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 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.67K+ 3.6% |
$64.7K - $66.4K
|
76.8K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
585New |
$14.2K - $14.5K
|
585
$14.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.6K- 32.01% |
$304K - $312K
|
26.7K
$645K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
843+ 2.79% |
$20.4K - $21K
|
31.1K
$751K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.9KNew |
$336K - $345K
|
13.9K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
493K+ 19.04% |
$11.9M - $12.3M
|
3.08M
$74.5M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
420KNew |
$10.2M - $10.4M
|
420K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.85KNew |
$214K - $220K
|
8.85K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-412- 9.19% |
$9.98K - $10.2K
|
4.07K
$98.4K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-7.12K- 5.03% |
$172K - $177K
|
134K
$3.25M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-61- 0.68% |
$1.48K - $1.52K
|
8.86K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.8K+ 38.66% |
$1.4M - $1.44M
|
207K
$5.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.63K- 22.11% |
$87.8K - $90.1K
|
12.8K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.68KNew |
$210K - $216K
|
8.68K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-25.7K- 16.82% |
$621K - $638K
|
127K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-611- 6.66% |
$14.8K - $15.2K
|
8.57K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.84K+ 44.58% |
$44.6K - $45.8K
|
5.97K
$144K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.2K+ 3.93% |
$271K - $278K
|
296K
$7.15M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
8.54KNew |
$207K - $212K
|
8.54K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.7K+ 6.01% |
$114K - $117K
|
82.8K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-953- 2.32% |
$23.1K - $23.7K
|
40.2K
$971K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
115+ 0.88% |
$2.79K - $2.86K
|
13.2K
$320K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-362- 3.67% |
$8.77K - $9K
|
9.51K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
18K+ 24.89% |
$437K - $448K
|
90.5K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
730+ 7.42% |
$17.7K - $18.1K
|
10.6K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$4.84K - $4.97K
|
200
$4.83K
|
|
|
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
$95.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-335- 27.19% |
$8.11K - $8.33K
|
897
$21.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 16.28% |
$270K - $277K
|
79.5K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-4.93K- 4.19% |
$119K - $122K
|
113K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.82KNew |
$214K - $219K
|
8.82K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 662.35% |
$4.39M - $4.51M
|
209K
$5.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
46.8KNew |
$1.13M - $1.16M
|
46.8K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 39.08% |
$271K - $278K
|
39.8K
$961K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.5K+ 78.02% |
$861K - $883K
|
81.1K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.78K+ 35.35% |
$116K - $119K
|
18.3K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.08K+ 24.15% |
$50.3K - $51.6K
|
10.7K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.88K+ 69.29% |
$142K - $146K
|
14.4K
$347K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.28K- 8.8% |
$55.3K - $56.7K
|
23.6K
$571K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-33.4K- 50.0% |
$810K - $831K
|
33.4K
$808K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
488KNew |
$11.8M - $12.1M
|
488K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-2K- 6.32% |
$48.5K - $49.8K
|
29.7K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.8K+ 40.72% |
$140K - $144K
|
20K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
18.9K+ 63.91% |
$457K - $470K
|
48.4K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
44.4KNew |
$1.08M - $1.1M
|
44.4K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
146K+ 123.42% |
$3.54M - $3.63M
|
264K
$6.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
28.6KNew |
$693K - $711K
|
28.6K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 24.02% |
$655K - $672K
|
140K
$3.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$121K - $124K
|
5K
$121K
|