Franklin Muncipl Opps Tst-UiPMO
13F holders, Q2 2025 (June 30)87holders +6
15new positions
10sold out
$9.89avg. 13F price*
At the end of Q2 2025, 87 institutions reported holding Franklin Muncipl Opps Tst-Ui (PMO) in their 13F filings, up 6 from Q1 2025. 15 opened new positions and 10 sold out. The largest holders were Guggenheim Capital LLC ($6.0M), Pathstone Holdings, LLC ($5.2M) and Melfa Wealth Management, Inc. ($4.8M).
- Company
- Franklin Muncipl Opps Tst-Ui
- Filed as
- PUTNAM MUN OPPORTUNITIES TR (Q2 2025)
- CUSIP
- 746922103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.6M |
| Exits | 10 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 833,845 shares bought and 633,664 shares sold, net +200,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Guggenheim Capital LLC | 0.05% | Add +26.1% | 604,966 | $6.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -17.4% | 529,718 | $5.2M |
| Melfa Wealth Management, Inc. | 3.00% | Reduce -0.1% | 480,444 | $4.8M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Reduce -1.5% | 450,366 | $4.5M |
| 1607 Capital Partners, LLC | 0.30% | Reduce -1.4% | 377,411 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 367,661 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 319,994 | $3.2M |
| Advisors Asset Management, Inc. | 0.05% | Add +24.3% | 307,116 | $3.0M |
| Fiera Capital Corp | 0.01% | Reduce -1.2% | 291,232 | $2.9M |
| Rivernorth Capital Management, LLC | 0.14% | Add +0.7% | 247,520 | $2.4M |
| Karpus Management, Inc. | 0.07% | Add +133.1% | 231,992 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +6.2% | 224,814 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Add +1.3% | 185,254 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.2% | 183,878 | $1.8M |
| Matisse Capital | 0.78% | No change | 166,367 | $1.6M |
| UBS Group AG | 0.00% | Reduce -40.3% | 158,635 | $1.6M |
| Bank of America Corp. | 0.00% | Add +20.6% | 152,349 | $1.5M |
| Cohen & Steers, Inc. | 0.00% | Add +8.1% | 134,200 | $1.3M |
| LPL Financial LLC | 0.00% | Add +4.1% | 127,233 | $1.3M |
| Intellus Advisors LLC | 0.19% | Add +1.8% | 126,464 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 126,126 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 113,916 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 94,408 | $934K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 93,238 | $922K |
| Nova R Wealth, Inc. | 0.43% | No change | 93,059 | $920K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -4.4% | 91,005 | $900K |
| Robinson Capital Management, LLC | 0.37% | New | 88,439 | $875K |
| Invesco Ltd. | 0.00% | Add +228.4% | 78,733 | $779K |
| Smith, Moore & Co. | 0.06% | Reduce -1.6% | 78,003 | $771K |
| Riverbridge Partners LLC | 0.01% | Add +4.3% | 74,966 | $741K |
| Raymond James Financial Inc. | 0.00% | Reduce -8.5% | 70,174 | $694K |
| Osaic Holdings, Inc. | 0.00% | Add +5.5% | 42,809 | $423K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.4% | 39,567 | $391K |
| Tectonic Advisors LLC | 0.02% | Add +1.2% | 36,290 | $359K |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 34,349 | $340K |
| NorthCoast Asset Management LLC | 0.00% | No change | 32,000 | $316K |
| Twin Focus Capital Partners, LLC | 0.04% | No change | 31,294 | $309K |
| Susquehanna International Group, LLP | 0.00% | Add +13.0% | 28,552 | $282K |
| Leigh Baldwin & Co., LLC | 0.17% | Add +1.2% | 25,512 | $252K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -27.0% | 25,469 | $252K |
| Integrated Capital Management, Inc. | 0.19% | Add +18.8% | 25,018 | $247K |
| Gill Capital Partners, LLC | 0.07% | No change | 23,090 | $228K |
| Bank of Montreal | 0.00% | Add +4.6% | 22,405 | $222K |
| HighTower Advisors, LLC | 0.00% | New | 22,168 | $219K |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 22,074 | $218K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -22.2% | 20,623 | $204K |
| Catalina Capital Group, LLC | 0.14% | New | 20,515 | $203K |
| Cresset Asset Management, LLC | 0.00% | No change | 20,300 | $201K |
| American National Bank & Trust | 0.02% | New | 20,000 | $198K |
| Burford Brothers, Inc. | 0.09% | No change | 19,900 | $197K |
| Wolverine Asset Management LLC | 0.01% | Add +265.0% | 18,044 | $178K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.5% | 17,990 | $178K |
| Oppenheimer & Co. Inc. | 0.00% | New | 17,646 | $175K |
| Generation Capital Management LLC | 0.13% | No change | 16,748 | $166K |
| Sunpointe, LLC | 0.06% | No change | 15,370 | $152K |
| Spire Wealth Management | 0.01% | No change | 14,000 | $138K |
| Collaborative Wealth Managment Inc. | 0.06% | No change | 13,400 | $133K |
| Aviance Capital Partners, LLC | 0.02% | New | 12,944 | $128K |
| Staley Capital Advisers Inc. | 0.01% | No change | 12,500 | $124K |
| Successful Portfolios LLC | 0.08% | No change | 12,428 | $123K |
| Allworth Financial LP | 0.00% | New | 12,000 | $119K |
| Tyche Wealth Partners LLC | 0.02% | No change | 11,940 | $118K |
| Private Wealth Advisors, LLC | 0.05% | No change | 11,774 | $116K |
| Moors & Cabot, Inc. | 0.01% | Reduce -33.0% | 11,449 | $113K |
| Cetera Investment Advisers | 0.00% | Reduce -23.1% | 10,898 | $108K |
| Wellspring Financial Advisors, LLC | 0.01% | New | 10,500 | $104K |
| Prospera Financial Services Inc | 0.00% | New | 10,338 | $102K |
| Meridian Wealth Management, LLC | 0.00% | New | 10,108 | $100K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $99K |
| MAI Capital Management | 0.00% | No change | 7,201 | $71K |
| Comerica Bank | 0.00% | Reduce -0.2% | 5,038 | $50K |
| Duncker Streett & Co. Inc. | 0.01% | New | 4,900 | $48K |
| US Bancorp \de | 0.00% | Add +3.1% | 4,686 | $46K |
| Global Retirement Partners, LLC | 0.00% | — | 4,348 | $43K |
| Activest Wealth Management | 0.01% | No change | 4,150 | $41K |
| St Germain D J Co. Inc. | 0.00% | New | 3,000 | $30K |
| CX Institutional | 0.00% | New | 2,969 | $29K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 2,923 | $29K |
| Fifth Third Bancorp | 0.00% | No change | 2,539 | $25K |
| Rothschild Investment LLC | 0.00% | Reduce -98.5% | 2,389 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Add +17.6% | 1,563 | $15K |
| 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 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 476 | $5K |
| Elequin Capital, LP | 0.00% | Reduce -99.9% | 8 | $79 |
"% 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.