Institutional Ownership Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $375 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
128,548
shares
|
$3.11 Million
0.93% of portfolio
|
Q1 2025
Added 82.95%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
126,832
shares
|
$3.06 Million
1.62% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
112,639
shares
|
$2.72 Million
1.39% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
106,938
shares
|
$2.58 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
100,621
shares
|
$2.43 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
93,149
shares
|
$2.25 Million
0.02% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
90,505
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,191
shares
|
$2.03 Million
0.29% of portfolio
|
Q1 2023
Added 26.01%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
82,845
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
81,946
shares
|
$1.98 Million
0.29% of portfolio
|
Q1 2025
Reduced 37.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
81,078
shares
|
$1.96 Million
0.14% of portfolio
|
Q1 2025
Added 78.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
79,545
shares
|
$1.92 Million
0.11% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
77,822
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
76,769
shares
|
$1.85 Million
0.77% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
71,075
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
68,149
shares
|
$1.65 Million
1.53% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
66,386
shares
|
$1.6 Million
0.61% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
65,657
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
62,084
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 56.06%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
56,826
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 50.11%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
55,546
shares
|
$1.34 Million
0.61% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
48,435
shares
|
$1.17 Million
0.61% of portfolio
|
Q1 2025
Added 63.91%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,589
shares
|
$1.15 Million
0.51% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
47,578
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 392.12%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
46,785
shares
|
$1.13 Million
0.5% of portfolio
|
Q1 2025
New holding
|