Latest Institutional Sells of Putnam Municipal Opportunities Trust (PMO)
This list provides information on the latest institutional transactions involving Putnam Municipal Opportunities Trust (PMO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-51K- 21.8% |
$508K - $548K
|
183K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-44.2K- 15.18% |
$440K - $476K
|
247K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-23.6K- 12.44% |
$235K - $254K
|
166K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-23.5K- 12.59% |
$234K - $253K
|
163K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.9K- 45.23% |
$218K - $235K
|
26.5K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-20.8K- 6.58% |
$207K - $224K
|
295K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.1K- 6.4% |
$181K - $195K
|
266K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-16.9K- 6.43% |
$168K - $182K
|
246K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.8K- 15.23% |
$137K - $148K
|
76.7K
$758K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-11K- 78.57% |
$110K - $118K
|
3K
$29.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.51K- 5.98% |
$74.8K - $80.8K
|
118K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6.13K- 26.81% |
$61.1K - $66K
|
16.7K
$165K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.76K- 9.74% |
$37.5K - $40.5K
|
34.9K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-2.73K- 2.15% |
$27.2K - $29.4K
|
124K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.3K- 16.67% |
$22.9K - $24.7K
|
11.5K
$114K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 5.74% |
$21K - $22.7K
|
34.6K
$342K
|
|
|
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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.35K- 5.94% |
$13.5K - $14.6K
|
21.4K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.31K- 8.44% |
$13K - $14.1K
|
14.2K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.24K- 0.3% |
$12.3K - $13.3K
|
411K
$4.06M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 47.53% |
$12K - $13K
|
1.33K
$13.1K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 27.34% |
$11K - $11.8K
|
2.92K
$28.9K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-806- 0.86% |
$8.03K - $8.67K
|
92.7K
$916K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-734- 34.27% |
$7.31K - $7.9K
|
1.41K
$13.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-683- 6.05% |
$6.8K - $7.35K
|
10.6K
$105K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-305- 0.32% |
$3.04K - $3.28K
|
95.2K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-171- 62.18% |
$1.7K - $1.84K
|
104
$1.03K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 0.95% |
$996 - $1.08K
|
10.4K
$103K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-56- 0.01% |
$558 - $603
|
481K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6- 0.12% |
$59.8 - $64.6
|
5.05K
$49.9K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-200K- 84.76% |
$2M - $2.19M
|
35.9K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-52.8K- 66.4% |
$529K - $578K
|
26.7K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-31.3K- 71.47% |
$313K - $342K
|
12.5K
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30.7K- 61.17% |
$307K - $336K
|
19.5K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.68K- 50.0% |
$96.9K - $106K
|
9.68K
$95.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.89KClosed |
$58.9K - $64.4K
|
0
$0
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.72K- 9.17% |
$37.2K - $40.7K
|
36.9K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 7.31% |
$16K - $17.5K
|
20.3K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-475Closed |
$4.75K - $5.19K
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.2K- 9.9% |
$205K - $220K
|
184K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-18.5K- 51.59% |
$188K - $202K
|
17.4K
$172K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-11.8K- 49.65% |
$119K - $128K
|
11.9K
$118K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.25K- 32.26% |
$83.7K - $89.9K
|
17.3K
$171K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-6.94K- 6.94% |
$70.4K - $75.6K
|
93.1K
$919K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.43K- 21.71% |
$34.8K - $37.3K
|
12.3K
$122K
|
|
|
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
$450K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-227K- 24.22% |
$2.2M - $2.32M
|
709K
$7M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-22.1K- 35.71% |
$215K - $227K
|
39.8K
$393K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-762- 37.46% |
$7.41K - $7.82K
|
1.27K
$12.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-26.7K- 59.05% |
$268K - $281K
|
18.5K
$183K
|
|