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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
156,059
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,318
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
150,844
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
135,503
shares
|
$3.34 Million
1.75% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
132,258
shares
|
$3.26 Million
0.02% of portfolio
|
Q2 2025
Added 59.65%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
119,629
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2025
Added 151.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
117,720
shares
|
$2.9 Million
0.02% of portfolio
|
Q2 2025
Added 26.38%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
116,827
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2025
Added 29.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
112,339
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 148.1%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
110,361
shares
|
$2.72 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
105,094
shares
|
$2.59 Million
1.16% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
97,976
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Added 2289.66%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
96,988
shares
|
$2.39 Million
0.84% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
93,847
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
84,392
shares
|
$2.08 Million
0.26% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,191
shares
|
$2.08 Million
0.29% of portfolio
|
Q1 2023
Added 26.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
83,324
shares
|
$2.05 Million
0.11% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
82,230
shares
|
$2.03 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
81,990
shares
|
$2.02 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
80,348
shares
|
$1.98 Million
0.87% of portfolio
|
Q2 2025
Added 71.74%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
79,144
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2025
Added 316.9%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
72,109
shares
|
$1.78 Million
1.49% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
69,889
shares
|
$1.72 Million
0.55% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
68,997
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
65,657
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 20.3%
|