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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
64,770
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 73.65%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
62,084
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 56.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
58,791
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 70.72%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
55,546
shares
|
$1.37 Million
0.61% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
48,240
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
47,743
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 41.11%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,589
shares
|
$1.17 Million
0.51% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,984
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
44,410
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
43,795
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 135.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
43,024
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Added 93.88%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
41,187
shares
|
$1.02 Million
0.94% of portfolio
|
Q2 2024
Reduced 95.9%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
38,451
shares
|
$947,817
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
37,765
shares
|
$930,907
0.65% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,281
shares
|
$894,326
0.01% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
35,818
shares
|
$882,913
0.37% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
34,892
shares
|
$860,087
0.1% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
33,928
shares
|
$836,325
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
33,796
shares
|
$833,071
0.37% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
32,705
shares
|
$806,178
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
30,625
shares
|
$754,906
0.0% of portfolio
|
Q2 2025
Reduced 60.65%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
29,850
shares
|
$735,802
0.45% of portfolio
|
Q2 2025
Added 145.68%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
29,747
shares
|
$733,263
0.02% of portfolio
|
Q2 2025
Reduced 25.21%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
27,245
shares
|
$671,589
0.09% of portfolio
|
Q2 2025
Reduced 66.25%
|