Purchases and Sales Made in Q2 2024 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
964K+ 2340.07% |
$23.2M - $23.7M
|
1M
$24.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 34.7% |
$5.61M - $5.72M
|
905K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
113KNew |
$2.72M - $2.77M
|
113K
$2.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
66.5K+ 11.1% |
$1.6M - $1.63M
|
666K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.1KNew |
$1.18M - $1.2M
|
49.1K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
44.1K+ 296.05% |
$1.06M - $1.08M
|
59K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.9K+ 15.37% |
$672K - $686K
|
210K
$5.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.4K+ 65.82% |
$660K - $673K
|
69.1K
$1.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25.7K+ 1126.99% |
$619K - $631K
|
28K
$687K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.3K+ 285.08% |
$513K - $523K
|
28.8K
$706K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.3KNew |
$464K - $473K
|
19.3K
$473K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.8K+ 14.85% |
$429K - $438K
|
138K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.5K+ 6.79% |
$420K - $429K
|
275K
$6.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.9KNew |
$359K - $367K
|
14.9K
$367K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.9K+ 47.54% |
$311K - $317K
|
40.1K
$984K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
9.24K+ 66.44% |
$222K - $227K
|
23.1K
$568K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.35KNew |
$201K - $205K
|
8.35K
$205K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.36K+ 7.43% |
$177K - $181K
|
106K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.73K+ 16.74% |
$162K - $165K
|
46.9K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.87K+ 4.18% |
$141K - $144K
|
146K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.15K+ 3.65% |
$124K - $126K
|
146K
$3.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5K+ 9.7% |
$120K - $123K
|
56.5K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.81K+ 23.06% |
$116K - $118K
|
25.7K
$630K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 48.31% |
$99.7K - $102K
|
12.7K
$312K
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.06K+ 7.35% |
$97.6K - $99.6K
|
59.2K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.53K+ 9.48% |
$84.8K - $86.5K
|
40.7K
$1M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.33K+ 2.46% |
$80.1K - $81.7K
|
138K
$3.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.07K+ 217.49% |
$73.9K - $75.4K
|
4.48K
$110K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.89K+ 6.26% |
$69.5K - $70.9K
|
49K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.38KNew |
$57.2K - $58.3K
|
2.38K
$58.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.37K+ 20.82% |
$57K - $58.1K
|
13.7K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.36K+ 118.1% |
$56.8K - $58K
|
4.36K
$107K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 4.76% |
$54.7K - $55.8K
|
50K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.26K+ 5.91% |
$54.4K - $55.5K
|
40.5K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.85K+ 10.79% |
$44.4K - $45.3K
|
19K
$465K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.73K+ 7.87% |
$41.7K - $42.6K
|
23.8K
$584K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.22KNew |
$29.2K - $29.8K
|
1.22K
$29.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.13K+ 4.89% |
$27.3K - $27.8K
|
24.3K
$597K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.08K+ 3.82% |
$26.1K - $26.6K
|
29.4K
$723K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
616+ 0.41% |
$14.8K - $15.1K
|
151K
$3.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
405+ 3.82% |
$9.74K - $9.94K
|
11K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
285+ 1.63% |
$6.86K - $6.99K
|
17.8K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68+ 0.61% |
$1.64K - $1.67K
|
11.2K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
54+ 3.01% |
$1.3K - $1.33K
|
1.85K
$45.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31+ 0.28% |
$746 - $761
|
11.3K
$276K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19+ 0.21% |
$457 - $466
|
9.13K
$224K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$24.1 - $24.5
|
2
$49.1
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$24.1 - $24.5
|
2
$49.1
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-220- 0.29% |
$5.29K - $5.4K
|
75.9K
$1.86M
|