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 181 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $656 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
8,734
shares
|
$217,214
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 16, 2026 Q4 2025 |
8,690
shares
|
$216,120
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,310
shares
|
$206,669
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
8,272
shares
|
$205,724
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
8,117
shares
|
$201,869
0.07% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,640
shares
|
$190,006
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
7,264
shares
|
$180,655
0.01% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
7,215
shares
|
$179,437
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,857
shares
|
$170,533
0.0% of portfolio
|
Q3 2025
Added 119.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,239
shares
|
$155,163
0.0% of portfolio
|
Q3 2025
Reduced 24.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,608
shares
|
$139,470
0.0% of portfolio
|
Q2 2024
Reduced 20.14%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,144
shares
|
$103,061
0.0% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,794
shares
|
$94,356
0.0% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
3,490
shares
|
$86,796
0.02% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,071
shares
|
$76,375
0.0% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,709
shares
|
$67,372
0.0% of portfolio
|
Q3 2025
Added 441.8%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,550
shares
|
$63,418
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,491
shares
|
$61,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
2,177
shares
|
$54,141
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,055
shares
|
$51,107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,781
shares
|
$44,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,500
shares
|
$37,305
0.03% of portfolio
|
Q1 2024
Added 15.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,253
shares
|
$31,162
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,000
shares
|
$24,870
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
916
shares
|
$22,780
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|