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 98 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $76.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
93,059
shares
|
$916,631
0.5% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
92,720
shares
|
$913,292
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
79,231
shares
|
$780,425
0.08% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
76,677
shares
|
$755,268
0.0% of portfolio
|
Q1 2025
Reduced 15.23%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
71,865
shares
|
$707,870
0.01% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
51,866
shares
|
$510,880
0.24% of portfolio
|
Q2 2020
Reduced 8.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
47,885
shares
|
$471,667
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,577
shares
|
$448,933
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
45,532
shares
|
$448,490
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
40,585
shares
|
$399,762
0.0% of portfolio
|
Q1 2025
Added 33.34%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35,936
shares
|
$353,969
0.17% of portfolio
|
Q4 2024
Reduced 84.76%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
35,875
shares
|
$353,368
0.02% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
34,868
shares
|
$343,449
0.02% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
34,605
shares
|
$340,859
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
32,000
shares
|
$315,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
31,294
shares
|
$308,245
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
26,500
shares
|
$261,025
0.0% of portfolio
|
Q1 2025
Reduced 45.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,269
shares
|
$248,899
0.0% of portfolio
|
Q1 2025
Added 25.04%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
25,220
shares
|
$248,417
0.21% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
24,892
shares
|
$245,186
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
23,972
shares
|
$236,124
0.0% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
23,090
shares
|
$227,436
0.09% of portfolio
|
Q4 2023
Reduced 25.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
22,246
shares
|
$219,123
0.0% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
21,411
shares
|
$210,898
0.0% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
21,060
shares
|
$207,441
0.18% of portfolio
|
Q1 2025
Added 3.62%
|