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 123 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $390 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,084,460
shares
|
$74.9 Million
0.03% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,059,688
shares
|
$50 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,434,530
shares
|
$34.8 Million
0.31% of portfolio
|
Q1 2025
Reduced 95.91%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
739,782
shares
|
$18 Million
3.13% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
578,788
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Added 44.94%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
559,713
shares
|
$13.6 Million
0.39% of portfolio
|
Q1 2025
Added 5425.85%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
488,106
shares
|
$11.8 Million
5.12% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
480,164
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
419,617
shares
|
$10.2 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
379,599
shares
|
$9.21 Million
0.06% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
296,034
shares
|
$7.18 Million
0.13% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
264,300
shares
|
$6.41 Million
0.23% of portfolio
|
Q1 2025
Added 123.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
235,496
shares
|
$5.72 Million
0.0% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
215,115
shares
|
$5.22 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
208,580
shares
|
$5.06 Million
0.0% of portfolio
|
Q1 2025
Added 662.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
207,302
shares
|
$5.03 Million
0.01% of portfolio
|
Q1 2025
Added 38.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
183,918
shares
|
$4.46 Million
0.01% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
178,132
shares
|
$4.32 Million
0.01% of portfolio
|
Q4 2024
Added 45.94%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
168,714
shares
|
$4.09 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
165,330
shares
|
$4.01 Million
0.01% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
162,396
shares
|
$3.94 Million
0.01% of portfolio
|
Q1 2025
Added 26.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,318
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
148,314
shares
|
$3.6 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
139,582
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
134,343
shares
|
$3.26 Million
1.81% of portfolio
|
Q1 2025
Reduced 5.03%
|