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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
213+ 1.66% |
$5.1K - $5.28K
|
13.1K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
875K+ 30.2% |
$21M - $21.7M
|
3.77M
$93.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.6K- 19.06% |
$374K - $388K
|
66.4K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.5KNew |
$372K - $385K
|
15.5K
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
91.2K+ 68.98% |
$2.19M - $2.26M
|
223K
$5.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
82+ 0.95% |
$1.96K - $2.03K
|
8.73K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.1K+ 3.42% |
$339K - $351K
|
428K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
21.8K+ 31.21% |
$523K - $541K
|
91.7K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.92K+ 18.16% |
$93.9K - $97.3K
|
25.5K
$634K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.5K- 15.03% |
$59.9K - $62K
|
14.1K
$351K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
375+ 10.97% |
$8.99K - $9.3K
|
3.79K
$94.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
150KNew |
$3.59M - $3.72M
|
150K
$3.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
746New |
$17.9K - $18.5K
|
746
$18.6K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
626+ 4.09% |
$15K - $15.5K
|
15.9K
$396K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.3K+ 111.15% |
$390K - $404K
|
30.9K
$769K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
42.3KNew |
$1.01M - $1.05M
|
42.3K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.2K- 12.92% |
$652K - $675K
|
183K
$4.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
624+ 1.91% |
$15K - $15.5K
|
33.3K
$829K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.35K- 23.2% |
$128K - $133K
|
17.7K
$440K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.96K+ 14.67% |
$119K - $123K
|
38.8K
$964K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10.3KNew |
$246K - $254K
|
10.3K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
12.2KNew |
$292K - $303K
|
12.2K
$303K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.85K+ 27.1% |
$116K - $120K
|
22.7K
$565K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 4.1% |
$81.8K - $84.7K
|
79.9K
$1.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.39K+ 97.12% |
$57.3K - $59.4K
|
4.86K
$121K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 8.95% |
$27K - $27.9K
|
13.7K
$341K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-32.6K- 68.28% |
$781K - $809K
|
15.1K
$377K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 270.47% |
$593K - $614K
|
33.9K
$844K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-388- 8.56% |
$9.3K - $9.63K
|
4.14K
$103K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88.9KNew |
$2.13M - $2.21M
|
88.9K
$2.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
22.7KNew |
$544K - $563K
|
22.7K
$565K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.03K- 1.45% |
$192K - $199K
|
547K
$13.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.26K+ 22.43% |
$54.1K - $56.1K
|
12.3K
$307K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.64K+ 4.27% |
$39.3K - $40.7K
|
40.1K
$997K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-92- 2.57% |
$2.2K - $2.28K
|
3.49K
$86.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.7K+ 39.07% |
$1.12M - $1.16M
|
166K
$4.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-8.14K- 7.37% |
$195K - $202K
|
102K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 0.99% |
$216 - $223
|
916
$22.8K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
202+ 1.27% |
$4.84K - $5.01K
|
16.1K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
85K+ 54.48% |
$2.04M - $2.11M
|
241K
$6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
397K+ 638.95% |
$9.5M - $9.84M
|
459K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8.27KNew |
$198K - $205K
|
8.27K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
126KNew |
$3.01M - $3.12M
|
126K
$3.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
9.86KNew |
$236K - $245K
|
9.86K
$245K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.04K+ 7.97% |
$24.9K - $25.8K
|
14.1K
$350K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.98% |
$24 - $24.8
|
103
$2.56K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
575+ 1.65% |
$13.8K - $14.3K
|
35.5K
$882K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.31KNew |
$199K - $206K
|
8.31K
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.01K- 11.09% |
$24.2K - $25.1K
|
8.12K
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
12.4KNew |
$297K - $308K
|
12.4K
$308K
|
|