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 |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
15,302
shares
|
$377,500
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,010
shares
|
$370,296
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,190
shares
|
$325,397
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
12,983
shares
|
$320,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,634
shares
|
$311,680
0.0% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
11,136
shares
|
$274,725
0.0% of portfolio
|
Q3 2024
Added 368.49%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
10,124
shares
|
$249,759
0.01% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,007
shares
|
$246,872
0.0% of portfolio
|
Q3 2024
Added 592.53%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$246,700
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,981
shares
|
$246,231
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,502
shares
|
$234,414
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
9,468
shares
|
$233,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
9,333
shares
|
$230,245
0.02% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
9,095
shares
|
$224,373
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,935
shares
|
$220,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,215
shares
|
$177,994
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,479
shares
|
$159,836
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,608
shares
|
$138,349
0.0% of portfolio
|
Q2 2024
Reduced 20.14%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,483
shares
|
$110,595
0.0% of portfolio
|
Q2 2024
Added 217.49%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,362
shares
|
$107,610
0.0% of portfolio
|
Q2 2024
Added 118.1%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
4,034
shares
|
$99,518
0.04% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
2,177
shares
|
$53,706
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,090
shares
|
$51,560
0.0% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,500
shares
|
$37,005
0.03% of portfolio
|
Q1 2024
Added 15.38%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,219
shares
|
$30,072
0.01% of portfolio
|
Q3 2024
Added 0.33%
|