Purchases and Sales Made in Q2 2025 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
132K+ 133.05% |
$1.25M - $1.35M
|
232K
$2.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
125K+ 26.1% |
$1.18M - $1.28M
|
605K
$5.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
114KNew |
$1.08M - $1.17M
|
114K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
91KNew |
$861K - $931K
|
91K
$897K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
88.4KNew |
$837K - $905K
|
88.4K
$872K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60K+ 24.29% |
$568K - $614K
|
307K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.8K+ 228.44% |
$518K - $560K
|
78.7K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26K+ 20.59% |
$246K - $266K
|
152K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2KNew |
$210K - $227K
|
22.2K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20.5KNew |
$194K - $210K
|
20.5K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20KNew |
$189K - $205K
|
20K
$197K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.6KNew |
$167K - $181K
|
17.6K
$174K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.1K+ 265.04% |
$124K - $134K
|
18K
$178K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 6.19% |
$124K - $134K
|
225K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12.9KNew |
$122K - $132K
|
12.9K
$128K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
12KNew |
$114K - $123K
|
12K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5KNew |
$99.3K - $107K
|
10.5K
$104K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.3KNew |
$97.8K - $106K
|
10.3K
$102K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$95.6K - $103K
|
10.1K
$99.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$94.6K - $102K
|
10K
$98.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 8.05% |
$94.6K - $102K
|
134K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.05K+ 6.82% |
$76.2K - $82.4K
|
126K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.03K+ 4.12% |
$47.6K - $51.5K
|
127K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.9KNew |
$46.4K - $50.1K
|
4.9K
$48.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.45K+ 1.41% |
$42.1K - $45.5K
|
320K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.96K+ 18.79% |
$37.4K - $40.5K
|
25K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.28K+ 12.99% |
$31.1K - $33.6K
|
28.6K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.1K+ 4.32% |
$29.3K - $31.7K
|
75K
$739K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3KNew |
$28.4K - $30.7K
|
3K
$29.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.97KNew |
$28.1K - $30.4K
|
2.97K
$29.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2.37K+ 1.29% |
$22.4K - $24.2K
|
185K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.27K+ 1.83% |
$21.4K - $23.2K
|
126K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.82K+ 0.74% |
$17.3K - $18.7K
|
248K
$2.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
994+ 4.64% |
$9.4K - $10.2K
|
22.4K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
605+ 3.48% |
$5.72K - $6.19K
|
18K
$177K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
518+ 0.56% |
$4.9K - $5.3K
|
93.2K
$919K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
457+ 4.04% |
$4.32K - $4.68K
|
11.8K
$116K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
415+ 1.16% |
$3.93K - $4.25K
|
36.3K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
292+ 1.16% |
$2.76K - $2.99K
|
25.5K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
141+ 3.1% |
$1.33K - $1.44K
|
4.69K
$46.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-10- 0.2% |
$94.6 - $102
|
5.04K
$49.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-172- 0.77% |
$1.63K - $1.76K
|
22.1K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-256- 0.74% |
$2.42K - $2.62K
|
34.3K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-350- 0.07% |
$3.31K - $3.58K
|
480K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.23K- 1.55% |
$11.6K - $12.6K
|
78K
$769K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.28K- 23.15% |
$31.1K - $33.6K
|
10.9K
$107K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.62K- 1.23% |
$34.3K - $37.1K
|
291K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.14K- 10.19% |
$39.1K - $42.3K
|
36.4K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-5.35K- 1.4% |
$50.6K - $54.7K
|
377K
$3.72M
|