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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
20,044
shares
|
$484,263
0.04% of portfolio
|
Q1 2025
Added 40.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
19,164
shares
|
$463,002
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
19,026
shares
|
$459,668
0.34% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
18,984
shares
|
$458,653
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
18,621
shares
|
$449,883
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
18,302
shares
|
$442,176
0.05% of portfolio
|
Q1 2025
Added 35.35%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,118
shares
|
$437,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
15,302
shares
|
$369,696
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
14,994
shares
|
$362,255
0.46% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
14,354
shares
|
$346,792
0.0% of portfolio
|
Q1 2025
Added 69.29%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
13,923
shares
|
$336,379
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
13,892
shares
|
$335,630
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
13,236
shares
|
$319,781
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
12,772
shares
|
$308,571
0.0% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
12,521
shares
|
$302,507
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,500
shares
|
$302,000
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
12,434
shares
|
$300,405
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
12,150
shares
|
$293,544
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,791
shares
|
$284,870
0.0% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,726
shares
|
$283,300
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
11,170
shares
|
$269,867
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
10,673
shares
|
$257,859
0.18% of portfolio
|
Q1 2025
Added 24.15%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
10,673
shares
|
$257,859
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
10,563
shares
|
$255,202
0.12% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
10,000
shares
|
$241,600
0.03% of portfolio
|
Q3 2024
New holding
|