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 109 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,591,203
shares
|
$63.2 Million
0.03% of portfolio
|
Q4 2024
Added 143.82%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,059,688
shares
|
$50.2 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,434,530
shares
|
$35 Million
0.31% of portfolio
|
Q1 2025
Reduced 95.91%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
739,782
shares
|
$18 Million
3.13% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
578,788
shares
|
$14.1 Million
0.0% of portfolio
|
Q4 2024
Added 44.94%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
559,713
shares
|
$13.6 Million
0.39% of portfolio
|
Q1 2025
Added 5425.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
480,164
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
379,599
shares
|
$9.25 Million
0.06% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
284,843
shares
|
$6.94 Million
0.12% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
235,496
shares
|
$5.74 Million
0.0% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
215,115
shares
|
$5.24 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
183,918
shares
|
$4.48 Million
0.01% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
178,132
shares
|
$4.34 Million
0.01% of portfolio
|
Q4 2024
Added 45.94%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
168,714
shares
|
$4.11 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
165,330
shares
|
$4.03 Million
0.01% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,318
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
152,487
shares
|
$3.72 Million
1.84% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
149,501
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
Added 35.3%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
148,314
shares
|
$3.62 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
|
$3.45 Million
1.84% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
128,548
shares
|
$3.13 Million
0.93% of portfolio
|
Q1 2025
Added 82.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
128,254
shares
|
$3.13 Million
0.0% of portfolio
|
Q4 2024
Added 57.93%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
118,300
shares
|
$2.88 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
117,565
shares
|
$2.87 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
112,546
shares
|
$2.74 Million
0.01% of portfolio
|
Q4 2024
Added 3.44%
|