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 |
|---|---|---|---|---|---|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
10,000
shares
|
$103,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
9,440
shares
|
$97,420
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,201
shares
|
$74,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,038
shares
|
$51,992
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
4,900
shares
|
$50,568
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,686
shares
|
$48,359
0.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,348
shares
|
$44,871
0.0% of portfolio
|
Q2 2024
Added 1149.43%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
4,150
shares
|
$42,828
0.01% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,700
shares
|
$38,184
0.0% of portfolio
|
Q2 2020
Added 109.83%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,000
shares
|
$30,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,969
shares
|
$30,640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,923
shares
|
$30,165
0.0% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,539
shares
|
$26,202
0.0% of portfolio
|
Q4 2022
Reduced 13.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,389
shares
|
$24,654
0.0% of portfolio
|
Q2 2025
Reduced 98.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,585
shares
|
$16,357
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,563
shares
|
$16,130
0.0% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,408
shares
|
$14,530
0.0% of portfolio
|
Q1 2025
Reduced 34.27%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,191
shares
|
$12,291
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$10,320
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
869
shares
|
$8,968
0.0% of portfolio
|
Q2 2024
Added 402.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
780
shares
|
$8,049
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
585
shares
|
$6,037
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
476
shares
|
$4,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
8
shares
|
$82
0.0% of portfolio
|
Q2 2025
Reduced 99.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|