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 68 institutions that hold shares in the stock, with a total of 5.94 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
1,444,530
shares
|
$36.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 18.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
904,875
shares
|
$22.6 Million
0.01% of portfolio
|
Q2 2024
Added 34.7%
|
|
|
Central Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
665,950
shares
|
$16.6 Million
2.26% of portfolio
|
Q2 2024
Added 11.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
274,845
shares
|
$6.86 Million
0.02% of portfolio
|
Q2 2024
Added 6.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
209,767
shares
|
$5.24 Million
0.0% of portfolio
|
Q2 2024
Added 15.37%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
150,768
shares
|
$3.76 Million
0.55% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
146,378
shares
|
$3.65 Million
0.01% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 24, 2024 Q2 2024 |
146,018
shares
|
$3.64 Million
1.91% of portfolio
|
Q2 2024
Added 4.18%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Aug 08, 2024 Q2 2024 |
138,403
shares
|
$3.45 Million
1.82% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
137,935
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2024
Added 14.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
113,012
shares
|
$2.82 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
106,440
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
100,621
shares
|
$2.51 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,191
shares
|
$2.1 Million
0.29% of portfolio
|
Q1 2023
Added 26.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
75,901
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
69,139
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Added 65.82%
|
|
|
Leeward Financial Partners, LLC
|
Jul 30, 2024 Q2 2024 |
59,249
shares
|
$1.48 Million
0.59% of portfolio
|
Q2 2024
Added 7.35%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
58,992
shares
|
$1.47 Million
0.24% of portfolio
|
Q2 2024
Added 296.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
56,497
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Added 9.7%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
50,001
shares
|
$1.25 Million
0.06% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
49,069
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
49,031
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2024
Added 6.26%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,589
shares
|
$1.19 Million
0.51% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
46,928
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Added 16.74%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
43,410
shares
|
$1.08 Million
0.83% of portfolio
|
Q2 2024
Reduced 1.89%
|