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 176 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,772,031
shares
|
$93.8 Million
0.03% of portfolio
|
Q3 2025
Added 30.2%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,272,212
shares
|
$56.5 Million
0.89% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,048,279
shares
|
$50.9 Million
0.01% of portfolio
|
Q3 2025
Added 93.11%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
1,737,026
shares
|
$43.2 Million
2.0% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,107,080
shares
|
$27.5 Million
0.01% of portfolio
|
Q3 2025
Added 33.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
875,179
shares
|
$21.8 Million
0.03% of portfolio
|
Q3 2025
Added 28.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
870,684
shares
|
$21.7 Million
0.0% of portfolio
|
Q3 2025
Added 107.35%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
705,199
shares
|
$17.5 Million
2.88% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
587,684
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2025
Added 53.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
547,366
shares
|
$13.6 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
461,689
shares
|
$11.5 Million
4.72% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
458,768
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2025
Added 638.95%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
434,571
shares
|
$10.8 Million
0.6% of portfolio
|
Q3 2025
Added 97.29%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
427,599
shares
|
$10.6 Million
0.09% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
379,599
shares
|
$9.44 Million
0.06% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
362,490
shares
|
$9.02 Million
0.13% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
293,448
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2025
Added 353.06%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
293,046
shares
|
$7.29 Million
0.02% of portfolio
|
Q3 2025
Added 150.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
284,016
shares
|
$7.06 Million
0.0% of portfolio
|
Q3 2025
Added 152.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
261,753
shares
|
$6.51 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
257,005
shares
|
$6.39 Million
1.05% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
244,137
shares
|
$6.07 Million
0.69% of portfolio
|
Q3 2025
Reduced 23.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
241,081
shares
|
$6 Million
0.0% of portfolio
|
Q3 2025
Added 54.48%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
223,492
shares
|
$5.56 Million
0.03% of portfolio
|
Q3 2025
Added 68.98%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
208,084
shares
|
$5.18 Million
1.31% of portfolio
|
Q3 2025
Added 11.66%
|