Purchases and Sales Made in Q4 2025 in Franklin Dynamic Municipal Bon (FLMI)
This table provides information about the institutional ownership of Franklin Dynamic Municipal Bon (FLMI) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
184K+ 240.28% |
$4.54M - $4.6M
|
260K
$6.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
174K+ 40.04% |
$4.29M - $4.36M
|
609K
$15.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
93.4K+ 602.46% |
$2.3M - $2.34M
|
109K
$2.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
39.3K+ 102.8% |
$969K - $984K
|
77.5K
$1.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33K+ 264.0% |
$814K - $826K
|
45.5K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
29.7KNew |
$733K - $744K
|
29.7K
$739K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
18.2K+ 53.84% |
$449K - $456K
|
52K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.3KNew |
$303K - $307K
|
12.3K
$305K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
12KNew |
$296K - $300K
|
12K
$298K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 44.07% |
$284K - $289K
|
37.7K
$937K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11KNew |
$271K - $275K
|
11K
$273K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.3KNew |
$253K - $257K
|
10.3K
$255K
|
|
|
Jan 21, 2026
Q4 2025
|
Asio Capital, LLC
|
BUY
|
- |
9.54K+ 3.71% |
$235K - $239K
|
267K
$6.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
8.69KNew |
$214K - $218K
|
8.69K
$216K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.74K+ 10.91% |
$166K - $169K
|
68.5K
$1.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.42K+ 16.3% |
$134K - $136K
|
38.6K
$961K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 4.33% |
$85.4K - $86.7K
|
83.4K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
393+ 2.85% |
$9.7K - $9.84K
|
14.2K
$353K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
305+ 1.91% |
$7.52K - $7.64K
|
16.2K
$404K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
229+ 0.03% |
$5.65K - $5.73K
|
705K
$17.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
190+ 1.25% |
$4.69K - $4.76K
|
15.3K
$381K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
179+ 1.26% |
$4.42K - $4.48K
|
14.4K
$358K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150New |
$3.7K - $3.76K
|
150
$3.73K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
124+ 1.74% |
$3.06K - $3.1K
|
7.26K
$181K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.94K- 20.55% |
$122K - $124K
|
19.1K
$475K
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-5.83K- 21.48% |
$144K - $146K
|
21.3K
$530K
|
|