Purchases and Sales Made in Q3 2024 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
350K+ 713.79% |
$8.52M - $8.76M
|
399K
$9.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
254KNew |
$6.18M - $6.36M
|
254K
$6.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
202K+ 30.32% |
$4.91M - $5.05M
|
868K
$21.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 17.45% |
$3.84M - $3.95M
|
1.06M
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122KNew |
$2.97M - $3.05M
|
122K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
99K+ 175.15% |
$2.41M - $2.47M
|
155K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68K+ 160.22% |
$1.65M - $1.7M
|
110K
$2.73M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
47.4KNew |
$1.15M - $1.19M
|
47.4K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.7K+ 35.14% |
$966K - $993K
|
153K
$3.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
32.3K+ 80.52% |
$785K - $807K
|
72.4K
$1.79M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31.3KNew |
$762K - $784K
|
31.3K
$773K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
29.4KNew |
$714K - $734K
|
29.4K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.6K+ 63.14% |
$622K - $640K
|
66.1K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.4K+ 17.37% |
$619K - $636K
|
172K
$4.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.5K+ 43.09% |
$524K - $539K
|
71.5K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.9K+ 8.99% |
$459K - $472K
|
229K
$5.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 11.15% |
$374K - $385K
|
153K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 119.08% |
$323K - $332K
|
24.4K
$603K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13KNew |
$316K - $325K
|
13K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.3K+ 8.18% |
$300K - $308K
|
163K
$4.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.2K+ 43.67% |
$297K - $306K
|
40.2K
$992K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 17.46% |
$294K - $302K
|
81.2K
$2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 61.37% |
$290K - $298K
|
31.3K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10KNew |
$243K - $250K
|
10K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.98KNew |
$243K - $250K
|
9.98K
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.5KNew |
$231K - $238K
|
9.5K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.47KNew |
$230K - $237K
|
9.47K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9.1KNew |
$221K - $227K
|
9.1K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.94KNew |
$217K - $223K
|
8.94K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.76K+ 368.49% |
$213K - $219K
|
11.1K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.56K+ 592.53% |
$208K - $214K
|
10K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.73K+ 30.14% |
$188K - $193K
|
33.4K
$824K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.25K+ 12.88% |
$128K - $131K
|
46K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.48K+ 15.56% |
$109K - $112K
|
33.3K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.63K+ 15.26% |
$88.2K - $90.7K
|
27.4K
$676K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 24.94% |
$77.1K - $79.3K
|
15.9K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.81K+ 2.03% |
$68.4K - $70.4K
|
141K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.36K+ 2.22% |
$57.5K - $59.1K
|
109K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2K+ 1.37% |
$48.5K - $49.9K
|
148K
$3.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 13.22% |
$48K - $49.4K
|
16.9K
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.69K+ 2.85% |
$41K - $42.2K
|
60.9K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.64K+ 8.64% |
$39.8K - $41K
|
20.6K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 12.24% |
$33.5K - $34.5K
|
12.6K
$312K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.25K+ 3.56% |
$30.4K - $31.3K
|
36.4K
$899K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.21K+ 2.06% |
$29.5K - $30.4K
|
60.2K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.16K+ 4.77% |
$28.2K - $29K
|
25.5K
$628K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
663+ 2.87% |
$16.1K - $16.6K
|
23.8K
$587K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
363+ 0.77% |
$8.83K - $9.08K
|
47.3K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
322New |
$7.83K - $8.05K
|
322
$7.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
243+ 13.16% |
$5.91K - $6.08K
|
2.09K
$51.6K
|