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Franklin Dynamic Municipal Bond ETF (FLMI) Institutional Ownership

Franklin Dynamic Municipal Bond ETF logo
$24.11 -0.02 (-0.07%)
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Institutional Ownership Changes (13F Filings) for Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$309.54M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$47.30M
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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
6/2/2025 Integrity Wealth Advisors Inc.19,026$465K0.3%+2.7%0.071%
5/20/2025 Focus Partners Wealth1,287,902$31.48M0.1%-1.4%4.779%
5/19/2025 Jane Street Group LLC45,280$1.11M0.0%+37.2%0.185%
5/16/2025 Jones Financial Companies Lllp9,668$240K0.0%-66.0%0.039%
5/16/2025 NewEdge Advisors LLC4,100$100K0.0%N/A0.017%
5/16/2025 Integrated Wealth Concepts LLC33,290$814K0.0%+134.4%0.136%
5/15/2025 Royal Bank of Canada11,726$287K0.0%-4.6%0.048%
5/14/2025 Evergreen Wealth Solutions LLC12,150$297K0.2%N/A0.050%
5/14/2025 Cedar Point Capital Partners LLC39,056$955K0.6%+1.8%0.159%
5/14/2025 Kestra Advisory Services LLC56,826$1.39M0.0%+50.1%0.232%
5/14/2025 Flow Traders U.S. LLC29,372$718K0.0%-23.6%0.120%
5/13/2025 Raymond James Financial Inc.597,975$14.62M0.0%+24.5%2.441%
5/13/2025 HighTower Advisors LLC212,497$5.19M0.0%+19.3%0.867%
5/12/2025 SouthState Corp3,454$84K0.0%N/A0.014%
5/12/2025 One Degree Advisors Inc76,769$1.88M0.8%+3.6%0.313%
5/9/2025 Leeward Financial Partners LLC66,386$1.62M0.6%+2.7%0.271%
5/9/2025 Atria Wealth Solutions Inc.11,791$288K0.0%+18.0%0.048%
5/9/2025 PNC Financial Services Group Inc.9,225$225K0.0%+2,194.8%0.038%
5/8/2025 Harbour Investments Inc.26,694$652K0.0%-32.0%0.109%
5/8/2025 Collaborative Wealth Managment Inc.31,068$759K0.4%+2.8%0.127%
5/7/2025 LPL Financial LLC3,084,460$75.38M0.0%+19.0%12.590%
5/7/2025 Inspire Advisors LLC8,851$216K0.0%N/A0.036%
5/7/2025 BlueStem Wealth Partners LLC419,617$10.26M1.4%N/A1.713%
5/6/2025 ShoreHaven Wealth Partners LLC126,832$3.10M1.5%-16.8%0.518%
5/6/2025 Cetera Investment Advisers207,302$5.07M0.0%+38.7%0.846%
5/6/2025 Brookwood Investment Group LLC8,682$212K0.0%N/A0.035%
5/6/2025 American Financial & Tax Strategies Inc.134,343$3.28M1.8%-5.0%0.548%
5/6/2025 PFG Advisors8,566$209K0.0%-6.7%0.035%
5/5/2025 IFP Advisors Inc5,971$146K0.0%+44.6%0.024%
5/5/2025 Kestra Private Wealth Services LLC296,034$7.24M0.1%+3.9%1.208%
5/5/2025 Members Advisory Group LLC8,538$209K0.1%N/A0.035%
5/5/2025 Private Advisor Group LLC82,845$2.03M0.0%+6.0%0.338%
5/2/2025 Landmark Wealth Management LLC40,198$982K0.4%-2.3%0.164%
5/1/2025 CWM LLC90,505$2.21M0.0%+24.9%0.369%
5/1/2025 Acorn Wealth Advisors LLC10,563$258K0.1%+7.4%0.043%
5/1/2025 Croban68,149$1.67M1.5%N/A0.278%
4/30/2025 Stratos Wealth Advisors LLC79,545$1.94M0.1%+16.3%0.325%
4/30/2025 Abound Financial LLC112,639$2.75M1.4%-4.2%0.460%
4/30/2025 Crossmark Global Holdings Inc.8,823$216K0.0%N/A0.036%
4/29/2025 Envestnet Asset Management Inc.208,580$5.10M0.0%+662.4%0.851%
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4/29/2025 Summit Financial Consulting LLC23,933$585K0.5%N/A0.098%
4/29/2025 Bank of New York Mellon Corp263,371$6.44M0.0%+65.0%1.075%
4/29/2025 Wayfinding Financial LLC46,785$1.14M0.5%N/A0.191%
4/28/2025 D.A. Davidson & CO.14,354$351K0.0%+69.3%0.059%
4/28/2025 Latitude Advisors LLC10,673$261K0.2%+24.1%0.044%
4/28/2025 Private Trust Co. NA18,302$447K0.0%+35.3%0.075%
4/25/2025 Essex Financial Services Inc.23,646$578K0.0%-8.8%0.093%
4/24/2025 Legacy CG LLC488,106$11.93M3.9%N/A1.922%
4/23/2025 SFG Wealth Management LLC.48,435$1.18M0.6%+63.9%0.191%
4/23/2025 Sabal Trust CO44,410$1.09M0.1%N/A0.175%
4/23/2025 Golden State Wealth Management LLC66,868$1.63M0.1%+98.7%0.263%
4/23/2025 Econ Financial Services Corp29,665$725K0.4%-6.3%0.117%
4/23/2025 International Assets Investment Management LLC20,044$490K0.0%+40.7%0.079%
4/23/2025 Embree Financial Group28,596$699K0.1%N/A0.113%
4/22/2025 Cambridge Investment Research Advisors Inc.139,582$3.41M0.0%+24.0%0.550%
4/21/2025 ORG Partners LLC5,000$122K0.0%N/A0.020%
4/17/2025 Janney Montgomery Scott LLC54,579$1.33M0.0%+184.5%0.215%
4/17/2025 Prentice Wealth Management LLC128,548$3.14M0.9%+82.9%0.506%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC2,059,688$50.34M0.9%N/A8.109%
4/15/2025 Redhawk Wealth Advisors Inc.80,724$1.97M0.3%+24.9%0.318%
4/15/2025 GAMMA Investing LLC58,696$1.44M0.1%-7.4%0.231%
4/14/2025 NewSquare Capital LLC12,521$306K0.0%N/A0.049%
4/14/2025 Central Bank & Trust Co.739,782$18.08M3.0%-1.4%2.913%
4/14/2025 Patriot Financial Group Insurance Agency LLC81,946$2.00M0.3%-37.7%0.323%
4/11/2025 Magnus Financial Group LLC8,409$206K0.0%-13.0%0.033%
4/10/2025 Retirement Planning Group LLC18,984$464K0.0%N/A0.075%
4/10/2025 Secure Asset Management LLC16,076$393K0.1%-50.7%0.063%
4/10/2025 TruWealth Advisors LLC215,115$5.26M0.3%N/A0.847%
4/10/2025 Wealth Alliance Advisory Group LLC168,714$4.12M0.9%N/A0.664%
4/10/2025 TrueWealth Advisors LLC23,477$574K0.2%+16.6%0.092%
4/9/2025 RFG Advisory LLC559,713$13.68M0.4%+5,425.8%2.204%
4/8/2025 Bowman & Co S.C.53,375$1.30M0.6%+32.3%0.210%
4/7/2025 GAMMA Investing LLC1,434,530$35.06M0.0%+2,162.6%5.648%
4/1/2025 MassMutual Private Wealth & Trust FSB39,772$972K0.0%+3.2%0.162%
2/17/2025 Focus Partners Wealth1,306,016$31.91M0.1%+2.1%15.456%
2/17/2025 Cetera Investment Advisers149,501$3.65M0.0%+35.3%1.769%
2/17/2025 Captrust Financial Advisors70,760$1.73M0.0%-4.1%0.837%
2/17/2025 Ameriprise Financial Inc.578,788$14.14M0.0%+44.9%6.850%
2/14/2025 Jane Street Group LLC32,996$806K0.0%-78.8%0.390%
2/14/2025 Comerica Bank3,120$76K0.0%N/A0.037%
2/14/2025 Integrated Wealth Concepts LLC14,201$347K0.0%N/A0.168%
2/14/2025 Stifel Financial Corp25,260$617K0.0%+3.4%0.299%
2/13/2025 Integrity Wealth Advisors Inc.18,530$453K0.3%N/A0.219%
2/13/2025 Mariner LLC183,918$4.49M0.0%+7.0%2.177%
2/13/2025 One Degree Advisors Inc74,099$1.82M0.7%+56.3%0.877%
2/13/2025 Envestnet Asset Management Inc.27,360$669K0.0%-12.7%0.324%
2/13/2025 Leeward Financial Partners LLC64,647$1.58M0.6%+6.1%0.765%
2/12/2025 Franklin Resources Inc.18,581$454K0.0%-95.6%0.220%
2/12/2025 Orion Portfolio Solutions LLC43,278$1.06M0.0%-8.5%0.512%
2/12/2025 JPMorgan Chase & Co.235,496$5.75M0.0%+3.0%2.787%
Gold is soaring. Here’s how to get paid from it (Ad)

Gold just broke through $3,300… And while the headlines shout about price targets, something even more powerful is happening behind the scenes… Some investors are using a little-known ETF to collect up to $1,152/month from gold's surge. No trading gold futures. No mining stocks. No vaults. Just a simple fund delivering monthly payouts — like clockwork.

Click here to discover the income ETF behind it all.
2/11/2025 LPL Financial LLC2,591,203$63.32M0.0%+143.8%30.665%
2/10/2025 Thrivent Financial for Lutherans165,330$4.04M0.0%+8.3%1.957%
2/10/2025 Glenview Trust co106,938$2.61M0.0%N/A1.266%
2/10/2025 Collaborative Wealth Managment Inc.30,225$739K0.3%+10.3%0.358%
2/10/2025 Harbour Investments Inc.39,260$959K0.0%+18.1%0.465%
2/10/2025 Commonwealth Equity Services LLC128,254$3.13M0.0%+57.9%1.518%
2/10/2025 EverSource Wealth Advisors LLC7,857$192K0.0%N/A0.093%
2/7/2025 HighTower Advisors LLC178,132$4.35M0.0%+45.9%2.108%
2/7/2025 Independent Advisor Alliance148,314$3.62M0.0%N/A1.755%
2/6/2025 Raymond James Financial Inc.480,164$11.73M0.0%N/A5.682%
(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, 107 institutional investors and hedge funds held shares of Franklin Dynamic Municipal Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($75.38M), Cliftonlarsonallen Wealth Advisors LLC ($50.34M), Focus Partners Wealth ($31.48M), Wulff Hansen & CO. ($24.52M), Central Bank & Trust Co. ($18.08M), Raymond James Financial Inc. ($14.62M), and Ameriprise Financial Inc. ($14.14M).Learn more on FLMI's institutional investors.

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

Of the 101 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: LPL Financial LLC ($2.29M), Cliftonlarsonallen Wealth Advisors LLC ($2.06M), GAMMA Investing LLC ($1.43M), Wulff Hansen & CO. ($1.00M), Central Bank & Trust Co. ($867.89K), Raymond James Financial Inc. ($597.98K), and RFG Advisory LLC ($560.20K).

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

Institutional investors have bought a total of 14,326,612 shares in the last 24 months. This purchase volume represents approximately $349.64M in transactions.

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

Of the 30 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. ($1.43M), Orion Portfolio Solutions LLC ($153.88K), Central Bank & Trust Co. ($128.11K), Jane Street Group LLC ($122.46K), Patriot Financial Group Insurance Agency LLC ($81.16K), Raymond James Financial Services Advisors Inc. ($54.56K), and ShoreHaven Wealth Partners LLC ($34.30K).

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

Institutional investors have sold a total of 2,159,263 shares in the last 24 months. This volume of shares sold represents approximately $53.19M in transactions.



This page (NYSEARCA:FLMI) was last updated on 6/13/2025 by MarketBeat.com Staff
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