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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
730+ 7.42% |
$17.7K - $18.1K
|
10.6K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
18K+ 24.89% |
$437K - $448K
|
90.5K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-335- 27.19% |
$8.11K - $8.33K
|
897
$21.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$4.84K - $4.97K
|
200
$4.85K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
7.07K+ 11.58% |
$171K - $176K
|
68.1K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
34+ 0.87% |
$823 - $845
|
3.95K
$96K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 16.28% |
$270K - $277K
|
79.5K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 39.08% |
$271K - $278K
|
39.8K
$966K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.82KNew |
$214K - $219K
|
8.82K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
46.8KNew |
$1.13M - $1.16M
|
46.8K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
23.9KNew |
$580K - $595K
|
23.9K
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 662.35% |
$4.39M - $4.51M
|
209K
$5.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-4.93K- 4.19% |
$119K - $122K
|
113K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.5K+ 78.02% |
$861K - $883K
|
81.1K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.88K+ 69.29% |
$142K - $146K
|
14.4K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.08K+ 24.15% |
$50.3K - $51.6K
|
10.7K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.78K+ 35.35% |
$116K - $119K
|
18.3K
$444K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.28K- 8.8% |
$55.3K - $56.7K
|
23.6K
$574K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
488KNew |
$11.8M - $12.1M
|
488K
$11.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33.4K- 50.0% |
$810K - $831K
|
33.4K
$811K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
130+ 0.88% |
$3.15K - $3.23K
|
14.8K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
146K+ 123.42% |
$3.54M - $3.63M
|
264K
$6.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
44.4KNew |
$1.08M - $1.1M
|
44.4K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
18.9K+ 63.91% |
$457K - $470K
|
48.4K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-2K- 6.32% |
$48.5K - $49.8K
|
29.7K
$720K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.8K+ 40.72% |
$140K - $144K
|
20K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
28.6KNew |
$693K - $711K
|
28.6K
$694K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 24.02% |
$655K - $672K
|
140K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$121K - $124K
|
5K
$121K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.4K+ 184.46% |
$857K - $880K
|
54.6K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
58.3K+ 82.95% |
$1.41M - $1.45M
|
129K
$3.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.06MNew |
$49.9M - $51.2M
|
2.06M
$50M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.0% |
$24.2 - $24.9
|
101
$2.45K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.1K+ 24.87% |
$389K - $400K
|
80.7K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-49.5K- 37.66% |
$1.2M - $1.23M
|
81.9K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-10.4K- 1.39% |
$252K - $258K
|
740K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
12.5KNew |
$303K - $311K
|
12.5K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.38M- 95.91% |
$33.3M - $34.2M
|
58.7K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.26K- 13.0% |
$30.4K - $31.2K
|
8.41K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
19KNew |
$460K - $472K
|
19K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.5K- 50.68% |
$400K - $411K
|
16.1K
$390K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
215KNew |
$5.21M - $5.35M
|
215K
$5.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
169KNew |
$4.09M - $4.19M
|
169K
$4.09M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 16.63% |
$81.1K - $83.2K
|
23.5K
$570K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
550K+ 5425.85% |
$13.3M - $13.7M
|
560K
$13.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
13K+ 32.3% |
$316K - $324K
|
53.4K
$1.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
600New |
$14.5K - $14.9K
|
600
$14.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.22K+ 3.15% |
$29.5K - $30.2K
|
39.8K
$965K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2KNew |
$347K - $356K
|
14.2K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.5KNew |
$939K - $964K
|
38.5K
$934K
|
|