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 99 institutions that hold shares in the stock, with a total of 7.74 Million shares, which have been reported (via 13F filing form) to have a value of $76.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
604,966
shares
|
$5.96 Million
0.05% of portfolio
|
Q2 2025
Added 26.1%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
529,718
shares
|
$5.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
480,444
shares
|
$4.74 Million
3.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
450,366
shares
|
$4.44 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
411,354
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
382,761
shares
|
$3.77 Million
0.31% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
319,994
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
307,116
shares
|
$3.03 Million
0.06% of portfolio
|
Q2 2025
Added 24.29%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
291,232
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
245,696
shares
|
$2.42 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
224,814
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
185,254
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
183,878
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,561
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
166,367
shares
|
$1.64 Million
0.8% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
158,635
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.26%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
134,200
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
127,233
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
126,464
shares
|
$1.25 Million
0.19% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
126,334
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
126,126
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
113,916
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
99,548
shares
|
$981,543
0.04% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
94,408
shares
|
$930,862
0.0% of portfolio
|
Q4 2024
Added 129.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
93,238
shares
|
$919,326
0.0% of portfolio
|
Q2 2025
Added 0.56%
|