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 175 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 $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
38,758
shares
|
$963,911
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
38,755
shares
|
$963,836
0.4% of portfolio
|
Q3 2025
Added 14.67%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
38,219
shares
|
$950,506
0.06% of portfolio
|
Q3 2025
Added 53.61%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
36,373
shares
|
$904,596
0.01% of portfolio
|
Q3 2025
Added 203.21%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,281
shares
|
$902,308
0.01% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
35,467
shares
|
$882,064
0.1% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
35,172
shares
|
$874,727
0.4% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
33,924
shares
|
$843,689
0.0% of portfolio
|
Q3 2025
Added 270.47%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
33,787
shares
|
$840,282
0.11% of portfolio
|
Q3 2025
Added 24.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
33,329
shares
|
$828,892
0.02% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
33,230
shares
|
$826,430
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,928
shares
|
$769,179
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
30,906
shares
|
$768,632
0.0% of portfolio
|
Q3 2025
Added 111.15%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
30,456
shares
|
$757,440
0.52% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
30,091
shares
|
$748,363
0.01% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
28,616
shares
|
$711,679
0.03% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
28,558
shares
|
$710,237
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
28,081
shares
|
$698,374
0.56% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
27,850
shares
|
$692,629
0.4% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
27,229
shares
|
$677,185
0.0% of portfolio
|
Q3 2025
Added 48.35%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
27,154
shares
|
$675,319
0.36% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
26,159
shares
|
$650,574
0.22% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
25,510
shares
|
$634,433
0.08% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,886
shares
|
$618,914
0.01% of portfolio
|
Q2 2025
Added 111.06%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
24,770
shares
|
$616,029
0.5% of portfolio
|
Q3 2025
New holding
|
|