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 174 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $639 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
206,884
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
206,147
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
195,913
shares
|
$4.87 Million
0.16% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
183,322
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
180,767
shares
|
$4.5 Million
0.01% of portfolio
|
Q3 2025
Added 19.84%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
168,779
shares
|
$4.2 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
166,372
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2025
Added 39.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,318
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
149,803
shares
|
$3.73 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
144,199
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2025
Added 47.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
142,597
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2025
Added 21.13%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
125,788
shares
|
$3.13 Million
1.6% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
125,698
shares
|
$3.13 Million
2.24% of portfolio
|
Q3 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
123,969
shares
|
$3.08 Million
0.06% of portfolio
|
Q3 2025
Added 32.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
122,668
shares
|
$3.05 Million
0.02% of portfolio
|
Q3 2025
Added 108.65%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
120,760
shares
|
$3 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
103,073
shares
|
$2.56 Million
0.13% of portfolio
|
Q3 2025
Added 30.23%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
102,222
shares
|
$2.54 Million
1.01% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
94,926
shares
|
$2.36 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
94,825
shares
|
$2.36 Million
0.32% of portfolio
|
Q3 2025
Added 15.32%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
91,698
shares
|
$2.28 Million
0.66% of portfolio
|
Q3 2025
Added 31.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
88,941
shares
|
$2.21 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
86,300
shares
|
$2.15 Million
0.09% of portfolio
|
Q3 2025
Reduced 67.35%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
86,037
shares
|
$2.14 Million
0.3% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
84,191
shares
|
$2.09 Million
0.29% of portfolio
|
Q1 2023
Added 26.01%
|
|