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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
20,515
shares
|
$211,714
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,300
shares
|
$209,496
0.0% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
20,000
shares
|
$206,400
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
19,900
shares
|
$205,368
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
18,044
shares
|
$186,214
0.0% of portfolio
|
Q2 2025
Added 265.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
17,990
shares
|
$185,656
0.0% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
17,646
shares
|
$182,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
16,748
shares
|
$172,839
0.13% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
15,370
shares
|
$158,618
0.06% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
14,000
shares
|
$144,480
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
13,400
shares
|
$138,288
0.06% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
12,944
shares
|
$133,582
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
12,500
shares
|
$129,000
0.01% of portfolio
|
Q1 2022
Reduced 16.67%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
12,428
shares
|
$128,256
0.08% of portfolio
|
Q1 2023
Reduced 13.86%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,000
shares
|
$123,840
0.01% of portfolio
|
Q1 2020
Reduced 16.08%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
12,000
shares
|
$123,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
11,940
shares
|
$123,220
0.02% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
11,774
shares
|
$121,507
0.04% of portfolio
|
Q4 2020
Added 0.4%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,759
shares
|
$121,352
0.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
11,500
shares
|
$118,680
0.1% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
11,449
shares
|
$118,153
0.01% of portfolio
|
Q2 2025
Reduced 33.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,898
shares
|
$112,467
0.0% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
10,500
shares
|
$108,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,338
shares
|
$106,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,108
shares
|
$104,314
0.0% of portfolio
|
Q2 2025
New holding
|