Purchases and Sales Made in Q3 2025 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
988K+ 93.11% |
$23.7M - $24.5M
|
2.05M
$50.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
875K+ 30.2% |
$21M - $21.7M
|
3.77M
$93.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
451K+ 107.35% |
$10.8M - $11.2M
|
871K
$21.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
397K+ 638.95% |
$9.5M - $9.84M
|
459K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
281K+ 33.94% |
$6.72M - $6.96M
|
1.11M
$27.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
262KNew |
$6.27M - $6.49M
|
262K
$6.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
229K+ 353.06% |
$5.48M - $5.67M
|
293K
$7.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
214K+ 97.29% |
$5.13M - $5.32M
|
435K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
204K+ 53.1% |
$4.88M - $5.06M
|
588K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
196K+ 28.83% |
$4.69M - $4.86M
|
875K
$21.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
176K+ 150.84% |
$4.22M - $4.37M
|
293K
$7.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
172K+ 152.82% |
$4.11M - $4.26M
|
284K
$7.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
150KNew |
$3.59M - $3.72M
|
150K
$3.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
144K+ 9.01% |
$3.44M - $3.56M
|
1.74M
$43.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
126KNew |
$3.01M - $3.12M
|
126K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
121KNew |
$2.89M - $3M
|
121K
$3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
106K+ 4.9% |
$2.54M - $2.63M
|
2.27M
$56.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
91.2K+ 68.98% |
$2.19M - $2.26M
|
223K
$5.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88.9KNew |
$2.13M - $2.21M
|
88.9K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
85K+ 54.48% |
$2.04M - $2.11M
|
241K
$6M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
76.5KNew |
$1.83M - $1.9M
|
76.5K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
63.9K+ 108.65% |
$1.53M - $1.58M
|
123K
$3.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
63.9KNew |
$1.53M - $1.58M
|
63.9K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
53.2KNew |
$1.27M - $1.32M
|
53.2K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
49.4KNew |
$1.18M - $1.23M
|
49.4K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49.2K+ 15.7% |
$1.18M - $1.22M
|
362K
$9.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.7K+ 39.07% |
$1.12M - $1.16M
|
166K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.2K+ 47.18% |
$1.11M - $1.15M
|
144K
$3.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.8K+ 27.63% |
$1.07M - $1.11M
|
207K
$5.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
43.2KNew |
$1.04M - $1.07M
|
43.2K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
42.3KNew |
$1.01M - $1.05M
|
42.3K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.8KNew |
$929K - $962K
|
38.8K
$964K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34.5K+ 126.73% |
$827K - $857K
|
61.8K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
33.2KNew |
$796K - $824K
|
33.2K
$826K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.9KNew |
$741K - $767K
|
30.9K
$769K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
30.1K+ 32.1% |
$722K - $747K
|
124K
$3.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30K+ 68.44% |
$718K - $744K
|
73.8K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.9K+ 19.84% |
$717K - $742K
|
181K
$4.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.6KNew |
$684K - $709K
|
28.6K
$710K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.9K+ 21.13% |
$596K - $617K
|
143K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
24.8KNew |
$593K - $615K
|
24.8K
$616K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 270.47% |
$593K - $614K
|
33.9K
$844K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
24.4K+ 203.21% |
$584K - $605K
|
36.4K
$905K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
23.9K+ 30.23% |
$573K - $594K
|
103K
$2.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
22.7KNew |
$544K - $563K
|
22.7K
$565K
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
21.8K+ 31.21% |
$523K - $541K
|
91.7K
$2.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
21.7K+ 11.66% |
$521K - $539K
|
208K
$5.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.3K+ 62.89% |
$511K - $529K
|
55.3K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.1K+ 9.02% |
$409K - $423K
|
206K
$5.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.3K+ 111.15% |
$390K - $404K
|
30.9K
$769K
|