Purchases and Sales Made in Q1 2025 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q1 2025. The information is specifically focused on institutions that hold shares of PUTNAM MUNICIPAL OPPORTUNITIES TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
113K+ 32.73% |
$1.12M - $1.21M
|
457K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
112K+ 30.36% |
$1.11M - $1.2M
|
480K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
66.1K+ 11.5% |
$659K - $712K
|
641K
$6.28M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.5K+ 39.98% |
$602K - $651K
|
212K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.2K+ 10.83% |
$211K - $228K
|
217K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
20.1K+ 5.54% |
$200K - $216K
|
383K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 19.19% |
$199K - $215K
|
124K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 13.48% |
$145K - $156K
|
122K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 33.34% |
$101K - $109K
|
40.6K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9.44KNew |
$94K - $102K
|
9.44K
$92.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.86K+ 2.55% |
$78.3K - $84.6K
|
316K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.1KNew |
$70.8K - $76.4K
|
7.1K
$69.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
6.25K+ 9.52% |
$62.2K - $67.2K
|
71.9K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.06K+ 25.04% |
$50.4K - $54.5K
|
25.3K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.94KNew |
$49.2K - $53.2K
|
4.94K
$48.4K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.17K+ 37.23% |
$41.5K - $44.9K
|
15.4K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.16K+ 16.57% |
$31.5K - $34K
|
22.2K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.28K+ 15.06% |
$22.7K - $24.5K
|
17.4K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.26K+ 1.82% |
$22.5K - $24.3K
|
126K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.74K+ 217.82% |
$17.3K - $18.7K
|
2.53K
$24.8K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.52K+ 1.95% |
$15.1K - $16.3K
|
79.2K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.51K+ 1.54% |
$15K - $16.2K
|
99.5K
$976K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.21K+ 5.33% |
$12.1K - $13K
|
24K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 2.33% |
$10.9K - $11.7K
|
47.9K
$469K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
735+ 3.62% |
$7.32K - $7.91K
|
21.1K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
677+ 4.41% |
$6.74K - $7.28K
|
16K
$157K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
478+ 1.35% |
$4.76K - $5.14K
|
35.9K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
337+ 1.35% |
$3.36K - $3.63K
|
25.2K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
313+ 2.85% |
$3.12K - $3.37K
|
11.3K
$111K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
141+ 0.83% |
$1.4K - $1.52K
|
17.1K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
55New |
$548 - $592
|
55
$539
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$9.96 - $10.8
|
45.5K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6- 0.12% |
$59.8 - $64.6
|
5.05K
$49.5K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-56- 0.01% |
$558 - $603
|
481K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 0.95% |
$996 - $1.08K
|
10.4K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-171- 62.18% |
$1.7K - $1.84K
|
104
$1.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-305- 0.32% |
$3.04K - $3.28K
|
95.2K
$933K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-683- 6.05% |
$6.8K - $7.35K
|
10.6K
$104K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-734- 34.27% |
$7.31K - $7.9K
|
1.41K
$13.8K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-806- 0.86% |
$8.03K - $8.67K
|
92.7K
$909K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 27.34% |
$11K - $11.8K
|
2.92K
$28.6K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 47.53% |
$12K - $13K
|
1.33K
$13K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.24K- 0.3% |
$12.3K - $13.3K
|
411K
$4.03M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.31K- 8.44% |
$13K - $14.1K
|
14.2K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.35K- 5.94% |
$13.5K - $14.6K
|
21.4K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.92K- 12.56% |
$19.2K - $20.7K
|
13.4K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 5.74% |
$21K - $22.7K
|
34.6K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.3K- 16.67% |
$22.9K - $24.7K
|
11.5K
$113K
|