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 182 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $662 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
14,894
shares
|
$370,413
0.01% of portfolio
|
Q2 2025
Added 4155.43%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
14,809
shares
|
$368,299
0.08% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
14,760
shares
|
$367,081
0.01% of portfolio
|
Q4 2025
Added 380.63%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jan 21, 2026 Q4 2025 |
14,400
shares
|
$358,128
0.13% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
14,175
shares
|
$352,532
0.0% of portfolio
|
Q4 2025
Added 2.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,119
shares
|
$351,139
0.01% of portfolio
|
Q3 2025
Reduced 15.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,943
shares
|
$346,762
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
13,708
shares
|
$340,917
0.0% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
13,083
shares
|
$325,374
0.02% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
12,450
shares
|
$309,631
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
12,398
shares
|
$308,338
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,335
shares
|
$306,771
0.0% of portfolio
|
Q3 2025
Added 22.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
12,273
shares
|
$305,229
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
12,249
shares
|
$304,632
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
12,195
shares
|
$303,289
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
12,000
shares
|
$298,440
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
12,000
shares
|
$298,440
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,802
shares
|
$293,515
0.0% of portfolio
|
Q3 2025
Reduced 28.87%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
10,971
shares
|
$272,848
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
10,692
shares
|
$265,910
0.0% of portfolio
|
Q4 2025
Added 120.14%
|
|
|
Latitude Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
10,549
shares
|
$262,353
0.14% of portfolio
|
Q4 2025
Reduced 2.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
10,257
shares
|
$255,091
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
10,250
shares
|
$254,917
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
10,161
shares
|
$252,704
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,981
shares
|
$248,227
0.01% of portfolio
|
Q3 2024
New holding
|
|