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Disclosery

PMO FRANKLIN MUN OPPORTUNITIES T

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SH BEN INT (fund), issuer CIK 900422

83 managers (83 13F filers) reported a position in PMO shares at 2025-03-31, 7,311,950 shares in all. 4 filers opened a position and 14 filers sold out during the quarter.

Managers
83
13F filers
83
New
4
Added
28
Reduced
29
Sold out
14
Shares held by filers
7,311,950

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC641,316$6.62M0.03%+66,14913F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.480,794$4.9M3.31%-5613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC479,766$4.89M0.05%+111,72613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.457,293$4.66M0.21%+112,76113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY411,354$4.19M<0.01%-1,23513F-HRTimelineGroup
1607 Capital Partners, LLC382,761$3.9M0.31%+20,08013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC315,544$3.21M<0.01%+7,86113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp294,855$3M0.01%-20,77713F-HRTimelineGroup
UBS Group AGin group UBS Group AG265,521$2.71M<0.01%-18,14713F-HRTimelineGroup
Advisors Asset Management, Inc.247,095$2.52M0.05%-44,21913F-HR/ATimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC245,696$2.5M0.13%-16,87213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC216,827$2.21M<0.01%+21,18013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN211,714$2.16M<0.01%+60,47013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP182,887$1.86M<0.01%-50,97113F-HRTimelineGroup
Matisse Capital166,367$1.7M0.89%-23,63313F-HRTimeline
ROTHSCHILD INVESTMENT LLC163,388$1.66M0.11%-23,53313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/126,334$1.29M<0.01%+2,26113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.124,200$1.27M<0.01%+20,00013F-HRTimelineGroup
Intellus Advisors LLC124,197$1.27M0.22%-2,73413F-HRTimeline
LPL Financial LLC122,200$1.25M<0.01%+14,51413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,072$1.2M<0.01%-7,51213F-HRTimelineGroup
Karpus Management, Inc.99,548$1.01M0.03%+1,51013F-HRTimeline
Capital Investment Advisors, LLC95,180$970K0.02%-30513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …94,408$962K<0.01%013F-HRTimelineGroup
Nova R Wealth, Inc.93,059$948K0.47%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…92,720$945K<0.01%-80613F-HRTimelineGroup
SMITH, MOORE & CO.79,231$807K0.07%+1,51913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,677$781K<0.01%-13,77613F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC71,865$732K0.01%+6,24713F-HRTimeline
Cambridge Investment Research Advisors,…47,885$488K<0.01%+1,09013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,532$464K<0.01%+113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,585$414K<0.01%+3,72013F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC35,875$366K0.02%+47813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC34,868$355K0.02%-3,76113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,605$353K<0.01%-2,10813F-HRTimelineGroup
NorthCoast Asset Management LLC32,000$326K<0.01%013F-HR/ATimeline
TWIN FOCUS CAPITAL PARTNERS, LLC31,294$319K0.05%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,500$270K<0.01%-21,88013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,269$257K<0.01%+5,06113F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC25,220$257K0.21%+33713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.23,972$244K<0.01%+1,21213F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC23,090$235K0.08%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,246$226K<0.01%+3,16213F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,411$218K<0.01%-1,35313F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.21,060$215K0.17%+73513F-HRTimeline
Cresset Asset Management, LLC20,300$207K<0.01%013F-HRTimeline
Burford Brothers, Inc.19,900$203K0.1%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,385$177K<0.01%+2,27513F-HRTimelineGroup
Moors & Cabot, Inc.17,095$174K0.01%+14113F-HRTimeline
Generation Capital Management LLC16,748$171K0.15%-6,13413F-HRTimeline
Avior Wealth Management, LLC16,035$163K0.01%+67713F-HRTimeline
Sunpointe, LLC15,370$157K0.08%+4,17013F-HRTimeline
Cetera Investment Advisers14,181$145K<0.01%-1,30813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,000$143K<0.01%013F-HRTimelineGroup
Collaborative Wealth Managment Inc.13,400$137K0.06%-1,92413F-HRTimeline
STALEY CAPITAL ADVISERS INC12,500$127K0.01%013F-HRTimeline
Successful Portfolios LLC12,428$127K0.09%013F-HRTimeline
Fortitude Family Office, LLC12,309$125K0.04%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC12,000$122K0.01%013F-HRTimeline
Tyche Wealth Partners LLC11,940$122K0.03%013F-HRTimeline
Private Wealth Advisors, LLC11,774$120K0.05%013F-HRTimeline
Noble Wealth Management PBC11,500$117K0.08%-2,30013F-HRTimeline
SIMON QUICK ADVISORS, LLC11,302$115K0.01%+31313F-HRTimeline
DAVENPORT & Co LLC10,601$108K<0.01%-68313F-HRTimeline
Seelaus Asset Management LLC10,388$106K0.1%-10013F-HRTimeline
Olde Wealth Management, LLC9,440$96K0.03%new13F-HRTimeline
MAI Capital Management7,201$73.4K<0.01%013F-HRTimeline
Elequin Capital, LP7,104$72.4K0.01%new13F-HRTimeline
COMERICA BANK5,048$51.4K<0.01%-613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,943$50.4K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,545$46.3K<0.01%013F-HRTimelineGroup
Activest Wealth Management4,150$42.3K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,862$39.4K<0.01%+3,06513F-HRTimeline
Indiana Trust & Investment Management Co3,000$30.6K0.01%-11,00013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,923$29.8K0.01%-1,10013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,539$25.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,408$14.3K<0.01%-73413F-HRTimeline
Mascoma Wealth Management LLC1,191$12.1K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,000$10.2K<0.01%013F-HRTimeline
WPG Advisers, LLC104$1.06K<0.01%-17113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC55$561<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$9<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.