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 179 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $651 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,191
shares
|
$2.09 Million
0.29% of portfolio
|
Q1 2023
Added 26.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
83,373
shares
|
$2.07 Million
0.11% of portfolio
|
Q4 2025
Added 4.33%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
80,898
shares
|
$2.01 Million
0.86% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
77,507
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2025
Added 102.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
77,338
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
76,537
shares
|
$1.9 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
75,840
shares
|
$1.89 Million
0.79% of portfolio
|
Q3 2025
Reduced 27.84%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
73,770
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 68.44%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
70,333
shares
|
$1.75 Million
1.16% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
68,513
shares
|
$1.7 Million
0.21% of portfolio
|
Q4 2025
Added 10.91%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
66,884
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
66,365
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 19.06%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
63,875
shares
|
$1.59 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
56,115
shares
|
$1.4 Million
0.6% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
55,265
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2025
Added 62.89%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
53,155
shares
|
$1.32 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
51,979
shares
|
$1.29 Million
0.16% of portfolio
|
Q4 2025
Added 53.84%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
49,404
shares
|
$1.23 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,589
shares
|
$1.18 Million
0.51% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,984
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
45,659
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
45,500
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2025
Added 264.0%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
44,410
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
43,243
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
42,337
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|