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Franklin Dynamic Municipal Bond ETF (FLMI) Institutional Ownership

Franklin Dynamic Municipal Bond ETF logo
$24.66 -0.09 (-0.36%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$79.16M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.96M
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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
11/15/2024Jane Street Group LLC155,451$3.89M0.0%+175.1%1.840%
11/15/2024 Stifel Financial Corp24,434$611K0.0%+119.1%0.289%
11/15/2024 HighTower Advisors LLC122,062$3.05M0.0%N/A1.445%
11/14/2024 Captrust Financial Advisors73,788$1.85M0.0%-2.8%0.873%
11/7/2024 Thrivent Financial for Lutherans152,719$3.82M0.0%+35.1%1.807%
11/5/2024 Harbour Investments Inc.33,255$832K0.0%+15.6%0.394%
11/4/2024 Sigma Planning Corp9,502$238K0.0%N/A0.112%
11/1/2024 Atria Investments Inc16,911$423K0.0%+13.2%0.200%
10/30/2024 Landmark Wealth Management LLC42,382$1.06M0.5%-2.4%0.502%
10/30/2024 Central Bank & Trust Co.867,890$21.71M3.0%+30.3%10.271%
10/30/2024 Leeward Financial Partners LLC60,936$1.52M0.6%+2.8%0.721%
10/29/2024 TrueWealth Advisors LLC15,891$397K0.1%+24.9%0.188%
10/29/2024 Cedar Point Capital Partners LLC36,427$911K0.6%+3.6%0.431%
10/28/2024 Gladstone Institutional Advisory LLC17,062$427K0.0%-4.1%0.202%
10/25/2024 Financial Advocates Investment Management46,004$1.15M0.1%-6.2%0.544%
10/24/2024 Patriot Financial Group Insurance Agency LLC163,103$4.08M0.5%+8.2%1.930%
10/24/2024 ShoreHaven Wealth Partners LLC148,014$3.70M1.8%+1.4%1.752%
10/22/2024 Private 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%
10/16/2024 Secure 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%
10/8/2024 CWM LLC10,007$250K0.0%+592.5%0.118%
10/7/2024 GAMMA Investing LLC40,227$1.01M0.1%+43.7%0.476%
10/2/2024 Massmutual Trust Co. FSB ADV31,347$784K0.0%N/A0.371%
9/5/2024Sanctuary Advisors LLC184,194$4.45M0.0%N/A2.180%
8/22/2024 Cetera Investment Advisers42,461$1.04M0.0%-1.4%0.502%
8/21/2024 Truist Financial Corp23,137$565K0.0%+66.4%0.274%
8/13/2024 Thrivent 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%
8/9/2024 Wulff Hansen & CO.1,004,991$24.52M0.1%+2,340.1%11.893%
8/9/2024 Collaborative Wealth Managment Inc.23,769$580K0.3%+7.9%0.281%
8/8/2024 American Financial & Tax Strategies Inc.138,403$3.38M1.8%+2.5%1.638%
8/5/2024 Private Advisor Group LLC40,084$978K0.0%+47.5%0.474%
7/31/2024 Essex 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%
7/29/2024 Financial Advocates Investment Management49,031$1.20M0.1%+6.3%0.580%
7/26/2024 Harbour Investments Inc.28,777$702K0.0%+285.1%0.341%
7/26/2024 Patriot Financial Group Insurance Agency LLC150,768$3.68M0.5%+0.4%1.784%
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7/26/2024 Cambridge Investment Research Advisors Inc.106,440$2.60M0.0%+7.4%1.260%
7/26/2024 Bank 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%
7/24/2024 ShoreHaven Wealth Partners LLC146,018$3.56M1.9%+4.2%1.728%
7/19/2024 Central Bank & Trust Co.665,950$16.25M2.3%+11.1%7.881%
7/19/2024 SFG 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%
7/16/2024 Cedar 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%
5/22/2024 Cedar Point Capital Partners LLC37,556$921K0.7%+8.8%0.444%
5/9/2024Orion Portfolio Solutions LLC40,200$986K0.0%-31.5%0.476%
5/8/2024 Avantax Advisory Services Inc.11,225$275K0.0%N/A0.133%
5/3/2024 Wulff Hansen & CO.41,187$1.01M1.0%N/A0.505%
4/30/2024 Private Advisor Group LLC27,168$666K0.0%+43.6%0.333%
4/30/2024Commonwealth Equity Services LLC41,695$1.02M0.0%+42.7%0.512%
4/26/2024 SFG Wealth Management LLC.28,351$695K0.4%N/A0.348%
4/25/2024 Cambridge Investment Research Advisors Inc.99,078$2.43M0.0%+12.0%1.216%
4/24/2024 Landmark Wealth Management LLC44,245$1.09M0.5%-5.8%0.543%
4/24/2024 Essex Financial Services Inc.24,224$594K0.1%+87.5%0.297%
4/23/2024 TrueWealth Advisors LLC8,576$210K0.1%N/A0.105%
4/19/2024 Leeward 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%
4/11/2024 Central 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%
3/1/2024 Creekmur Asset Management LLC2,177$53K0.0%N/A0.047%
3/1/2024Pineridge Advisors LLC5,576$135K0.0%N/A0.120%
2/12/2024 Steward 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%
2/9/2024 Cambridge Investment Research Advisors Inc.88,443$2.15M0.0%N/A1.902%
2/9/2024 Gladstone Institutional Advisory LLC16,869$409K0.0%-4.9%0.363%
2/8/2024 Financial Advocates Investment Management37,813$917K0.1%+16.3%0.813%
2/7/2024 Collaborative Wealth Managment Inc.12,915$313K0.2%+23.2%0.278%
2/6/2024 ShoreHaven Wealth Partners LLC124,929$3.03M1.8%-6.5%2.687%
2/6/2024 Private Advisor Group LLC18,924$459K0.0%N/A0.407%
2/6/2024Benjamin F. Edwards & Company Inc.7,022$170K0.0%-35.6%0.151%
2/6/2024 Essex Financial Services Inc.12,920$313K0.0%N/A0.278%
2/5/2024 Magnus Financial Group LLC8,561$208K0.0%-75.4%0.184%
2/3/2024 Cedar Point Capital Partners LLC34,519$837K0.7%N/A0.742%
2/2/2024 Truist Financial Corp13,792$335K0.0%N/A0.297%
2/1/2024 CWM LLC2,331$57K0.0%N/A0.050%
1/26/2024 Leeward 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%
1/22/2024 Landmark Wealth Management LLC46,952$1.14M0.6%-2.1%1.010%
1/22/2024 Aspire Wealth Management Corp7,215$175K0.1%N/A0.155%
1/19/2024Atlas Private Wealth Management46,550$1.13M0.5%N/A1.001%
1/19/2024 Patriot Financial Group Insurance Agency LLC71,356$1.73M0.3%N/A1.535%
1/16/2024Raymond James Financial Services Advisors Inc.119,723$2.90M0.0%-31.3%2.575%
1/16/2024Raymond James & Associates47,661$1.16M0.0%N/A1.025%
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1/12/2024 Redhawk Wealth Advisors Inc.14,561$353K0.1%N/A0.313%
1/9/2024 Central Bank & Trust Co.297,405$7.21M1.1%+66.0%6.396%
11/16/2023 VitalStone Financial LLC1,300$30K0.0%N/A0.028%
11/13/2023 LPL Financial LLC553,113$12.69M0.0%+76.5%11.895%
11/9/2023 Collaborative Wealth Managment Inc.10,481$241K0.1%N/A0.225%
11/1/2023Orion Portfolio Solutions LLC92,514$2.12M0.0%-51.3%1.990%
10/31/2023 Leeward Financial Partners LLC40,215$923K0.5%+15.8%0.865%
10/27/2023 Financial Advocates Investment Management32,524$746K0.1%+7.7%0.699%
10/24/2023 Bank of New York Mellon Corp77,476$1.78M0.0%+33.6%1.666%
10/24/2023 ShoreHaven Wealth Partners LLC133,569$3.07M2.1%+77.7%2.872%
(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, 61 institutional investors and hedge funds held shares of Franklin Dynamic Municipal Bond ETF. The most heavily invested institutionals were Franklin Resources Inc. ($42.84M), Wulff Hansen & CO. ($24.52M), Central Bank & Trust Co. ($21.71M), LPL Financial LLC ($12.69M), Sanctuary Advisors LLC ($4.45M), Patriot Financial Group Insurance Agency LLC ($4.08M), and Jane Street Group LLC ($3.89M).Learn more on FLMI's institutional investors.

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

Of the 56 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), LPL Financial LLC ($327.90K), Raymond James Financial Services Advisors Inc. ($194.15K), Sanctuary Advisors LLC ($184.19K), 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 4,239,062 shares in the last 24 months. This purchase volume represents approximately $102.71M in transactions.

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

Of the 16 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: Magnus Financial Group LLC ($504.89K), Orion Portfolio Solutions LLC ($149.87K), ShoreHaven Wealth Partners LLC ($86.96K), Raymond James Financial Services Advisors Inc. ($74.55K), LPL Financial LLC ($27.93K), Quantitative Advantage LLC ($18.28K), and Stratos Wealth Advisors LLC ($16.45K).

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

Institutional investors have sold a total of 903,424 shares in the last 24 months. This volume of shares sold represents approximately $21.24M in transactions.



This page (NYSEARCA:FLMI) was last updated on 11/17/2024 by MarketBeat.com Staff
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