FRANKLIN MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO)

CUSIP: 746922103

Q1 2023 13F Holders as of 31 Mar 2023

Share change
+137,647
SEC-reported price per share
$10.36
Number of holders
68
Value change
+$1,393,564
Number of buys
28
Number of sells
20

Security key

746922103

Report period

Q1 2023

Institutions

68

Top holders

10

Ownership snapshot

Top reported holders of PMO - FRANKLIN MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
AMERIPRISE FINANCIAL INC
Disclosed value leader
AMERIPRISE FINANCIAL INC
Comparable rows
0/15
Latest evidence
31 Dec 2022
13F Highest disclosed value: $7,624,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

AMERIPRISE FINANCIAL INC has the largest disclosed position value at $7.62M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens AMERIPRISE FINANCIAL INC's linked filing trail.
Disclosed position value Top 5
AMERIPRISE FINANCIAL INC $7.62M
MELFA WEALTH MANAGEMENT, INC. $5.2M
COMMONWEALTH EQUITY SERVICES, LLC $4.51M
BANK OF AMERICA CORP /DE/ $3.1M
MORGAN STANLEY $2.74M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
AMERIPRISE FINANCIAL INC
13F
Company
13F
class O/S missing
$7,624,000
703,633 shares
31 Dec 2022
MELFA WEALTH MANAGEMENT, INC.
13F
Company
13F
class O/S missing
$5,204,046
479,635 shares
31 Dec 2022
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
class O/S missing
$4,511,000
415,781 shares
31 Dec 2022
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$3,096,793
285,419 shares
31 Dec 2022
MORGAN STANLEY
13F
Company
13F
class O/S missing
$2,742,088
252,727 shares
31 Dec 2022
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
class O/S missing
$2,050,453
188,981 shares
31 Dec 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
68
Shares
4,479,222
Rows available
68
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2023 vs Q1 2026 Across Filers

Q1 2026 holders
88
Q1 2023 holders
68
Holder diff
-20
Investor Q1 2026 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2026 value Q1 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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