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 133 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $404 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,984
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
45,280
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
44,410
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
43,024
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 93.88%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
41,187
shares
|
$995,077
0.99% of portfolio
|
Q2 2024
Reduced 95.9%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
40,198
shares
|
$971,183
0.43% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
39,782
shares
|
$961,133
0.0% of portfolio
|
Q1 2025
Added 39.08%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
39,772
shares
|
$960,891
0.03% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
39,056
shares
|
$943,592
0.64% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
37,759
shares
|
$912,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
37,300
shares
|
$901,168
0.0% of portfolio
|
Q1 2025
Added 47.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,281
shares
|
$876,548
0.01% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
34,437
shares
|
$831,997
0.01% of portfolio
|
Q1 2025
Added 129.43%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
33,434
shares
|
$807,765
0.12% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
33,290
shares
|
$804,286
0.01% of portfolio
|
Q1 2025
Added 134.42%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
31,068
shares
|
$750,602
0.37% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
29,665
shares
|
$716,706
0.42% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,372
shares
|
$709,627
0.03% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
28,596
shares
|
$690,879
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
26,694
shares
|
$644,927
0.02% of portfolio
|
Q1 2025
Reduced 32.01%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
23,933
shares
|
$578,221
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
23,646
shares
|
$571,287
0.04% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
23,477
shares
|
$567,204
0.23% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
20,991
shares
|
$507,142
0.03% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
20,044
shares
|
$484,263
0.04% of portfolio
|
Q1 2025
Added 40.72%
|