Franklin Muncipl Opps Tst-UiPMO
13F holders, Q3 2024 (September 30)98holders +11
21new positions
8sold out
2famous investors
$10.89avg. 13F price*
At the end of Q3 2024, 98 institutions reported holding Franklin Muncipl Opps Tst-Ui (PMO) in their 13F filings, up 11 from Q2 2024. 21 opened new positions and 8 sold out. The largest holders were Melfa Wealth Management, Inc. ($5.2M), Pathstone Holdings, LLC ($3.9M) and Commonwealth Equity Services, LLC ($3.6M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Muncipl Opps Tst-Ui
- Filed as
- PUTNAM MUN OPPORTUNITIES TR (Q3 2024)
- CUSIP
- 746922103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $12.9M |
| Exits | 8 | $8.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,775,151 shares bought and 1,201,534 shares sold, net +573,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Melfa Wealth Management, Inc. | 3.46% | Reduce -0.2% | 480,850 | $5.2M |
| Pathstone Holdings, LLC | 0.02% | New | 357,624 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.2% | 333,317 | $3.6M |
| Guggenheim Capital LLC | 0.03% | Add +173.6% | 328,768 | $3.6M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 323,657 | $3.5M |
| Fiera Capital Corp | 0.01% | Reduce -2.1% | 307,586 | $3.4M |
| UBS Group AG | 0.00% | Add +2.5% | 257,162 | $2.8M |
| Logan Stone Capital, LLC | 0.64% | Add +193.6% | 235,873 | $2.6M |
| 1607 Capital Partners, LLC | 0.23% | New | 235,381 | $2.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -1.7% | 227,641 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.4% | 201,084 | $2.2M |
| Rothschild Investment LLC | 0.14% | Reduce -1.0% | 192,921 | $2.1M |
| Matisse Capital | 1.01% | New | 190,000 | $2.1M |
| Raymond James & Associates | 0.00% | Reduce -9.9% | 183,561 | $2.0M |
| Rivernorth Capital Management, LLC | 0.09% | Add +61.4% | 179,697 | $2.0M |
| Bank of America Corp. | 0.00% | Add +9.7% | 165,921 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.8% | 151,575 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.3% | 139,457 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 131,807 | $1.4M |
| LPL Financial LLC | 0.00% | Add +19.1% | 122,153 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 117,115 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -6.8% | 105,047 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.7% | 104,939 | $1.1M |
| Cohen & Steers, Inc. | 0.00% | New | 104,200 | $1.1M |
| Nova R Wealth, Inc. | 0.50% | Reduce -6.9% | 93,059 | $1.0M |
| NINE MASTS CAPITAL Ltd | 0.44% | Add +21.2% | 79,579 | $867K |
| Riverbridge Partners LLC | 0.01% | New | 66,799 | $728K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 66,493 | $725K |
| Smith, Moore & Co. | 0.07% | Add +86.2% | 66,336 | $723K |
| Wolverine Asset Management LLC | 0.07% | Add +116.1% | 63,488 | $692K |
| Karpus Management, Inc. | 0.02% | New | 61,850 | $674K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -17.3% | 50,209 | $547K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +51.5% | 49,877 | $544K |
| Invesco Ltd. | 0.00% | Reduce -45.7% | 47,829 | $521K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 45,779 | $499K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.9% | 45,577 | $497K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -61.2% | 43,792 | $477K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 41,086 | $448K |
| 1ST Source Bank | 0.02% | No change | 39,791 | $434K |
| Stifel Financial Corp. | 0.00% | Add +9.3% | 35,601 | $388K |
| Tectonic Advisors LLC | 0.03% | Add +1.0% | 35,054 | $382K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.9% | 34,136 | $372K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 32,793 | $357K |
| NorthCoast Asset Management LLC | 0.00% | New | 32,000 | $349K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 31,294 | $341K |
| HighTower Advisors, LLC | 0.00% | New | 25,095 | $267K |
| Gill Capital Partners, LLC | 0.09% | No change | 23,090 | $252K |
| Cresset Asset Management, LLC | 0.00% | No change | 21,900 | $239K |
| Bank of Montreal | 0.00% | Add +0.4% | 21,868 | $236K |
| Sunpointe, LLC | 0.19% | Reduce -0.5% | 20,924 | $229K |
| Royal Bank of Canada | 0.00% | Add +21.7% | 20,037 | $218K |
| Burford Brothers, Inc. | 0.11% | No change | 19,900 | $217K |
| Ellis Investment Partners, LLC | 0.04% | Add +1.0% | 19,196 | $209K |
| Millennium Management | 0.00% | No change | 18,517 | $202K |
| Integrated Capital Management, Inc. | 0.15% | Reduce -0.0% | 18,393 | $200K |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.3% | 17,310 | $189K |
| AQR Arbitrage LLC | 0.01% | Reduce -51.6% | 17,368 | $189K |
| Moors & Cabot, Inc. | 0.01% | Add +18.2% | 16,853 | $184K |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 15,765 | $172K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 15,353 | $167K |
| Collaborative Wealth Managment Inc. | 0.08% | No change | 15,324 | $167K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 15,110 | $165K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 14,000 | $153K |
| Spire Wealth Management | 0.01% | No change | 14,000 | $153K |
| Staley Capital Advisers Inc. | 0.01% | No change | 12,500 | $136K |
| Successful Portfolios LLC | 0.09% | No change | 12,428 | $135K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -21.7% | 12,349 | $135K |
| Fortitude Family Office, LLC | 0.05% | New | 12,309 | $134K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 12,000 | $131K |
| Tyche Wealth Partners LLC | 0.03% | Reduce -49.6% | 11,940 | $130K |
| Avior Wealth Management, LLC | 0.01% | Add +23.1% | 11,932 | $130K |
| Private Wealth Advisors, LLC | 0.05% | No change | 11,774 | $129K |
| DAVENPORT & Co LLC | 0.00% | New | 11,284 | $123K |
| Citadel Advisors | 0.00% | New | 11,117 | $121K |
| Nomura Holdings Inc. | 0.00% | Reduce -71.9% | 10,997 | $120K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,879 | $119K |
| Seelaus Asset Management LLC | 0.11% | No change | 10,488 | $114K |
| Simon Quick Advisors, LLC | 0.01% | New | 10,222 | $111K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +17.1% | 7,023 | $77K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.3% | 5,888 | $64K |
| Comerica Bank | 0.00% | No change | 5,038 | $55K |
| US Bancorp \de | 0.00% | No change | 4,545 | $50K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,348 | $47K |
| Activest Wealth Management | 0.01% | Add +9.9% | 4,150 | $45K |
| Fifth Third Bancorp | 0.00% | No change | 2,539 | $28K |
| Bokf, NA | 0.00% | New | 1,660 | $18K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 1,585 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 1,408 | $15K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,321 | $14K |
| UMB Bank, n.a. | 0.00% | No change | 1,272 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,191 | $13K |
| International Assets Investment Management, LLC | 0.00% | Add +0.9% | 1,187 | $13K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,000 | $11K |
| Hilltop National Bank | 0.00% | No change | 780 | $9K |
| Bessemer Group Inc. | 0.00% | New | 552 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 521 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 476 | $5K |
| FNY Investment Advisers, LLC | 0.00% | New | 400 | $4K |
"% 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.