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 149 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $487 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,896,998
shares
|
$71.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,166,091
shares
|
$53.4 Million
0.88% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
1,593,429
shares
|
$39.3 Million
2.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,060,685
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2025
Added 41.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
826,544
shares
|
$20.4 Million
0.01% of portfolio
|
Q2 2025
Added 38.22%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
741,931
shares
|
$18.3 Million
3.06% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
679,327
shares
|
$16.7 Million
0.03% of portfolio
|
Q2 2025
Added 227.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
555,398
shares
|
$13.7 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
471,991
shares
|
$11.6 Million
4.86% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
419,902
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Added 1012.06%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
413,451
shares
|
$10.2 Million
0.1% of portfolio
|
Q2 2025
Added 517.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
383,845
shares
|
$9.46 Million
0.02% of portfolio
|
Q2 2025
Added 49.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
379,599
shares
|
$9.36 Million
0.06% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
317,478
shares
|
$7.83 Million
0.95% of portfolio
|
Q2 2025
Reduced 24.34%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
313,300
shares
|
$7.72 Million
0.12% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
264,300
shares
|
$6.51 Million
0.23% of portfolio
|
Q1 2025
Added 123.42%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
243,270
shares
|
$6 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
220,265
shares
|
$5.43 Million
0.31% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
210,524
shares
|
$5.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
195,667
shares
|
$4.82 Million
0.19% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
189,085
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
186,349
shares
|
$4.59 Million
1.22% of portfolio
|
Q2 2025
Added 44.96%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
172,559
shares
|
$4.25 Million
0.92% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
162,092
shares
|
$4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
156,551
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2025
New holding
|