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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,984
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
45,280
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
44,410
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
43,024
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 93.88%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
41,187
shares
|
$995,077
0.99% of portfolio
|
Q2 2024
Reduced 95.9%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
40,198
shares
|
$971,183
0.43% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
39,056
shares
|
$943,592
0.64% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
37,759
shares
|
$912,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
37,300
shares
|
$901,168
0.0% of portfolio
|
Q1 2025
Added 47.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,281
shares
|
$876,548
0.01% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
34,437
shares
|
$831,997
0.01% of portfolio
|
Q1 2025
Added 129.43%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
33,434
shares
|
$807,765
0.12% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
33,290
shares
|
$804,286
0.01% of portfolio
|
Q1 2025
Added 134.42%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
31,068
shares
|
$750,602
0.37% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
29,747
shares
|
$718,687
0.02% of portfolio
|
Q2 2025
Reduced 25.21%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
29,665
shares
|
$716,706
0.42% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,372
shares
|
$709,627
0.03% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
27,245
shares
|
$658,239
0.09% of portfolio
|
Q2 2025
Reduced 66.25%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
27,158
shares
|
$656,137
0.1% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
26,694
shares
|
$644,927
0.02% of portfolio
|
Q1 2025
Reduced 32.01%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
26,487
shares
|
$639,925
0.58% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
24,880
shares
|
$601,100
0.04% of portfolio
|
Q2 2025
Added 4046.67%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
23,055
shares
|
$557,008
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
21,618
shares
|
$522,290
0.19% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
20,991
shares
|
$507,142
0.03% of portfolio
|
Q1 2025
Added 0.88%
|