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 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 16.28% |
$270K - $277K
|
79.5K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.7KNew |
$259K - $265K
|
10.7K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.7K+ 12.93% |
$258K - $265K
|
93.1K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.85KNew |
$214K - $220K
|
8.85K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.82KNew |
$214K - $219K
|
8.82K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.82K+ 2194.78% |
$214K - $219K
|
9.23K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.68KNew |
$210K - $216K
|
8.68K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
8.54KNew |
$207K - $212K
|
8.54K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
7.07K+ 11.58% |
$171K - $176K
|
68.1K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.88K+ 69.29% |
$142K - $146K
|
14.4K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.8K+ 40.72% |
$140K - $144K
|
20K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$121K - $124K
|
5K
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.78K+ 35.35% |
$116K - $119K
|
18.3K
$442K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.7K+ 6.01% |
$114K - $117K
|
82.8K
$2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.1KNew |
$99.3K - $102K
|
4.1K
$99.1K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.92K+ 2.13% |
$95K - $97.5K
|
188K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.45KNew |
$83.7K - $85.9K
|
3.45K
$83.4K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 16.63% |
$81.1K - $83.2K
|
23.5K
$567K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.67K+ 3.6% |
$64.7K - $66.4K
|
76.8K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.08K+ 24.15% |
$50.3K - $51.6K
|
10.7K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.84K+ 44.58% |
$44.6K - $45.8K
|
5.97K
$144K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 18.03% |
$43.6K - $44.8K
|
11.8K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.74K+ 2.69% |
$42.1K - $43.2K
|
66.4K
$1.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.22K+ 3.15% |
$29.5K - $30.2K
|
39.8K
$961K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
843+ 2.79% |
$20.4K - $21K
|
31.1K
$751K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
783+ 33.11% |
$19K - $19.5K
|
3.15K
$76.1K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
730+ 7.42% |
$17.7K - $18.1K
|
10.6K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
693+ 1.81% |
$16.8K - $17.2K
|
39.1K
$944K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
600New |
$14.5K - $14.9K
|
600
$14.5K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
585New |
$14.2K - $14.5K
|
585
$14.1K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
496+ 2.68% |
$12K - $12.3K
|
19K
$460K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$9.69K - $9.94K
|
400
$9.66K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
315+ 0.45% |
$7.63K - $7.83K
|
71.1K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$4.84K - $4.97K
|
200
$4.83K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
183+ 0.88% |
$4.43K - $4.55K
|
21K
$507K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
130+ 0.88% |
$3.15K - $3.23K
|
14.8K
$358K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
115+ 0.88% |
$2.79K - $2.86K
|
13.2K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40+ 0.22% |
$969 - $994
|
18.6K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
34+ 0.87% |
$823 - $845
|
3.95K
$95.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.0% |
$24.2 - $24.9
|
101
$2.44K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-61- 0.68% |
$1.48K - $1.52K
|
8.86K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-335- 27.19% |
$8.11K - $8.33K
|
897
$21.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-362- 3.67% |
$8.77K - $9K
|
9.51K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-412- 9.19% |
$9.98K - $10.2K
|
4.07K
$98.4K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-570- 4.64% |
$13.8K - $14.2K
|
11.7K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-611- 6.66% |
$14.8K - $15.2K
|
8.57K
$207K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-953- 2.32% |
$23.1K - $23.7K
|
40.2K
$971K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.26K- 13.0% |
$30.4K - $31.2K
|
8.41K
$203K
|