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 |
|---|---|---|---|---|---|---|---|
|
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
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.06MNew |
$49.9M - $51.2M
|
2.06M
$49.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
58.3K+ 82.95% |
$1.41M - $1.45M
|
129K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.0% |
$24.2 - $24.9
|
101
$2.44K
|
|
|
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 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
12.5KNew |
$303K - $311K
|
12.5K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-49.5K- 37.66% |
$1.2M - $1.23M
|
81.9K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.26K- 13.0% |
$30.4K - $31.2K
|
8.41K
$203K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
19KNew |
$460K - $472K
|
19K
$459K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.5K- 50.68% |
$400K - $411K
|
16.1K
$388K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
550K+ 5425.85% |
$13.3M - $13.7M
|
560K
$13.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
600New |
$14.5K - $14.9K
|
600
$14.5K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.9K- 44.04% |
$1.41M - $1.45M
|
73.6K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.12KNew |
$76.2K - $78.2K
|
3.12K
$75.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.95KNew |
$243K - $249K
|
9.95K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$24.4K - $25.1K
|
1K
$24.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.6K+ 8.26% |
$308K - $316K
|
165K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
107KNew |
$2.61M - $2.68M
|
107K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75+ 0.59% |
$1.83K - $1.88K
|
12.7K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
148KNew |
$3.62M - $3.72M
|
148K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.86KNew |
$192K - $197K
|
7.86K
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.8K+ 6.68% |
$580K - $595K
|
380K
$9.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
350New |
$8.55K - $8.77K
|
350
$8.46K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$24.3 - $25
|
1
$24.2
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.47KNew |
$230K - $237K
|
9.47K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.98KNew |
$243K - $250K
|
9.98K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10KNew |
$243K - $250K
|
10K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 11.15% |
$374K - $385K
|
153K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.25K+ 12.88% |
$128K - $131K
|
46K
$1.11M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-964K- 95.9% |
$23.2M - $23.7M
|
41.2K
$995K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.41K- 20.14% |
$34K - $34.7K
|
5.61K
$135K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$352K - $358K
|
14.6K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.16K+ 17.28% |
$76.2K - $77.6K
|
21.5K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.6KNew |
$400K - $408K
|
16.6K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.75% |
$96.3 - $98.1
|
534
$12.9K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
200+ 15.38% |
$4.82K - $4.91K
|
1.5K
$36.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.04K+ 2.23% |
$25K - $25.5K
|
47.6K
$1.15M
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.18KNew |
$49K - $52.9K
|
2.18K
$52.6K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
179New |
$4.03K - $4.35K
|
179
$4.32K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.22KNew |
$162K - $175K
|
7.22K
$174K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.5K+ 166.89% |
$356K - $373K
|
24.8K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.5KNew |
$471K - $493K
|
20.5K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500New |
$11.5K - $12K
|
500
$12.1K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
74New |
$1.74K - $1.79K
|
74
$1.79K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-461- 52.51% |
$10.8K - $11.2K
|
417
$10.1K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
17.4K+ 26.01% |
$407K - $421K
|
84.2K
$2.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
921New |
$21.6K - $22.3K
|
921
$22.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.14KNew |
$214K - $221K
|
9.14K
$221K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
170New |
$3.82K - $4.04K
|
170
$4.11K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.59K- 1.55% |
$35.7K - $37.7K
|
101K
$2.43M
|
|