Purchases and Sales Made in Q1 2023 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q1 2023. The information is specifically focused on institutions that hold shares of FRANKLIN DYNAMIC MUNICIPAL BON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
150K+ 9.14% |
$3.52M - $3.63M
|
1.79M
$44.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
97KNew |
$2.27M - $2.35M
|
97K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
81.8K+ 642.89% |
$1.92M - $1.98M
|
94.6K
$2.33M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.6K+ 27.34% |
$1.44M - $1.49M
|
287K
$7.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
37.9K+ 284.73% |
$888K - $917K
|
51.2K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.8KNew |
$440K - $454K
|
18.8K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.1KNew |
$424K - $437K
|
18.1K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
17.4K+ 26.01% |
$407K - $421K
|
84.2K
$2.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.14KNew |
$214K - $221K
|
9.14K
$226K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.9KNew |
$209K - $215K
|
8.9K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.15K+ 24.79% |
$121K - $125K
|
25.9K
$639K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.6K+ 16.72% |
$108K - $111K
|
32.1K
$792K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.14K+ 132.36% |
$73.6K - $75.9K
|
5.51K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.06K+ 73.45% |
$71.8K - $74.1K
|
7.23K
$178K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.33K+ 24.74% |
$54.5K - $56.3K
|
11.7K
$289K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.09K+ 12.14% |
$49K - $50.6K
|
19.3K
$477K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$23.5K - $24.2K
|
1K
$24.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
921New |
$21.6K - $22.3K
|
921
$22.7K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
320+ 31.5% |
$7.5K - $7.74K
|
1.34K
$33K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
307+ 3.51% |
$7.2K - $7.43K
|
9.06K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-461- 52.51% |
$10.8K - $11.2K
|
417
$10.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-525- 5.36% |
$12.3K - $12.7K
|
9.26K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.27K- 6.61% |
$29.8K - $30.8K
|
17.9K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.1K- 80.13% |
$378K - $390K
|
4K
$98.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 33.47% |
$386K - $398K
|
32.7K
$807K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20K- 11.08% |
$469K - $484K
|
160K
$3.96M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-86.5K- 45.52% |
$2.03M - $2.09M
|
104K
$2.55M
|