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 |
---|---|---|---|---|---|---|---|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
26.8KNew |
$631K - $659K
|
26.8K
$660K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
126K+ 49.09% |
$2.98M - $3.11M
|
384K
$9.46M
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
347K+ 517.94% |
$8.17M - $8.52M
|
413K
$10.2M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12KNew |
$283K - $295K
|
12K
$296K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 24.56% |
$23.6K - $24.6K
|
3.07K
$75.7K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.4K+ 70.72% |
$574K - $599K
|
58.8K
$1.45M
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.3KNew |
$361K - $377K
|
15.3K
$377K
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
93.8KNew |
$2.21M - $2.31M
|
93.8K
$2.31M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
310K+ 41.25% |
$7.3M - $7.62M
|
1.06M
$26.1M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$249K - $260K
|
10.6K
$261K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.65K+ 33.49% |
$110K - $114K
|
18.5K
$457K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 34.67% |
$272K - $284K
|
21.7K
$536K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
382K+ 1012.06% |
$9.01M - $9.4M
|
420K
$10.4M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47.2K- 60.65% |
$1.11M - $1.16M
|
30.6K
$755K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93.9K+ 2289.66% |
$2.21M - $2.31M
|
98K
$2.42M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.24K+ 32.53% |
$147K - $153K
|
25.4K
$626K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.5K+ 73.65% |
$647K - $676K
|
64.8K
$1.6M
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.1KNew |
$355K - $370K
|
15.1K
$371K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
259+ 2.21% |
$6.1K - $6.37K
|
12K
$295K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.8K- 32.13% |
$538K - $562K
|
48.2K
$1.19M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2K+ 21.42% |
$287K - $299K
|
69K
$1.7M
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-473- 2.49% |
$11.1K - $11.6K
|
18.6K
$457K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
229K+ 38.22% |
$5.39M - $5.62M
|
827K
$20.4M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
82KNew |
$1.93M - $2.02M
|
82K
$2.02M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.1K+ 148.1% |
$1.58M - $1.65M
|
112K
$2.77M
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
17.7K+ 145.68% |
$417K - $435K
|
29.9K
$736K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 0.66% |
$29.4K - $30.7K
|
189K
$4.66M
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$1.18M - $1.23M
|
50K
$1.23M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1K+ 0.51% |
$23.6K - $24.6K
|
196K
$4.82M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.3KNew |
$219K - $229K
|
9.3K
$229K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.1K+ 151.44% |
$1.7M - $1.77M
|
120K
$2.95M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
23K+ 2300.0% |
$542K - $566K
|
24K
$592K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$329K - $343K
|
13.9K
$344K
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.6K+ 117.09% |
$274K - $286K
|
21.6K
$532K
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.43K- 13.58% |
$33.8K - $35.3K
|
9.13K
$225K
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-2.28K- 2.02% |
$53.7K - $56K
|
110K
$2.72M
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.2K+ 135.19% |
$593K - $619K
|
43.8K
$1.08M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
33.9KNew |
$800K - $835K
|
33.9K
$836K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.9KNew |
$375K - $391K
|
15.9K
$392K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.6K+ 26.38% |
$579K - $604K
|
118K
$2.9M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
33.6K+ 71.74% |
$791K - $826K
|
80.3K
$1.98M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-187K- 6.08% |
$4.42M - $4.61M
|
2.9M
$71.4M
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
271+ 8.61% |
$6.39K - $6.67K
|
3.42K
$84.3K
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-33.3K- 41.11% |
$786K - $820K
|
47.7K
$1.18M
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-102K- 24.34% |
$2.41M - $2.51M
|
317K
$7.83M
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 1.11% |
$236 - $246
|
907
$22.4K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
49.4K+ 59.65% |
$1.16M - $1.22M
|
132K
$3.26M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-203K- 95.69% |
$4.79M - $5M
|
9.16K
$226K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5K+ 4155.43% |
$343K - $358K
|
14.9K
$367K
|