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 94 institutions that hold shares in the stock, with a total of 8.18 Million shares, which have been reported (via 13F filing form) to have a value of $85 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
104,027
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 32.13%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
102,463
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 18.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
93,776
shares
|
$975,270
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
93,059
shares
|
$967,813
0.43% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
90,193
shares
|
$938,007
0.02% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
77,040
shares
|
$801,216
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
73,101
shares
|
$760,250
0.0% of portfolio
|
Q3 2025
Added 112.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
65,709
shares
|
$683,373
0.0% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
51,866
shares
|
$539,406
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
|
$474,000
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
41,600
shares
|
$432,640
0.32% of portfolio
|
Q4 2025
Reduced 5.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
39,932
shares
|
$415,292
0.0% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
34,778
shares
|
$361,691
0.0% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
32,000
shares
|
$332,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
31,294
shares
|
$325,457
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
30,076
shares
|
$312,790
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
25,981
shares
|
$270,202
0.02% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
24,892
shares
|
$258,876
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
23,151
shares
|
$240,770
0.18% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
22,731
shares
|
$236,402
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
22,300
shares
|
$231,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
20,856
shares
|
$216,902
0.0% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,782
shares
|
$216,132
0.0% of portfolio
|
Q3 2025
Reduced 27.21%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
20,515
shares
|
$213,356
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
20,378
shares
|
$211,931
0.0% of portfolio
|
Q3 2025
Reduced 1.19%
|
|