Franklin Muncipl Opps Tst-UiPMO
13F holders, Q2 2024 (June 30)87holders +2
12new positions
10sold out
1famous investor
$10.26avg. 13F price*
At the end of Q2 2024, 87 institutions reported holding Franklin Muncipl Opps Tst-Ui (PMO) in their 13F filings, up 2 from Q1 2024. 12 opened new positions and 10 sold out. The largest holders were Robinson Capital Management, LLC ($7.2M), Melfa Wealth Management, Inc. ($4.9M) and Commonwealth Equity Services, LLC ($3.4M). 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 (Q2 2024)
- CUSIP
- 746922103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.0M |
| Exits | 10 | $1.2M |
All 13F filers, Q1 2024 → Q2 2024: 714,527 shares bought and 712,201 shares sold, net +2,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Robinson Capital Management, LLC | 2.61% | Reduce -24.2% | 708,829 | $7.2M |
| Melfa Wealth Management, Inc. | 3.46% | Reduce -0.1% | 481,879 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.3% | 329,269 | $3.4M |
| Morgan Stanley | 0.00% | Add +46.9% | 327,628 | $3.4M |
| Fiera Capital Corp | 0.01% | Reduce -32.8% | 314,317 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 293,130 | $3.0M |
| UBS Group AG | 0.00% | Reduce -8.8% | 250,906 | $2.6M |
| Van Eck Associates Corp. | 0.00% | Add +13.9% | 231,553 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -7.3% | 203,737 | $2.1M |
| Rothschild Investment LLC | 0.14% | No change | 194,921 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -2.3% | 152,747 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 151,294 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.5% | 133,760 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +31.8% | 130,010 | $1.3M |
| Guggenheim Capital LLC | 0.01% | New | 120,170 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 119,799 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.10% | Add +16.9% | 112,866 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.6% | 112,754 | $1.2M |
| Rivernorth Capital Management, LLC | 0.05% | New | 111,315 | $1.1M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.1% | 107,874 | $1.1M |
| LPL Financial LLC | 0.00% | Add +82.9% | 102,536 | $1.1M |
| Nova R Wealth, Inc. | 0.53% | No change | 99,997 | $1.0M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 88,120 | $904K |
| Logan Stone Capital, LLC | 0.21% | Add +19.8% | 80,343 | $824K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 67,419 | $692K |
| NINE MASTS CAPITAL Ltd | 0.30% | Add +0.8% | 65,644 | $674K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.2% | 60,687 | $623K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.9% | 47,439 | $487K |
| Baird Financial Group, Inc. | 0.00% | Reduce -32.5% | 46,109 | $473K |
| Saba Capital Management, L.P. | 0.01% | New | 45,223 | $464K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 41,086 | $422K |
| 1ST Source Bank | 0.02% | Reduce -35.7% | 39,791 | $408K |
| Nomura Holdings Inc. | 0.00% | Add +34.3% | 39,175 | $402K |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.7% | 38,309 | $393K |
| AQR Arbitrage LLC | 0.02% | New | 35,877 | $366K |
| Smith, Moore & Co. | 0.04% | Reduce -0.9% | 35,624 | $366K |
| Tectonic Advisors LLC | 0.03% | Add +1.1% | 34,702 | $356K |
| Bison Wealth, LLC | 0.06% | No change | 33,889 | $344K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -38.0% | 32,920 | $338K |
| Stifel Financial Corp. | 0.00% | Add +24.4% | 32,561 | $334K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 31,294 | $321K |
| Wolverine Asset Management LLC | 0.03% | Add +700.6% | 29,384 | $301K |
| IFP Advisors, Inc | 0.01% | Add +0.7% | 27,388 | $281K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 25,555 | $262K |
| Susquehanna International Group, LLP | 0.00% | Add +84.8% | 25,514 | $262K |
| Bank of Montreal | 0.00% | Reduce -31.1% | 21,783 | $249K |
| Tyche Wealth Partners LLC | 0.06% | Add +0.1% | 23,712 | $243K |
| Gill Capital Partners, LLC | 0.09% | No change | 23,090 | $237K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.3% | 21,900 | $225K |
| Sunpointe, LLC | 0.14% | New | 21,019 | $216K |
| Burford Brothers, Inc. | 0.12% | No change | 19,900 | $204K |
| Ellis Investment Partners, LLC | 0.04% | Add +1.1% | 19,003 | $195K |
| Millennium Management | 0.00% | No change | 18,517 | $190K |
| Integrated Capital Management, Inc. | 0.15% | Add +10.9% | 18,399 | $189K |
| Royal Bank of Canada | 0.00% | Add +51.8% | 16,461 | $169K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -2.5% | 15,774 | $162K |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 15,682 | $161K |
| Collaborative Wealth Managment Inc. | 0.08% | No change | 15,324 | $157K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 15,110 | $155K |
| Moors & Cabot, Inc. | 0.01% | Add +2.5% | 14,253 | $146K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 14,000 | $144K |
| Spire Wealth Management | 0.01% | No change | 14,000 | $144K |
| Staley Capital Advisers Inc. | 0.01% | No change | 12,500 | $128K |
| Successful Portfolios LLC | 0.09% | No change | 12,428 | $128K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 12,000 | $123K |
| Private Wealth Advisors, LLC | 0.05% | No change | 11,774 | $120K |
| Seelaus Asset Management LLC | 0.11% | No change | 10,488 | $108K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 10,000 | $102K |
| Avior Wealth Management, LLC | 0.00% | Reduce -2.4% | 9,694 | $99K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,638 | $67K |
| Blue Bell Private Wealth Management, LLC | 0.01% | New | 6,000 | $62K |
| Comerica Bank | 0.00% | Add +15.0% | 5,038 | $52K |
| US Bancorp \de | 0.00% | No change | 4,545 | $47K |
| Global Retirement Partners, LLC | 0.00% | Add +1149.4% | 4,348 | $45K |
| Activest Wealth Management | 0.01% | New | 3,775 | $39K |
| Fifth Third Bancorp | 0.00% | No change | 2,539 | $26K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 1,585 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 1,408 | $14K |
| UMB Bank, n.a. | 0.00% | Reduce -37.5% | 1,272 | $13K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,191 | $12K |
| International Assets Investment Management, LLC | 0.00% | New | 1,176 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,000 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1,000 | $10K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +402.3% | 869 | $9K |
| Hilltop National Bank | 0.00% | No change | 780 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 521 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | New | 276 | $3K |
"% 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.