Latest Institutional Purchases of Franklin Dynamic Municipal Bon (FLMI)
This list provides information on the latest institutional transactions involving Franklin Dynamic Municipal Bon (FLMI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.83K+ 10.33% |
$69.1K - $70.9K
|
30.2K
$746K
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$24.4K - $25.1K
|
1K
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
826+ 3.38% |
$20.2K - $20.7K
|
25.3K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
466+ 1.83% |
$11.4K - $11.7K
|
25.9K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
371+ 3.9% |
$9.06K - $9.3K
|
9.87K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
350New |
$8.55K - $8.77K
|
350
$8.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
332+ 3.56% |
$8.11K - $8.32K
|
9.67K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
275+ 13.16% |
$6.72K - $6.89K
|
2.37K
$58.4K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
243+ 0.17% |
$5.93K - $6.09K
|
141K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
220+ 1.07% |
$5.37K - $5.51K
|
20.8K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
138+ 1.06% |
$3.37K - $3.46K
|
13.1K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$2.44K - $2.51K
|
100
$2.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
82+ 0.9% |
$2K - $2.05K
|
9.18K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 24.84% |
$1.95K - $2K
|
402
$9.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75+ 0.59% |
$1.83K - $1.88K
|
12.7K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
66+ 0.22% |
$1.61K - $1.65K
|
29.5K
$730K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36+ 0.88% |
$879 - $902
|
4.13K
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 1.07% |
$317 - $326
|
1.23K
$30.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.05% |
$122 - $125
|
10.1K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 11.15% |
$374K - $385K
|
153K
$3.79M
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.47KNew |
$230K - $237K
|
9.47K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.25K+ 12.88% |
$128K - $131K
|
46K
$1.14M
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.07K+ 217.49% |
$73.9K - $75.4K
|
4.48K
$111K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
40.3KNew |
$971K - $990K
|
40.3K
$996K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.6KNew |
$400K - $408K
|
16.6K
$411K
|
|
|
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 Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.16K+ 17.28% |
$76.2K - $77.6K
|
21.5K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.04K+ 2.23% |
$25K - $25.5K
|
47.6K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
200+ 15.38% |
$4.82K - $4.91K
|
1.5K
$37K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.75% |
$96.3 - $98.1
|
534
$13.2K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
61.1KNew |
$1.37M - $1.48M
|
61.1K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7.22KNew |
$162K - $175K
|
7.22K
$178K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.18KNew |
$49K - $52.9K
|
2.18K
$53.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
179New |
$4.03K - $4.35K
|
179
$4.42K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.5KNew |
$471K - $493K
|
20.5K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.5K+ 166.89% |
$356K - $373K
|
24.8K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500New |
$11.5K - $12K
|
500
$12.3K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
74New |
$1.74K - $1.79K
|
74
$1.83K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
17.4K+ 26.01% |
$407K - $421K
|
84.2K
$2.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.14KNew |
$214K - $221K
|
9.14K
$226K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
921New |
$21.6K - $22.3K
|
921
$22.7K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
129KNew |
$2.9M - $3.07M
|
129K
$3.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
15.3KNew |
$344K - $364K
|
15.3K
$378K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
170New |
$3.82K - $4.04K
|
170
$4.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.5K+ 173.73% |
$1.08M - $1.16M
|
74.8K
$1.85M
|
|