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 3 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2025/9/30 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
- 85
- 較 2025 年第 2 季 −1 家
- 持有股數
- 788.5 萬
- 較 2025 年第 2 季 +40.3 萬 (+5.4%)
- 總市值
- $8,143 萬
- 較 2025 年第 2 季 +$743.6 萬 (+10.1%)
- 新進機構
- 6
- 另有 26 家加碼
- 清倉機構
- 7
- 另有 20 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 607,756 | $627.8 萬 | 0.05% | +2,790+0.5% | 加碼 |
| Pathstone Holdings, LLC | 563,544 | $582.1 萬 | 0.02% | +33,826+6.4% | 加碼 |
| Melfa Wealth Management, LLC | 480,444 | $496.3 萬 | 2.91% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 447,956 | $462.7 萬 | 0.17% | −2,410−0.5% | 減碼 |
| Advisors Asset Management, Inc. | 420,550 | $434.4 萬 | 0.07% | +113,434+36.9% | 加碼 |
| Morgan Stanley | 384,451 | $397.1 萬 | 0.00% | +16,790+4.6% | 加碼 |
| 1607 Capital Partners, LLC | 350,361 | $361.9 萬 | 0.27% | −27,050−7.2% | 減碼 |
| Commonwealth Equity Services, LLC | 320,652 | $331.2 萬 | 0.00% | +658+0.2% | 加碼 |
| Fiera Capital Corp | 288,875 | $298.4 萬 | 0.01% | −2,357−0.8% | 減碼 |
| Wells Fargo & Company | 279,658 | $288.9 萬 | 0.00% | +54,844+24.4% | 加碼 |
| Karpus Management, Inc. | 256,492 | $265.0 萬 | 0.08% | +24,500+10.6% | 加碼 |
| Rivernorth Capital Management, LLC | 247,520 | $255.7 萬 | 0.15% | 00.0% | 不變 |
| Ameriprise Financial Inc | 187,989 | $194.2 萬 | 0.00% | +4,111+2.2% | 加碼 |
| Van Eck Associates Corp | 184,741 | $190.8 萬 | 0.00% | −513−0.3% | 減碼 |
| Matisse Capital | 166,367 | $171.9 萬 | 0.77% | 00.0% | 不變 |
| Robinson Capital Management, LLC | 160,455 | $165.8 萬 | 1.19% | +72,016+81.4% | 加碼 |
| Bank of America Corp | 154,223 | $159.3 萬 | 0.00% | +1,874+1.2% | 加碼 |
| LPL Financial LLC | 152,045 | $157.1 萬 | 0.00% | +24,812+19.5% | 加碼 |
| UBS Group AG | 136,444 | $140.9 萬 | 0.00% | −22,191−14.0% | 減碼 |
| Cohen & Steers, Inc. | 134,200 | $138.6 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 132,044 | $136.4 萬 | 0.00% | +37,636+39.9% | 加碼 |
| Smith, Moore & Co. | 125,303 | $129.4 萬 | 0.10% | +47,300+60.6% | 加碼 |
| Envestnet Asset Management Inc | 123,602 | $127.7 萬 | 0.00% | −2,524−2.0% | 減碼 |
| Park Avenue Securities LLC | 110,789 | $114.4 萬 | 0.01% | −3,127−2.7% | 減碼 |
| Invesco Ltd. | 104,027 | $107.5 萬 | 0.00% | +25,294+32.1% | 加碼 |
| Intellus Advisors LLC | 102,463 | $105.8 萬 | 0.14% | −24,001−19.0% | 減碼 |
| Rockefeller Capital Management L.P. | 93,776 | $96.9 萬 | 0.00% | +538+0.6% | 加碼 |
| Nova R Wealth, Inc. | 93,059 | $96.1 萬 | 0.41% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 90,193 | $93.2 萬 | 0.02% | −812−0.9% | 減碼 |
| Riverbridge Partners LLC | 77,040 | $79.6 萬 | 0.01% | +2,074+2.8% | 加碼 |
| Stifel Financial Corp | 73,101 | $75.5 萬 | 0.00% | +38,752+112.8% | 加碼 |
| Raymond James Financial Inc | 65,709 | $67.9 萬 | 0.00% | −4,465−6.4% | 減碼 |
| Noble Wealth Management PBC | 44,000 | $45.5 萬 | 0.24% | +44,000 | 新進 |
| Advisor Group Holdings, Inc. | 39,932 | $39.7 萬 | 0.00% | −2,877−6.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 34,778 | $35.9 萬 | 0.00% | −4,789−12.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 32,000 | $33.1 萬 | 0.00% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 31,294 | $32.3 萬 | 0.04% | 00.0% | 不變 |
| Royal Bank of Canada | 30,076 | $31.1 萬 | 0.00% | +8,002+36.3% | 加碼 |
| Cyndeo Wealth Partners, LLC | 25,981 | $26.8 萬 | 0.01% | +512+2.0% | 加碼 |
| Leigh Baldwin & Co., LLC | 25,814 | $26.7 萬 | 0.15% | +302+1.2% | 加碼 |
| Integrated Capital Management, Inc. | 23,151 | $23.9 萬 | 0.17% | −1,867−7.5% | 減碼 |
| Bank of Montreal | 22,731 | $23.5 萬 | 0.00% | +326+1.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 22,300 | $23.0 萬 | 0.00% | +22,300 | 新進 |
| HighTower Advisors, LLC | 20,856 | $21.5 萬 | 0.00% | −1,312−5.9% | 減碼 |
| Susquehanna International Group, LLP | 20,782 | $21.5 萬 | 0.00% | −7,770−27.2% | 減碼 |
| Catalina Capital Group, LLC | 20,515 | $21.2 萬 | 0.13% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 20,378 | $21.1 萬 | 0.00% | −245−1.2% | 減碼 |
| Cresset Asset Management, LLC | 20,300 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 20,025 | $20.7 萬 | 0.04% | +20,025 | 新進 |
| Burford Brothers, Inc. | 19,900 | $20.6 萬 | 0.09% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 18,340 | $18.9 萬 | 0.00% | +350+1.9% | 加碼 |
| Oppenheimer & Co Inc | 17,646 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Generation Capital Management LLC | 16,748 | $17.3 萬 | 0.13% | 00.0% | 不變 |
| Sunpointe, LLC | 15,360 | $15.9 萬 | 0.06% | −10−0.1% | 減碼 |
| Gill Capital Partners, LLC | 14,813 | $15.3 萬 | 0.05% | −8,277−35.8% | 減碼 |
| Spire Wealth Management | 14,000 | $14.5 萬 | 0.00% | 00.0% | 不變 |
| Successful Portfolios LLC | 13,428 | $13.9 萬 | 0.08% | +1,000+8.0% | 加碼 |
| Collaborative Wealth Managment Inc. | 13,400 | $13.8 萬 | 0.06% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 12,500 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 12,218 | $12.6 萬 | 0.01% | +769+6.7% | 加碼 |
| Allworth Financial LP | 12,139 | $12.5 萬 | 0.00% | +139+1.2% | 加碼 |
| Tyche Wealth Partners LLC | 11,940 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Jane Street Group, LLC | 11,894 | $12.3 萬 | 0.00% | +11,894 | 新進 |
| Private Wealth Advisors | 11,093 | $11.5 萬 | 0.04% | −681−5.8% | 減碼 |
| Aviance Capital Partners, LLC | 10,515 | $10.9 萬 | 0.01% | −2,429−18.8% | 減碼 |
| Wellspring Financial Advisors, LLC | 10,500 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Prospera Financial Services Inc | 10,432 | $10.8 萬 | 0.00% | +94+0.9% | 加碼 |
| Citadel Advisors LLC | 10,257 | $10.6 萬 | 0.00% | +10,257 | 新進 |
| Meridian Wealth Management, LLC | 10,108 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 7,201 | $7.44 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 5,038 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 4,900 | $5.06 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,348 | $4.49 萬 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 4,150 | $4.29 萬 | 0.01% | 00.0% | 不變 |
| CX Institutional | 2,969 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| St Germain D J Co Inc | 3,000 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 2,923 | $3.02 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,539 | $2.62 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 2,389 | $2.47 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,563 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,408 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1,191 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 1,181 | $1.22 萬 | 0.01% | +1,181 | 新進 |
| Anchor Investment Management, LLC | 1,000 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 780 | $8,057 | 0.00% | 00.0% | 不變 |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −36,290−100.0% | 清倉 |
| American National Bank | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −18,044−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,898−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −4,686−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |