Purchases and Sales Made in Q1 2024 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
302K+ 101.55% |
$7.27M - $7.41M
|
599K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
141KNew |
$3.4M - $3.46M
|
141K
$3.48M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
135KNew |
$3.25M - $3.31M
|
135K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 25.1% |
$3.25M - $3.31M
|
672K
$16.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78.8K+ 110.43% |
$1.9M - $1.93M
|
150K
$3.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.5K+ 39.94% |
$1.77M - $1.8M
|
257K
$6.35M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.1KNew |
$1.04M - $1.06M
|
43.1K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
41.2KNew |
$992K - $1.01M
|
41.2K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
40.3KNew |
$971K - $990K
|
40.3K
$995K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
28.4KNew |
$683K - $695K
|
28.4K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.6K+ 91.76% |
$593K - $604K
|
51.5K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.3K+ 174.07% |
$585K - $596K
|
38.3K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.6KNew |
$400K - $408K
|
16.6K
$410K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
15.2K+ 12.19% |
$367K - $373K
|
140K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$352K - $358K
|
14.6K
$360K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 42.7% |
$300K - $306K
|
41.7K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.3K+ 87.49% |
$272K - $277K
|
24.2K
$598K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2KNew |
$270K - $275K
|
11.2K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.1KNew |
$267K - $272K
|
11.1K
$273K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 12.02% |
$256K - $261K
|
99.1K
$2.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.6KNew |
$256K - $260K
|
10.6K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.12K+ 70.62% |
$220K - $224K
|
22K
$544K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.58KNew |
$207K - $210K
|
8.58K
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8.51K+ 18.23% |
$205K - $209K
|
55.2K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.33K+ 22.02% |
$201K - $204K
|
46.1K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.24K+ 43.56% |
$199K - $202K
|
27.2K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.96K+ 50.12% |
$168K - $171K
|
20.8K
$514K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.87K+ 42.57% |
$166K - $169K
|
23K
$568K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.23K+ 130.51% |
$102K - $104K
|
7.47K
$184K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 9.53% |
$100K - $102K
|
47.7K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.16K+ 17.28% |
$76.2K - $77.6K
|
21.5K
$530K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.04K+ 8.8% |
$73.1K - $74.5K
|
37.6K
$927K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.28KNew |
$55K - $56K
|
2.28K
$56.3K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2KNew |
$48.2K - $49.1K
|
2K
$49.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.04K+ 2.23% |
$25K - $25.5K
|
47.6K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
642+ 3.81% |
$15.5K - $15.7K
|
17.5K
$432K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
549+ 6.41% |
$13.2K - $13.5K
|
9.11K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
412+ 41.2% |
$9.92K - $10.1K
|
1.41K
$34.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
375+ 0.31% |
$9.03K - $9.2K
|
120K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
334+ 2.29% |
$8.04K - $8.19K
|
14.9K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
283+ 18.74% |
$6.81K - $6.94K
|
1.79K
$44.2K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
216+ 1.94% |
$5.2K - $5.3K
|
11.4K
$281K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
200+ 15.38% |
$4.82K - $4.91K
|
1.5K
$37K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
109+ 0.79% |
$2.62K - $2.67K
|
13.9K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.75% |
$96.3 - $98.1
|
534
$13.2K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$24.1 - $24.5
|
1
$24.7
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$24.1 - $24.5
|
1
$24.7
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$24.1 - $24.5
|
1
$24.7
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-76- 1.36% |
$1.83K - $1.86K
|
5.5K
$136K
|