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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
984+ 6.39% |
$23.6K - $24.4K
|
16.4K
$408K
|
|
|
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
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
144K+ 9.01% |
$3.44M - $3.56M
|
1.74M
$43.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
40New |
$958 - $992
|
40
$995
|
|
|
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
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
33.2KNew |
$796K - $824K
|
33.2K
$826K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-646- 1.8% |
$15.5K - $16K
|
35.2K
$875K
|
|
|
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
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.4K+ 15.94% |
$57.5K - $59.5K
|
17.5K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-29.3K- 27.84% |
$701K - $726K
|
75.8K
$1.89M
|
|
|
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 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.71K- 19.2% |
$137K - $142K
|
24K
$598K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
532+ 2.0% |
$12.7K - $13.2K
|
27.2K
$675K
|
|
|
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
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.2KNew |
$243K - $252K
|
10.2K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
12.5KNew |
$298K - $309K
|
12.5K
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.3K+ 62.89% |
$511K - $529K
|
55.3K
$1.37M
|
|
|
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
|
Croban
Fremont, OH |
SELL
|
- |
-1.78K- 2.46% |
$42.6K - $44.1K
|
70.3K
$1.75M
|
|
|
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
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
155+ 1.03% |
$3.71K - $3.85K
|
15.1K
$377K
|
|
|
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
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 21.01% |
$109K - $113K
|
26.2K
$651K
|
|
|
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
|
Central Bank & Trust CO
|
SELL
|
- |
-36.7K- 4.95% |
$880K - $911K
|
705K
$17.5M
|
|
|
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
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
214K+ 97.29% |
$5.13M - $5.32M
|
435K
$10.8M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.65K- 18.73% |
$39.4K - $40.8K
|
7.14K
$178K
|
|
| 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
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 34.67% |
$272K - $284K
|
21.7K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$249K - $260K
|
10.6K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$1.18M - $1.23M
|
50K
$1.24M
|
|