Franklin Muncipl Opps Tst-UiPMO
13F holders, Q1 2024 (March 31)85holders
1famous investor
$10.11avg. 13F price*
At the end of Q1 2024, 85 institutions reported holding Franklin Muncipl Opps Tst-Ui (PMO) in their 13F filings. The largest holders were Robinson Capital Management, LLC ($9.1M), Melfa Wealth Management, Inc. ($4.9M) and Fiera Capital Corp ($4.8M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Franklin Muncipl Opps Tst-Ui
- Filed as
- PUTNAM MUN OPPORTUNITIES TR (Q1 2024)
- CUSIP
- 746922103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.1M |
| Exits | 7 | $3.5M |
Ownership 85 holders
| Robinson Capital Management, LLC | 3.30% | Add +3.6% | 935,354 | $9.1M |
| Melfa Wealth Management, Inc. | 3.54% | Reduce -0.5% | 482,371 | $4.9M |
| Fiera Capital Corp | 0.01% | Reduce -22.7% | 467,939 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 328,355 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -55.0% | 293,761 | $3.0M |
| UBS Group AG | 0.00% | Reduce -4.2% | 275,250 | $2.8M |
| Morgan Stanley | 0.00% | Add +0.7% | 223,001 | $2.3M |
| Raymond James & Associates | 0.00% | Add +2.1% | 219,888 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -13.9% | 203,372 | $2.1M |
| Rothschild Investment LLC | 0.14% | No change | 194,921 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -2.0% | 156,288 | $1.6M |
| Bank of America Corp. | 0.00% | Add +2.4% | 151,646 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.3% | 125,535 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 121,770 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 118,534 | $1.2M |
| Park Avenue Securities LLC | 0.02% | New | 115,800 | $1.2M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.7% | 109,074 | $1.1M |
| Nova R Wealth, Inc. | 0.53% | No change | 99,997 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +53.4% | 98,613 | $1.0M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -9.0% | 96,565 | $981K |
| Invesco Ltd. | 0.00% | Reduce -22.5% | 88,683 | $901K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.0% | 68,287 | $694K |
| Logan Stone Capital, LLC | 0.15% | New | 67,076 | $681K |
| NINE MASTS CAPITAL Ltd | 0.46% | New | 65,146 | $662K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.6% | 64,131 | $652K |
| 1ST Source Bank | 0.04% | Reduce -3.5% | 61,894 | $629K |
| LPL Financial LLC | 0.00% | Reduce -10.8% | 56,063 | $570K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.2% | 55,573 | $565K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.1% | 53,058 | $539K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.0% | 50,957 | $518K |
| Smith, Moore & Co. | 0.04% | Add +10.9% | 35,954 | $365K |
| Bank of Montreal | 0.00% | Reduce -19.0% | 31,613 | $363K |
| Tectonic Advisors LLC | 0.03% | Add +1.0% | 34,338 | $349K |
| Bison Wealth, LLC | 0.06% | Add +18.9% | 33,889 | $344K |
| Relative Value Partners Group, LLC | 0.02% | No change | 32,000 | $334K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 31,294 | $318K |
| Nomura Holdings Inc. | 0.00% | Add +120.2% | 29,175 | $296K |
| Cohen & Steers, Inc. | 0.00% | No change | 27,923 | $284K |
| IFP Advisors, Inc | 0.01% | Add +1.0% | 27,195 | $276K |
| Stifel Financial Corp. | 0.00% | Add +19.1% | 26,167 | $266K |
| NewEdge Advisors, LLC | 0.00% | Add +10.2% | 25,518 | $259K |
| Tyche Wealth Partners LLC | 0.06% | Add +0.1% | 23,698 | $241K |
| Cresset Asset Management, LLC | 0.00% | Add +1.3% | 22,180 | $226K |
| Gill Capital Partners, LLC | 0.09% | No change | 23,090 | $224K |
| Burford Brothers, Inc. | 0.13% | No change | 19,900 | $202K |
| Ellis Investment Partners, LLC | 0.04% | Add +1.0% | 18,805 | $191K |
| Millennium Management | 0.00% | Reduce -59.0% | 18,517 | $188K |
| Integrated Capital Management, Inc. | 0.14% | New | 16,594 | $169K |
| Cetera Investment Advisers | 0.00% | New | 15,703 | $160K |
| Collaborative Wealth Managment Inc. | 0.08% | No change | 15,324 | $156K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.6% | 15,110 | $154K |
| ARS Wealth Advisors Group, LLC | 0.02% | No change | 15,094 | $153K |
| Simon Quick Advisors, LLC | 0.01% | Add +11.3% | 14,710 | $149K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -4.1% | 16,182 | $149K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 14,000 | $142K |
| Spire Wealth Management | 0.00% | No change | 14,000 | $142K |
| Moors & Cabot, Inc. | 0.01% | Add +12.7% | 13,909 | $141K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.1% | 13,806 | $140K |
| Staley Capital Advisers Inc. | 0.01% | No change | 12,500 | $127K |
| Successful Portfolios LLC | 0.09% | No change | 12,428 | $126K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 12,000 | $122K |
| Private Wealth Advisors, LLC | 0.05% | No change | 11,774 | $120K |
| Royal Bank of Canada | 0.00% | Reduce -49.2% | 10,845 | $110K |
| Seelaus Asset Management LLC | 0.11% | No change | 10,488 | $107K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -16.3% | 10,420 | $106K |
| Olde Wealth Management, LLC | 0.05% | Reduce -7.5% | 10,401 | $103K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 10,000 | $102K |
| Avior Wealth Management, LLC | 0.00% | No change | 9,927 | $101K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,638 | $67K |
| JPMorgan Chase & Co. | 0.00% | New | 5,280 | $54K |
| US Bancorp \de | 0.00% | No change | 4,545 | $46K |
| Comerica Bank | 0.00% | Reduce -0.7% | 4,381 | $45K |
| Wolverine Asset Management LLC | 0.00% | Add +115.9% | 3,670 | $37K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,000 | $30K |
| Fifth Third Bancorp | 0.00% | No change | 2,539 | $26K |
| UMB Bank, n.a. | 0.00% | Reduce -24.6% | 2,034 | $21K |
| Harbour Investments, Inc. | 0.00% | No change | 1,408 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,191 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,000 | $10K |
| Hilltop National Bank | 0.00% | — | 780 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 521 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 509 | $5K |
| FNY Investment Advisers, LLC | 0.00% | No change | 400 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 348 | $4K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 173 | $2K |
"% of holder's portfolio" is PMO's weight in each manager's 13F, not the share of Franklin Muncipl Opps Tst-Ui the manager owns.