BRWA
PMO

B. Riley Wealth Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

B. Riley Wealth Advisors’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,349
Closed -$135K – 1256
2024
Q3 		$135K Sell
12,349
-3,425
-22% -$35.9K ﹤0.01% 1187
2024
Q2 		$162K Sell
15,774
-408
-3% -$4.07K ﹤0.01% 1268
2024
Q1 		$149K Sell
16,182
-688
-4% -$7.07K ﹤0.01% 1316
2023
Q4 		$173K Buy
16,870
+688
+4% +$6.57K ﹤0.01% 1283
2023
Q3 		$149K Buy
16,182
+693
+4% +$6.88K ﹤0.01% 1316
2023
Q2 		$159K Buy
15,489
+8
+0.1% +$81 ﹤0.01% 1386
2023
Q1 		$161K Buy
15,481
+9
+0.1% +$104 ﹤0.01% 1328
2022
Q4 		$169K Buy
15,472
+581
+4% +$6.15K ﹤0.01% 1294
2022
Q3 		$146K Buy
14,891
+14
+0.1% +$164 ﹤0.01% 1281
2022
Q2 		$176K Buy
14,877
+2,611
+21% +$28.9K 0.01% 1058
2022
Q1 		$143K Buy
12,266
+10
+0.1% +$125 ﹤0.01% 1259
2021
Q4 		$177K Buy
+12,256
New +$171K 0.01% 1291
2019
Q4 		– Sell
-14,028
Closed -$184K – 893
2019
Q3 		$184K Buy
14,028
+2,274
+19% +$29.8K 0.02% 736
2019
Q2 		$149K Buy
+11,754
New +$146K 0.02% 737
2015
Q1 		– Sell
-1,684
Closed -$20 – 1606
2014
Q4 		$20 Buy
+1,684
New +$20K ﹤0.01% 2551
2014
Q3 		– Sell
-434
Closed -$5.1K – 1561
2014
Q2 		$5.1K Buy
+434
New +$5.04K ﹤0.01% 2038

Other funds holding PMO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's PMO Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2024, closing a stake of 12,349 shares — an estimated $135K sold.

B. Riley Wealth Advisors first reported a position in PMO in Q2 2014 and held it in 16 quarters. The position peaked at $184K in Q3 2019. 93 funds tracked by Wall St. Rank hold PMO as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,349 Franklin Municipal Opportunities Trust shares in Q4 2024, an estimated $135K.
  • B. Riley Wealth Advisors first reported a position in Franklin Municipal Opportunities Trust in Q2 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Franklin Municipal Opportunities Trust position peaked at $184K in Q3 2019.
  • 93 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.