Purchases and Sales Made in Q1 2025 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q1 2025. 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 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.06MNew |
$49.9M - $51.2M
|
2.06M
$49.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.37M+ 2162.63% |
$33.2M - $34.1M
|
1.43M
$34.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
550K+ 5425.85% |
$13.3M - $13.7M
|
560K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
493K+ 19.04% |
$11.9M - $12.3M
|
3.08M
$74.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
488KNew |
$11.8M - $12.1M
|
488K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
420KNew |
$10.2M - $10.4M
|
420K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
215KNew |
$5.21M - $5.35M
|
215K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
195KNew |
$4.71M - $4.84M
|
195K
$4.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 662.35% |
$4.39M - $4.51M
|
209K
$5.04M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 29.74% |
$4.17M - $4.28M
|
751K
$18.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
169KNew |
$4.09M - $4.19M
|
169K
$4.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
146K+ 123.42% |
$3.54M - $3.63M
|
264K
$6.39M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
118K+ 24.54% |
$2.85M - $2.93M
|
598K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104K+ 371.0% |
$2.51M - $2.57M
|
131K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.8KNew |
$1.88M - $1.93M
|
77.8K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
58.3K+ 82.95% |
$1.41M - $1.45M
|
129K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.8K+ 38.66% |
$1.4M - $1.44M
|
207K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
46.8KNew |
$1.13M - $1.16M
|
46.8K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
44.4KNew |
$1.08M - $1.1M
|
44.4K
$1.07M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
37.9K+ 392.12% |
$918K - $942K
|
47.6K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.8KNew |
$915K - $939K
|
37.8K
$912K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.5K+ 78.02% |
$861K - $883K
|
81.1K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.4K+ 184.46% |
$857K - $880K
|
54.6K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 19.29% |
$832K - $854K
|
212K
$5.13M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.1K+ 26.62% |
$827K - $849K
|
162K
$3.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
33.2K+ 98.73% |
$805K - $826K
|
66.9K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
28.6KNew |
$693K - $711K
|
28.6K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27K+ 24.02% |
$655K - $672K
|
140K
$3.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
23.9KNew |
$580K - $595K
|
23.9K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.8K+ 93.88% |
$505K - $518K
|
43K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.4K+ 129.43% |
$471K - $483K
|
34.4K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.2KNew |
$464K - $476K
|
19.2K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.1K+ 134.42% |
$462K - $475K
|
33.3K
$804K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
19KNew |
$460K - $472K
|
19K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 50.11% |
$459K - $472K
|
56.8K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
18.9K+ 63.91% |
$457K - $470K
|
48.4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.1KNew |
$439K - $450K
|
18.1K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
18K+ 24.89% |
$437K - $448K
|
90.5K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.1K+ 24.87% |
$389K - $400K
|
80.7K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
13.9KNew |
$337K - $346K
|
13.9K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.9KNew |
$336K - $345K
|
13.9K
$336K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
13K+ 32.3% |
$316K - $324K
|
53.4K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
12.5KNew |
$303K - $311K
|
12.5K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.4KNew |
$301K - $309K
|
12.4K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.3K+ 37.23% |
$298K - $305K
|
45.3K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
12.2KNew |
$294K - $302K
|
12.2K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12K+ 47.66% |
$292K - $299K
|
37.3K
$901K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.2K+ 3.93% |
$271K - $278K
|
296K
$7.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 39.08% |
$271K - $278K
|
39.8K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.2KNew |
$271K - $278K
|
11.2K
$270K
|