Security key
746922103
FRANKLIN MUNICIPAL OPPORTUNITIES TRUST - SH BEN INT (PMO)
CUSIP: 746922103
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 7,319,095
- Total 13F value
- $74,663,917
- Share change
- -93,677
- SEC-reported price per share
- $10.19
- Number of holders
- 82
- Value change
- -$927,230
- Number of buys
- 32
- Number of sells
- 41
Report period
Q1 2025
Institutions
82
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
Pathstone Holdings, LLC
Disclosed value leader
Pathstone Holdings, LLC
Comparable rows
0/15
Latest evidence
31 Dec 2024
13F
Highest disclosed value: $5,827,475
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Pathstone Holdings, LLC has the largest disclosed position value at $5.83M.
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 Pathstone Holdings, LLC's linked filing trail.
Disclosed position value
Top 5
Pathstone Holdings, LLC
$5.83M
MELFA WEALTH MANAGEMENT, INC.
$4.87M
MORGAN STANLEY
$4.18M
GUGGENHEIM CAPITAL LLC
$3.73M
1607 Capital Partners, LLC
$3.67M
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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC |
13F
Company
|
—
class O/S missing
|
$5,827,475
575,167 shares
|
— | 31 Dec 2024 |
| MELFA WEALTH MANAGEMENT, INC. |
13F
Company
|
—
class O/S missing
|
$4,871,010
480,850 shares
|
— | 31 Dec 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$4,179,539
412,589 shares
|
— | 31 Dec 2024 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
—
class O/S missing
|
$3,728,245
368,040 shares
|
— | 31 Dec 2024 |
| 1607 Capital Partners, LLC |
13F
Company
|
—
class O/S missing
|
$3,673,959
362,681 shares
|
— | 31 Dec 2024 |
| Hennion & Walsh Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$3,490,109
344,532 shares
|
— | 31 Dec 2024 |
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 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
82
Shares
7,319,095
Rows available
82
| 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 2025 vs Q1 2026 Across Filers
Q1 2026 holders
88
Q1 2025 holders
82
Holder diff
-6
| Investor | Q1 2026 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend