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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
157KNew |
$3.69M - $3.85M
|
157K
$3.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-372- 9.41% |
$8.77K - $9.15K
|
3.58K
$88.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.41K+ 58.67% |
$128K - $133K
|
14.6K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
12KNew |
$283K - $295K
|
12K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 0.65% |
$1.34K - $1.4K
|
8.77K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
38.5KNew |
$906K - $946K
|
38.5K
$948K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9KNew |
$352K - $367K
|
14.9K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
472K+ 227.7% |
$11.1M - $11.6M
|
679K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.53K- 8.42% |
$35.9K - $37.5K
|
16.6K
$409K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.73K+ 8.78% |
$64.3K - $67.1K
|
33.8K
$833K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.3K+ 5.83% |
$407K - $425K
|
313K
$7.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.59MNew |
$37.6M - $39.2M
|
1.59M
$39.3M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
82.2KNew |
$1.94M - $2.02M
|
82.2K
$2.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
86+ 1.0% |
$2.03K - $2.12K
|
8.65K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-304- 0.19% |
$7.17K - $7.48K
|
162K
$4M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.08K+ 31.21% |
$25.4K - $26.5K
|
4.53K
$112K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.46K+ 4.36% |
$34.4K - $35.9K
|
34.9K
$860K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.45K+ 43.86% |
$129K - $134K
|
17.9K
$441K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.17K+ 47.09% |
$98.3K - $103K
|
13K
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.99% |
$23.6 - $24.6
|
102
$2.51K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
349+ 2.79% |
$8.23K - $8.59K
|
12.9K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.11K+ 74.71% |
$167K - $175K
|
16.6K
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.5K+ 5.28% |
$82.6K - $86.2K
|
69.9K
$1.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-190- 1.49% |
$4.48K - $4.67K
|
12.6K
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.46KNew |
$58.1K - $60.6K
|
2.46K
$60.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-3.04K- 10.26% |
$71.7K - $74.9K
|
26.6K
$656K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.29K- 3.31% |
$30.4K - $31.8K
|
37.8K
$931K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.16K+ 0.86% |
$27.3K - $28.5K
|
136K
$3.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.5K- 25.18% |
$1.24M - $1.29M
|
156K
$3.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1KNew |
$237K - $248K
|
10.1K
$248K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 8.07% |
$265K - $277K
|
151K
$3.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.17K+ 16.37% |
$51.1K - $53.3K
|
15.4K
$380K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
60.2K+ 316.9% |
$1.42M - $1.48M
|
79.1K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4K+ 27.87% |
$94.3K - $98.4K
|
18.4K
$452K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
57.8K+ 44.96% |
$1.36M - $1.42M
|
186K
$4.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2.81K+ 32.96% |
$66.3K - $69.2K
|
11.4K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
153+ 1.1% |
$3.61K - $3.76K
|
14.1K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-795- 3.97% |
$18.7K - $19.6K
|
19.2K
$474K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-21.7K- 17.14% |
$512K - $535K
|
105K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.3KNew |
$362K - $378K
|
15.3K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.78K+ 4.75% |
$89.1K - $93K
|
83.3K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-160- 0.87% |
$3.77K - $3.94K
|
18.1K
$447K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
95+ 0.89% |
$2.24K - $2.34K
|
10.8K
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.4K- 68.95% |
$434K - $453K
|
8.29K
$204K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.32K- 0.77% |
$102K - $106K
|
555K
$13.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.7KNew |
$440K - $459K
|
18.7K
$460K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32.7KNew |
$771K - $805K
|
32.7K
$806K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 111.06% |
$309K - $322K
|
24.9K
$613K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-4.38K- 10.9% |
$103K - $108K
|
35.8K
$883K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
26.3K+ 29.08% |
$620K - $648K
|
117K
$2.88M
|