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Franklin Dynamic Municipal Bond ETF (FLMI) Institutional Ownership

Franklin Dynamic Municipal Bond ETF logo
$24.44 +0.07 (+0.29%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$81.12M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$31.17M
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FLMI Institutional Buying and Selling by Quarter

Franklin Dynamic Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Secure Asset Management LLC32,593$796K0.1%+11.0%0.386%
1/17/2025Cedar Point Capital Partners LLC38,363$937K0.6%+5.3%0.454%
1/17/2025Janney Montgomery Scott LLC19,187$469K0.0%+45.5%0.227%
1/16/2025Central Bank & Trust Co.750,173$18.33M2.8%-13.6%8.878%
1/16/2025MassMutual Private Wealth & Trust FSB38,556$942K0.0%+23.0%0.456%
1/15/2025 TrueWealth Advisors LLC20,130$492K0.2%+26.7%0.238%
1/14/2025 Redhawk Wealth Advisors Inc.64,646$1.58M0.2%+7.4%0.765%
1/8/2025 International Assets Investment Management LLC14,244$349K0.0%N/A0.169%
1/3/2025 GAMMA Investing LLC63,401$1.55M0.1%+57.6%0.750%
12/26/2024JPMorgan Chase & Co.228,634$5.72M0.0%+9.0%2.706%
11/27/2024Franklin Resources Inc.418,637$10.39M0.0%-71.0%4.954%
11/25/2024Sanctuary Advisors LLC355,837$8.84M0.1%+93.2%4.211%
11/15/2024Jane Street Group LLC155,451$3.89M0.0%+175.1%1.840%
11/15/2024Stifel Financial Corp24,434$611K0.0%+119.1%0.289%
11/15/2024HighTower Advisors LLC122,062$3.05M0.0%N/A1.445%
11/14/2024Captrust Financial Advisors73,788$1.85M0.0%-2.8%0.873%
11/7/2024Thrivent Financial for Lutherans152,719$3.82M0.0%+35.1%1.807%
11/5/2024Harbour Investments Inc.33,255$832K0.0%+15.6%0.394%
11/4/2024Sigma Planning Corp9,502$238K0.0%N/A0.112%
11/1/2024Atria Investments Inc16,911$423K0.0%+13.2%0.200%
10/30/2024Landmark Wealth Management LLC42,382$1.06M0.5%-2.4%0.502%
10/30/2024Central Bank & Trust Co.867,890$21.71M3.0%+30.3%10.271%
10/30/2024Leeward Financial Partners LLC60,936$1.52M0.6%+2.8%0.721%
10/29/2024 TrueWealth Advisors LLC15,891$397K0.1%+24.9%0.188%
10/29/2024Cedar Point Capital Partners LLC36,427$911K0.6%+3.6%0.431%
10/28/2024Gladstone Institutional Advisory LLC17,062$427K0.0%-4.1%0.202%
10/25/2024Financial Advocates Investment Management46,004$1.15M0.1%-6.2%0.544%
10/24/2024Patriot Financial Group Insurance Agency LLC163,103$4.08M0.5%+8.2%1.930%
10/24/2024ShoreHaven Wealth Partners LLC148,014$3.70M1.8%+1.4%1.752%
10/22/2024Private Advisor Group LLC72,359$1.81M0.0%+80.5%0.856%
10/19/2024One Degree Advisors Inc47,420$1.19M0.5%N/A0.561%
10/18/2024Stratos Wealth Advisors LLC71,548$1.79M0.1%+43.1%0.847%
10/16/2024Secure Asset Management LLC29,366$734K0.1%N/A0.348%
10/11/2024 Redhawk Wealth Advisors Inc.60,206$1.51M0.2%+2.1%0.712%
10/8/2024CWM LLC10,007$250K0.0%+592.5%0.118%
10/7/2024 GAMMA Investing LLC40,227$1.01M0.1%+43.7%0.476%
10/2/2024Massmutual Trust Co. FSB ADV31,347$784K0.0%N/A0.371%
9/5/2024Sanctuary Advisors LLC184,194$4.45M0.0%N/A2.180%
8/22/2024Cetera Investment Advisers42,461$1.04M0.0%-1.4%0.502%
8/21/2024Truist Financial Corp23,137$565K0.0%+66.4%0.274%
8/13/2024Thrivent Financial for Lutherans113,012$2.76M0.0%N/A1.337%
8/13/2024Benjamin F. Edwards & Company Inc.5,608$137K0.0%-20.1%0.066%
8/9/2024Wulff Hansen & CO.1,004,991$24.52M0.1%+2,340.1%11.893%
8/9/2024Collaborative Wealth Managment Inc.23,769$580K0.3%+7.9%0.281%
8/8/2024American Financial & Tax Strategies Inc.138,403$3.38M1.8%+2.5%1.638%
8/5/2024Private Advisor Group LLC40,084$978K0.0%+47.5%0.474%
7/31/2024Essex Financial Services Inc.23,170$565K0.0%-4.4%0.274%
7/31/2024Commonwealth Equity Services LLC69,139$1.69M0.0%+65.8%0.818%
7/30/2024 International Assets Investment Management LLC8,350$204K0.0%N/A0.099%
7/29/2024Financial Advocates Investment Management49,031$1.20M0.1%+6.3%0.580%
7/26/2024Harbour Investments Inc.28,777$702K0.0%+285.1%0.341%
7/26/2024Patriot Financial Group Insurance Agency LLC150,768$3.68M0.5%+0.4%1.784%
7/26/2024Cambridge Investment Research Advisors Inc.106,440$2.60M0.0%+7.4%1.260%
7/26/2024Bank of New York Mellon Corp116,983$2.85M0.0%+6.3%1.384%
7/24/2024 TrueWealth Advisors LLC12,719$310K0.1%+48.3%0.151%
7/24/2024ShoreHaven Wealth Partners LLC146,018$3.56M1.9%+4.2%1.728%
7/19/2024Central Bank & Trust Co.665,950$16.25M2.3%+11.1%7.881%
7/19/2024SFG Wealth Management LLC.29,434$718K0.4%+3.8%0.348%
7/17/2024 Redhawk Wealth Advisors Inc.58,992$1.44M0.2%+296.1%0.698%
7/16/2024Cedar Point Capital Partners LLC35,176$858K0.6%-6.3%0.416%
7/2/2024 GAMMA Investing LLC28,000$683K0.1%+1,127.0%0.331%
5/24/2024Cetera Advisors LLC16,629$408K0.0%N/A0.197%
5/22/2024Cedar Point Capital Partners LLC37,556$921K0.7%+8.8%0.444%
5/9/2024Orion Portfolio Solutions LLC40,200$986K0.0%-31.5%0.476%
5/8/2024Avantax Advisory Services Inc.11,225$275K0.0%N/A0.133%
5/3/2024Wulff Hansen & CO.41,187$1.01M1.0%N/A0.505%
4/30/2024Private Advisor Group LLC27,168$666K0.0%+43.6%0.333%
4/30/2024Commonwealth Equity Services LLC41,695$1.02M0.0%+42.7%0.512%
4/26/2024SFG Wealth Management LLC.28,351$695K0.4%N/A0.348%
4/25/2024Cambridge Investment Research Advisors Inc.99,078$2.43M0.0%+12.0%1.216%
4/24/2024Landmark Wealth Management LLC44,245$1.09M0.5%-5.8%0.543%
4/24/2024Essex Financial Services Inc.24,224$594K0.1%+87.5%0.297%
4/23/2024 TrueWealth Advisors LLC8,576$210K0.1%N/A0.105%
4/19/2024Leeward Financial Partners LLC55,191$1.35M0.6%+18.2%1.187%
4/15/2024 Bowman & Co S.C.40,344$990K0.6%N/A0.868%
4/11/2024Central Bank & Trust Co.599,424$14.70M2.1%+101.6%12.891%
4/11/2024RFG Advisory LLC10,614$260K0.0%N/A0.228%
4/5/2024 GAMMA Investing LLC2,282$56K0.0%N/A0.049%
3/1/2024Creekmur Asset Management LLC2,177$53K0.0%N/A0.047%
3/1/2024Pineridge Advisors LLC5,576$135K0.0%N/A0.120%
2/12/2024Steward Partners Investment Advisory LLC13,961$339K0.0%+16.4%0.300%
2/9/2024Orion Portfolio Solutions LLC58,701$1.42M0.0%-36.5%1.262%
2/9/2024Cambridge Investment Research Advisors Inc.88,443$2.15M0.0%N/A1.902%
2/9/2024Gladstone Institutional Advisory LLC16,869$409K0.0%-4.9%0.363%
2/8/2024Financial Advocates Investment Management37,813$917K0.1%+16.3%0.813%
2/7/2024Collaborative Wealth Managment Inc.12,915$313K0.2%+23.2%0.278%
2/6/2024ShoreHaven Wealth Partners LLC124,929$3.03M1.8%-6.5%2.687%
2/6/2024Private Advisor Group LLC18,924$459K0.0%N/A0.407%
2/6/2024Benjamin F. Edwards & Company Inc.7,022$170K0.0%-35.6%0.151%
2/6/2024Essex Financial Services Inc.12,920$313K0.0%N/A0.278%
2/5/2024Magnus Financial Group LLC8,561$208K0.0%-75.4%0.184%
2/3/2024Cedar Point Capital Partners LLC34,519$837K0.7%N/A0.742%
2/2/2024Truist Financial Corp13,792$335K0.0%N/A0.297%
2/1/2024CWM LLC2,331$57K0.0%N/A0.050%
1/26/2024Leeward Financial Partners LLC46,683$1.13M0.5%+16.1%1.004%
1/24/2024Stratos Wealth Advisors LLC43,576$1.06M0.1%+10.8%0.937%
1/22/2024Landmark Wealth Management LLC46,952$1.14M0.6%-2.1%1.010%
1/22/2024Aspire Wealth Management Corp7,215$175K0.1%N/A0.155%
1/19/2024Atlas Private Wealth Management46,550$1.13M0.5%N/A1.001%
1/19/2024Patriot Financial Group Insurance Agency LLC71,356$1.73M0.3%N/A1.535%
(Data available from 1/1/2016 forward)

FLMI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLMI shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Franklin Dynamic Municipal Bond ETF. The most heavily invested institutionals were Wulff Hansen & CO. ($24.52M), Central Bank & Trust Co. ($18.33M), LPL Financial LLC ($12.69M), Franklin Resources Inc. ($10.39M), Sanctuary Advisors LLC ($8.84M), JPMorgan Chase & Co. ($5.72M), and Patriot Financial Group Insurance Agency LLC ($4.08M).Learn more on FLMI's institutional investors.

Which institutional investors have been buying Franklin Dynamic Municipal Bond ETF stock?

Of the 59 institutional investors that purchased Franklin Dynamic Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wulff Hansen & CO. ($1.00M), Central Bank & Trust Co. ($867.89K), Sanctuary Advisors LLC ($355.84K), LPL Financial LLC ($327.90K), Raymond James Financial Services Advisors Inc. ($194.15K), Thrivent Financial for Lutherans ($152.72K), and ShoreHaven Wealth Partners LLC ($128.13K).

How much institutional buying is happening at Franklin Dynamic Municipal Bond ETF?

Institutional investors have bought a total of 4,494,038 shares in the last 24 months. This purchase volume represents approximately $109.05M in transactions.

Which Franklin Dynamic Municipal Bond ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold Franklin Dynamic Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($1.03M), Magnus Financial Group LLC ($504.89K), Orion Portfolio Solutions LLC ($149.87K), Central Bank & Trust Co. ($117.72K), ShoreHaven Wealth Partners LLC ($86.96K), Raymond James Financial Services Advisors Inc. ($74.55K), and LPL Financial LLC ($27.93K).

How much institutional selling is happening at Franklin Dynamic Municipal Bond ETF?

Institutional investors have sold a total of 2,047,034 shares in the last 24 months. This volume of shares sold represents approximately $49.78M in transactions.



This page (NYSEARCA:FLMI) was last updated on 1/18/2025 by MarketBeat.com Staff
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