Purchases and Sales Made in Q2 2025 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
243KNew |
$5.73M - $5.98M
|
243K
$5.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
106K+ 5.17% |
$2.51M - $2.62M
|
2.17M
$52M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
72.1KNew |
$1.7M - $1.77M
|
72.1K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
26.3K+ 29.08% |
$620K - $648K
|
117K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.1KNew |
$614K - $641K
|
26.1K
$626K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.3K+ 4046.67% |
$572K - $597K
|
24.9K
$597K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
22.3K+ 56.06% |
$526K - $549K
|
62.1K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
20.2K+ 26.34% |
$477K - $497K
|
97K
$2.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 111.06% |
$309K - $322K
|
24.9K
$598K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$295K - $308K
|
12.5K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 20.3% |
$261K - $273K
|
65.7K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9.03KNew |
$213K - $222K
|
9.03K
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.25KNew |
$195K - $203K
|
8.25K
$198K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.23K+ 104.34% |
$147K - $153K
|
12.2K
$293K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.15K+ 2.39% |
$121K - $127K
|
220K
$5.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.85K+ 2.28% |
$90.6K - $94.6K
|
173K
$4.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
2.55K+ 10.67% |
$60.2K - $62.8K
|
26.5K
$636K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 2.98% |
$57.7K - $60.2K
|
84.4K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2.17K+ 4.07% |
$51.2K - $53.4K
|
55.5K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.15K+ 0.29% |
$50.7K - $52.9K
|
742K
$17.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25KNew |
$29.5K - $30.8K
|
1.25K
$30.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
162+ 1.09% |
$3.82K - $3.99K
|
15K
$360K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-591- 2.5% |
$13.9K - $14.5K
|
23.1K
$554K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.44K- 5.03% |
$33.9K - $35.4K
|
27.2K
$652K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 7.92% |
$43.8K - $45.7K
|
21.6K
$519K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-4.38K- 10.9% |
$103K - $108K
|
35.8K
$860K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10K- 25.21% |
$236K - $247K
|
29.7K
$714K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-16.1K- 3.3% |
$380K - $396K
|
472K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-49.9K- 85.03% |
$1.18M - $1.23M
|
8.79K
$211K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-53.5K- 66.25% |
$1.26M - $1.32M
|
27.2K
$654K
|