Millennium Management’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Millennium Management’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	-18,517	Closed	-$202K	–	6348
2024 Q3	$202K	Hold	18,517	–	–	﹤0.01%	5444
2024 Q2	$190K	Hold	18,517	–	–	﹤0.01%	5155
2024 Q1	$188K	Sell	18,517 -26,704	-59%	-$274K	﹤0.01%	5399
2023 Q4	$463K	Buy	45,221 +975	+2%	+$9.31K	﹤0.01%	4688
2023 Q3	$407K	Sell	44,246 -16,568	-27%	-$164K	﹤0.01%	4770
2023 Q2	$621K	Buy	+60,814	New	+$617K	﹤0.01%	4392
2019 Q1	–	Sell	-22,321	Closed	-$251K	–	4258
2018 Q4	$251K	Buy	+22,321	New	+$250K	﹤0.01%	3305
2018 Q2	–	Sell	-10,497	Closed	-$122K	–	4089
2018 Q1	$122K	Buy	+10,497	New	+$125K	﹤0.01%	3458

Other funds holding PMO

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management's PMO Position: Q4 2024 in Review

Millennium Management sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2024, closing a stake of 18,517 shares — an estimated $202K sold.

Millennium Management first reported a position in PMO in Q1 2018 and held it in 8 quarters. The position peaked at $621K in Q2 2023. 93 funds tracked by Wall St. Rank hold PMO as of Q4 2024.

Millennium Management reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
Millennium Management sold 18,517 Franklin Municipal Opportunities Trust shares in Q4 2024, an estimated $202K.
Millennium Management first reported a position in Franklin Municipal Opportunities Trust in Q1 2018 and held it in 8 quarters.
Millennium Management's Franklin Municipal Opportunities Trust position peaked at $621K in Q2 2023.
93 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.