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 95 institutions that hold shares in the stock, with a total of 7.65 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
641,316
shares
|
$6.32 Million
0.03% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
480,794
shares
|
$4.74 Million
3.31% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
479,766
shares
|
$4.73 Million
0.05% of portfolio
|
Q1 2025
Added 30.36%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
457,293
shares
|
$4.5 Million
0.22% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
411,354
shares
|
$4.05 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
|
May 09, 2025 Q1 2025 |
315,544
shares
|
$3.11 Million
0.0% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
294,855
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
265,521
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
247,095
shares
|
$2.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
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%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
216,827
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
211,714
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 39.98%
|
|
|
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%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
182,887
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
166,367
shares
|
$1.64 Million
0.92% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
163,388
shares
|
$1.61 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
126,334
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
124,200
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
124,197
shares
|
$1.22 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
122,200
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
118,072
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
99,548
shares
|
$980,547
0.04% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
95,180
shares
|
$937,523
0.02% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
94,408
shares
|
$929,918
0.0% of portfolio
|
Q4 2024
Added 129.78%
|