Morgan Stanley
PMO

Morgan Stanley’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Morgan Stanley’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
Q1 		$4.48M Buy
434,514
+33,303
+8% +$352K ﹤0.01% 4219
2025
Q4 		$4.29M Buy
401,211
+16,760
+4% +$174K ﹤0.01% 4297
2025
Q3 		$3.97M Buy
384,451
+16,790
+5% +$167K ﹤0.01% 4336
2025
Q2 		$3.64M Sell
367,661
-43,693
-11% -$430K ﹤0.01% 4316
2025
Q1 		$4.19M Sell
411,354
-1,235
-0.3% -$12.9K ﹤0.01% 4076
2024
Q4 		$4.18M Buy
412,589
+88,932
+27% +$935K ﹤0.01% 4147
2024
Q3 		$3.53M Sell
323,657
-3,971
-1% -$41.6K ﹤0.01% 4230
2024
Q2 		$3.36M Buy
327,628
+104,627
+47% +$1.04M ﹤0.01% 4204
2024
Q1 		$2.27M Sell
223,001
-219,739
-50% -$2.26M ﹤0.01% 4495
2023
Q4 		$4.53M Buy
442,740
+217,597
+97% +$2.08M ﹤0.01% 4434
2023
Q3 		$2.07M Sell
225,143
-9,288
-4% -$92.2K ﹤0.01% 4371
2023
Q2 		$2.39M Sell
234,431
-32,536
-12% -$330K ﹤0.01% 4304
2023
Q1 		$2.77M Buy
266,967
+14,240
+6% +$164K ﹤0.01% 4252
2022
Q4 		$2.74M Buy
252,727
+73,119
+41% +$774K ﹤0.01% 4247
2022
Q3 		$1.76M Buy
179,608
+1,011
+0.6% +$11.9K ﹤0.01% 4524
2022
Q2 		$2.11M Sell
178,597
-22,340
-11% -$247K ﹤0.01% 4497
2022
Q1 		$2.34M Sell
200,937
-2,531
-1% -$31.7K ﹤0.01% 4395
2021
Q4 		$2.93M Buy
203,468
+1,029
+0.5% +$14.4K ﹤0.01% 4264
2021
Q3 		$2.77M Buy
202,439
+2,174
+1% +$31.2K ﹤0.01% 4298
2021
Q2 		$2.83M Buy
200,265
+4,847
+2% +$67.5K ﹤0.01% 4344
2021
Q1 		$2.62M Buy
195,418
+4,766
+2% +$64.7K ﹤0.01% 4047
2020
Q4 		$2.61M Buy
190,652
+1,018
+0.5% +$13.5K ﹤0.01% 3922
2020
Q3 		$2.46M Buy
189,634
+9,208
+5% +$123K ﹤0.01% 3465
2020
Q2 		$2.31M Sell
180,426
-16,557
-8% -$204K ﹤0.01% 3465
2020
Q1 		$2.35M Sell
196,983
-77,899
-28% -$1.01M ﹤0.01% 3224
2019
Q4 		$3.62M Buy
274,882
+29,024
+12% +$381K ﹤0.01% 3539
2019
Q3 		$3.21M Buy
245,858
+7,510
+3% +$98.6K ﹤0.01% 3350
2019
Q2 		$3.02M Buy
238,348
+13,337
+6% +$166K ﹤0.01% 3422
2019
Q1 		$2.76M Buy
225,011
+25,726
+13% +$307K ﹤0.01% 3311
2018
Q4 		$2.24M Sell
199,285
-11,067
-5% -$124K ﹤0.01% 3671
2018
Q3 		$2.4M Sell
210,352
-9,812
-4% -$114K ﹤0.01% 3863
2018
Q2 		$2.57M Sell
220,164
-27,738
-11% -$323K ﹤0.01% 3844
2018
Q1 		$2.89M Sell
247,902
-48,749
-16% -$582K ﹤0.01% 3636
2017
Q4 		$3.66M Sell
296,651
-12,329
-4% -$155K ﹤0.01% 3438
2017
Q3 		$3.9M Buy
308,980
+12,020
+4% +$152K ﹤0.01% 3231
2017
Q2 		$3.71M Buy
296,960
+10,605
+4% +$131K ﹤0.01% 3196
2017
Q1 		$3.44M Buy
286,355
+22,727
+9% +$276K ﹤0.01% 3278
2016
Q4 		$3.15M Sell
263,628
-23,420
-8% -$288K ﹤0.01% 3478
2016
Q3 		$3.83M Buy
287,048
+27,296
+11% +$366K ﹤0.01% 2931
2016
Q2 		$3.48M Sell
259,752
-11,176
-4% -$147K ﹤0.01% 2935
2016
Q1 		$3.44M Sell
270,928
-19,678
-7% -$246K ﹤0.01% 2870
2015
Q4 		$3.57M Sell
290,606
-37,238
-11% -$447K ﹤0.01% 2982
2015
Q3 		$3.92M Buy
327,844
+14,986
+5% +$177K ﹤0.01% 2862
2015
Q2 		$3.63M Sell
312,858
-17,952
-5% -$214K ﹤0.01% 3084
2015
Q1 		$4.06M Sell
330,810
-2,442
-0.7% -$29.9K ﹤0.01% 2953
2014
Q4 		$4M Buy
333,252
+32,304
+11% +$383K ﹤0.01% 2940
2014
Q3 		$3.52M Buy
300,948
+20,599
+7% +$240K ﹤0.01% 2946
2014
Q2 		$3.29M Buy
280,349
+12,012
+4% +$140K ﹤0.01% 3060
2014
Q1 		$3.05M Sell
268,337
-60,231
-18% -$679K ﹤0.01% 3061
2013
Q4 		$3.53M Sell
328,568
-103,492
-24% -$1.12M ﹤0.01% 2910
2013
Q3 		$4.72M Buy
432,060
+52,977
+14% +$574K ﹤0.01% 2478
2013
Q2 		$4.36M Buy
+379,083
New +$4.65M ﹤0.01% 2455

Other funds holding PMO

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley's PMO Position: Q1 2026 in Review

Morgan Stanley increased its Franklin Municipal Opportunities Trust (PMO) stake by 8.3% in Q1 2026, buying an estimated $352K and bringing the position to 434,514 shares worth $4.48M. The position accounts for ﹤0.01% of the portfolio, ranked #4219.

Morgan Stanley first reported a position in PMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.72M in Q3 2013. 87 funds tracked by Wall St. Rank hold PMO as of Q1 2026.

  • Morgan Stanley held 434,514 shares of Franklin Municipal Opportunities Trust worth $4.48M as of Q1 2026.
  • Morgan Stanley bought 33,303 Franklin Municipal Opportunities Trust shares in Q1 2026, an estimated $352K.
  • Franklin Municipal Opportunities Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4219 holding.
  • Morgan Stanley first reported a position in Franklin Municipal Opportunities Trust in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Franklin Municipal Opportunities Trust position peaked at $4.72M in Q3 2013.
  • 87 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.