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FNY Investment Advisers’s Franklin Municipal Opportunities Trust PMO Stock Holding History

FNY Investment Advisers’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
2025
Q1 		– Sell
-400
Closed -$4K – 918
2024
Q4 		$4K Hold
400
– – ﹤0.01% 553
2024
Q3 		$4K Buy
+400
New +$4.19K ﹤0.01% 574
2024
Q2 		– Sell
-400
Closed -$4K – 750
2024
Q1 		$4K Hold
400
– – ﹤0.01% 542
2023
Q4 		$4K Hold
400
– – ﹤0.01% 366
2023
Q3 		$3K Buy
400
+100
+33% +$993 ﹤0.01% 511
2023
Q2 		$3K Sell
300
-400
-57% -$4.06K ﹤0.01% 424
2023
Q1 		$7K Hold
700
– – 0.01% 372
2022
Q4 		$7K Buy
700
+300
+75% +$3.18K 0.01% 337
2022
Q3 		$3K Hold
400
– – ﹤0.01% 514
2022
Q2 		$4K Hold
400
– – ﹤0.01% 526
2022
Q1 		$4K Buy
+400
New +$5.01K ﹤0.01% 560
2020
Q2 		– Sell
-2,000
Closed -$23K – 563
2020
Q1 		$23K Buy
2,000
+1,454
+266% +$18.8K 0.02% 272
2019
Q4 		$7K Buy
546
+30
+6% +$394 ﹤0.01% 660
2019
Q3 		$6K Buy
516
+30
+6% +$394 ﹤0.01% 635
2019
Q2 		$6K Buy
486
+60
+14% +$745 ﹤0.01% 672
2019
Q1 		$5K Buy
426
+156
+58% +$1.86K ﹤0.01% 512
2018
Q4 		$3K Hold
270
– – ﹤0.01% 560
2018
Q3 		$3K Hold
270
– – ﹤0.01% 680
2018
Q2 		$3K Buy
+270
New +$3.14K ﹤0.01% 731

Other funds holding PMO

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

FNY Investment Advisers's PMO Position: Q1 2025 in Review

FNY Investment Advisers sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2025, closing a stake of 400 shares — an estimated $4K sold.

FNY Investment Advisers first reported a position in PMO in Q2 2018 and held it in 19 quarters. The position peaked at $23K in Q1 2020. 81 funds tracked by Wall St. Rank hold PMO as of Q1 2025.

  • FNY Investment Advisers reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 400 Franklin Municipal Opportunities Trust shares in Q1 2025, an estimated $4K.
  • FNY Investment Advisers first reported a position in Franklin Municipal Opportunities Trust in Q2 2018 and held it in 19 quarters.
  • FNY Investment Advisers's Franklin Municipal Opportunities Trust position peaked at $23K in Q1 2020.
  • 81 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2025.

Based on FNY Investment Advisers's 13F filing for Q1 2025, filed 17 Apr 2025.