Purchases and Sales Made in Q4 2024 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.83K+ 10.33% |
$69.1K - $70.9K
|
30.2K
$746K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.94K+ 5.31% |
$47.3K - $48.5K
|
38.4K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$24.4K - $25.1K
|
1K
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
826+ 3.38% |
$20.2K - $20.7K
|
25.3K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
466+ 1.83% |
$11.4K - $11.7K
|
25.9K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
371+ 3.9% |
$9.06K - $9.3K
|
9.87K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
350New |
$8.55K - $8.77K
|
350
$8.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
332+ 3.56% |
$8.11K - $8.32K
|
9.67K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
275+ 13.16% |
$6.72K - $6.89K
|
2.37K
$58.4K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
243+ 0.17% |
$5.93K - $6.09K
|
141K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
220+ 1.07% |
$5.37K - $5.51K
|
20.8K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
138+ 1.06% |
$3.37K - $3.46K
|
13.1K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$2.44K - $2.51K
|
100
$2.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
82+ 0.9% |
$2K - $2.05K
|
9.18K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 24.84% |
$1.95K - $2K
|
402
$9.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75+ 0.59% |
$1.83K - $1.88K
|
12.7K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
66+ 0.22% |
$1.61K - $1.65K
|
29.5K
$730K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 0.88% |
$879 - $902
|
4.13K
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 1.07% |
$317 - $326
|
1.23K
$30.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.05% |
$122 - $125
|
10.1K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$24.4 - $25.1
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14- 0.16% |
$342 - $351
|
8.92K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-114- 2.83% |
$2.78K - $2.86K
|
3.92K
$96.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-460- 1.0% |
$11.2K - $11.5K
|
45.5K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-514- 3.04% |
$12.6K - $12.9K
|
16.4K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.23K- 2.9% |
$30.1K - $30.8K
|
41.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.03K- 4.1% |
$73.9K - $75.9K
|
70.8K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 4.39% |
$76.7K - $78.7K
|
68.4K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.98K- 12.7% |
$97.2K - $99.8K
|
27.4K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.01K- 8.49% |
$98K - $101K
|
43.3K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-31.7K- 19.41% |
$773K - $793K
|
131K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-118K- 13.56% |
$2.87M - $2.95M
|
750K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-122K- 78.77% |
$2.99M - $3.07M
|
33K
$815K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-212K- 88.34% |
$5.17M - $5.3M
|
27.9K
$689K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-400K- 95.56% |
$9.77M - $10M
|
18.6K
$459K
|