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 2 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2025/6/30 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
- 87
- 較 2025 年第 1 季 +7 家
- 持有股數
- 748.2 萬
- 較 2025 年第 1 季 +20.6 萬 (+2.8%)
- 總市值
- $7,400 萬
- 較 2025 年第 1 季 −$33.0 萬 (−0.4%)
- 新進機構
- 18
- 另有 25 家加碼
- 清倉機構
- 11
- 另有 21 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 604,966 | $598.3 萬 | 0.05% | +125,200+26.1% | 加碼 |
| Pathstone Holdings, LLC | 529,718 | $523.9 萬 | 0.02% | −111,598−17.4% | 減碼 |
| Melfa Wealth Management, LLC | 480,444 | $475.2 萬 | 3.00% | −350−0.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 450,366 | $445.4 萬 | 0.18% | −6,927−1.5% | 減碼 |
| 1607 Capital Partners, LLC | 377,411 | $373.3 萬 | 0.30% | −5,350−1.4% | 減碼 |
| Morgan Stanley | 367,661 | $363.6 萬 | 0.00% | −43,693−10.6% | 減碼 |
| Commonwealth Equity Services, LLC | 319,994 | $316.5 萬 | 0.00% | +4,450+1.4% | 加碼 |
| Advisors Asset Management, Inc. | 307,116 | $303.7 萬 | 0.05% | +60,021+24.3% | 加碼 |
| Fiera Capital Corp | 291,232 | $288.0 萬 | 0.01% | −3,623−1.2% | 減碼 |
| Rivernorth Capital Management, LLC | 247,520 | $244.8 萬 | 0.14% | +1,824+0.7% | 加碼 |
| Karpus Management, Inc. | 231,992 | $229.4 萬 | 0.07% | +132,444+133.0% | 加碼 |
| Wells Fargo & Company | 224,814 | $222.3 萬 | 0.00% | +13,100+6.2% | 加碼 |
| Van Eck Associates Corp | 185,254 | $183.2 萬 | 0.00% | +2,367+1.3% | 加碼 |
| Ameriprise Financial Inc | 183,878 | $181.9 萬 | 0.00% | −32,949−15.2% | 減碼 |
| Matisse Capital | 166,367 | $164.5 萬 | 0.78% | 00.0% | 不變 |
| UBS Group AG | 158,635 | $156.9 萬 | 0.00% | −106,886−40.3% | 減碼 |
| Bank of America Corp | 152,349 | $150.7 萬 | 0.00% | +26,015+20.6% | 加碼 |
| Cohen & Steers, Inc. | 134,200 | $132.7 萬 | 0.00% | +10,000+8.1% | 加碼 |
| LPL Financial LLC | 127,233 | $125.8 萬 | 0.00% | +5,033+4.1% | 加碼 |
| Intellus Advisors LLC | 126,464 | $125.1 萬 | 0.19% | +2,267+1.8% | 加碼 |
| Envestnet Asset Management Inc | 126,126 | $124.7 萬 | 0.00% | +8,054+6.8% | 加碼 |
| Park Avenue Securities LLC | 113,916 | $112.7 萬 | 0.01% | +113,916 | 新進 |
| Allspring Global Investments Holdings, LLC | 94,408 | $93.4 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 93,238 | $92.2 萬 | 0.00% | +518+0.6% | 加碼 |
| Nova R Wealth, Inc. | 93,059 | $92.0 萬 | 0.43% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 91,005 | $90.0 萬 | 0.02% | −4,175−4.4% | 減碼 |
| Robinson Capital Management, LLC | 88,439 | $87.5 萬 | 0.37% | +88,439 | 新進 |
| Invesco Ltd. | 78,733 | $77.9 萬 | 0.00% | +54,761+228.4% | 加碼 |
| Smith, Moore & Co. | 78,003 | $77.1 萬 | 0.06% | −1,228−1.5% | 減碼 |
| Riverbridge Partners LLC | 74,966 | $74.1 萬 | 0.01% | +3,101+4.3% | 加碼 |
| Raymond James Financial Inc | 70,174 | $69.4 萬 | 0.00% | −6,503−8.5% | 減碼 |
| Advisor Group Holdings, Inc. | 42,809 | $42.3 萬 | 0.00% | +2,224+5.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 39,567 | $39.1 萬 | 0.00% | −8,318−17.4% | 減碼 |
| Tectonic Advisors LLC | 36,290 | $35.9 萬 | 0.02% | +415+1.2% | 加碼 |
| Stifel Financial Corp | 34,349 | $34.0 萬 | 0.00% | −256−0.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 32,000 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 31,294 | $30.9 萬 | 0.04% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 28,552 | $28.2 萬 | 0.00% | +3,283+13.0% | 加碼 |
| Leigh Baldwin & Co., LLC | 25,512 | $25.2 萬 | 0.17% | +292+1.2% | 加碼 |
| Cyndeo Wealth Partners, LLC | 25,469 | $25.2 萬 | 0.01% | −9,399−27.0% | 減碼 |
| Integrated Capital Management, Inc. | 25,018 | $24.7 萬 | 0.19% | +3,958+18.8% | 加碼 |
| Gill Capital Partners, LLC | 23,090 | $22.8 萬 | 0.07% | 00.0% | 不變 |
| Bank of Montreal | 22,405 | $22.2 萬 | 0.00% | +994+4.6% | 加碼 |
| HighTower Advisors, LLC | 22,168 | $21.9 萬 | 0.00% | +22,168 | 新進 |
| Royal Bank of Canada | 22,074 | $21.8 萬 | 0.00% | −172−0.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 20,623 | $20.4 萬 | 0.00% | −5,877−22.2% | 減碼 |
| Catalina Capital Group, LLC | 20,515 | $20.3 萬 | 0.14% | +20,515 | 新進 |
| Cresset Asset Management, LLC | 20,300 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| American National Bank | 20,000 | $19.8 萬 | 0.02% | +20,000 | 新進 |
| Burford Brothers, Inc. | 19,900 | $19.7 萬 | 0.09% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 18,044 | $17.8 萬 | 0.00% | +13,101+265.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 17,990 | $17.8 萬 | 0.00% | +605+3.5% | 加碼 |
| Oppenheimer & Co Inc | 17,646 | $17.5 萬 | 0.00% | +17,646 | 新進 |
| Generation Capital Management LLC | 16,748 | $16.6 萬 | 0.13% | 00.0% | 不變 |
| Sunpointe, LLC | 15,370 | $15.2 萬 | 0.06% | 00.0% | 不變 |
| Spire Wealth Management | 14,000 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 13,400 | $13.3 萬 | 0.06% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 12,944 | $12.8 萬 | 0.02% | +12,944 | 新進 |
| Staley Capital Advisers Inc | 12,500 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Successful Portfolios LLC | 12,428 | $12.3 萬 | 0.08% | 00.0% | 不變 |
| Allworth Financial LP | 12,000 | $11.9 萬 | 0.00% | +12,000 | 新進 |
| Tyche Wealth Partners LLC | 11,940 | $11.8 萬 | 0.02% | 00.0% | 不變 |
| Private Wealth Advisors | 11,774 | $11.6 萬 | 0.05% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 11,449 | $11.3 萬 | 0.01% | −5,646−33.0% | 減碼 |
| Cetera Investment Advisers | 10,898 | $10.8 萬 | 0.00% | −3,283−23.2% | 減碼 |
| Wellspring Financial Advisors, LLC | 10,500 | $10.4 萬 | 0.01% | +10,500 | 新進 |
| Prospera Financial Services Inc | 10,338 | $10.2 萬 | 0.00% | +10,338 | 新進 |
| Meridian Wealth Management, LLC | 10,108 | $10.0 萬 | 0.00% | +10,108 | 新進 |
| Nomura Holdings Inc | 10,000 | $9.89 萬 | 0.00% | +10,000 | 新進 |
| MAI Capital Management | 7,201 | $7.12 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 5,038 | $4.98 萬 | 0.00% | −10−0.2% | 減碼 |
| Duncker Streett & Co Inc | 4,900 | $4.85 萬 | 0.01% | +4,900 | 新進 |
| US Bancorp | 4,686 | $4.63 萬 | 0.00% | +141+3.1% | 加碼 |
| Global Retirement Partners, LLC | 4,348 | $4.30 萬 | 0.00% | +4,348 | 新進 |
| Activest Wealth Management | 4,150 | $4.10 萬 | 0.01% | 00.0% | 不變 |
| St Germain D J Co Inc | 3,000 | $2.97 萬 | 0.00% | +3,000 | 新進 |
| CX Institutional | 2,969 | $2.90 萬 | 0.00% | +2,969 | 新進 |
| Blue Bell Private Wealth Management, LLC | 2,923 | $2.89 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,539 | $2.51 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 2,389 | $2.36 萬 | 0.00% | −160,999−98.5% | 減碼 |
| Geneos Wealth Management Inc. | 1,563 | $1.55 萬 | 0.00% | +234+17.6% | 加碼 |
| Harbour Investments, Inc. | 1,408 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1,191 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $9,890 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 780 | $7,714 | 0.00% | +780 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 476 | $4,850 | 0.00% | +476 | 新進 |
| Elequin Capital LP | 8 | $79 | 0.00% | −7,096−99.9% | 減碼 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −45,532−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −16,035−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −12,309−100.0% | 清倉 |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −11,302−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −10,601−100.0% | 清倉 |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −10,388−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −104−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | 0 | 清倉 |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| Noble Wealth Management PBC | – | – | – | – | 本季未申報 |