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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
9,945
shares
|
$240,271
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,511
shares
|
$229,785
0.01% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,225
shares
|
$222,876
0.0% of portfolio
|
Q1 2025
Added 2194.78%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,860
shares
|
$214,057
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
8,851
shares
|
$213,840
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
8,823
shares
|
$213,163
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
8,682
shares
|
$209,757
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
8,566
shares
|
$206,954
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
8,538
shares
|
$206,278
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
8,409
shares
|
$203,161
0.02% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,215
shares
|
$174,314
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,971
shares
|
$144,259
0.0% of portfolio
|
Q1 2025
Added 44.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,608
shares
|
$135,489
0.0% of portfolio
|
Q2 2024
Reduced 20.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
5,000
shares
|
$120,800
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,100
shares
|
$99,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,071
shares
|
$98,355
0.0% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
3,954
shares
|
$95,528
0.04% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,454
shares
|
$83,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,148
shares
|
$76,055
0.0% of portfolio
|
Q1 2025
Added 33.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,120
shares
|
$75,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2,177
shares
|
$52,596
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,500
shares
|
$36,240
0.03% of portfolio
|
Q1 2024
Added 15.38%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$24,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
897
shares
|
$21,671
0.01% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
600
shares
|
$14,496
0.0% of portfolio
|
Q1 2025
New holding
|