Institutional Ownership Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $84.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
607,756
shares
|
$6.32 Million
0.05% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
563,544
shares
|
$5.86 Million
0.02% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
480,444
shares
|
$5 Million
2.91% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
447,956
shares
|
$4.66 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
420,550
shares
|
$4.37 Million
0.08% of portfolio
|
Q3 2025
Added 36.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
384,451
shares
|
$4 Million
0.0% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
350,361
shares
|
$3.64 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
320,652
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
288,875
shares
|
$3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
279,658
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
256,492
shares
|
$2.67 Million
0.11% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
247,520
shares
|
$2.57 Million
0.23% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
187,989
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
184,741
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,561
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
166,367
shares
|
$1.73 Million
0.81% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Robinson Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
160,455
shares
|
$1.67 Million
0.91% of portfolio
|
Q3 2025
Added 81.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
154,223
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
152,045
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 19.5%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
136,444
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.99%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
134,200
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
132,044
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 39.87%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
125,303
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2025
Added 60.64%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
123,602
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
110,789
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.75%
|
|