Purchases and Sales Made in Q4 2022 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
180KNew |
$4.06M - $4.29M
|
180K
$4.45M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
129KNew |
$2.9M - $3.07M
|
129K
$3.18M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.3K+ 83.39% |
$502K - $531K
|
49.1K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.9KNew |
$447K - $472K
|
19.9K
$490K
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
15.3KNew |
$344K - $364K
|
15.3K
$378K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.4KNew |
$211K - $223K
|
9.4K
$232K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.76KNew |
$197K - $208K
|
8.76K
$216K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.02KNew |
$158K - $167K
|
7.02K
$173K
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.03K+ 28.1% |
$136K - $143K
|
27.5K
$679K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.16K+ 13.39% |
$26K - $27.5K
|
9.79K
$241K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
985+ 6.06% |
$22.1K - $23.4K
|
17.2K
$425K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
461+ 110.55% |
$10.4K - $11K
|
878
$21.7K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
212+ 1.69% |
$4.77K - $5.04K
|
12.7K
$314K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
170New |
$3.82K - $4.04K
|
170
$4.19K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 1.2% |
$270 - $285
|
1.02K
$25.1K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11+ 0.0% |
$247 - $261
|
1.64M
$40.5M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-349- 7.72% |
$7.85K - $8.29K
|
4.17K
$103K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-628- 5.04% |
$14.1K - $14.9K
|
11.8K
$292K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-664- 21.89% |
$14.9K - $15.8K
|
2.37K
$58.5K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.59K- 1.55% |
$35.7K - $37.7K
|
101K
$2.48M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.59K- 7.66% |
$35.8K - $37.8K
|
19.2K
$474K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.91K- 32.98% |
$223K - $235K
|
20.1K
$497K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-18.3K- 21.48% |
$411K - $434K
|
66.8K
$1.65M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.9K- 11.03% |
$628K - $664K
|
225K
$5.56M
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-78.3K- 85.48% |
$1.76M - $1.86M
|
13.3K
$328K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-479K- 95.84% |
$10.8M - $11.4M
|
20.8K
$512K
|