Latest Institutional Transactions on Franklin Dynamic Municipal Bon (FLMI)
This table provides information on the latest institutional transactions involving Franklin Dynamic Municipal Bon (FLMI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
118KNew |
$2.87M - $2.95M
|
118K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
371+ 3.9% |
$9.06K - $9.3K
|
9.87K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
70.3KNew |
$1.72M - $1.76M
|
70.3K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.8K+ 6.68% |
$580K - $595K
|
380K
$9.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.8K+ 20.18% |
$117K - $120K
|
28.6K
$706K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.48KNew |
$207K - $212K
|
8.48K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.99KNew |
$244K - $250K
|
9.99K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.79K+ 8.0% |
$141K - $145K
|
78.1K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
350New |
$8.55K - $8.77K
|
350
$8.64K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.47K+ 3.02% |
$109K - $112K
|
152K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.13K+ 30.06% |
$125K - $129K
|
22.2K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
8.6KNew |
$210K - $215K
|
8.6K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-114- 2.83% |
$2.78K - $2.86K
|
3.92K
$96.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
118KNew |
$2.89M - $2.96M
|
118K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
466+ 1.83% |
$11.4K - $11.7K
|
25.9K
$640K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 1.07% |
$317 - $326
|
1.23K
$30.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.7K+ 12.09% |
$750K - $770K
|
285K
$7.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
33.6KNew |
$822K - $843K
|
33.6K
$831K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 4.39% |
$76.7K - $78.7K
|
68.4K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
31.7KNew |
$773K - $794K
|
31.7K
$782K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-460- 1.0% |
$11.2K - $11.5K
|
45.5K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
243+ 0.17% |
$5.93K - $6.09K
|
141K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$2.44K - $2.51K
|
100
$2.47K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-31.7K- 19.41% |
$773K - $793K
|
131K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.23K- 2.9% |
$30.1K - $30.8K
|
41.2K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.05% |
$122 - $125
|
10.1K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
332+ 3.56% |
$8.11K - $8.32K
|
9.67K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.23K+ 10.99% |
$78.8K - $80.9K
|
32.6K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6K+ 45.47% |
$146K - $150K
|
19.2K
$474K
|
|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-118K- 13.56% |
$2.87M - $2.95M
|
750K
$18.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.21K+ 23.0% |
$176K - $181K
|
38.6K
$952K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
66+ 0.22% |
$1.61K - $1.65K
|
29.5K
$730K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 26.68% |
$104K - $106K
|
20.1K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.44K+ 7.37% |
$108K - $111K
|
64.6K
$1.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$348K - $357K
|
14.2K
$352K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.2K+ 57.61% |
$566K - $581K
|
63.4K
$1.57M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.47KNew |
$230K - $237K
|
9.47K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10KNew |
$243K - $250K
|
10K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.98KNew |
$243K - $250K
|
9.98K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 11.15% |
$374K - $385K
|
153K
$3.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.25K+ 12.88% |
$128K - $131K
|
46K
$1.14M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-964K- 95.9% |
$23.2M - $23.7M
|
41.2K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.5K- 9.09% |
$36.1K - $36.8K
|
15K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.41K- 20.14% |
$34K - $34.7K
|
5.61K
$138K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.07K+ 217.49% |
$73.9K - $75.4K
|
4.48K
$111K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$352K - $358K
|
14.6K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.6KNew |
$400K - $408K
|
16.6K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.16K+ 17.28% |
$76.2K - $77.6K
|
21.5K
$530K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.75% |
$96.3 - $98.1
|
534
$13.2K
|
|