Security key
746922103
FRANKLIN MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO)
CUSIP: 746922103
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 6,734,308
- Total 13F value
- $68,983,393
- Share change
- +1,121,993
- SEC-reported price per share
- $10.23
- Number of holders
- 83
- Value change
- +$11,601,334
- Number of buys
- 37
- Number of sells
- 27
Report period
Q4 2023
Institutions
83
Top holders
10
PMO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
FRANKLIN MUNICIPAL OPPORTUNITIES TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 746922103
Recent filing periods:
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
30 Sep 2023
13F
Highest disclosed value: $7,232,014
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 $7.23M.
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
$7.23M
ROBINSON CAPITAL MANAGEMENT, LLC
$5.69M
MELFA WEALTH MANAGEMENT, INC.
$4.46M
COMMONWEALTH EQUITY SERVICES, LLC
$3.5M
UBS Group AG
$2.12M
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
|
—
class O/S missing
|
$7,232,014
786,455 shares
|
— | 30 Sep 2023 |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$5,688,043
637,673 shares
|
— | 30 Sep 2023 |
| MELFA WEALTH MANAGEMENT, INC. |
13F
Company
|
—
class O/S missing
|
$4,455,494
484,293 shares
|
— | 30 Sep 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
—
class O/S missing
|
$3,498,000
380,257 shares
|
— | 30 Sep 2023 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$2,121,474
230,595 shares
|
— | 30 Sep 2023 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$2,071,322
225,143 shares
|
— | 30 Sep 2023 |
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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
83
Shares
6,734,308
Rows available
83
| 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 Q4 2023 vs Q1 2026 Across Filers
Q1 2026 holders
89
Q4 2023 holders
83
Holder diff
-6
| Investor | Q1 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend