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 90 institutions that hold shares in the stock, with a total of 6.13 Million shares, which have been reported (via 13F filing form) to have a value of $61 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Robinson Capital Management, LLC
|
May 14, 2024 Q1 2024 |
935,354
shares
|
$9.32 Million
3.41% of portfolio
|
Q1 2024
Added 3.59%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Apr 23, 2024 Q1 2024 |
482,371
shares
|
$4.8 Million
3.54% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
Fiera Capital Corp
Montreal, A8 |
May 01, 2024 Q1 2024 |
467,939
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2024
Reduced 22.74%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
328,355
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
293,761
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 54.95%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
275,250
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
223,001
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2024
Added 0.74%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
219,888
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2024
Added 2.08%
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
203,372
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
156,288
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
151,646
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2024
Added 2.42%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
125,535
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2024
Added 11.28%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
121,770
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
118,534
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.88%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
115,800
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
109,074
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
Nova R Wealth, Inc.
|
Apr 12, 2024 Q1 2024 |
99,997
shares
|
$995,970
0.55% of portfolio
|
Q2 2023
Reduced 0.69%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
98,613
shares
|
$982,185
0.0% of portfolio
|
Q1 2024
Added 53.35%
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
96,565
shares
|
$961,787
0.09% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
88,683
shares
|
$883,282
0.0% of portfolio
|
Q1 2024
Reduced 22.46%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
68,287
shares
|
$680,138
0.0% of portfolio
|
Q1 2024
Reduced 5.01%
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
67,076
shares
|
$668,076
0.16% of portfolio
|
Q1 2024
New holding
|
|
Nine Masts Capital LTD
|
May 08, 2024 Q1 2024 |
65,146
shares
|
$648,854
0.28% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
64,131
shares
|
$638,744
0.0% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
1 St Source Bank
|
May 09, 2024 Q1 2024 |
61,894
shares
|
$616,464
0.04% of portfolio
|
Q1 2024
Reduced 3.46%
|