Franklin Dynamic Municipal Bond ETF (FLMI) Institutional Ownership

$24.15
-0.05 (-0.21%)
(As of 04:10 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$38.78M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$5.84M
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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
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%
4/11/2024Central Bank & Trust Co.599,424$14.70M2.1%+101.6%12.891%
4/11/2024 RFG 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%
2/9/2024 Cambridge 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%
2/6/2024 Essex 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%
2/1/2024 CWM LLC2,331$57K0.0%N/A0.050%
1/26/2024 Leeward Financial Partners LLC46,683$1.13M0.5%+16.1%1.004%
1/24/2024 Stratos 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%
1/22/2024Aspire Wealth Management Corp7,215$175K0.1%N/A0.155%
1/19/2024 Atlas 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%
1/16/2024 Raymond James Financial Services Advisors Inc.119,723$2.90M0.0%-31.3%2.575%
1/16/2024 Raymond James & Associates47,661$1.16M0.0%N/A1.025%
1/12/2024Redhawk Wealth Advisors Inc.14,561$353K0.1%N/A0.313%
1/9/2024Central Bank & Trust Co.297,405$7.21M1.1%+66.0%6.396%
11/16/2023VitalStone Financial LLC1,300$30K0.0%N/A0.028%
11/13/2023LPL Financial LLC553,113$12.69M0.0%+76.5%11.895%
11/9/2023Collaborative 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%
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10/27/2023Financial Advocates Investment Management32,524$746K0.1%+7.7%0.699%
10/24/2023Bank of New York Mellon Corp77,476$1.78M0.0%+33.6%1.666%
10/24/2023ShoreHaven Wealth Partners LLC133,569$3.07M2.1%+77.7%2.872%
10/24/2023 Stratos Wealth Advisors LLC39,332$903K0.1%+3.2%0.846%
10/23/2023Commonwealth Equity Services LLC11,318$260K0.0%N/A0.243%
10/13/2023 Landmark Wealth Management LLC47,949$1.10M0.6%+44.0%1.031%
10/10/2023Central Bank & Trust Co.179,205$4.11M0.7%N/A3.854%
8/11/2023Visionary Wealth Advisors18,707$447K0.0%+3.5%0.402%
8/11/2023Franklin Resources Inc.1,792,527$42.84M0.0%+0.1%38.549%
8/10/2023Cetera Investment Advisers9,913$237K0.0%+9.4%0.218%
8/8/2023 Leeward Financial Partners LLC34,720$830K0.5%N/A0.763%
7/31/2023LPL Financial LLC313,338$7.49M0.0%+9.3%6.887%
7/25/2023 Raymond James Financial Services Advisors Inc.174,163$4.16M0.0%+8.6%3.828%
7/19/2023Magnus Financial Group LLC31,767$759K0.1%+22.6%0.698%
7/19/2023ShoreHaven Wealth Partners LLC75,185$1.80M1.2%+46.9%1.652%
7/18/2023 Stratos Wealth Advisors LLC38,109$911K0.1%+16.6%0.838%
7/14/2023 Landmark Wealth Management LLC33,293$796K0.7%+3.7%0.732%
5/11/2023Financial Advocates Investment Management11,727$281K0.0%+24.7%0.276%
5/10/2023Magnus Financial Group LLC25,918$620K0.1%+24.8%0.610%
5/10/2023LPL Financial LLC286,782$6.86M0.0%+27.3%6.748%
4/27/2023 Stratos Wealth Advisors LLC32,696$782K0.1%-33.5%0.769%
4/27/2023Benjamin F. Edwards & Company Inc.9,264$222K0.0%-5.4%0.218%
4/17/2023 Landmark Wealth Management LLC32,110$768K0.4%+16.7%0.756%
4/14/2023 Raymond James Financial Services Advisors Inc.160,440$3.84M0.0%-11.1%3.775%
4/14/2023ShoreHaven Wealth Partners LLC51,184$1.22M0.9%+284.7%1.204%
4/13/2023 Lion Street Advisors LLC9,143$219K0.1%N/A0.215%
3/6/2023OLD Mission Capital LLC7,018$164K0.0%N/A0.167%
2/14/2023Quantitative Advantage LLC66,814$1.56M0.2%-21.5%1.591%
2/8/2023 Raymond James Financial Services Advisors Inc.180,427$4.22M0.0%N/A4.296%
2/7/2023Benjamin F. Edwards & Company Inc.9,789$229K0.0%+13.4%0.233%
2/7/2023LPL Financial LLC225,215$5.26M0.0%-11.0%5.362%
2/7/2023Envestnet Asset Management Inc.17,229$402K0.0%+6.1%0.410%
2/6/2023Brinker Capital Investments LLC100,621$2.35M0.0%-1.6%2.396%
2/2/2023Magnus Financial Group LLC20,770$485K0.1%-95.8%0.495%
2/1/2023Gladstone Institutional Advisory LLC19,214$449K0.0%-7.7%0.457%
1/24/2023ShoreHaven Wealth Partners LLC13,304$311K0.2%-85.5%0.333%
1/24/2023 Bill Few Associates Inc.15,302$357K0.2%N/A0.383%
1/20/2023 Landmark Wealth Management LLC27,510$643K0.5%+28.1%0.688%
1/19/2023 Stratos Wealth Advisors LLC49,146$1.15M0.1%+83.4%1.229%
11/14/2022Quantitative Advantage LLC85,093$1.94M0.3%-6.0%2.154%
11/9/2022Orion Portfolio Solutions LLC12,518$285K0.0%-41.8%0.317%
11/9/2022Magnus Financial Group LLC499,400$11.36M2.2%+9.1%12.643%
11/9/2022ShoreHaven Wealth Partners LLC91,626$2.08M1.6%+14.2%2.320%
11/1/2022Brinker Capital Investments LLC102,208$2.33M0.0%+17.8%2.588%
10/28/2022Benjamin F. Edwards & Company Inc.8,633$196K0.0%-13.3%0.219%
10/27/2022 CWM LLC17,144$390K0.0%N/A0.423%
10/24/2022 Stratos Wealth Advisors LLC26,799$610K0.1%N/A0.662%
10/24/2022 Landmark Wealth Management LLC21,476$489K0.4%-30.1%0.530%
10/20/2022Gladstone Institutional Advisory LLC20,807$473K0.0%-18.3%0.514%
9/16/2022 Private Trust Co. NA6,479$153K0.0%N/A0.166%
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8/15/2022Mutual Advisors LLC23,705$561K0.0%+23.8%0.608%
8/12/2022Franklin Resources Inc.1,640,912$38.86M0.0%-10.9%42.075%
8/11/2022Magnus Financial Group LLC457,602$10.84M2.0%N/A11.733%
8/11/2022Quantitative Advantage LLC90,488$2.14M0.4%-12.8%2.320%
8/4/2022Steward Partners Investment Advisory LLC1,745$41K0.0%N/A0.045%
8/1/2022ShoreHaven Wealth Partners LLC80,256$1.90M1.4%N/A2.085%
7/28/2022 Prentice Wealth Management LLC2,379$56K0.1%N/A0.062%
7/27/2022 Fortune 45 LLC16,807$398K0.5%-53.6%0.442%
7/21/2022 Landmark Wealth Management LLC30,702$727K0.9%+51.4%0.808%
7/18/2022Brinker Capital Investments LLC86,779$2.06M0.0%+322.2%2.284%
(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, 48 institutional investors and hedge funds held shares of Franklin Dynamic Municipal Bond ETF. The most heavily invested institutionals were Franklin Resources Inc. ($42.84M), Central Bank & Trust Co. ($14.70M), LPL Financial LLC ($12.69M), ShoreHaven Wealth Partners LLC ($3.03M), Raymond James Financial Services Advisors Inc. ($2.90M), Cambridge Investment Research Advisors Inc. ($2.43M), and Brinker Capital Investments LLC ($2.35M).Learn more on FLMI's institutional investors.

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

Of the 48 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: Central Bank & Trust Co. ($599.42K), Magnus Financial Group LLC ($510.40K), LPL Financial LLC ($327.90K), ShoreHaven Wealth Partners LLC ($211.89K), Raymond James Financial Services Advisors Inc. ($194.15K), Quantitative Advantage LLC ($103.77K), and Cambridge Investment Research Advisors Inc. ($99.08K).

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

Institutional investors have bought a total of 2,857,676 shares in the last 24 months. This purchase volume represents approximately $68.00M in transactions.

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

Of the 13 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), Franklin Resources Inc. ($199.98K), Orion Portfolio Solutions LLC ($140.36K), ShoreHaven Wealth Partners LLC ($86.96K), Raymond James Financial Services Advisors Inc. ($74.55K), Quantitative Advantage LLC ($36.96K), 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 1,134,875 shares in the last 24 months. This volume of shares sold represents approximately $26.67M in transactions.


This page (NYSEARCA:FLMI) was last updated on 4/25/2024 by MarketBeat.com Staff

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