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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-2.73K- 2.15% |
$27.2K - $29.4K
|
124K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.76K- 9.74% |
$37.5K - $40.5K
|
34.9K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6.13K- 26.81% |
$61.1K - $66K
|
16.7K
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.51K- 5.98% |
$74.8K - $80.8K
|
118K
$1.16M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-11K- 78.57% |
$110K - $118K
|
3K
$29.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.8K- 15.23% |
$137K - $148K
|
76.7K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-16.9K- 6.43% |
$168K - $182K
|
246K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.1K- 6.4% |
$181K - $195K
|
266K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-20.8K- 6.58% |
$207K - $224K
|
295K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.9K- 45.23% |
$218K - $235K
|
26.5K
$260K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-23.5K- 12.59% |
$234K - $253K
|
163K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-23.6K- 12.44% |
$235K - $254K
|
166K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-44.2K- 15.18% |
$440K - $476K
|
247K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-51K- 21.8% |
$508K - $548K
|
183K
$1.79M
|