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 101 institutions that hold shares in the stock, with a total of 7.84 Million shares, which have been reported (via 13F filing form) to have a value of $80.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
93,059
shares
|
$960,368
0.46% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
91,005
shares
|
$939,171
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Robinson Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
88,439
shares
|
$912,690
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
78,733
shares
|
$812,524
0.0% of portfolio
|
Q2 2025
Added 228.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
78,003
shares
|
$804,990
0.07% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
74,966
shares
|
$773,649
0.01% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
70,174
shares
|
$724,195
0.0% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
51,866
shares
|
$535,257
0.24% of portfolio
|
Q2 2020
Reduced 8.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,577
shares
|
$470,354
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
42,809
shares
|
$441,788
0.0% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
39,567
shares
|
$408,331
0.0% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
36,290
shares
|
$374,512
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
34,349
shares
|
$354,481
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
32,000
shares
|
$330,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
31,294
shares
|
$322,954
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,552
shares
|
$294,656
0.0% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
25,512
shares
|
$263,283
0.17% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
25,469
shares
|
$262,840
0.02% of portfolio
|
Q2 2025
Reduced 26.96%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
25,018
shares
|
$258,185
0.2% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
24,892
shares
|
$256,885
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
23,090
shares
|
$238,288
0.08% of portfolio
|
Q4 2023
Reduced 25.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
22,405
shares
|
$231,219
0.0% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
22,168
shares
|
$228,773
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,074
shares
|
$227,803
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
20,623
shares
|
$212,829
0.0% of portfolio
|
Q2 2025
Reduced 22.18%
|