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 |
|---|---|---|---|---|---|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
7,104
shares
|
$69,974
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,048
shares
|
$49,722
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
4,943
shares
|
$48,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,545
shares
|
$44,768
0.0% of portfolio
|
Q3 2022
Reduced 68.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,348
shares
|
$42,827
0.0% of portfolio
|
Q2 2024
Added 1149.43%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
4,150
shares
|
$40,877
0.01% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,700
shares
|
$36,445
0.0% of portfolio
|
Q2 2020
Added 109.83%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,923
shares
|
$28,791
0.01% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,539
shares
|
$25,009
0.0% of portfolio
|
Q4 2022
Reduced 13.49%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,533
shares
|
$24,950
0.0% of portfolio
|
Q1 2025
Added 217.82%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,585
shares
|
$15,612
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,408
shares
|
$13,868
0.0% of portfolio
|
Q1 2025
Reduced 34.27%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,191
shares
|
$11,731
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$9,850
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
869
shares
|
$8,559
0.0% of portfolio
|
Q2 2024
Added 402.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
780
shares
|
$7,683
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
585
shares
|
$5,762
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
476
shares
|
$4,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
104
shares
|
$1,024
0.0% of portfolio
|
Q1 2025
Reduced 62.18%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
55
shares
|
$541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|