Institutional Ownership Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 9.52 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,591,203
shares
|
$64 Million
0.03% of portfolio
|
Q4 2024
Added 143.82%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
750,173
shares
|
$18.5 Million
2.85% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
578,788
shares
|
$14.3 Million
0.0% of portfolio
|
Q4 2024
Added 44.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
480,164
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
379,599
shares
|
$9.37 Million
0.06% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
284,843
shares
|
$7.03 Million
0.12% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
235,496
shares
|
$5.81 Million
0.0% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
183,918
shares
|
$4.54 Million
0.01% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
178,132
shares
|
$4.4 Million
0.01% of portfolio
|
Q4 2024
Added 45.94%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
165,330
shares
|
$4.08 Million
0.01% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,318
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
152,487
shares
|
$3.76 Million
1.84% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
149,501
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Added 35.3%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
148,314
shares
|
$3.66 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
141,460
shares
|
$3.49 Million
1.84% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
131,451
shares
|
$3.25 Million
0.46% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
128,254
shares
|
$3.17 Million
0.0% of portfolio
|
Q4 2024
Added 57.93%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
118,300
shares
|
$2.92 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
117,565
shares
|
$2.9 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
112,546
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
106,938
shares
|
$2.64 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
100,621
shares
|
$2.48 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,191
shares
|
$2.08 Million
0.29% of portfolio
|
Q1 2023
Added 26.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
82,485
shares
|
$2.04 Million
0.02% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
78,147
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 8.0%
|