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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
27,158
shares
|
$669,444
0.1% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
26,786
shares
|
$660,274
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
26,622
shares
|
$656,232
0.36% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
26,487
shares
|
$652,904
0.58% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
26,060
shares
|
$642,379
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
25,399
shares
|
$626,085
0.0% of portfolio
|
Q2 2025
Added 32.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,886
shares
|
$613,439
0.01% of portfolio
|
Q2 2025
Added 111.06%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
24,880
shares
|
$613,292
0.04% of portfolio
|
Q2 2025
Added 4046.67%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
24,000
shares
|
$591,600
0.0% of portfolio
|
Q2 2025
Added 2300.0%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
23,055
shares
|
$568,305
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
21,748
shares
|
$536,088
0.01% of portfolio
|
Q2 2025
Reduced 34.67%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
21,618
shares
|
$532,883
0.19% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
21,590
shares
|
$532,193
0.07% of portfolio
|
Q2 2025
Added 117.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
19,249
shares
|
$474,487
0.04% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
18,657
shares
|
$459,895
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
18,553
shares
|
$457,331
0.31% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
18,545
shares
|
$457,134
0.01% of portfolio
|
Q2 2025
Added 33.49%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
18,354
shares
|
$452,426
0.0% of portfolio
|
Q2 2025
Added 27.87%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
18,142
shares
|
$447,200
0.04% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
17,888
shares
|
$440,939
0.01% of portfolio
|
Q2 2025
Added 43.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
16,617
shares
|
$409,609
0.01% of portfolio
|
Q2 2025
Added 74.71%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
16,593
shares
|
$409,017
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
15,907
shares
|
$392,107
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
15,403
shares
|
$379,683
0.0% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
15,346
shares
|
$378,278
0.09% of portfolio
|
Q2 2025
New holding
|