STALEY CAPITAL ADVISERS INC
Position in PMO — Franklin Municipal Opportunities Trust
CIK 1106565
PITTSBURGH, PA
Position in PMO
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$128,750
-$5,000 QoQ
Shares Held
12,500
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026STALEY CAPITAL ADVISERS INC holds $7,993,093 across 9 Asset Management names. PMO ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
45,000 | $4,162,500 | |
| 2 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
115,000 | $1,208,650 | |
| 3 | RJF |
Raymond James Financial Inc
|
6,250 | $904,937 | |
| 4 | FHI |
Federated Hermes, Inc.
|
11,054 | $626,872 | |
| 5 | BLK |
BlackRock, Inc.
|
412 | $396,224 | |
| 6 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
26,000 | $265,460 | |
| 7 | NUV |
Nuveen Municipal Value Fund Inc
|
20,000 | $179,800 | |
| 8 | PMO |
Franklin Municipal Opportunities Trust
This page
|
12,500 | $128,750 |
All Filings in PMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,750 | 12,500 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $133,750 | 12,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $129,125 | 12,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $123,625 | 12,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $127,375 | 12,500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $126,625 | 12,500 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $136,250 | 12,500 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $128,250 | 12,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $127,000 | 12,500 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $127,875 | 12,500 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $115,000 | 12,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $127,625 | 12,500 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $129,500 | 12,500 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $135,625 | 12,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $122,500 | 12,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $147,375 | 12,500 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $145,625 | 12,500 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $216,000 | 15,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $205,500 | 15,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $212,100 | 15,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $201,000 | 15,000 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $205,350 | 15,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $194,550 | 15,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $191,700 | 15,000 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $178,950 | 15,000 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||