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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
397K+ 638.95% |
$9.5M - $9.84M
|
459K
$11.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
984+ 6.39% |
$23.6K - $24.4K
|
16.4K
$408K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
12.4KNew |
$297K - $308K
|
12.4K
$308K
|
|
|
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 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
90+ 0.84% |
$2.16K - $2.23K
|
10.9K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
23.9K+ 30.23% |
$573K - $594K
|
103K
$2.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 1.87% |
$29.4K - $30.4K
|
66.9K
$1.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
33.2KNew |
$796K - $824K
|
33.2K
$826K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-2.06K- 2.13% |
$49.4K - $51.2K
|
94.9K
$2.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
40New |
$958 - $992
|
40
$995
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
144K+ 9.01% |
$3.44M - $3.56M
|
1.74M
$43.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-29.3K- 27.84% |
$701K - $726K
|
75.8K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.4K+ 15.94% |
$57.5K - $59.5K
|
17.5K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-10.3K- 2.18% |
$247K - $256K
|
462K
$11.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-646- 1.8% |
$15.5K - $16K
|
35.2K
$875K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.8K+ 27.63% |
$1.07M - $1.11M
|
207K
$5.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.76K+ 4.67% |
$42.3K - $43.8K
|
39.5K
$983K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.88K+ 48.35% |
$213K - $220K
|
27.2K
$677K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.98K+ 35.09% |
$95.4K - $98.8K
|
15.3K
$381K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
3.67K+ 13.7% |
$87.9K - $91.1K
|
30.5K
$757K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.4K- 33.49% |
$345K - $357K
|
28.6K
$712K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.3K+ 62.89% |
$511K - $529K
|
55.3K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
12.5KNew |
$298K - $309K
|
12.5K
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.2KNew |
$243K - $252K
|
10.2K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
76.5KNew |
$1.83M - $1.9M
|
76.5K
$1.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
532+ 2.0% |
$12.7K - $13.2K
|
27.2K
$675K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-9.72K- 7.17% |
$233K - $241K
|
126K
$3.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-178K- 67.35% |
$4.26M - $4.42M
|
86.3K
$2.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-1.78K- 2.46% |
$42.6K - $44.1K
|
70.3K
$1.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
13.7K+ 5.65% |
$329K - $341K
|
257K
$6.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
176K+ 150.84% |
$4.22M - $4.37M
|
293K
$7.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.53K+ 66.99% |
$132K - $137K
|
13.8K
$343K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
106K+ 4.9% |
$2.54M - $2.63M
|
2.27M
$56.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.78K- 2.19% |
$90.6K - $93.8K
|
169K
$4.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.59K+ 6.02% |
$38.2K - $39.5K
|
28.1K
$698K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
569+ 1.02% |
$13.6K - $14.1K
|
56.1K
$1.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.3K+ 53.61% |
$320K - $331K
|
38.2K
$951K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
21.7K+ 11.66% |
$521K - $539K
|
208K
$5.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
34.5K+ 126.73% |
$827K - $857K
|
61.8K
$1.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.63K+ 24.41% |
$159K - $164K
|
33.8K
$840K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.65K+ 1.95% |
$39.4K - $40.8K
|
86K
$2.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-537- 3.5% |
$12.9K - $13.3K
|
14.8K
$368K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
259+ 2.21% |
$6.1K - $6.37K
|
12K
$298K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 24.56% |
$23.6K - $24.6K
|
3.07K
$76.4K
|
|