Purchases and Sales Made in Q3 2023 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240K+ 76.52% |
$5.5M - $5.75M
|
553K
$13.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
179KNew |
$4.11M - $4.3M
|
179K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
151KNew |
$3.46M - $3.62M
|
151K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.3KNew |
$1.57M - $1.64M
|
68.3K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
58.4K+ 77.65% |
$1.34M - $1.4M
|
134K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.5KNew |
$471K - $493K
|
20.5K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.5K+ 166.89% |
$356K - $373K
|
24.8K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15K+ 0.84% |
$343K - $360K
|
1.81M
$44.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
14.7K+ 44.02% |
$336K - $352K
|
47.9K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3KNew |
$259K - $272K
|
11.3K
$279K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10.5KNew |
$240K - $252K
|
10.5K
$259K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.5K+ 15.83% |
$126K - $132K
|
40.2K
$992K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.08K+ 34.48% |
$70.5K - $73.8K
|
12K
$296K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.06K+ 9.63% |
$70.1K - $73.4K
|
34.8K
$859K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.34K+ 7.74% |
$53.6K - $56.1K
|
32.5K
$802K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.3KNew |
$29.8K - $31.2K
|
1.3K
$32.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 3.21% |
$28K - $29.4K
|
39.3K
$970K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
807+ 4.3% |
$18.5K - $19.4K
|
19.6K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
713+ 0.65% |
$16.3K - $17.1K
|
110K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500New |
$11.5K - $12K
|
500
$12.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
260+ 2.62% |
$5.96K - $6.24K
|
10.2K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
217+ 1.16% |
$4.97K - $5.21K
|
18.9K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
194+ 1.11% |
$4.45K - $4.66K
|
17.7K
$438K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
120+ 0.07% |
$2.75K - $2.88K
|
174K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11+ 0.76% |
$252 - $264
|
1.45K
$35.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-900- 4.53% |
$20.6K - $21.6K
|
19K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 87.57% |
$22.9K - $24K
|
142
$3.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.16K- 23.1% |
$26.7K - $27.9K
|
3.88K
$95.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.57K- 27.81% |
$128K - $134K
|
14.4K
$356K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-97.6K- 51.33% |
$2.24M - $2.34M
|
92.5K
$2.28M
|