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 79 institutions that hold shares in the stock, with a total of 6.57 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
60,206
shares
|
$1.49 Million
0.23% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,589
shares
|
$1.17 Million
0.51% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
47,420
shares
|
$1.17 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
47,291
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
46,004
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,984
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
42,382
shares
|
$1.05 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
41,187
shares
|
$1.02 Million
1.04% of portfolio
|
Q2 2024
Reduced 95.9%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
40,344
shares
|
$995,286
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
40,227
shares
|
$992,400
0.1% of portfolio
|
Q3 2024
Added 43.67%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
36,427
shares
|
$898,654
0.63% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
33,382
shares
|
$823,533
0.0% of portfolio
|
Q3 2024
Added 30.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
33,255
shares
|
$820,400
0.03% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
31,347
shares
|
$773,330
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
31,342
shares
|
$773,207
0.0% of portfolio
|
Q3 2024
Added 61.37%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
29,483
shares
|
$727,345
0.41% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
29,366
shares
|
$724,459
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
27,396
shares
|
$675,859
0.32% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
25,462
shares
|
$628,147
0.03% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
24,434
shares
|
$602,786
0.0% of portfolio
|
Q3 2024
Added 119.08%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
23,800
shares
|
$587,146
0.0% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
20,588
shares
|
$507,905
0.03% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
17,062
shares
|
$420,919
0.02% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,911
shares
|
$417,194
0.01% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
15,891
shares
|
$392,030
0.15% of portfolio
|
Q3 2024
Added 24.94%
|