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 |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
9,034
shares
|
$222,688
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
8,851
shares
|
$218,177
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,786
shares
|
$216,574
0.01% of portfolio
|
Q2 2025
Reduced 85.03%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
8,766
shares
|
$216,081
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
8,652
shares
|
$213,271
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,289
shares
|
$204,323
0.01% of portfolio
|
Q2 2025
Reduced 68.95%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
8,253
shares
|
$203,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,215
shares
|
$177,849
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,608
shares
|
$138,237
0.0% of portfolio
|
Q2 2024
Reduced 20.14%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
4,532
shares
|
$111,713
0.0% of portfolio
|
Q2 2025
Added 31.21%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
3,582
shares
|
$88,296
0.03% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,419
shares
|
$84,278
0.0% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,120
shares
|
$76,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,071
shares
|
$75,700
0.0% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,464
shares
|
$60,737
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2,177
shares
|
$53,663
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,500
shares
|
$36,975
0.03% of portfolio
|
Q1 2024
Added 15.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,253
shares
|
$30,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
907
shares
|
$22,357
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
500
shares
|
$12,325
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
200
shares
|
$4,930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
102
shares
|
$2,514
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|