Purchases and Sales Made in Q2 2023 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
109KNew |
$2.58M - $2.64M
|
109K
$2.69M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
95K+ 100.01% |
$2.24M - $2.29M
|
190K
$4.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
34.7KNew |
$818K - $838K
|
34.7K
$852K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.6K+ 9.26% |
$625K - $641K
|
313K
$7.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24K+ 46.89% |
$565K - $579K
|
75.2K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.5K+ 157.41% |
$435K - $445K
|
30.2K
$741K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7K+ 8.55% |
$323K - $331K
|
174K
$4.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.31KNew |
$219K - $225K
|
9.31K
$229K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.85K+ 22.57% |
$138K - $141K
|
31.8K
$780K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.41K+ 16.56% |
$127K - $131K
|
38.1K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.69K+ 23.39% |
$39.8K - $40.8K
|
8.92K
$219K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.63K+ 17.62% |
$38.4K - $39.4K
|
10.9K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.61K+ 0.09% |
$37.8K - $38.8K
|
1.79M
$44M
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.18K+ 3.68% |
$27.9K - $28.5K
|
33.3K
$817K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
850+ 9.38% |
$20K - $20.5K
|
9.91K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
692+ 3.58% |
$16.3K - $16.7K
|
20K
$491K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
637+ 3.53% |
$15K - $15.4K
|
18.7K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
459+ 0.49% |
$10.8K - $11.1K
|
95K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
107+ 8.01% |
$2.52K - $2.58K
|
1.44K
$35.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
74New |
$1.74K - $1.79K
|
74
$1.82K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-395- 2.2% |
$9.3K - $9.53K
|
17.5K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-467- 8.48% |
$11K - $11.3K
|
5.04K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.86K- 71.45% |
$67.3K - $69K
|
1.14K
$28K
|