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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-11K- 78.57% |
$110K - $118K
|
3K
$29.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 47.53% |
$12K - $13K
|
1.33K
$13K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-51K- 21.8% |
$508K - $548K
|
183K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 19.19% |
$199K - $215K
|
124K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-171- 62.18% |
$1.7K - $1.84K
|
104
$1.02K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
66.1K+ 11.5% |
$659K - $712K
|
641K
$6.28M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.26K+ 1.82% |
$22.5K - $24.3K
|
126K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.24K- 0.3% |
$12.3K - $13.3K
|
411K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$9.96 - $10.8
|
45.5K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-16.9K- 6.43% |
$168K - $182K
|
246K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
20.1K+ 5.54% |
$200K - $216K
|
383K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-44.2K- 15.18% |
$440K - $476K
|
247K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.16K+ 16.57% |
$31.5K - $34K
|
22.2K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.2K+ 10.83% |
$211K - $228K
|
217K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-806- 0.86% |
$8.03K - $8.67K
|
92.7K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.9K- 45.23% |
$218K - $235K
|
26.5K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.06K+ 25.04% |
$50.4K - $54.5K
|
25.3K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6- 0.12% |
$59.8 - $64.6
|
5.05K
$49.5K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.51K+ 1.54% |
$15K - $16.2K
|
99.5K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.52K+ 1.95% |
$15.1K - $16.3K
|
79.2K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
112K+ 30.36% |
$1.11M - $1.2M
|
480K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
337+ 1.35% |
$3.36K - $3.63K
|
25.2K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.5K+ 39.98% |
$602K - $651K
|
212K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
55New |
$548 - $592
|
55
$539
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.8K- 15.23% |
$137K - $148K
|
76.7K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.1K- 6.4% |
$181K - $195K
|
266K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.1KNew |
$70.8K - $76.4K
|
7.1K
$69.6K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 5.74% |
$21K - $22.7K
|
34.6K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.35K- 5.94% |
$13.5K - $14.6K
|
21.4K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.21K+ 5.33% |
$12.1K - $13K
|
24K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.94KNew |
$49.2K - $53.2K
|
4.94K
$48.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.86K+ 2.55% |
$78.3K - $84.6K
|
316K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6.13K- 26.81% |
$61.1K - $66K
|
16.7K
$164K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 0.95% |
$996 - $1.08K
|
10.4K
$102K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
141+ 0.83% |
$1.4K - $1.52K
|
17.1K
$168K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-734- 34.27% |
$7.31K - $7.9K
|
1.41K
$13.8K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.92K- 12.56% |
$19.2K - $20.7K
|
13.4K
$131K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-2.73K- 2.15% |
$27.2K - $29.4K
|
124K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 13.48% |
$145K - $156K
|
122K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.17K+ 37.23% |
$41.5K - $44.9K
|
15.4K
$151K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-20.8K- 6.58% |
$207K - $224K
|
295K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.31K- 8.44% |
$13K - $14.1K
|
14.2K
$139K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 27.34% |
$11K - $11.8K
|
2.92K
$28.6K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-56- 0.01% |
$558 - $603
|
481K
$4.71M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
478+ 1.35% |
$4.76K - $5.14K
|
35.9K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.51K- 5.98% |
$74.8K - $80.8K
|
118K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9.44KNew |
$94K - $102K
|
9.44K
$92.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.28K+ 15.06% |
$22.7K - $24.5K
|
17.4K
$170K
|