PMO
Franklin Municipal Opportunities Trust
1W: -0.7%
1M: -9.2%
3M: -14.1%
YTD: -12.8%
1Y: -10.7%
3Y: +13.0%
5Y: -20.2%
$9.21
+0.07 (+0.77%)
Weekly Expected Move ±2.4%
$9
$9
$9
$9
$10
Institutional Ownership — PMO
98
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
93M
Total Invested
9
New Positions
19
Increased
37
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (104 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 949,042 | $9M | +263,219 | +38.4% | 9Q | SEC ↗ |
| 2 | Advisors Asset Management, Inc. | 701,629 | $6M | +7,893 | +1.1% | 13Q | SEC ↗ |
| 3 | ROBINSON CAPITAL MANAGEMENT, LLC | 645,263 | $6M | +66,992 | +11.6% | 5Q | SEC ↗ |
| 4 | Hennion & Walsh Asset Management, Inc. | 550,516 | $5M | -11,425 | -2.0% | 8Q | SEC ↗ |
| 5 | MELFA WEALTH MANAGEMENT, INC. | 459,506 | $4M | -12,897 | -2.7% | 15Q | SEC ↗ |
| 6 | MORGAN STANLEY | 443,299 | $4M | +8,785 | +2.0% | 60Q | SEC ↗ |
| 7 | GUGGENHEIM CAPITAL LLC | 430,744 | $4M | -168,147 | -28.1% | 9Q | SEC ↗ |
| 8 | Allspring Global Investments Holdings, | 307,431 | $3M | +157,543 | +105.1% | 9Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 306,528 | $3M | -1,385 | -0.4% | 35Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 280,634 | $3M | -12,029 | -4.1% | 102Q | SEC ↗ |
| 11 | VAN ECK ASSOCIATES CORP | 256,148 | $2M | +2,189 | +0.9% | 15Q | SEC ↗ |
| 12 | Invesco Ltd. | 236,500 | $2M | +41,481 | +21.3% | 39Q | SEC ↗ |
| 13 | 1607 Capital Partners, LLC | 211,609 | $2M | -99,500 | -32.0% | 8Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 209,998 | $2M | -4,831 | -2.2% | 16Q | SEC ↗ |
| 15 | Pathstone Holdings, LLC | 203,238 | $2M | -42,568 | -17.3% | 8Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 197,113 | $2M | +43,926 | +28.7% | 15Q | SEC ↗ |
| 17 | LPL Financial LLC | 178,489 | $2M | -5,413 | -2.9% | 54Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 165,602 | $2M | +2,813 | +1.7% | 10Q | SEC ↗ |
| 19 | COHEN & STEERS, INC. | 162,200 | $1M | -7,000 | -4.1% | 8Q | SEC ↗ |
| 20 | Worthington Financial Partners, LLC | 135,343 | $1M | -7,428 | -5.2% | 3Q | SEC ↗ |
| 21 | UBS Group AG | 123,850 | $1M | -2,338 | -1.9% | 47Q | SEC ↗ |
| 22 | PARK AVENUE SECURITIES LLC | 103,738 | $955K | -2,295 | -2.2% | 5Q | SEC ↗ |
| 23 | Fiera Capital Corp | 93,752 | $863K | -4,872 | -4.9% | 11Q | SEC ↗ |
| 24 | Nova R Wealth, Inc. | 93,059 | $857K | — | +0.0% | 19Q | SEC ↗ |
| 25 | Intellus Advisors LLC | 91,217 | $840K | -4,668 | -4.9% | 7Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 86,275 | $795K | +5,171 | +6.4% | 15Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 83,199 | $766K | -7,855 | -8.6% | 7Q | SEC ↗ |
| 28 | Noble Wealth Management PBC | 82,471 | $760K | +39,721 | +92.9% | 4Q | SEC ↗ |
| 29 | SMITH, MOORE & CO. | 79,749 | $734K | +4,099 | +5.4% | 35Q | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 77,236 | $711K | -2,968 | -3.7% | 26Q | SEC ↗ |
| 31 | Capital Investment Advisors, LLC | 73,454 | $677K | -450 | -0.6% | 51Q | SEC ↗ |
| 32 | Thomas J. Herzfeld Advisors, Inc. NEW | 70,700 | $651K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 59,765 | $550K | +11,268 | +23.2% | 2Q | SEC ↗ |
| 34 | RIVERBRIDGE PARTNERS LLC | 57,807 | $532K | -19,035 | -24.8% | 8Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 44,254 | $408K | +12,063 | +37.5% | 26Q | SEC ↗ |
| 36 | Summit Trail Advisors, LLC | 40,461 | $373K | -2,421 | -5.6% | 2Q | SEC ↗ |
| 37 | Cyndeo Wealth Partners, LLC | 37,350 | $344K | +8,828 | +31.0% | 8Q | SEC ↗ |
| 38 | &PARTNERS | 31,844 | $293K | -2,218 | -6.5% | 3Q | SEC ↗ |
| 39 | TWIN FOCUS CAPITAL PARTNERS, LLC | 31,294 | $288K | — | +0.0% | 55Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 29,331 | $270K | -2,092 | -6.7% | 67Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 29,279 | $270K | -3,551 | -10.8% | 27Q | SEC ↗ |
| 42 | TORONTO DOMINION BANK NEW | 28,100 | $259K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Stratos Wealth Partners, LTD. | 25,930 | $239K | — | +0.0% | 4Q | SEC ↗ |
| 44 | Generation Capital Management LLC | 22,748 | $210K | — | +0.0% | 7Q | SEC ↗ |
| 45 | Closed-End Fund Advisors, Inc. | 21,640 | $199K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Ackerman Capital Advisors, LLC | 21,216 | $195K | -17,211 | -44.8% | 4Q | SEC ↗ |
| 47 | Focus Partners Wealth | 21,009 | $193K | -3,800 | -15.3% | 3Q | SEC ↗ |
| 48 | Catalina Capital Group, LLC | 20,515 | $189K | — | +0.0% | 4Q | SEC ↗ |
| 49 | Cresset Asset Management, LLC | 20,300 | $187K | — | +0.0% | 13Q | SEC ↗ |
| 50 | OPPENHEIMER & CO INC | 20,200 | $186K | +27 | +0.1% | 5Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 70,700 | $651K |
| TORONTO DOMINION BANK | 28,100 | $259K |
| HRT FINANCIAL LP | 11,770 | $108K |
| LYELL WEALTH MANAGEMENT, LP | 11,531 | $106K |
| Integrated Wealth Concepts LLC | 7,199 | $66K |
| Clear Street Group Inc. | 5,050 | $47K |
| Global Retirement Partners, LLC | 4,348 | $40K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,685 | $16K |
| Capital Analysts, LLC | 447 | $4K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 24,229 | $223K |
| BANK OF MONTREAL /CAN | 21,508 | $198K |
| JANE STREET GROUP, LLC | 12,965 | $119K |
| Aviance Capital Partners, LLC | 11,016 | $101K |
| Wellspring Financial Advisors, LLC | 10,500 | $97K |
| MML INVESTORS SERVICES, LLC | 10,014 | $92K |
| MAI Capital Management | 7,201 | $66K |
| Elyxium Wealth, LLC | 4,158 | $38K |
| Activest Wealth Management | 4,150 | $38K |
| Advisory Services Network, LLC | 2,483 | $23K |
| WOLVERINE ASSET MANAGEMENT LLC | 2,200 | $20K |
| Kilter Group LLC | 1,255 | $12K |
| Western Wealth Management, LLC | 640 | $6K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | +263,219 | +38.4% | 949,042 |
| Allspring Global Investments Holdin | +157,543 | +105.1% | 307,431 |
| ROBINSON CAPITAL MANAGEMENT, LLC | +66,992 | +11.6% | 645,263 |
| BANK OF AMERICA CORP /DE | +43,926 | +28.7% | 197,113 |
| Invesco Ltd. | +41,481 | +21.3% | 236,500 |
| Noble Wealth Management PBC | +39,721 | +92.9% | 82,471 |
| OSAIC HOLDINGS, INC. | +12,063 | +37.5% | 44,254 |
| Bank of New York Mellon Corp | +11,268 | +23.2% | 59,765 |
| Cyndeo Wealth Partners, LLC | +8,828 | +31.0% | 37,350 |
| MORGAN STANLEY | +8,785 | +2.0% | 443,299 |
| Advisors Asset Management, Inc. | +7,893 | +1.1% | 701,629 |
| STIFEL FINANCIAL CORP | +5,171 | +6.4% | 86,275 |
| SMITH, MOORE & CO. | +4,099 | +5.4% | 79,749 |
| ENVESTNET ASSET MANAGEMENT INC | +2,813 | +1.7% | 165,602 |
| VAN ECK ASSOCIATES CORP | +2,189 | +0.9% | 256,148 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +342 | +27.7% | 1,576 |
| Moors & Cabot, Inc. | +157 | +1.1% | 14,137 |
| CX Institutional | +38 | +1.3% | 3,074 |
| OPPENHEIMER & CO INC | +27 | +0.1% | 20,200 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | -168,147 | -28.1% | 430,744 |
| 1607 Capital Partners, LLC | -99,500 | -32.0% | 211,609 |
| Karpus Management, Inc. | -46,689 | -73.4% | 16,955 |
| Pathstone Holdings, LLC | -42,568 | -17.3% | 203,238 |
| RIVERBRIDGE PARTNERS LLC | -19,035 | -24.8% | 57,807 |
| Ackerman Capital Advisors, LLC | -17,211 | -44.8% | 21,216 |
| MELFA WEALTH MANAGEMENT, INC. | -12,897 | -2.7% | 459,506 |
| WELLS FARGO & COMPANY/MN | -12,029 | -4.1% | 280,634 |
| Hennion & Walsh Asset Management, I | -11,425 | -2.0% | 550,516 |
| RAYMOND JAMES FINANCIAL INC | -7,855 | -8.6% | 83,199 |
| Worthington Financial Partners, LLC | -7,428 | -5.2% | 135,343 |
| COHEN & STEERS, INC. | -7,000 | -4.1% | 162,200 |
| HighTower Advisors, LLC | -5,479 | -34.9% | 10,229 |
| LPL Financial LLC | -5,413 | -2.9% | 178,489 |
| Fiera Capital Corp | -4,872 | -4.9% | 93,752 |
| AMERIPRISE FINANCIAL INC | -4,831 | -2.2% | 209,998 |
| Intellus Advisors LLC | -4,668 | -4.9% | 91,217 |
| Focus Partners Wealth | -3,800 | -15.3% | 21,009 |
| Cambridge Investment Research Advis | -3,551 | -10.8% | 29,279 |
| Rockefeller Capital Management L.P. | -2,968 | -3.7% | 77,236 |