Latest Institutional Transactions on Putnam Municipal Opportunities Trust (PMO)
This table provides information on the latest institutional transactions involving Putnam Municipal Opportunities Trust (PMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
139+ 1.16% |
$1.35K - $1.46K
|
12.1K
$126K
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-681- 5.78% |
$6.62K - $7.13K
|
11.1K
$115K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.8K+ 4.57% |
$163K - $176K
|
384K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.11K+ 2.24% |
$40K - $43K
|
188K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
538+ 0.58% |
$5.23K - $5.63K
|
93.8K
$975K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.88K- 6.72% |
$28K - $30.1K
|
39.9K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
72K+ 81.43% |
$700K - $754K
|
160K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-245- 1.19% |
$2.38K - $2.57K
|
20.4K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
24.5K+ 10.56% |
$238K - $257K
|
256K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.77K- 27.21% |
$75.5K - $81.4K
|
20.8K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.87K+ 1.23% |
$18.2K - $19.6K
|
154K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
25.8KNew |
$251K - $270K
|
25.8K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.47K- 6.36% |
$43.4K - $46.7K
|
65.7K
$683K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$99.7K - $107K
|
10.3K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-27.1K- 7.17% |
$263K - $283K
|
350K
$3.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
769+ 6.72% |
$7.47K - $8.05K
|
12.2K
$127K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
326+ 1.46% |
$3.17K - $3.41K
|
22.7K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-513- 0.28% |
$4.99K - $5.37K
|
185K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.79K+ 0.46% |
$27.1K - $29.2K
|
608K
$6.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.8K+ 24.4% |
$533K - $574K
|
280K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.2K- 13.99% |
$216K - $232K
|
136K
$1.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.3K+ 32.13% |
$246K - $265K
|
104K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33.8K+ 6.39% |
$329K - $354K
|
564K
$5.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$116K - $125K
|
11.9K
$124K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.79K- 12.1% |
$46.5K - $50.1K
|
34.8K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 19.5% |
$241K - $260K
|
152K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.8K+ 112.82% |
$377K - $406K
|
73.1K
$760K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-24K- 18.98% |
$233K - $251K
|
102K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.07% |
$97.2 - $105
|
15.4K
$160K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
47.3K+ 60.64% |
$460K - $495K
|
125K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.36K- 0.81% |
$22.9K - $24.7K
|
289K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
94+ 0.91% |
$914 - $984
|
10.4K
$108K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
113K+ 36.94% |
$1.1M - $1.19M
|
421K
$4.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3KNew |
$217K - $233K
|
22.3K
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 5.92% |
$12.8K - $13.7K
|
20.9K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.52K- 2.0% |
$24.5K - $26.4K
|
124K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.43K- 18.77% |
$23.6K - $25.4K
|
10.5K
$109K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
350+ 1.95% |
$3.4K - $3.66K
|
18.3K
$191K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.28K- 35.85% |
$80.5K - $86.7K
|
14.8K
$154K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.13K- 2.75% |
$30.4K - $32.7K
|
111K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-812- 0.89% |
$7.89K - $8.5K
|
90.2K
$938K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
20KNew |
$195K - $210K
|
20K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.41K- 0.54% |
$23.4K - $25.2K
|
448K
$4.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
658+ 0.21% |
$6.4K - $6.89K
|
321K
$3.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
37.6K+ 39.87% |
$366K - $394K
|
132K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1K+ 8.05% |
$9.72K - $10.5K
|
13.4K
$140K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.07K+ 2.77% |
$20.2K - $21.7K
|
77K
$801K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
512+ 2.01% |
$4.98K - $5.36K
|
26K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.87K- 7.46% |
$18.1K - $19.5K
|
23.2K
$241K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-172- 0.77% |
$1.63K - $1.76K
|
22.1K
$230K
|
|