 加碼 |
| Baird Financial Group, Inc. | 45,532 | $46.4 萬 | 0.00% | +10.0% | 加碼 |
| Advisor Group Holdings, Inc. | 40,585 | $41.4 萬 | 0.00% | +3,720+10.1% | 加碼 |
| Tectonic Advisors LLC | 35,875 | $36.6 萬 | 0.02% | +478+1.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 34,868 | $35.5 萬 | 0.02% | −3,761−9.7% | 減碼 |
| Stifel Financial Corp | 34,605 | $35.3 萬 | 0.00% | −2,108−5.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 32,000 | $32.6 萬 | 0.00% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 31,294 | $31.9 萬 | 0.05% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 26,500 | $27.0 萬 | 0.00% | −21,880−45.2% | 減碼 |
| Susquehanna International Group, LLP | 25,269 | $25.7 萬 | 0.00% | +5,061+25.0% | 加碼 |
| Leigh Baldwin & Co., LLC | 25,220 | $25.7 萬 | 0.21% | +337+1.4% | 加碼 |
| Invesco Ltd. | 23,972 | $24.4 萬 | 0.00% | +1,212+5.3% | 加碼 |
| Gill Capital Partners, LLC | 23,090 | $23.5 萬 | 0.08% | 00.0% | 不變 |
| Royal Bank of Canada | 22,246 | $22.6 萬 | 0.00% | +3,162+16.6% | 加碼 |
| Bank of Montreal | 21,411 | $21.8 萬 | 0.00% | −1,353−5.9% | 減碼 |
| Integrated Capital Management, Inc. | 21,060 | $21.5 萬 | 0.17% | +735+3.6% | 加碼 |
| Cresset Asset Management, LLC | 20,300 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Burford Brothers, Inc. | 19,900 | $20.3 萬 | 0.10% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 17,385 | $17.7 萬 | 0.00% | +2,275+15.1% | 加碼 |
| Moors & Cabot, Inc. | 17,095 | $17.4 萬 | 0.01% | +141+0.8% | 加碼 |
| Generation Capital Management LLC | 16,748 | $17.1 萬 | 0.15% | −6,134−26.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,035 | $16.3 萬 | 0.01% | +677+4.4% | 加碼 |
| Sunpointe, LLC | 15,370 | $15.7 萬 | 0.08% | +4,170+37.2% | 加碼 |
| Cetera Investment Advisers | 14,181 | $14.5 萬 | 0.00% | −1,308−8.4% | 減碼 |
| Spire Wealth Management | 14,000 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 13,400 | $13.7 萬 | 0.06% | −1,924−12.6% | 減碼 |
| Staley Capital Advisers Inc | 12,500 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Successful Portfolios LLC | 12,428 | $12.7 萬 | 0.09% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 12,309 | $12.5 萬 | 0.04% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 12,000 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,940 | $12.2 萬 | 0.03% | 00.0% | 不變 |
| Private Wealth Advisors | 11,774 | $12.0 萬 | 0.05% | 00.0% | 不變 |
| Noble Wealth Management PBC | 11,500 | $11.7 萬 | 0.08% | −2,300−16.7% | 減碼 |
| Simon Quick Advisors, LLC | 11,302 | $11.5 萬 | 0.01% | +313+2.8% | 加碼 |
| Davenport & Co LLC | 10,601 | $10.8 萬 | 0.00% | −683−6.1% | 減碼 |
| Seelaus Asset Management LLC | 10,388 | $10.6 萬 | 0.10% | −100−1.0% | 減碼 |
| Huntington National Bank | – | $9.86 萬 | 0.00% | – | – |
| Financial Network Wealth Management LLC | 9,440 | $9.60 萬 | 0.03% | +9,440 | 新進 |
| MAI Capital Management | 7,201 | $7.34 萬 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 7,104 | $7.24 萬 | 0.01% | +7,104 | 新進 |
| Comerica Bank | 5,048 | $5.14 萬 | 0.00% | −6−0.1% | 減碼 |
| Wolverine Asset Management LLC | 4,943 | $5.04 萬 | 0.00% | +4,943 | 新進 |
| US Bancorp | 4,545 | $4.63 萬 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 4,150 | $4.23 萬 | 0.01% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 3,000 | $3.06 萬 | 0.01% | −11,000−78.6% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 2,923 | $2.98 萬 | 0.01% | −1,100−27.3% | 減碼 |
| Fifth Third Bancorp | 2,539 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,408 | $1.43 萬 | 0.00% | −734−34.3% | 減碼 |
| Geneos Wealth Management Inc. | 1,329 | $1.35 萬 | 0.00% | +532+66.8% | 加碼 |
| 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 |
| WPG Advisers, LLC | 104 | $1,060 | 0.00% | −171−62.2% | 減碼 |
| Coldstream Capital Management Inc | 55 | $561 | 0.00% | +55 | 新進 |
| JPMorgan Chase & Co | 0 | $9 | 0.00% | 0 | 不變 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −112,497−100.0% | 清倉 |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −35,936−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −31,845−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,441−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −29,972−100.0% | 清倉 |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −26,736−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −19,496−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −17,414−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,495−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,176−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −1,660−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −931−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| Hilltop National Bank | – | – | – | – | 本季未申報 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |