LPL Financial LLC
Position in PMO — Franklin Municipal Opportunities Trust
CIK 1403438
FORT MILL, SC
Position in PMO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,894,190
-$16,904 QoQ
Shares Held
183,902
+3.0% QoQ
Ownership
0.655%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. PMO ranks #258 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in PMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,894,190 | 183,902 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,911,094 | 178,607 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,570,624 | 152,045 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,258,334 | 127,233 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,245,218 | 122,200 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,090,859 | 107,686 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,331,467 | 122,153 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,052,019 | 102,536 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $569,600 | 56,063 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $642,975 | 62,852 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $564,199 | 61,326 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $638,145 | 62,502 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,331,373 | 128,511 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,326,651 | 122,272 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $303,114 | 30,930 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $350,575 | 29,735 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $451,775 | 38,779 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $415,800 | 28,875 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $300,934 | 21,966 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $282,884 | 20,006 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $324,950 | 24,250 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $416,217 | 30,403 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $426,259 | 32,865 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $383,847 | 30,035 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $223,007 | 18,693 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||