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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
204+ 2.23% |
$4.96K - $5.1K
|
9.33K
$230K
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
49+ 0.17% |
$1.19K - $1.23K
|
29.5K
$727K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.33% |
$97.3 - $100
|
1.22K
$30.1K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.3KNew |
$464K - $473K
|
19.3K
$475K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.35KNew |
$201K - $205K
|
8.35K
$206K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.07K+ 217.49% |
$73.9K - $75.4K
|
4.48K
$111K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.36K+ 118.1% |
$56.8K - $58K
|
4.36K
$108K
|
|
Q1 2024 | |||||||
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
40.3KNew |
$971K - $990K
|
40.3K
$995K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.6KNew |
$400K - $408K
|
16.6K
$410K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$352K - $358K
|
14.6K
$360K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.16K+ 17.28% |
$76.2K - $77.6K
|
21.5K
$530K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.04K+ 2.23% |
$25K - $25.5K
|
47.6K
$1.17M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
200+ 15.38% |
$4.82K - $4.91K
|
1.5K
$37K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.75% |
$96.3 - $98.1
|
534
$13.2K
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.22KNew |
$162K - $175K
|
7.22K
$178K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.18KNew |
$49K - $52.9K
|
2.18K
$53.7K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
179New |
$4.03K - $4.35K
|
179
$4.42K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.5KNew |
$471K - $493K
|
20.5K
$507K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.5K+ 166.89% |
$356K - $373K
|
24.8K
$613K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500New |
$11.5K - $12K
|
500
$12.3K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
74New |
$1.74K - $1.79K
|
74
$1.83K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
17.4K+ 26.01% |
$407K - $421K
|
84.2K
$2.08M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.14KNew |
$214K - $221K
|
9.14K
$226K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
921New |
$21.6K - $22.3K
|
921
$22.7K
|
|
Q4 2022 | |||||||
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
129KNew |
$2.9M - $3.07M
|
129K
$3.18M
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
15.3KNew |
$344K - $364K
|
15.3K
$378K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
170New |
$3.82K - $4.04K
|
170
$4.19K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.5K+ 173.73% |
$1.08M - $1.16M
|
74.8K
$1.85M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15.2KNew |
$354K - $376K
|
15.2K
$375K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
6.48KNew |
$151K - $160K
|
6.48K
$160K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.55K+ 23.76% |
$106K - $113K
|
23.7K
$585K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
113+ 0.58% |
$2.63K - $2.8K
|
19.7K
$487K
|