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Disclosery

PMO FRANKLIN MUN OPPORTUNITIES T

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SH BEN INT (fund), issuer CIK 900422

96 managers (96 13F filers) reported a position in PMO shares at 2024-12-31, 7,435,434 shares in all. 4 filers opened a position and 11 filers sold out during the quarter.

Managers
96
13F filers
96
New
4
Added
32
Reduced
22
Sold out
11
Shares held by filers
7,435,434

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pathstone Holdings, LLCin group Pathstone Holdings, LLC575,167$5.83M0.03%+217,54313F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.480,850$4.87M3.26%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY412,589$4.18M<0.01%+88,93213F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC368,040$3.73M0.03%+39,27213F-HRTimelineGroup
1607 Capital Partners, LLC362,681$3.67M0.3%+127,30013F-HRTimeline
Hennion & Walsh Asset Management, Inc.344,532$3.49M0.16%+329,17913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp315,632$3.2M0.01%+8,04613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC307,683$3.12M<0.01%-25,63413F-HRTimeline
Advisors Asset Management, Inc.291,314$2.95M0.05%+139,73913F-HR/ATimeline
UBS Group AGin group UBS Group AG283,668$2.87M<0.01%+26,50613F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC262,568$2.66M0.13%+82,87113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP233,858$2.37M<0.01%+6,21713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC195,647$1.98M<0.01%-5,43713F-HRTimelineGroup
Matisse Capital190,000$1.92M0.98%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC186,921$1.89M0.12%-6,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN151,244$1.53M<0.01%+19,43713F-HRTimelineGroup
Intellus Advisors LLC126,931$1.29M0.22%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC125,584$1.27M<0.01%+8,46913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/124,073$1.26M<0.01%-41,84813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC112,497$1.14M0.01%+7,45013F-HRTimelineGroup
LPL Financial LLC107,686$1.09M<0.01%-14,46713F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.104,200$1.06M<0.01%013F-HRTimelineGroup
Karpus Management, Inc.98,038$993K0.03%+36,18813F-HRTimeline
Capital Investment Advisors, LLC95,485$967K0.02%-9,45413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …94,408$956K<0.01%+53,32213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,526$947K<0.01%-45,93113F-HRTimelineGroup
Nova R Wealth, Inc.93,059$943K0.48%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,453$916K<0.01%13F-HR/ATimelineGroup
SMITH, MOORE & CO.77,712$787K0.07%+11,37613F-HRTimeline
RIVERBRIDGE PARTNERS LLC65,618$665K0.01%-1,18113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,380$490K<0.01%-1,49713F-HRTimelineGroup
Cambridge Investment Research Advisors,…46,795$474K<0.01%-19,69813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,531$461K<0.01%-24813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC38,629$391K0.03%+5,83613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,865$373K<0.01%+2,72913F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,713$372K<0.01%+1,11213F-HRTimelineGroup
Logan Stone Capital, LLC35,936$364K0.12%-199,93713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC35,397$359K0.02%+34313F-HRTimelineGroup
NorthCoast Asset Management LLC32,000$324K<0.01%013F-HR/ATimeline
HighTower Advisors, LLC31,845$323K<0.01%+6,75013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,441$318K<0.01%new13F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC31,294$317K0.05%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD29,972$304K<0.01%+18,97513F-HRTimelineGroup
NINE MASTS CAPITAL Ltd26,736$271K0.05%-52,84313F-HRTimeline
LEIGH BALDWIN & CO., LLC24,883$252K0.21%13F-HR/ATimeline
GILL CAPITAL PARTNERS, LLC23,090$234K0.08%013F-HRTimeline
Generation Capital Management LLC22,882$232K0.2%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,764$231K<0.01%+89613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.22,760$231K<0.01%-25,06913F-HRTimelineGroup
Cresset Asset Management, LLC20,300$206K<0.01%-1,60013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.20,325$206K0.16%+1,93213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,208$205K<0.01%new13F-HRTimelineGroup
Burford Brothers, Inc.19,900$202K0.1%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,496$197K<0.01%-30,71313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,084$193K<0.01%-95313F-HRTimelineGroup
HRT FINANCIAL LP17,414$176K<0.01%new13F-HRTimeline
Moors & Cabot, Inc.16,954$172K0.01%+10113F-HRTimeline
Cetera Investment Advisers15,489$157K<0.01%-27613F-HRTimeline
Avior Wealth Management, LLC15,358$156K0.01%+3,42613F-HRTimeline
Collaborative Wealth Managment Inc.15,324$155K0.07%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,110$153K<0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co14,000$142K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,000$142K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC13,800$140K0.1%13F-HRTimeline
STALEY CAPITAL ADVISERS INC12,500$127K0.01%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…12,495$127K0.01%-31,29713F-HRTimelineGroup
Successful Portfolios LLC12,428$126K0.08%013F-HRTimeline
Fortitude Family Office, LLC12,309$125K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,176$123K<0.01%+1,05913F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC12,000$122K0.01%013F-HRTimeline
Tyche Wealth Partners LLC11,940$121K0.03%013F-HRTimeline
Private Wealth Advisors, LLC11,774$119K0.05%013F-HRTimeline
DAVENPORT & Co LLC11,284$114K<0.01%013F-HRTimeline
Sunpointe, LLC11,200$114K0.06%-9,72413F-HRTimeline
SIMON QUICK ADVISORS, LLC10,989$111K0.01%+76713F-HRTimeline
Seelaus Asset Management LLC10,488$106K0.1%013F-HRTimeline
MAI Capital Management7,201$72.9K<0.01%new13F-HRTimeline
COMERICA BANK5,054$51.2K<0.01%+1613F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\4,545$46K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC4,348$44K<0.01%013F-HRTimeline
Activest Wealth Management4,150$42K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,023$40.8K0.01%-3,00013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,539$25.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,142$21.7K<0.01%+73413F-HRTimeline
BOKF, NAin group BOKF, NA1,660$16.5K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC1,191$12.1K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,000$10.1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC931$9K<0.01%+37913F-HRTimelineGroup
Geneos Wealth Management Inc.797$8.07K<0.01%+27613F-HRTimeline
Hilltop National Bank780$7.9K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP476$4.82K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC400$4K<0.01%013F-HRTimeline
WPG Advisers, LLC275$2.79K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$8<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Farther Finance Advisors, LLC0$00%-5,88813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.