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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,300
shares
|
$211,120
0.0% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
20,025
shares
|
$208,260
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
19,900
shares
|
$206,960
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
18,340
shares
|
$190,736
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
17,646
shares
|
$183,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
16,748
shares
|
$174,179
0.13% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,360
shares
|
$159,744
0.06% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
14,813
shares
|
$154,055
0.05% of portfolio
|
Q3 2025
Reduced 35.85%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,000
shares
|
$145,600
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
13,428
shares
|
$139,651
0.08% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
13,400
shares
|
$139,360
0.06% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
12,500
shares
|
$130,000
0.01% of portfolio
|
Q1 2022
Reduced 16.67%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,218
shares
|
$127,067
0.01% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
12,139
shares
|
$126,245
0.0% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,000
shares
|
$124,800
0.01% of portfolio
|
Q1 2020
Reduced 16.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
11,940
shares
|
$124,176
0.02% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,894
shares
|
$123,697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
11,093
shares
|
$115,367
0.04% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
10,515
shares
|
$109,356
0.01% of portfolio
|
Q3 2025
Reduced 18.77%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
10,500
shares
|
$109,200
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,432
shares
|
$108,492
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
10,257
shares
|
$106,672
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
10,108
shares
|
$105,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,201
shares
|
$74,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,038
shares
|
$52,395
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|