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 |
|---|---|---|---|---|---|---|---|
|
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
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3KNew |
$28.4K - $30.7K
|
3K
$29.6K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20KNew |
$189K - $205K
|
20K
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.1K+ 4.32% |
$29.3K - $31.7K
|
75K
$739K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
114KNew |
$1.08M - $1.17M
|
114K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.97KNew |
$28.1K - $30.4K
|
2.97K
$29.3K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-11K- 78.57% |
$110K - $118K
|
3K
$29.6K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 47.53% |
$12K - $13K
|
1.33K
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-171- 62.18% |
$1.7K - $1.84K
|
104
$1.03K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.24K- 0.3% |
$12.3K - $13.3K
|
411K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$9.96 - $10.8
|
45.5K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.8K- 15.23% |
$137K - $148K
|
76.7K
$756K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
55New |
$548 - $592
|
55
$542
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 0.95% |
$996 - $1.08K
|
10.4K
$102K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6.13K- 26.81% |
$61.1K - $66K
|
16.7K
$165K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-734- 34.27% |
$7.31K - $7.9K
|
1.41K
$13.9K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.92K- 12.56% |
$19.2K - $20.7K
|
13.4K
$132K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.17K+ 37.23% |
$41.5K - $44.9K
|
15.4K
$152K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 27.34% |
$11K - $11.8K
|
2.92K
$28.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9.44KNew |
$94K - $102K
|
9.44K
$93.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-683- 6.05% |
$6.8K - $7.35K
|
10.6K
$105K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-23.6K- 12.44% |
$235K - $254K
|
166K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
677+ 4.41% |
$6.74K - $7.28K
|
16K
$158K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.3K- 16.67% |
$22.9K - $24.7K
|
11.5K
$113K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.4KNew |
$174K - $190K
|
17.4K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 7.31% |
$16K - $17.5K
|
20.3K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.2KNew |
$72.1K - $78.7K
|
7.2K
$71K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.06K+ 9.53% |
$10.6K - $11.6K
|
12.2K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-200K- 84.76% |
$2M - $2.19M
|
35.9K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.4KNew |
$315K - $344K
|
31.4K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
379+ 68.66% |
$3.79K - $4.14K
|
931
$9.18K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.68K- 50.0% |
$96.9K - $106K
|
9.68K
$95.4K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-475Closed |
$4.75K - $5.19K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-31.3K- 71.47% |
$313K - $342K
|
12.5K
$123K
|
|
|
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
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
53.3K+ 129.78% |
$534K - $583K
|
94.4K
$931K
|
|
| 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
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
32KNew |
$325K - $349K
|
32K
$316K
|
|
|
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
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.66KNew |
$16.8K - $18.1K
|
1.66K
$16.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-18.5K- 51.59% |
$188K - $202K
|
17.4K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
375+ 9.93% |
$3.81K - $4.09K
|
4.15K
$40.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.32KNew |
$13.4K - $14.4K
|
1.32K
$13K
|
|