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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
41,560
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 35.71%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
41,187
shares
|
$1.02 Million
0.92% of portfolio
|
Q2 2024
Reduced 95.9%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
40,091
shares
|
$997,063
0.04% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
39,529
shares
|
$983,086
0.64% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
38,758
shares
|
$963,911
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
38,755
shares
|
$963,836
0.4% of portfolio
|
Q3 2025
Added 14.67%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 20, 2026 Q4 2025 |
38,646
shares
|
$961,126
0.11% of portfolio
|
Q4 2025
Added 16.3%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
37,687
shares
|
$937,275
0.3% of portfolio
|
Q4 2025
Added 44.07%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
36,373
shares
|
$904,596
0.01% of portfolio
|
Q3 2025
Added 203.21%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,281
shares
|
$902,308
0.01% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
35,467
shares
|
$882,064
0.1% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
35,172
shares
|
$874,727
0.4% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
33,924
shares
|
$843,689
0.0% of portfolio
|
Q3 2025
Added 270.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
33,329
shares
|
$828,892
0.02% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,928
shares
|
$769,179
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
30,906
shares
|
$768,632
0.0% of portfolio
|
Q3 2025
Added 111.15%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
30,456
shares
|
$757,440
0.52% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
30,091
shares
|
$748,363
0.01% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
29,723
shares
|
$739,211
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
28,616
shares
|
$711,679
0.03% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
28,558
shares
|
$710,237
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
28,081
shares
|
$698,374
0.56% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
27,850
shares
|
$692,629
0.4% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
27,229
shares
|
$677,185
0.0% of portfolio
|
Q3 2025
Added 48.35%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
25,510
shares
|
$634,433
0.08% of portfolio
|
Q3 2025
Added 18.16%
|
|