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 104 institutions that hold shares in the stock, with a total of 7.98 Million shares, which have been reported (via 13F filing form) to have a value of $83 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
575,167
shares
|
$6 Million
0.03% of portfolio
|
Q4 2024
Added 60.83%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
480,850
shares
|
$5.02 Million
3.26% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
412,589
shares
|
$4.31 Million
0.0% of portfolio
|
Q4 2024
Added 27.48%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
368,040
shares
|
$3.84 Million
0.03% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
362,681
shares
|
$3.79 Million
0.3% of portfolio
|
Q4 2024
Added 54.08%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
344,532
shares
|
$3.6 Million
0.17% of portfolio
|
Q4 2024
Added 2144.07%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
315,632
shares
|
$3.3 Million
0.01% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
307,683
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
291,314
shares
|
$3.04 Million
0.06% of portfolio
|
Q4 2024
Added 92.19%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
283,668
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
262,568
shares
|
$2.74 Million
0.15% of portfolio
|
Q4 2024
Added 46.12%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
252,064
shares
|
$2.63 Million
0.22% of portfolio
|
Q4 2024
Reduced 90.13%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
233,858
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
195,647
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
190,000
shares
|
$1.98 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
186,921
shares
|
$1.95 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,561
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
151,244
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
126,931
shares
|
$1.33 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
125,584
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
124,073
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.22%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
112,497
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
107,686
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
104,200
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
98,038
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 58.51%
|