Purchases and Sales Made in Q1 2025 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q1 2025. The information is specifically focused on institutions that hold shares of FRANKLIN DYNAMIC MUNICIPAL BON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.06MNew |
$49.9M - $51.2M
|
2.06M
$50.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.37M+ 2162.63% |
$33.2M - $34.1M
|
1.43M
$35M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
550K+ 5425.85% |
$13.3M - $13.7M
|
560K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
215KNew |
$5.21M - $5.35M
|
215K
$5.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
169KNew |
$4.09M - $4.19M
|
169K
$4.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
58.3K+ 82.95% |
$1.41M - $1.45M
|
129K
$3.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.4K+ 184.46% |
$857K - $880K
|
54.6K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
19KNew |
$460K - $472K
|
19K
$463K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.1K+ 24.87% |
$389K - $400K
|
80.7K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
13K+ 32.3% |
$316K - $324K
|
53.4K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
12.5KNew |
$303K - $311K
|
12.5K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 16.63% |
$81.1K - $83.2K
|
23.5K
$572K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.22K+ 3.15% |
$29.5K - $30.2K
|
39.8K
$970K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
600New |
$14.5K - $14.9K
|
600
$14.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.0% |
$24.2 - $24.9
|
101
$2.46K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.26K- 13.0% |
$30.4K - $31.2K
|
8.41K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-10.4K- 1.39% |
$252K - $258K
|
740K
$18M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.5K- 50.68% |
$400K - $411K
|
16.1K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-49.5K- 37.66% |
$1.2M - $1.23M
|
81.9K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.38M- 95.91% |
$33.3M - $34.2M
|
58.7K
$1.43M
|