Security key
746922103
FRANKLIN MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO)
CUSIP: 746922103
Q1 2024 13F Holders as of 31 Mar 2024
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 6,243,148
- Total 13F value
- $63,091,972
- Share change
- -467,048
- SEC-reported price per share
- $10.16
- Number of holders
- 86
- Value change
- -$4,779,529
- Number of buys
- 29
- Number of sells
- 31
Report period
Q1 2024
Institutions
86
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
ROBINSON CAPITAL MANAGEME...
Disclosed value leader
ROBINSON CAPITAL MANAGEME...
Comparable rows
0/15
Latest evidence
31 Dec 2023
13F
Highest disclosed value: $9,273,266
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
ROBINSON CAPITAL MANAGEMENT, LLC has the largest disclosed position value at $9.27M.
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 ROBINSON CAPITAL MANAGEMENT, LLC's linked filing trail.
Disclosed position value
Top 5
ROBINSON CAPITAL MANAGEMENT, LLC
$9.27M
AMERIPRISE FINANCIAL INC
$6.67M
Fiera Capital Corp
$6.2M
MELFA WEALTH MANAGEMENT, INC.
$4.96M
COMMONWEALTH EQUITY SERVICES, LLC
$3.37M
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 |
|---|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$9,273,266
902,947 shares
|
— | 31 Dec 2023 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$6,671,658
652,022 shares
|
— | 31 Dec 2023 |
| Fiera Capital Corp |
13F
Company
|
—
class O/S missing
|
$6,195,840
605,654 shares
|
— | 31 Dec 2023 |
| MELFA WEALTH MANAGEMENT, INC. |
13F
Company
|
—
class O/S missing
|
$4,961,208
484,967 shares
|
— | 31 Dec 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
—
class O/S missing
|
$3,371,000
329,477 shares
|
— | 31 Dec 2023 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$2,938,322
287,226 shares
|
— | 31 Dec 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 Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
86
Shares
6,243,148
Rows available
86
| 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 2024 vs Q1 2026 Across Filers
Q1 2026 holders
88
Q1 2024 holders
86
Holder diff
-2
| Investor | Q1 2026 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend