Latest Institutional Purchases of Franklin Dynamic Municipal Bon (FLMI)
This list provides information on the latest institutional transactions involving Franklin Dynamic Municipal Bon (FLMI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.59MNew |
$37.6M - $39.2M
|
1.59M
$39.3M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
472K+ 227.7% |
$11.1M - $11.6M
|
679K
$16.7M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
382K+ 1012.06% |
$9.01M - $9.4M
|
420K
$10.4M
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
347K+ 517.94% |
$8.17M - $8.52M
|
413K
$10.2M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
310K+ 41.25% |
$7.3M - $7.62M
|
1.06M
$26.1M
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
243KNew |
$5.73M - $5.98M
|
243K
$6M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
229K+ 38.22% |
$5.39M - $5.62M
|
827K
$20.4M
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
157KNew |
$3.69M - $3.85M
|
157K
$3.86M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
126K+ 49.09% |
$2.98M - $3.11M
|
384K
$9.46M
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
106K+ 5.17% |
$2.51M - $2.62M
|
2.17M
$53.4M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93.9K+ 2289.66% |
$2.21M - $2.31M
|
98K
$2.42M
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
93.8KNew |
$2.21M - $2.31M
|
93.8K
$2.31M
|
|
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 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
82KNew |
$1.93M - $2.02M
|
82K
$2.02M
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
72.1KNew |
$1.7M - $1.77M
|
72.1K
$1.78M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
72.1K+ 151.44% |
$1.7M - $1.77M
|
120K
$2.95M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.1K+ 148.1% |
$1.58M - $1.65M
|
112K
$2.77M
|
|
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
|
Prentice Wealth Management LLC
|
BUY
|
- |
57.8K+ 44.96% |
$1.36M - $1.42M
|
186K
$4.59M
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$1.18M - $1.23M
|
50K
$1.23M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
49.4K+ 59.65% |
$1.16M - $1.22M
|
132K
$3.26M
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
38.5KNew |
$906K - $946K
|
38.5K
$948K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
33.9KNew |
$800K - $835K
|
33.9K
$836K
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
33.6K+ 71.74% |
$791K - $826K
|
80.3K
$1.98M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32.7KNew |
$771K - $805K
|
32.7K
$806K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.5K+ 73.65% |
$647K - $676K
|
64.8K
$1.6M
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
26.8KNew |
$631K - $659K
|
26.8K
$660K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
26.3K+ 29.08% |
$620K - $648K
|
117K
$2.88M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.1KNew |
$614K - $641K
|
26.1K
$642K
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.2K+ 135.19% |
$593K - $619K
|
43.8K
$1.08M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.6K+ 26.38% |
$579K - $604K
|
118K
$2.9M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.4K+ 70.72% |
$574K - $599K
|
58.8K
$1.45M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.3K+ 4046.67% |
$572K - $597K
|
24.9K
$613K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
23K+ 2300.0% |
$542K - $566K
|
24K
$592K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
22.3K+ 56.06% |
$526K - $549K
|
62.1K
$1.53M
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
20.2K+ 26.34% |
$477K - $497K
|
97K
$2.39M
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18.7KNew |
$440K - $459K
|
18.7K
$460K
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
17.7K+ 145.68% |
$417K - $435K
|
29.9K
$736K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.3K+ 5.83% |
$407K - $425K
|
313K
$7.72M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.9KNew |
$375K - $391K
|
15.9K
$392K
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.3KNew |
$362K - $378K
|
15.3K
$378K
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.3KNew |
$361K - $377K
|
15.3K
$377K
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.1KNew |
$355K - $370K
|
15.1K
$371K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9KNew |
$352K - $367K
|
14.9K
$368K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.5K+ 4155.43% |
$343K - $358K
|
14.9K
$367K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$329K - $343K
|
13.9K
$344K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 111.06% |
$309K - $322K
|
24.9K
$613K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$295K - $308K
|
12.5K
$308K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2K+ 21.42% |
$287K - $299K
|
69K
$1.7M
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
12KNew |
$283K - $295K
|
12K
$296K
|