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 104 institutions that hold shares in the stock, with a total of 9.52 Million shares, which have been reported (via 13F filing form) to have a value of $232 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
30,225
shares
|
$736,885
0.34% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
29,549
shares
|
$720,404
0.39% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
28,603
shares
|
$697,341
0.0% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
28,402
shares
|
$692,440
0.0% of portfolio
|
Q4 2024
Added 155.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,911
shares
|
$680,470
0.0% of portfolio
|
Q4 2024
Reduced 88.34%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
27,360
shares
|
$667,036
0.0% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
25,928
shares
|
$632,124
0.05% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
25,260
shares
|
$615,838
0.0% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
22,191
shares
|
$541,016
0.03% of portfolio
|
Q4 2024
Added 30.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
20,808
shares
|
$507,299
0.03% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
20,130
shares
|
$490,769
0.19% of portfolio
|
Q4 2024
Added 26.68%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,187
shares
|
$467,779
0.0% of portfolio
|
Q4 2024
Added 45.47%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
18,581
shares
|
$453,004
0.0% of portfolio
|
Q4 2024
Reduced 95.56%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
18,530
shares
|
$451,761
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
16,397
shares
|
$399,758
0.01% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
15,302
shares
|
$373,062
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
15,010
shares
|
$365,943
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
14,702
shares
|
$358,434
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
14,244
shares
|
$347,268
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
14,201
shares
|
$346,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
13,522
shares
|
$329,666
0.03% of portfolio
|
Q4 2024
Added 108.71%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
13,121
shares
|
$319,889
0.0% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,709
shares
|
$309,845
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
12,296
shares
|
$299,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
10,129
shares
|
$246,945
0.01% of portfolio
|
Q4 2024
Added 0.05%
|