Franklin Muncipl Opps Tst-UiPMO
13F holders, Q3 2025 (September 30)85holders −2
5new positions
7sold out
1famous investor
$10.33avg. 13F price*
At the end of Q3 2025, 85 institutions reported holding Franklin Muncipl Opps Tst-Ui (PMO) in their 13F filings, down 2 from Q2 2025. 5 opened new positions and 7 sold out. The largest holders were Guggenheim Capital LLC ($6.3M), Pathstone Holdings, LLC ($5.8M) and Melfa Wealth Management, Inc. ($5.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Franklin Muncipl Opps Tst-Ui
- Filed as
- PUTNAM MUN OPPORTUNITIES TR (Q3 2025)
- CUSIP
- 746922103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $678K |
| Exits | 7 | $988K |
All 13F filers, Q2 2025 → Q3 2025: 578,400 shares bought and 219,633 shares sold, net +358,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Guggenheim Capital LLC | 0.05% | Add +0.5% | 607,756 | $6.3M |
| Pathstone Holdings, LLC | 0.02% | Add +6.4% | 563,544 | $5.8M |
| Melfa Wealth Management, Inc. | 2.91% | No change | 480,444 | $5.0M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Reduce -0.5% | 447,956 | $4.6M |
| Advisors Asset Management, Inc. | 0.07% | Add +36.9% | 420,550 | $4.3M |
| Morgan Stanley | 0.00% | Add +4.6% | 384,451 | $4.0M |
| 1607 Capital Partners, LLC | 0.27% | Reduce -7.2% | 350,361 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 320,652 | $3.3M |
| Fiera Capital Corp | 0.01% | Reduce -0.8% | 288,875 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +24.4% | 279,658 | $2.9M |
| Karpus Management, Inc. | 0.08% | Add +10.6% | 256,492 | $2.6M |
| Rivernorth Capital Management, LLC | 0.15% | No change | 247,520 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 187,989 | $1.9M |
| Van Eck Associates Corp. | 0.00% | Reduce -0.3% | 184,741 | $1.9M |
| Matisse Capital | 0.77% | No change | 166,367 | $1.7M |
| Robinson Capital Management, LLC | 1.20% | Add +81.4% | 160,455 | $1.7M |
| Bank of America Corp. | 0.00% | Add +1.2% | 154,223 | $1.6M |
| LPL Financial LLC | 0.00% | Add +19.5% | 152,045 | $1.6M |
| UBS Group AG | 0.00% | Reduce -14.0% | 136,444 | $1.4M |
| Cohen & Steers, Inc. | 0.00% | No change | 134,200 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +39.9% | 132,044 | $1.4M |
| Smith, Moore & Co. | 0.10% | Add +60.6% | 125,303 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 123,602 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.8% | 110,789 | $1.1M |
| Invesco Ltd. | 0.00% | Add +32.1% | 104,027 | $1.1M |
| Intellus Advisors LLC | 0.14% | Reduce -19.0% | 102,463 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 93,776 | $969K |
| Nova R Wealth, Inc. | 0.41% | No change | 93,059 | $961K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.9% | 90,193 | $932K |
| Riverbridge Partners LLC | 0.01% | Add +2.8% | 77,040 | $796K |
| Stifel Financial Corp. | 0.00% | Add +112.8% | 73,101 | $755K |
| Raymond James Financial Inc. | 0.00% | Reduce -6.4% | 65,709 | $679K |
| Noble Wealth Management PBC | 0.24% | — | 44,000 | $455K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.7% | 39,932 | $397K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.1% | 34,778 | $359K |
| NorthCoast Asset Management LLC | 0.00% | No change | 32,000 | $331K |
| Twin Focus Capital Partners, LLC | 0.04% | No change | 31,294 | $323K |
| Royal Bank of Canada | 0.00% | Add +36.3% | 30,076 | $311K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +2.0% | 25,981 | $268K |
| Leigh Baldwin & Co., LLC | 0.15% | Add +1.2% | 25,814 | $267K |
| Integrated Capital Management, Inc. | 0.17% | Reduce -7.5% | 23,151 | $239K |
| Bank of Montreal | 0.00% | Add +1.5% | 22,731 | $235K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 22,300 | $230K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.9% | 20,856 | $215K |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.2% | 20,782 | $215K |
| Catalina Capital Group, LLC | 0.13% | No change | 20,515 | $212K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 20,378 | $211K |
| Cresset Asset Management, LLC | 0.00% | No change | 20,300 | $210K |
| Ackerman Capital Advisors, LLC | 0.04% | New | 20,025 | $207K |
| Burford Brothers, Inc. | 0.09% | No change | 19,900 | $206K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.9% | 18,340 | $189K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 17,646 | $182K |
| Generation Capital Management LLC | 0.13% | No change | 16,748 | $173K |
| Sunpointe, LLC | 0.06% | Reduce -0.1% | 15,360 | $159K |
| Gill Capital Partners, LLC | 0.05% | Reduce -35.9% | 14,813 | $153K |
| Spire Wealth Management | 0.00% | No change | 14,000 | $145K |
| Successful Portfolios LLC | 0.08% | Add +8.1% | 13,428 | $139K |
| Collaborative Wealth Managment Inc. | 0.06% | No change | 13,400 | $138K |
| Staley Capital Advisers Inc. | 0.01% | No change | 12,500 | $129K |
| Moors & Cabot, Inc. | 0.01% | Add +6.7% | 12,218 | $126K |
| Allworth Financial LP | 0.00% | Add +1.2% | 12,139 | $125K |
| Tyche Wealth Partners LLC | 0.02% | No change | 11,940 | $123K |
| Jane Street Group, LLC | 0.00% | New | 11,894 | $123K |
| Private Wealth Advisors, LLC | 0.04% | Reduce -5.8% | 11,093 | $115K |
| Aviance Capital Partners, LLC | 0.01% | Reduce -18.8% | 10,515 | $109K |
| Wellspring Financial Advisors, LLC | 0.01% | No change | 10,500 | $108K |
| Prospera Financial Services Inc | 0.00% | Add +0.9% | 10,432 | $108K |
| Citadel Advisors | 0.00% | New | 10,257 | $106K |
| Meridian Wealth Management, LLC | 0.00% | No change | 10,108 | $104K |
| MAI Capital Management | 0.00% | No change | 7,201 | $74K |
| Comerica Bank | 0.00% | No change | 5,038 | $52K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 4,900 | $51K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,348 | $45K |
| Activest Wealth Management | 0.01% | No change | 4,150 | $43K |
| CX Institutional | 0.00% | No change | 2,969 | $31K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,000 | $31K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 2,923 | $30K |
| Fifth Third Bancorp | 0.00% | No change | 2,539 | $26K |
| Rothschild Investment LLC | 0.00% | No change | 2,389 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,563 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 1,408 | $15K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,191 | $12K |
| Kilter Group LLC | 0.01% | New | 1,181 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,000 | $10K |
| Hilltop National Bank | 0.00% | No change | 780 | $8K |
"% 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.