DaveManuel.com · Institutional Ownership · Who Owns It
FRANKLIN MUN OPPORTUNITIES T (PMO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
90
Reporting holders
$95.0M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.0M | 949,042 | 0.48% | 9q | +38.4%+$2.8M |
| Advisors Asset Management, Inc. | $7.4M | 701,629 | 0.11% | 13q | +1.1%+$83.2K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $6.8M | 645,263 | 3.00% | 5q | +11.6%+$706.1K |
| Hennion & Walsh Asset Management, Inc. | $5.8M | 550,516 | 0.17% | 8q | -2.0%-$120.4K |
| MELFA WEALTH MANAGEMENT, INC. | $4.8M | 459,506 | 2.61% | 15q | -2.7%-$135.9K |
| MORGAN STANLEY | $4.7M | 443,299 | 0.00% | 35q | +2.0%+$92.6K |
| GUGGENHEIM CAPITAL LLC | $4.5M | 430,744 | 0.03% | 9q | -28.1%-$1.8M |
| Allspring Global Investments Holdings, LLC | $3.2M | 307,431 | 0.00% | 9q | +105.1%+$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 306,528 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $3.0M | 280,634 | 0.00% | 31q | -4.1%-$126.8K |
| VAN ECK ASSOCIATES CORP | $2.7M | 256,148 | 0.00% | 31q | +0.9%+$23.1K |
| Invesco Ltd. | $2.5M | 236,500 | 0.00% | 31q | +21.3%+$437.2K |
| 1607 Capital Partners, LLC | $2.2M | 211,609 | 0.19% | 8q | -32.0%-$1.0M |
| AMERIPRISE FINANCIAL INC | $2.2M | 209,998 | 0.00% | 31q | -2.2%-$50.9K |
| Pathstone Holdings, LLC | $2.1M | 203,238 | 0.01% | 8q | -17.3%-$448.7K |
| BANK OF AMERICA CORP /DE/ | $2.1M | 197,113 | 0.00% | 31q | +28.7%+$463.0K |
| LPL Financial LLC | $1.9M | 178,489 | 0.00% | 31q | -2.9%-$57.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 165,602 | 0.00% | 10q | +1.7%+$29.6K |
| COHEN & STEERS, INC. | $1.7M | 162,200 | 0.00% | 8q | -4.1%-$73.8K |
| Worthington Financial Partners, LLC | $1.4M | 135,343 | 1.18% | 3q | -5.2%-$78.3K |
| UBS Group AG | $1.3M | 123,850 | 0.00% | 31q | -1.9%-$24.6K |
| PARK AVENUE SECURITIES LLC | $1.1M | 103,738 | 0.01% | 5q | -2.2%-$24.2K |
| Fiera Capital Corp | $988.1K | 93,752 | 0.00% | 11q | -4.9%-$51.4K |
| Nova R Wealth, Inc. | $980.8K | 93,059 | 0.29% | 19q | HELD |
| Intellus Advisors LLC | $961.4K | 91,217 | 0.12% | 7q | -4.9%-$49.2K |
| STIFEL FINANCIAL CORP | $909.3K | 86,275 | 0.00% | 15q | +6.4%+$54.5K |
| RAYMOND JAMES FINANCIAL INC | $876.9K | 83,199 | 0.00% | 7q | -8.6%-$82.8K |
| Noble Wealth Management PBC | $869.2K | 82,471 | 0.39% | 6q | +92.9%+$418.7K |
| SMITH, MOORE & CO. | $840.6K | 79,749 | 0.05% | 31q | +5.4%+$43.2K |
| Rockefeller Capital Management L.P. | $814.1K | 77,236 | 0.00% | 26q | -3.7%-$31.3K |
| Capital Investment Advisors, LLC | $774.2K | 73,454 | 0.01% | 31q | -0.6%-$4.7K |
| Thomas J. Herzfeld Advisors, Inc. | $745.2K | 70,700 | 0.23% | new | NEW |
| Bank of New York Mellon Corp | $629.9K | 59,765 | 0.00% | 2q | +23.2%+$118.8K |
| Cambridge Investment Research Advisors, Inc. | $618.0K | 58,558 | 0.00% | 27q | +78.4%+$271.5K |
| RIVERBRIDGE PARTNERS LLC | $609.3K | 57,807 | 0.02% | 8q | -24.8%-$200.6K |
| OSAIC HOLDINGS, INC. | $466.4K | 44,254 | 0.00% | 26q | +37.5%+$127.1K |
| Summit Trail Advisors, LLC | $426.5K | 40,461 | 0.01% | 2q | -5.6%-$25.5K |
| Cyndeo Wealth Partners, LLC | $393.7K | 37,350 | 0.02% | 8q | +31.0%+$93.0K |
| &PARTNERS | $335.6K | 31,844 | 0.00% | 3q | -6.5%-$23.4K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $329.8K | 31,294 | 0.03% | 31q | HELD |
| ROYAL BANK OF CANADA | $309.0K | 29,331 | 0.00% | 31q | -6.7%-$22.0K |
| TORONTO DOMINION BANK | $296.2K | 28,100 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $273.3K | 25,930 | 0.00% | 4q | HELD |
| Generation Capital Management LLC | $239.8K | 22,748 | 0.15% | 7q | HELD |
| Closed-End Fund Advisors, Inc. | $228.1K | 21,640 | 0.22% | 3q | HELD |
| Ackerman Capital Advisors, LLC | $223.6K | 21,216 | 0.05% | 4q | -44.8%-$181.4K |
| Focus Partners Wealth | $221.4K | 21,009 | 0.00% | 3q | -15.3%-$40.1K |
| Cresset Asset Management, LLC | $214.0K | 20,300 | 0.00% | 13q | HELD |
| OPPENHEIMER & CO INC | $212.9K | 20,200 | 0.00% | 5q | HELD |
| Burford Brothers, Inc. | $209.7K | 19,900 | 0.08% | 11q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $208.5K | 19,778 | 0.00% | 31q | HELD |
| Concurrent Investment Advisors, LLC | $193.3K | 18,340 | 0.00% | 11q | HELD |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $189.9K | 18,014 | 0.13% | 10q | -10.3%-$21.7K |
| Karpus Management, Inc. | $178.7K | 16,955 | 0.01% | 8q | -73.4%-$492.1K |
| Westview Management dba Westview Investment Advisors | $161.3K | 15,300 | 0.08% | 3q | HELD |
| Moors & Cabot, Inc. | $149.0K | 14,137 | 0.01% | 17q | +1.1%+$1.7K |
| Spire Wealth Management | $147.6K | 14,000 | 0.00% | 11q | HELD |
| Successful Portfolios LLC | $142.8K | 13,428 | 0.07% | 31q | HELD |
| Collaborative Wealth Managment Inc. | $141.2K | 13,400 | 0.06% | 19q | HELD |
| GILL CAPITAL PARTNERS, LLC | $134.4K | 12,756 | 0.04% | 27q | HELD |
| Smith Asset Management Co., LLC | $132.3K | 12,549 | 0.10% | 2q | -8.7%-$12.6K |
| STALEY CAPITAL ADVISERS INC | $131.8K | 12,500 | 0.01% | 31q | HELD |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $129.2K | 12,262 | 0.01% | 2q | HELD |
| Allworth Financial LP | $126.5K | 12,000 | 0.00% | 5q | HELD |
| Tyche Wealth Partners LLC | $125.8K | 11,940 | 0.02% | 11q | HELD |
| HRT FINANCIAL LP | $124.0K | 11,770 | 0.00% | new | NEW |
| LYELL WEALTH MANAGEMENT, LP | $121.5K | 11,531 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $107.8K | 10,229 | 0.00% | 5q | -34.9%-$57.7K |
| Meridian Wealth Management, LLC | $106.5K | 10,108 | 0.00% | 5q | HELD |
| Oakmont Investment Advisors, Inc. | $105.4K | 10,000 | 0.07% | 3q | HELD |
| FIFTH THIRD BANCORP | $98.6K | 9,353 | 0.00% | 31q | HELD |
| BFC Planning, Inc. | $70.7K | 6,709 | 0.00% | new | NEW |
| Clear Street Group Inc. | $53.2K | 5,050 | 0.00% | new | NEW |
| DUNCKER STREETT & CO INC | $51.6K | 4,900 | 0.01% | 5q | HELD |
| Global Retirement Partners, LLC | $45.8K | 4,348 | 0.00% | 10q | HELD |
| HUNTINGTON NATIONAL BANK | $34.0K | 3,226 | 0.00% | 2q | HELD |
| CX Institutional | $32.0K | 3,074 | 0.00% | 5q | +1.3% |
| ST GERMAIN D J CO INC | $31.6K | 3,000 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $30.6K | 2,908 | 0.00% | 14q | HELD |
| ROTHSCHILD INVESTMENT LLC | $25.2K | 2,389 | 0.00% | 11q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $22.4K | 2,123 | 0.00% | 9q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $16.9K | 1,576 | 0.00% | 3q | +27.7%+$3.7K |
| Geneos Wealth Management Inc. | $16.5K | 1,563 | 0.00% | 42q | HELD |
| Cullen/Frost Bankers, Inc. | $13.3K | 1,266 | 0.00% | 2q | HELD |
| Mascoma Wealth Management LLC | $12.6K | 1,191 | 0.00% | 17q | HELD |
| Anchor Investment Management, LLC | $10.5K | 1,000 | 0.00% | 26q | HELD |
| Community Financial Services Group, LLC | $10.0K | 935 | 0.00% | 2q | HELD |
| Hilltop National Bank | $8.2K | 780 | 0.00% | 9q | HELD |
| Elevated Capital Advisors, LLC | $6.3K | 595 | 0.00% | 3q | HELD |
| Capital Analysts, LLC | $5.0K | 447 | 0.00% | new | NEW |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-10-01 | Issuer tender offer | itself | -? | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $10.4M | 1,142,419 | 0 | 4 | 9 | 0.0% |
| Q2 2026 | 90 | $95.0M | 9,008,669 | 7 | 19 | 27 | 0.0% |
| Q1 2026 | 89 | $90.0M | 8,739,820 | 9 | 27 | 22 | 0.0% |
| Q4 2025 | 88 | $92.9M | 8,677,743 | 6 | 27 | 20 | 0.0% |
| Q3 2025 | 85 | $81.4M | 7,884,553 | 5 | 23 | 20 | 0.0% |
| Q2 2025 | 88 | $75.3M | 7,611,524 | 15 | 25 | 19 | 0.0% |
| Q1 2025 | 84 | $74.8M | 7,335,579 | 4 | 27 | 25 | 0.0% |
| Q4 2024 | 96 | $75.6M | 7,459,063 | 4 | 31 | 22 | 0.0% |
| Q3 2024 | 100 | $75.4M | 6,829,979 | 21 | 23 | 24 | 0.0% |
| Q2 2024 | 88 | $64.1M | 6,245,474 | 12 | 22 | 21 | 0.0% |
| Q1 2024 | 87 | $67.8M | 6,709,712 | 9 | 19 | 25 | 0.0% |
| Q4 2023 | 84 | $71.4M | 6,968,287 | 16 | 20 | 20 | 0.0% |
| Q3 2023 | 71 | $49.7M | 5,423,555 | 7 | 14 | 24 | 0.0% |
| Q2 2023 | 71 | $50.5M | 4,940,353 | 11 | 15 | 17 | 0.0% |
| Q1 2023 | 69 | $47.1M | 4,548,054 | 8 | 16 | 14 | 0.0% |
| Q4 2022 | 66 | $47.7M | 4,397,188 | 5 | 18 | 19 | 0.0% |
| Q3 2022 | 73 | $84.9M | 8,647,077 | 6 | 18 | 22 | 0.0% |
| Q2 2022 | 77 | $102.8M | 8,712,919 | 11 | 18 | 22 | 0.0% |
| Q1 2022 | 83 | $300.6M | 25,808,749 | 11 | 19 | 17 | 0.0% |
| Q4 2021 | 77 | $579.2M | 40,225,535 | 7 | 23 | 15 | 0.0% |
| Q3 2021 | 72 | $498.4M | 36,383,657 | 5 | 17 | 17 | 0.0% |
| Q2 2021 | 74 | $253.6M | 17,931,297 | 3 | 19 | 17 | 0.0% |
| Q1 2021 | 77 | $493.4M | 36,823,376 | 7 | 21 | 18 | 0.0% |
| Q4 2020 | 77 | $420.9M | 30,743,115 | 7 | 19 | 13 | 0.0% |
| Q3 2020 | 75 | $399.2M | 30,776,996 | 6 | 19 | 18 | 0.0% |
| Q2 2020 | 71 | $156.3M | 12,232,667 | 5 | 19 | 22 | 0.0% |
| Q1 2020 | 75 | $107.0M | 8,970,842 | 9 | 19 | 24 | 0.0% |
| Q4 2019 | 72 | $86.3M | 6,564,271 | 6 | 25 | 11 | 0.0% |
| Q3 2019 | 72 | $147.7M | 11,296,549 | 4 | 21 | 18 | 0.0% |
| Q2 2019 | 71 | $144.4M | 11,405,642 | 6 | 19 | 16 | 0.0% |
| Q1 2019 | 73 | $144.4M | 11,774,374 | 2 | 25 | 17 | 0.0% |
| Q4 2018 | 79 | $141.9M | 12,627,953 | 0 | 1 | 2 | 0.0% |