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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
10,000
shares
|
$246,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,990
shares
|
$246,653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,981
shares
|
$246,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
9,945
shares
|
$245,542
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,873
shares
|
$243,764
0.01% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
9,833
shares
|
$242,776
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
9,665
shares
|
$238,628
0.02% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,177
shares
|
$226,580
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,921
shares
|
$220,259
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,597
shares
|
$212,259
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
8,479
shares
|
$209,346
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,857
shares
|
$193,989
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,215
shares
|
$178,138
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,608
shares
|
$138,461
0.0% of portfolio
|
Q2 2024
Reduced 20.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,483
shares
|
$110,685
0.0% of portfolio
|
Q2 2024
Added 217.49%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,130
shares
|
$101,969
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
3,920
shares
|
$96,784
0.04% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,120
shares
|
$77,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,365
shares
|
$58,391
0.0% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
2,177
shares
|
$53,750
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,500
shares
|
$37,035
0.03% of portfolio
|
Q1 2024
Added 15.38%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,232
shares
|
$30,418
0.01% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$24,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
500
shares
|
$12,345
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
402
shares
|
$9,925
0.0% of portfolio
|
Q4 2024
Added 24.84%
|