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 4 季 13F 持有人
Franklin Municipal Opportunities Trust 在 2025/12/31 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
- 88
- 較 2025 年第 3 季 +3 家
- 持有股數
- 867.8 萬
- 較 2025 年第 3 季 +79.3 萬 (+10.1%)
- 總市值
- $9,285 萬
- 較 2025 年第 3 季 +$1,142 萬 (+14.0%)
- 新進機構
- 10
- 另有 29 家加碼
- 清倉機構
- 7
- 另有 20 家減碼
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 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 663,914 | $710.4 萬 | 0.05% | +56,158+9.2% | 加碼 |
| Advisors Asset Management, Inc. | 598,344 | $640.2 萬 | 0.11% | +177,794+42.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 518,691 | $555.0 萬 | 0.19% | +70,735+15.8% | 加碼 |
| Robinson Capital Management, LLC | 493,396 | $527.9 萬 | 2.21% | +332,941+207.5% | 加碼 |
| Melfa Wealth Management, LLC | 472,403 | $505.5 萬 | 2.91% | −8,041−1.7% | 減碼 |
| Rivernorth Capital Management, LLC | 427,625 | $457.6 萬 | 0.22% | +180,105+72.8% | 加碼 |
| Morgan Stanley | 401,211 | $429.3 萬 | 0.00% | +16,760+4.4% | 加碼 |
| Pathstone Holdings, LLC | 372,584 | $398.7 萬 | 0.02% | −190,960−33.9% | 減碼 |
| Wells Fargo & Company | 372,017 | $398.1 萬 | 0.00% | +92,359+33.0% | 加碼 |
| 1607 Capital Partners, LLC | 311,109 | $332.9 萬 | 0.23% | −39,252−11.2% | 減碼 |
| Commonwealth Equity Services, LLC | 303,910 | $325.2 萬 | 0.00% | −16,742−5.2% | 減碼 |
| Fiera Capital Corp | 283,503 | $303.3 萬 | 0.01% | −5,372−1.9% | 減碼 |
| Van Eck Associates Corp | 210,252 | $225.0 萬 | 0.00% | +25,511+13.8% | 加碼 |
| Ameriprise Financial Inc | 179,156 | $191.7 萬 | 0.00% | −8,833−4.7% | 減碼 |
| LPL Financial LLC | 178,607 | $191.1 萬 | 0.00% | +26,562+17.5% | 加碼 |
| Envestnet Asset Management Inc | 165,413 | $177.0 萬 | 0.00% | +41,811+33.8% | 加碼 |
| Karpus Management, Inc. | 161,566 | $172.9 萬 | 0.05% | −94,926−37.0% | 減碼 |
| Invesco Ltd. | 159,253 | $170.4 萬 | 0.00% | +55,226+53.1% | 加碼 |
| Bank of America Corp | 155,159 | $166.0 萬 | 0.00% | +936+0.6% | 加碼 |
| Worthington Financial Partners, LLC | 152,035 | $162.7 萬 | 1.44% | +152,035 | 新進 |
| Allspring Global Investments Holdings, LLC | 149,715 | $160.2 萬 | 0.00% | +17,671+13.4% | 加碼 |
| UBS Group AG | 137,998 | $147.7 萬 | 0.00% | +1,554+1.1% | 加碼 |
| Cohen & Steers, Inc. | 134,200 | $143.6 萬 | 0.00% | 00.0% | 不變 |
| Riverbridge Partners LLC | 118,230 | $126.5 萬 | 0.02% | +41,190+53.5% | 加碼 |
| Smith, Moore & Co. | 115,236 | $123.3 萬 | 0.09% | −10,067−8.0% | 減碼 |
| Park Avenue Securities LLC | 108,352 | $115.9 萬 | 0.01% | −2,437−2.2% | 減碼 |
| Intellus Advisors LLC | 101,019 | $108.1 萬 | 0.14% | −1,444−1.4% | 減碼 |
| Nova R Wealth, Inc. | 93,059 | $99.6 萬 | 0.36% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 89,447 | $95.7 萬 | 0.00% | −4,329−4.6% | 減碼 |
| Capital Investment Advisors, LLC | 78,678 | $84.2 萬 | 0.01% | −11,515−12.8% | 減碼 |
| Stifel Financial Corp | 78,592 | $84.1 萬 | 0.00% | +5,491+7.5% | 加碼 |
| Raymond James Financial Inc | 66,369 | $71.0 萬 | 0.00% | +660+1.0% | 加碼 |
| Colony Group, LLC | 53,009 | $56.7 萬 | 0.00% | +53,009 | 新進 |
| Noble Wealth Management PBC | 41,600 | $44.5 萬 | 0.22% | −2,400−5.5% | 減碼 |
| Royal Bank of Canada | 38,570 | $41.2 萬 | 0.00% | +8,494+28.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 32,466 | $34.7 萬 | 0.00% | −2,312−6.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 31,332 | $33.5 萬 | 0.00% | +31,332 | 新進 |
| Twin Focus Capital Partners, LLC | 31,294 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 30,980 | $33.1 萬 | 0.00% | −8,952−22.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 26,010 | $27.8 萬 | 0.02% | +29+0.1% | 加碼 |
| HighTower Advisors, LLC | 24,112 | $25.8 萬 | 0.00% | +3,256+15.6% | 加碼 |
| Susquehanna International Group, LLP | 23,188 | $24.8 萬 | 0.00% | +2,406+11.6% | 加碼 |
| Integrated Capital Management, Inc. | 22,908 | $24.5 萬 | 0.16% | −243−1.0% | 減碼 |
| Generation Capital Management LLC | 22,748 | $24.3 萬 | 0.16% | +6,000+35.8% | 加碼 |
| Ackerman Capital Advisors, LLC | 22,500 | $24.1 萬 | 0.05% | +2,475+12.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 22,300 | $23.9 萬 | 0.00% | 00.0% | 不變 |
| Closed-End Fund Advisors, Inc. | 21,640 | $23.2 萬 | 0.14% | +21,640 | 新進 |
| Bank of Montreal | 21,508 | $23.0 萬 | 0.00% | −1,223−5.4% | 減碼 |
| Catalina Capital Group, LLC | 20,515 | $22.0 萬 | 0.13% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 20,378 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 20,300 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 20,146 | $21.6 萬 | 0.00% | +2,500+14.2% | 加碼 |
| Burford Brothers, Inc. | 19,900 | $21.3 萬 | 0.09% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 18,340 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Westview Management dba Westview Investment Advisors | 15,300 | $16.4 萬 | 0.08% | +15,300 | 新進 |
| Gill Capital Partners, LLC | 14,813 | $15.8 萬 | 0.05% | 00.0% | 不變 |
| Oakmont Investment Advisors, Inc. | 14,100 | $15.1 萬 | 0.11% | +14,100 | 新進 |
| Spire Wealth Management | 14,000 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 13,838 | $14.8 萬 | 0.01% | +1,620+13.3% | 加碼 |
| Collaborative Wealth Managment Inc. | 13,400 | $14.3 萬 | 0.05% | 00.0% | 不變 |
| Successful Portfolios LLC | 13,428 | $14.3 萬 | 0.07% | 00.0% | 不變 |
| Jane Street Group, LLC | 12,965 | $13.9 萬 | 0.00% | +1,071+9.0% | 加碼 |
| Staley Capital Advisers Inc | 12,500 | $13.4 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 12,000 | $12.8 萬 | 0.00% | −139−1.1% | 減碼 |
| Tyche Wealth Partners LLC | 11,940 | $12.8 萬 | 0.02% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 10,555 | $11.3 萬 | 0.01% | +40+0.4% | 加碼 |
| Wellspring Financial Advisors, LLC | 10,500 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 10,108 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 10,014 | $10.7 萬 | 0.00% | +10,014 | 新進 |
| MAI Capital Management | 7,201 | $7.71 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 5,038 | $5.39 萬 | 0.00% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 4,900 | $5.24 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,348 | $4.65 萬 | 0.00% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 4,158 | $4.45 萬 | 0.01% | +4,158 | 新進 |
| Activest Wealth Management | 3,775 | $4.04 萬 | 0.01% | −375−9.0% | 減碼 |
| St Germain D J Co Inc | 3,000 | $3.21 萬 | 0.00% | 00.0% | 不變 |
| CX Institutional | 3,003 | $3.20 萬 | 0.00% | +34+1.1% | 加碼 |
| Fifth Third Bancorp | 2,539 | $2.72 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 2,389 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 2,123 | $2.27 萬 | 0.00% | −800−27.4% | 減碼 |
| Geneos Wealth Management Inc. | 1,563 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,408 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| Kilter Group LLC | 1,255 | $1.34 萬 | 0.01% | +74+6.3% | 加碼 |
| International Assets Investment Management, LLC | 1,229 | $1.32 萬 | 0.00% | +1,229 | 新進 |
| Mascoma Wealth Management LLC | 1,191 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,000 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Hilltop National Bank | 780 | $8,346 | 0.00% | 00.0% | 不變 |
| Elevated Capital Advisors, LLC | 595 | $6,367 | 0.00% | +595 | 新進 |
| Matisse Capital | 0 | $0 | 0.00% | −166,367−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −32,000−100.0% | 清倉 |
| Leigh Baldwin & Co., LLC | 0 | $0 | 0.00% | −25,814−100.0% | 清倉 |
| Sunpointe, LLC | 0 | $0 | 0.00% | −15,360−100.0% | 清倉 |
| Private Wealth Advisors | 0 | $0 | 0.00% | −11,093−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −10,432−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,257−100.0% | 清倉 |