Institutional Ownership Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 7.96 Million shares, which have been reported (via 13F filing form) to have a value of $196 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,062,773
shares
|
$26.1 Million
0.01% of portfolio
|
Q3 2024
Added 17.45%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
750,173
shares
|
$18.5 Million
2.85% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
480,164
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
418,637
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
399,320
shares
|
$9.82 Million
0.0% of portfolio
|
Q3 2024
Added 713.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
379,599
shares
|
$9.34 Million
0.06% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
284,843
shares
|
$7.01 Million
0.12% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
228,634
shares
|
$5.62 Million
0.0% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
178,132
shares
|
$4.38 Million
0.01% of portfolio
|
Q4 2024
Added 45.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
171,811
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2024
Added 17.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
155,451
shares
|
$3.82 Million
0.0% of portfolio
|
Q3 2024
Added 175.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,318
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
152,719
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
152,487
shares
|
$3.75 Million
1.84% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
148,314
shares
|
$3.65 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
141,460
shares
|
$3.48 Million
1.84% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
131,451
shares
|
$3.23 Million
0.46% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
118,300
shares
|
$2.91 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
117,565
shares
|
$2.89 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
110,494
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2024
Added 160.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
108,804
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
100,621
shares
|
$2.48 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,191
shares
|
$2.07 Million
0.29% of portfolio
|
Q1 2023
Added 26.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
82,485
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
81,208
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 17.46%
|