Franklin Muncipl Opps Tst-UiPMO

13F holders, Q4 2025 (December 31)
88holders +3
6new positions
7sold out
$10.70avg. 13F price*

At the end of Q4 2025, 88 institutions reported holding Franklin Muncipl Opps Tst-Ui (PMO) in their 13F filings, up 3 from Q3 2025. 6 opened new positions and 7 sold out. The largest holders were Guggenheim Capital LLC ($7.1M), Advisors Asset Management, Inc. ($6.4M) and Hennion & Walsh Asset Management, Inc. ($5.5M).

Company
Franklin Muncipl Opps Tst-Ui
Filed as
PUTNAM MUN OPPORTUNITIES TR (Q4 2025)
CUSIP
746922103
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 85Q1 2024Q2 2024: 87Q2 2024Q3 2024: 98Q3 2024Q4 2024: 93Q4 2024Q1 2025: 81Q1 2025Q2 2025: 87Q2 2025Q3 2025: 85Q3 2025Q4 2025: 88Q4 2025Q1 2026: 88Q1 2026Q2 2026: 88Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$1.1M
Exits7$2.8M

All 13F filers, Q3 2025 → Q4 2025: 1,271,800 shares bought and 681,685 shares sold, net +590,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

Guggenheim Capital LLC 0.05% Add +9.2% 663,914 $7.1M
Advisors Asset Management, Inc. 0.11% Add +42.3% 598,344 $6.4M
Hennion & Walsh Asset Management, Inc. 0.19% Add +15.8% 518,691 $5.5M
Robinson Capital Management, LLC 2.24% Add +207.5% 493,396 $5.3M
Melfa Wealth Management, Inc. 2.91% Reduce -1.7% 472,403 $5.1M
Rivernorth Capital Management, LLC 0.22% Add +72.8% 427,625 $4.6M
Morgan Stanley 0.00% Add +4.4% 401,211 $4.3M
Pathstone Holdings, LLC 0.02% Reduce -33.9% 372,584 $4.0M
Wells Fargo & Company 0.00% Add +33.0% 372,017 $4.0M
1607 Capital Partners, LLC 0.23% Reduce -11.2% 311,109 $3.3M
Commonwealth Equity Services, LLC 0.00% Reduce -5.2% 303,910 $3.3M
Fiera Capital Corp 0.01% Reduce -1.9% 283,503 $3.0M
Van Eck Associates Corp. 0.00% Add +13.8% 210,252 $2.3M
Ameriprise Financial Inc. 0.00% Reduce -4.7% 179,156 $1.9M
LPL Financial LLC 0.00% Add +17.5% 178,607 $1.9M
Envestnet Asset Management Inc. 0.00% Add +33.8% 165,413 $1.8M
Karpus Management, Inc. 0.05% Reduce -37.0% 161,566 $1.7M
Invesco Ltd. 0.00% Add +53.1% 159,253 $1.7M
Bank of America Corp. 0.00% Add +0.6% 155,159 $1.7M
Worthington Financial Partners, LLC 1.44% — 152,035 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Add +13.4% 149,715 $1.6M
UBS Group AG 0.00% Add +1.1% 137,998 $1.5M
Cohen & Steers, Inc. 0.00% No change 134,200 $1.4M
Riverbridge Partners LLC 0.02% Add +53.5% 118,230 $1.3M
Smith, Moore & Co. 0.09% Reduce -8.0% 115,236 $1.2M
Park Avenue Securities LLC 0.01% Reduce -2.2% 108,352 $1.2M
Intellus Advisors LLC 0.14% Reduce -1.4% 101,019 $1.1M
Nova R Wealth, Inc. 0.36% No change 93,059 $996K
Rockefeller Capital Management L.P. 0.00% Reduce -4.6% 89,447 $957K
Capital Investment Advisors, LLC 0.01% Reduce -12.8% 78,678 $842K
Stifel Financial Corp. 0.00% Add +7.5% 78,592 $841K
Raymond James Financial Inc. 0.00% Add +1.0% 66,369 $710K
Focus Partners Wealth 0.00% New 53,009 $567K
Noble Wealth Management PBC 0.22% Reduce -5.5% 41,600 $445K
Royal Bank of Canada 0.00% Add +28.2% 38,570 $412K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.7% 32,466 $347K
&partners 0.00% New 31,332 $335K
Twin Focus Capital Partners, LLC 0.04% No change 31,294 $335K
Osaic Holdings, Inc. 0.00% Reduce -22.4% 30,980 $331K
Cyndeo Wealth Partners, LLC 0.01% Add +0.1% 26,010 $278K
HighTower Advisors, LLC 0.00% Add +15.6% 24,112 $258K
Susquehanna International Group, LLP 0.00% Add +11.6% 23,188 $248K
Integrated Capital Management, Inc. 0.16% Reduce -1.1% 22,908 $245K
Generation Capital Management LLC 0.16% Add +35.8% 22,748 $243K
Ackerman Capital Advisors, LLC 0.05% Add +12.4% 22,500 $241K
Stratos Wealth Partners, LTD. 0.00% No change 22,300 $239K
Closed-End Fund Advisors, Inc. 0.14% — 21,640 $232K
Bank of Montreal 0.00% Reduce -5.4% 21,508 $230K
Catalina Capital Group, LLC 0.13% No change 20,515 $220K
Northwestern Mutual Wealth Management Co. 0.00% No change 20,378 $218K
Cresset Asset Management, LLC 0.00% No change 20,300 $217K
Oppenheimer & Co. Inc. 0.00% Add +14.2% 20,146 $216K
Burford Brothers, Inc. 0.09% No change 19,900 $213K
Concurrent Investment Advisors, LLC 0.00% No change 18,340 $196K
Westview Management dba Westview Investment Advisors 0.08% — 15,300 $164K
Gill Capital Partners, LLC 0.05% No change 14,813 $158K
Oakmont Investment Advisors, Inc. 0.11% — 14,100 $151K
Spire Wealth Management 0.01% No change 14,000 $150K
Moors & Cabot, Inc. 0.01% Add +13.3% 13,838 $148K
Collaborative Wealth Managment Inc. 0.05% No change 13,400 $143K
Successful Portfolios LLC 0.07% No change 13,428 $143K
Jane Street Group, LLC 0.00% Add +9.0% 12,965 $139K
Staley Capital Advisers Inc. 0.01% No change 12,500 $134K
Allworth Financial LP 0.00% Reduce -1.1% 12,000 $128K
Tyche Wealth Partners LLC 0.02% No change 11,940 $128K
Aviance Capital Partners, LLC 0.01% Add +0.4% 10,555 $113K
Wellspring Financial Advisors, LLC 0.01% No change 10,500 $112K
Meridian Wealth Management, LLC 0.00% No change 10,108 $108K
MML Investors Services, LLC 0.00% New 10,014 $107K
MAI Capital Management 0.00% No change 7,201 $77K
Comerica Bank 0.00% No change 5,038 $54K
Duncker Streett & Co. Inc. 0.01% No change 4,900 $52K
Global Retirement Partners, LLC 0.00% No change 4,348 $47K
Elyxium Wealth, LLC 0.01% New 4,158 $44K
Activest Wealth Management 0.01% Reduce -9.0% 3,775 $40K
St Germain D J Co. Inc. 0.00% No change 3,000 $32K
CX Institutional 0.00% Add +1.1% 3,003 $32K
Fifth Third Bancorp 0.00% No change 2,539 $27K
Rothschild Investment LLC 0.00% No change 2,389 $26K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -27.4% 2,123 $23K
Geneos Wealth Management Inc. 0.00% No change 1,563 $17K
Harbour Investments, Inc. 0.00% No change 1,408 $15K
Kilter Group LLC 0.01% Add +6.3% 1,255 $13K
International Assets Investment Management, LLC 0.00% New 1,229 $13K
Mascoma Wealth Management LLC 0.00% No change 1,191 $13K
Anchor Investment Management, LLC 0.00% No change 1,000 $11K
Hilltop National Bank 0.00% No change 780 $8K
Elevated Capital Advisors, LLC 0.00% New 595 $6K

"% 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.