Institutional Ownership Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 6.93 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,062,773
shares
|
$26 Million
0.01% of portfolio
|
Q3 2024
Added 17.45%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
867,890
shares
|
$21.2 Million
3.07% of portfolio
|
Q3 2024
Added 30.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
418,637
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
399,320
shares
|
$9.78 Million
0.0% of portfolio
|
Q3 2024
Added 713.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
355,837
shares
|
$8.71 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
254,125
shares
|
$6.22 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
239,429
shares
|
$5.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
228,634
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
171,811
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
Added 17.37%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
163,103
shares
|
$3.99 Million
0.57% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
155,451
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Added 175.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,318
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
152,719
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
148,014
shares
|
$3.62 Million
1.83% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
141,217
shares
|
$3.46 Million
1.84% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
122,062
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
110,494
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2024
Added 160.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
108,804
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
100,621
shares
|
$2.46 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.55%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,191
shares
|
$2.06 Million
0.29% of portfolio
|
Q1 2023
Added 26.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
81,208
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
73,788
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
72,359
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 80.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
71,548
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2024
Added 43.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
66,113
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Added 63.14%
|