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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.23K+ 104.34% |
$147K - $153K
|
12.2K
$301K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
72.1KNew |
$1.7M - $1.77M
|
72.1K
$1.78M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
20.2K+ 26.34% |
$477K - $497K
|
97K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.25KNew |
$195K - $203K
|
8.25K
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.1KNew |
$614K - $641K
|
26.1K
$642K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-16.1K- 3.3% |
$380K - $396K
|
472K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 2.98% |
$57.7K - $60.2K
|
84.4K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25KNew |
$29.5K - $30.8K
|
1.25K
$30.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
106K+ 5.17% |
$2.51M - $2.62M
|
2.17M
$53.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
22.3K+ 56.06% |
$526K - $549K
|
62.1K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
243KNew |
$5.73M - $5.98M
|
243K
$6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 20.3% |
$261K - $273K
|
65.7K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-591- 2.5% |
$13.9K - $14.5K
|
23.1K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.44K- 5.03% |
$33.9K - $35.4K
|
27.2K
$669K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$295K - $308K
|
12.5K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-49.9K- 85.03% |
$1.18M - $1.23M
|
8.79K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.3K+ 4046.67% |
$572K - $597K
|
24.9K
$613K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9.03KNew |
$213K - $222K
|
9.03K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
162+ 1.09% |
$3.82K - $3.99K
|
15K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-53.5K- 66.25% |
$1.26M - $1.32M
|
27.2K
$672K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
2.55K+ 10.67% |
$60.2K - $62.8K
|
26.5K
$653K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.15K+ 0.29% |
$50.7K - $52.9K
|
742K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2.17K+ 4.07% |
$51.2K - $53.4K
|
55.5K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10K- 25.21% |
$236K - $247K
|
29.7K
$733K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.15K+ 2.39% |
$121K - $127K
|
220K
$5.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.85K+ 2.28% |
$90.6K - $94.6K
|
173K
$4.25M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 7.92% |
$43.8K - $45.7K
|
21.6K
$533K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$9.69K - $9.94K
|
400
$9.86K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7K- 16.17% |
$169K - $174K
|
36.3K
$894K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.8K+ 93.88% |
$505K - $518K
|
43K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.7KNew |
$259K - $265K
|
10.7K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
183+ 0.88% |
$4.43K - $4.55K
|
21K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.1K- 23.65% |
$220K - $226K
|
29.4K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.2KNew |
$271K - $278K
|
11.2K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25K- 10.6% |
$605K - $621K
|
211K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
585New |
$14.2K - $14.5K
|
585
$14.4K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.85KNew |
$214K - $220K
|
8.85K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.68KNew |
$210K - $216K
|
8.68K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$4.84K - $4.97K
|
200
$4.93K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
18.9K+ 63.91% |
$457K - $470K
|
48.4K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
146K+ 123.42% |
$3.54M - $3.63M
|
264K
$6.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
44.4KNew |
$1.08M - $1.1M
|
44.4K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$121K - $124K
|
5K
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.26K- 13.0% |
$30.4K - $31.2K
|
8.41K
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.5K- 50.68% |
$400K - $411K
|
16.1K
$396K
|
|
| Q4 2024 | |||||||
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-11K- 15.3% |
$269K - $276K
|
61.1K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.12KNew |
$76.2K - $78.2K
|
3.12K
$76.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
107KNew |
$2.61M - $2.68M
|
107K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.86KNew |
$192K - $197K
|
7.86K
$194K
|
|