Moors & Cabot
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Moors & Cabot’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Moors & Cabot’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
2026
Q3 		$131K Buy
14,342
+205
+1% +$2.09K 0.01% 933
2026
Q2 		$149K Buy
14,137
+157
+1% +$1.64K 0.01% 911
2026
Q1 		$144K Buy
13,980
+142
+1% +$1.5K 0.01% 884
2025
Q4 		$148K Buy
13,838
+1,620
+13% +$16.8K 0.01% 872
2025
Q3 		$126K Buy
12,218
+769
+7% +$7.66K 0.01% 871
2025
Q2 		$113K Sell
11,449
-5,646
-33% -$55.6K 0.01% 847
2025
Q1 		$174K Buy
17,095
+141
+0.8% +$1.47K 0.01% 809
2024
Q4 		$172K Buy
16,954
+101
+0.6% +$1.06K 0.01% 826
2024
Q3 		$184K Buy
16,853
+2,600
+18% +$27.3K 0.01% 810
2024
Q2 		$146K Buy
14,253
+344
+2% +$3.43K 0.01% 793
2024
Q1 		$141K Buy
13,909
+1,570
+13% +$16.1K 0.01% 845
2023
Q4 		$126K Buy
12,339
+99
+0.8% +$945 0.01% 794
2023
Q3 		$113K Buy
12,240
+90
+0.7% +$894 0.01% 787
2023
Q2 		$124K Buy
12,150
+1,103
+10% +$11.2K 0.01% 787
2023
Q1 		$114K Sell
11,047
-1,198
-10% -$13.8K 0.01% 801
2022
Q4 		$133K Buy
12,245
+135
+1% +$1.43K 0.01% 784
2022
Q3 		$119K Buy
12,110
+1,146
+10% +$13.4K 0.01% 749
2022
Q2 		$129K Buy
+10,964
New +$121K 0.01% 741

Other funds holding PMO

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Moors & Cabot's PMO Position: Q3 2026 in Review

Moors & Cabot increased its Franklin Municipal Opportunities Trust (PMO) stake by 1.5% in Q3 2026, buying an estimated $2.09K and bringing the position to 14,342 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #933.

Moors & Cabot first reported a position in PMO in Q2 2022 and has held it in 18 quarters since. The position peaked at $184K in Q3 2024. 42 funds tracked by Wall St. Rank hold PMO as of Q3 2026.

  • Moors & Cabot held 14,342 shares of Franklin Municipal Opportunities Trust worth $131K as of Q3 2026.
  • Moors & Cabot bought 205 Franklin Municipal Opportunities Trust shares in Q3 2026, an estimated $2.09K.
  • Franklin Municipal Opportunities Trust made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #933 holding.
  • Moors & Cabot first reported a position in Franklin Municipal Opportunities Trust in Q2 2022 and has held it in 18 quarters since.
  • Moors & Cabot's Franklin Municipal Opportunities Trust position peaked at $184K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.