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 |
|---|---|---|---|---|---|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
74,099
shares
|
$1.83 Million
0.74% of portfolio
|
Q4 2024
Added 56.26%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
72,470
shares
|
$1.79 Million
0.01% of portfolio
|
Q4 2024
Added 624.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
70,760
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
70,265
shares
|
$1.73 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
68,407
shares
|
$1.69 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
64,647
shares
|
$1.6 Million
0.57% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
64,646
shares
|
$1.6 Million
0.23% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
63,401
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2024
Added 57.61%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
61,078
shares
|
$1.51 Million
1.48% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
47,589
shares
|
$1.17 Million
0.51% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,984
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
45,544
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
43,278
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
41,187
shares
|
$1.02 Million
1.02% of portfolio
|
Q2 2024
Reduced 95.9%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
41,151
shares
|
$1.02 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
40,344
shares
|
$996,093
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
39,260
shares
|
$969,329
0.03% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
38,556
shares
|
$951,947
0.03% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
38,468
shares
|
$949,774
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
38,363
shares
|
$947,182
0.63% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,857
shares
|
$934,689
0.01% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
33,647
shares
|
$830,744
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,996
shares
|
$814,671
0.0% of portfolio
|
Q4 2024
Reduced 78.77%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
32,593
shares
|
$804,721
0.13% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
31,667
shares
|
$781,858
0.48% of portfolio
|
Q4 2024
New holding
|