Purchases and Sales Made in Q4 2023 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
180K+ 4645.15% |
$4.05M - $4.37M
|
184K
$4.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
118K+ 65.96% |
$2.66M - $2.87M
|
297K
$7.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
112K+ 74.16% |
$2.52M - $2.72M
|
263K
$6.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
88.4KNew |
$1.99M - $2.15M
|
88.4K
$2.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
71.4KNew |
$1.61M - $1.73M
|
71.4K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.7KNew |
$1.07M - $1.16M
|
47.7K
$1.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
46.6KNew |
$1.05M - $1.13M
|
46.6K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
34.5KNew |
$777K - $838K
|
34.5K
$847K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.6KNew |
$509K - $549K
|
22.6K
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9KNew |
$426K - $459K
|
18.9K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.9K+ 158.16% |
$403K - $435K
|
29.2K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.6KNew |
$374K - $403K
|
16.6K
$407K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.6KNew |
$328K - $354K
|
14.6K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$313K - $337K
|
13.9K
$341K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.8KNew |
$310K - $335K
|
13.8K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.9KNew |
$291K - $314K
|
12.9K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2KNew |
$251K - $271K
|
11.2K
$274K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.22KNew |
$162K - $175K
|
7.22K
$177K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.47K+ 16.08% |
$146K - $157K
|
46.7K
$1.15M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5.58KNew |
$126K - $135K
|
5.58K
$137K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.29K+ 16.26% |
$119K - $128K
|
37.8K
$928K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 10.79% |
$95.5K - $103K
|
43.6K
$1.07M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.24KNew |
$73K - $78.7K
|
3.24K
$79.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.43K+ 23.22% |
$54.8K - $59.1K
|
12.9K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.33KNew |
$52.5K - $56.6K
|
2.33K
$57.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.18KNew |
$49K - $52.9K
|
2.18K
$53.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.96K+ 16.36% |
$44.2K - $47.7K
|
14K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.7K+ 11.77% |
$38.3K - $41.3K
|
16.1K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
530New |
$11.9K - $12.9K
|
530
$13K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
179New |
$4.03K - $4.35K
|
179
$4.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
56+ 3.85% |
$1.26K - $1.36K
|
1.51K
$37.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-106- 0.01% |
$2.39K - $2.57K
|
1.81M
$44.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-268- 1.42% |
$6.03K - $6.51K
|
18.7K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-873- 4.92% |
$19.7K - $21.2K
|
16.9K
$414K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-997- 2.08% |
$22.4K - $24.2K
|
47K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.26K- 6.43% |
$28.3K - $30.5K
|
18.3K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.91K- 18.76% |
$42.9K - $46.3K
|
8.27K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.87K- 35.55% |
$87.2K - $94.1K
|
7.02K
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.64K- 6.47% |
$194K - $210K
|
125K
$3.07M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-14.5K- 10.75% |
$327K - $352K
|
121K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.1K- 2.91% |
$362K - $391K
|
537K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.4K- 17.64% |
$438K - $472K
|
90.7K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-26.3K- 75.42% |
$591K - $638K
|
8.56K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.8K- 36.55% |
$761K - $821K
|
58.7K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.5K- 60.68% |
$933K - $1.01M
|
26.9K
$659K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54.6K- 31.31% |
$1.23M - $1.32M
|
120K
$2.94M
|