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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.7K+ 12.93% |
$258K - $265K
|
93.1K
$2.25M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.85KNew |
$214K - $220K
|
8.85K
$214K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.82K+ 2194.78% |
$214K - $219K
|
9.23K
$223K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.82KNew |
$214K - $219K
|
8.82K
$213K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.68KNew |
$210K - $216K
|
8.68K
$210K
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
8.54KNew |
$207K - $212K
|
8.54K
$206K
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
7.07K+ 11.58% |
$171K - $176K
|
68.1K
$1.65M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.88K+ 69.29% |
$142K - $146K
|
14.4K
$347K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.8K+ 40.72% |
$140K - $144K
|
20K
$484K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$121K - $124K
|
5K
$121K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.78K+ 35.35% |
$116K - $119K
|
18.3K
$442K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.7K+ 6.01% |
$114K - $117K
|
82.8K
$2M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.1KNew |
$99.3K - $102K
|
4.1K
$99.1K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.92K+ 2.13% |
$95K - $97.5K
|
188K
$4.54M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.45KNew |
$83.7K - $85.9K
|
3.45K
$83.4K
|
|
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
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.08K+ 24.15% |
$50.3K - $51.6K
|
10.7K
$258K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.84K+ 44.58% |
$44.6K - $45.8K
|
5.97K
$144K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 18.03% |
$43.6K - $44.8K
|
11.8K
$285K
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.74K+ 2.69% |
$42.1K - $43.2K
|
66.4K
$1.6M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
843+ 2.79% |
$20.4K - $21K
|
31.1K
$751K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
783+ 33.11% |
$19K - $19.5K
|
3.15K
$76.1K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
730+ 7.42% |
$17.7K - $18.1K
|
10.6K
$255K
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
693+ 1.81% |
$16.8K - $17.2K
|
39.1K
$944K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
600New |
$14.5K - $14.9K
|
600
$14.5K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
585New |
$14.2K - $14.5K
|
585
$14.1K
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
496+ 2.68% |
$12K - $12.3K
|
19K
$460K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$9.69K - $9.94K
|
400
$9.66K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
315+ 0.45% |
$7.63K - $7.83K
|
71.1K
$1.72M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$4.84K - $4.97K
|
200
$4.83K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
183+ 0.88% |
$4.43K - $4.55K
|
21K
$507K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
115+ 0.88% |
$2.79K - $2.86K
|
13.2K
$320K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40+ 0.22% |
$969 - $994
|
18.6K
$450K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
34+ 0.87% |
$823 - $845
|
3.95K
$95.5K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.0% |
$24.2 - $24.9
|
101
$2.44K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
148KNew |
$3.62M - $3.72M
|
148K
$3.58M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
107KNew |
$2.61M - $2.68M
|
107K
$2.58M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.8K+ 6.68% |
$580K - $595K
|
380K
$9.17M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.6K+ 8.26% |
$308K - $316K
|
165K
$3.99M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.95KNew |
$243K - $249K
|
9.95K
$240K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.86KNew |
$192K - $197K
|
7.86K
$190K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.12KNew |
$76.2K - $78.2K
|
3.12K
$75.4K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$24.4K - $25.1K
|
1K
$24.2K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
350New |
$8.55K - $8.77K
|
350
$8.46K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75+ 0.59% |
$1.83K - $1.88K
|
12.7K
$307K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 11.15% |
$374K - $385K
|
153K
$3.7M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10KNew |
$243K - $250K
|
10K
$242K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.98KNew |
$243K - $250K
|
9.98K
$241K
|