OPPENHEIMER & CO INC
Position in PMO — Franklin Municipal Opportunities Trust
CIK 822581
NEW YORK, NY
Position in PMO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$207,781
-$7,781 QoQ
Shares Held
20,173
+0.1% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026OPPENHEIMER & CO INC holds $243,159,906 across 186 Asset Management names. PMO ranks #145 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
214,144 | $19,808,320 | |
| 2 | BX |
Blackstone Inc.
|
132,898 | $15,281,941 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
287,468 | $10,564,449 | |
| 4 | BLK |
BlackRock, Inc.
|
10,006 | $9,622,870 | |
| 5 | CG |
Carlyle Group Inc.
|
191,081 | $9,246,409 | |
| 6 | ARCC |
Ares Capital Corp
|
469,301 | $8,456,804 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
209,072 | $7,409,511 | |
| 8 | APO |
Apollo Global Management, Inc.
|
51,618 | $5,751,277 |
All Filings in PMO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,781 | 20,173 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $215,562 | 20,146 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $182,283 | 17,646 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $174,518 | 17,646 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $197,494 | 19,496 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $547,278 | 50,209 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $622,648 | 60,687 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $564,621 | 55,573 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $567,396 | 55,464 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $509,164 | 55,344 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $732,414 | 71,735 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $706,665 | 68,211 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $709,253 | 65,369 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $477,407 | 48,715 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $572,758 | 48,580 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $484,407 | 41,580 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $491,472 | 34,130 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $363,461 | 26,530 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $375,134 | 26,530 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $355,502 | 26,530 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $352,243 | 25,730 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $314,263 | 24,230 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $245,759 | 19,230 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $173,999 | 14,585 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||