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 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-886- 38.01% |
$21.3K - $21.7K
|
1.45K
$35.6K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.55K- 8.31% |
$37.3K - $38K
|
17.1K
$422K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.71K- 5.77% |
$65.2K - $66.4K
|
44.2K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.11K- 27.02% |
$147K - $150K
|
16.5K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.78K- 46.85% |
$187K - $191K
|
8.82K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 21.93% |
$252K - $256K
|
37.2K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.6K- 16.11% |
$352K - $359K
|
76.1K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.5K- 31.52% |
$446K - $454K
|
40.2K
$992K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-33K- 1.83% |
$795K - $810K
|
1.77M
$43.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-81.2K- 30.87% |
$1.96M - $1.99M
|
182K
$4.49M
|