Latest Institutional Transactions on Franklin Dynamic Municipal Bon (FLMI)
This table provides information on the latest institutional transactions involving Franklin Dynamic Municipal Bon (FLMI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
356KNew |
$8.65M - $8.9M
|
356K
$8.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
363+ 0.77% |
$8.83K - $9.08K
|
47.3K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 119.08% |
$323K - $332K
|
24.4K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.6K+ 63.14% |
$622K - $640K
|
66.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122KNew |
$2.97M - $3.05M
|
122K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
350K+ 713.79% |
$8.52M - $8.76M
|
399K
$9.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$24.3 - $25
|
1
$24.6
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.94KNew |
$217K - $223K
|
8.94K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.11K- 2.78% |
$51.4K - $52.8K
|
73.8K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
99K+ 175.15% |
$2.41M - $2.47M
|
155K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
663+ 2.87% |
$16.1K - $16.6K
|
23.8K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
243+ 13.16% |
$5.91K - $6.08K
|
2.09K
$51.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.73K+ 30.14% |
$188K - $193K
|
33.4K
$820K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
254KNew |
$6.18M - $6.36M
|
254K
$6.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 12.89% |
$861K - $886K
|
239K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.4K+ 17.37% |
$619K - $636K
|
172K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68K+ 160.22% |
$1.65M - $1.7M
|
110K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.47KNew |
$230K - $237K
|
9.47K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 12.24% |
$33.5K - $34.5K
|
12.6K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.64K+ 8.64% |
$39.8K - $41K
|
20.6K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.98KNew |
$243K - $250K
|
9.98K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10KNew |
$243K - $250K
|
10K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.03M- 71.02% |
$24.9M - $25.7M
|
419K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.63K+ 15.26% |
$88.2K - $90.7K
|
27.4K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.76K+ 368.49% |
$213K - $219K
|
11.1K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 17.45% |
$3.84M - $3.95M
|
1.06M
$26.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.9K+ 8.99% |
$459K - $472K
|
229K
$5.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
322New |
$7.83K - $8.05K
|
322
$7.91K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.7K+ 35.14% |
$966K - $993K
|
153K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13KNew |
$316K - $325K
|
13K
$319K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 61.37% |
$290K - $298K
|
31.3K
$769K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.33% |
$97.3 - $100
|
1.22K
$29.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.48K+ 15.56% |
$109K - $112K
|
33.3K
$816K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.5KNew |
$231K - $238K
|
9.5K
$233K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 13.22% |
$48K - $49.4K
|
16.9K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
49+ 0.17% |
$1.19K - $1.23K
|
29.5K
$724K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.37% |
$25K - $25.7K
|
42.4K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
202K+ 30.32% |
$4.91M - $5.05M
|
868K
$21.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.69K+ 2.85% |
$41K - $42.2K
|
60.9K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-552- 4.02% |
$13.4K - $13.8K
|
13.2K
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.25K+ 3.56% |
$30.4K - $31.3K
|
36.4K
$894K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 24.94% |
$77.1K - $79.3K
|
15.9K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.36K+ 2.22% |
$57.5K - $59.1K
|
109K
$2.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-734- 4.12% |
$17.9K - $18.4K
|
17.1K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.81K+ 2.03% |
$68.4K - $70.4K
|
141K
$3.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.03K- 6.17% |
$73.6K - $75.7K
|
46K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.3K+ 8.18% |
$300K - $308K
|
163K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2K+ 1.37% |
$48.5K - $49.9K
|
148K
$3.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.16K+ 4.77% |
$28.2K - $29K
|
25.5K
$625K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
32.3K+ 80.52% |
$785K - $807K
|
72.4K
$1.78M
|