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 107 institutions that hold shares in the stock, with a total of 6.94 Million shares, which have been reported (via 13F filing form) to have a value of $70.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
79,579
shares
|
$806,135
0.26% of portfolio
|
Q3 2024
Added 21.23%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
66,799
shares
|
$676,673
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
66,493
shares
|
$673,574
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
66,336
shares
|
$671,983
0.07% of portfolio
|
Q3 2024
Added 86.21%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
63,488
shares
|
$643,133
0.02% of portfolio
|
Q3 2024
Added 116.06%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
61,850
shares
|
$626,540
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
51,866
shares
|
$525,402
0.24% of portfolio
|
Q2 2020
Reduced 8.79%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
50,209
shares
|
$508,617
0.01% of portfolio
|
Q3 2024
Reduced 17.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
49,877
shares
|
$505,254
0.0% of portfolio
|
Q3 2024
Added 51.51%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
47,829
shares
|
$484,507
0.0% of portfolio
|
Q3 2024
Reduced 45.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
45,779
shares
|
$463,741
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,577
shares
|
$461,695
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
43,792
shares
|
$443,612
0.05% of portfolio
|
Q3 2024
Reduced 61.2%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
41,086
shares
|
$416,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
39,791
shares
|
$403,082
0.02% of portfolio
|
Q2 2024
Reduced 35.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
35,601
shares
|
$360,638
0.0% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
35,054
shares
|
$355,097
0.03% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
34,136
shares
|
$345,797
0.0% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,793
shares
|
$332,193
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
32,000
shares
|
$324,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
31,294
shares
|
$317,008
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
27,388
shares
|
$277,440
0.01% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,095
shares
|
$254,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
24,892
shares
|
$252,155
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
23,090
shares
|
$233,901
0.1% of portfolio
|
Q4 2023
Reduced 25.1%
|