Purchases and Sales Made in Q4 2024 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q4 2024. The information is specifically focused on institutions that hold shares of FRANKLIN DYNAMIC MUNICIPAL BON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53M+ 143.82% |
$37.3M - $38.3M
|
2.59M
$64M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
480KNew |
$11.7M - $12M
|
480K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
179K+ 44.94% |
$4.38M - $4.5M
|
579K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
148KNew |
$3.62M - $3.72M
|
148K
$3.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
118KNew |
$2.89M - $2.96M
|
118K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
118KNew |
$2.87M - $2.95M
|
118K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
107KNew |
$2.61M - $2.68M
|
107K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
70.3KNew |
$1.72M - $1.76M
|
70.3K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
62.5K+ 624.19% |
$1.53M - $1.57M
|
72.5K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.1K+ 45.94% |
$1.37M - $1.41M
|
178K
$4.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47K+ 57.93% |
$1.15M - $1.18M
|
128K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39K+ 35.3% |
$953K - $978K
|
150K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
38.5KNew |
$939K - $964K
|
38.5K
$950K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
33.6KNew |
$822K - $843K
|
33.6K
$831K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
31.7KNew |
$773K - $794K
|
31.7K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.7K+ 12.09% |
$750K - $770K
|
285K
$7.03M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
26.7K+ 56.26% |
$652K - $669K
|
74.1K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.8K+ 6.68% |
$580K - $595K
|
380K
$9.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.2K+ 57.61% |
$566K - $581K
|
63.4K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
18.5KNew |
$453K - $464K
|
18.5K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 155.05% |
$422K - $433K
|
28.4K
$701K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.4K+ 24.76% |
$400K - $410K
|
82.5K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
14.7KNew |
$359K - $368K
|
14.7K
$363K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$348K - $357K
|
14.2K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.2KNew |
$347K - $356K
|
14.2K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.6K+ 8.26% |
$308K - $316K
|
165K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3KNew |
$300K - $308K
|
12.3K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 7.05% |
$296K - $303K
|
184K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.99KNew |
$244K - $250K
|
9.99K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.95KNew |
$243K - $249K
|
9.95K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.83KNew |
$240K - $246K
|
9.83K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
8.6KNew |
$210K - $215K
|
8.6K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.48KNew |
$207K - $212K
|
8.48K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.86KNew |
$192K - $197K
|
7.86K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.21K+ 23.0% |
$176K - $181K
|
38.6K
$952K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7.04K+ 108.71% |
$172K - $176K
|
13.5K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.86K+ 3.0% |
$168K - $172K
|
235K
$5.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.01K+ 18.06% |
$147K - $150K
|
39.3K
$969K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6K+ 45.47% |
$146K - $150K
|
19.2K
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.79K+ 8.0% |
$141K - $145K
|
78.1K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.13K+ 30.06% |
$125K - $129K
|
22.2K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.8K+ 20.18% |
$117K - $120K
|
28.6K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.48K+ 13.41% |
$109K - $112K
|
37.9K
$935K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.47K+ 3.02% |
$109K - $112K
|
152K
$3.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.44K+ 7.37% |
$108K - $111K
|
64.6K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 26.68% |
$104K - $106K
|
20.1K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.74K+ 3.44% |
$91.4K - $93.8K
|
113K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.71K+ 6.09% |
$90.6K - $93K
|
64.6K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.23K+ 10.99% |
$78.8K - $80.9K
|
32.6K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.12KNew |
$76.2K - $78.2K
|
3.12K
$77K
|