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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
15,309
shares
|
$377,366
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
15,302
shares
|
$377,194
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
15,057
shares
|
$371,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
14,994
shares
|
$369,602
0.46% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,917
shares
|
$367,704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
14,894
shares
|
$367,137
0.01% of portfolio
|
Q2 2025
Added 4155.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
14,637
shares
|
$360,802
0.0% of portfolio
|
Q2 2025
Added 58.67%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
14,076
shares
|
$346,973
0.15% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,943
shares
|
$343,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,032
shares
|
$321,238
0.0% of portfolio
|
Q2 2025
Added 47.09%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
12,870
shares
|
$317,245
0.02% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
12,582
shares
|
$310,146
0.0% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,500
shares
|
$308,125
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
12,201
shares
|
$300,754
0.01% of portfolio
|
Q2 2025
Added 104.34%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
12,000
shares
|
$295,800
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,996
shares
|
$295,701
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
11,985
shares
|
$295,430
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
11,352
shares
|
$279,826
0.11% of portfolio
|
Q2 2025
Added 32.96%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
10,768
shares
|
$265,431
0.16% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,571
shares
|
$260,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
10,075
shares
|
$248,348
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,981
shares
|
$246,031
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
9,300
shares
|
$229,245
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,157
shares
|
$225,720
0.0% of portfolio
|
Q2 2025
Reduced 95.69%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
9,129
shares
|
$225,029
0.09% of portfolio
|
Q2 2025
Reduced 13.58%
|