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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-107K- 40.26% |
$1.01M - $1.09M
|
159K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-256- 0.74% |
$2.42K - $2.62K
|
34.3K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 8.05% |
$94.6K - $102K
|
134K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
88.4KNew |
$837K - $905K
|
88.4K
$872K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 6.19% |
$124K - $134K
|
225K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2.37K+ 1.29% |
$22.4K - $24.2K
|
185K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32.9K- 15.2% |
$312K - $337K
|
184K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.28K+ 12.99% |
$31.1K - $33.6K
|
28.6K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.88K- 22.18% |
$55.6K - $60.1K
|
20.6K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5KNew |
$99.3K - $107K
|
10.5K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.14K- 10.19% |
$39.1K - $42.3K
|
36.4K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.8K+ 228.44% |
$518K - $560K
|
78.7K
$776K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
125K+ 26.1% |
$1.18M - $1.28M
|
605K
$5.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.23K- 1.55% |
$11.6K - $12.6K
|
78K
$769K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-10- 0.2% |
$94.6 - $102
|
5.04K
$49.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60K+ 24.29% |
$568K - $614K
|
307K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.03K+ 4.12% |
$47.6K - $51.5K
|
127K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.27K+ 1.83% |
$21.4K - $23.2K
|
126K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
292+ 1.16% |
$2.76K - $2.99K
|
25.5K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-112K- 17.4% |
$1.06M - $1.14M
|
530K
$5.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.1K- 99.89% |
$67.1K - $72.6K
|
8
$78.9
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2KNew |
$210K - $227K
|
22.2K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-161K- 98.54% |
$1.52M - $1.65M
|
2.39K
$23.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.62K- 1.23% |
$34.3K - $37.1K
|
291K
$2.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$95.6K - $103K
|
10.1K
$99.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.28K- 23.15% |
$31.1K - $33.6K
|
10.9K
$107K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
518+ 0.56% |
$4.9K - $5.3K
|
93.2K
$919K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
12KNew |
$114K - $123K
|
12K
$118K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.93K- 1.51% |
$65.5K - $70.9K
|
450K
$4.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.3KNew |
$97.8K - $106K
|
10.3K
$102K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.45K+ 1.41% |
$42.1K - $45.5K
|
320K
$3.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
994+ 4.64% |
$9.4K - $10.2K
|
22.4K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.65K- 33.03% |
$53.4K - $57.8K
|
11.4K
$113K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12.9KNew |
$122K - $132K
|
12.9K
$128K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.1K+ 265.04% |
$124K - $134K
|
18K
$178K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
457+ 4.04% |
$4.32K - $4.68K
|
11.8K
$116K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.32K- 17.37% |
$78.7K - $85.1K
|
39.6K
$390K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.6KNew |
$167K - $181K
|
17.6K
$174K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.05K+ 6.82% |
$76.2K - $82.4K
|
126K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.9KNew |
$46.4K - $50.1K
|
4.9K
$48.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.96K+ 18.79% |
$37.4K - $40.5K
|
25K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
605+ 3.48% |
$5.72K - $6.19K
|
18K
$177K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9.4K- 26.96% |
$88.9K - $96.2K
|
25.5K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
415+ 1.16% |
$3.93K - $4.25K
|
36.3K
$358K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
141+ 3.1% |
$1.33K - $1.44K
|
4.69K
$46.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20.5KNew |
$194K - $210K
|
20.5K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-350- 0.07% |
$3.31K - $3.58K
|
480K
$4.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
91KNew |
$861K - $931K
|
91K
$897K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20KNew |
$189K - $205K
|
20K
$197K
|