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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-683- 6.05% |
$6.8K - $7.35K
|
10.6K
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-23.6K- 12.44% |
$235K - $254K
|
166K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 2.33% |
$10.9K - $11.7K
|
47.9K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
6.25K+ 9.52% |
$62.2K - $67.2K
|
71.9K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
677+ 4.41% |
$6.74K - $7.28K
|
16K
$157K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.76K- 9.74% |
$37.5K - $40.5K
|
34.9K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
313+ 2.85% |
$3.12K - $3.37K
|
11.3K
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.3K- 16.67% |
$22.9K - $24.7K
|
11.5K
$113K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-305- 0.32% |
$3.04K - $3.28K
|
95.2K
$933K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
113K+ 32.73% |
$1.12M - $1.21M
|
457K
$4.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
735+ 3.62% |
$7.32K - $7.91K
|
21.1K
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-23.5K- 12.59% |
$234K - $253K
|
163K
$1.6M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.72K- 9.17% |
$37.2K - $40.7K
|
36.9K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 7.31% |
$16K - $17.5K
|
20.3K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.2KNew |
$72.1K - $78.7K
|
7.2K
$70.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.4KNew |
$174K - $190K
|
17.4K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19K+ 172.55% |
$190K - $207K
|
30K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.06K+ 9.53% |
$10.6K - $11.6K
|
12.2K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-200K- 84.76% |
$2M - $2.19M
|
35.9K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.4KNew |
$315K - $344K
|
31.4K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
379+ 68.66% |
$3.79K - $4.14K
|
931
$9.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.68K- 50.0% |
$96.9K - $106K
|
9.68K
$94.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-31.3K- 71.47% |
$313K - $342K
|
12.5K
$122K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-475Closed |
$4.75K - $5.19K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.75K+ 26.9% |
$67.6K - $73.8K
|
31.8K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.89KClosed |
$58.9K - $64.4K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-52.8K- 66.4% |
$529K - $578K
|
26.7K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30.7K- 61.17% |
$307K - $336K
|
19.5K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
53.3K+ 129.78% |
$534K - $583K
|
94.4K
$925K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.45K+ 7.09% |
$74.6K - $81.4K
|
112K
$1.1M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.43K- 21.71% |
$34.8K - $37.3K
|
12.3K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9KNew |
$110K - $119K
|
10.9K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.25K- 32.26% |
$83.7K - $89.9K
|
17.3K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.66KNew |
$16.8K - $18.1K
|
1.66K
$16.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-18.5K- 51.59% |
$188K - $202K
|
17.4K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
32KNew |
$325K - $349K
|
32K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
375+ 9.93% |
$3.81K - $4.09K
|
4.15K
$40.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.32KNew |
$13.4K - $14.4K
|
1.32K
$12.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
476New |
$4.83K - $5.19K
|
476
$4.66K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-11.8K- 49.65% |
$119K - $128K
|
11.9K
$117K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$125K - $134K
|
12.3K
$121K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
193+ 1.02% |
$1.96K - $2.1K
|
19.2K
$188K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.8K+ 1000.68% |
$119K - $128K
|
12.9K
$127K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.2K- 9.9% |
$205K - $220K
|
184K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$4.06K - $4.36K
|
400
$3.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.86K- 3.93% |
$18.9K - $20.3K
|
45.6K
$447K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-6.94K- 6.94% |
$70.4K - $75.6K
|
93.1K
$912K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-227K- 24.22% |
$2.2M - $2.32M
|
709K
$6.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
45.2KNew |
$440K - $464K
|
45.2K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
696+ 402.31% |
$6.77K - $7.14K
|
869
$8.52K
|
|