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 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.65K- 33.03% |
$53.4K - $57.8K
|
11.4K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.88K- 22.18% |
$55.6K - $60.1K
|
20.6K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.5K- 8.48% |
$61.5K - $66.5K
|
70.2K
$692K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.93K- 1.51% |
$65.5K - $70.9K
|
450K
$4.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.1K- 99.89% |
$67.1K - $72.6K
|
8
$78.9
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.32K- 17.37% |
$78.7K - $85.1K
|
39.6K
$390K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9.4K- 26.96% |
$88.9K - $96.2K
|
25.5K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32.9K- 15.2% |
$312K - $337K
|
184K
$1.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.7K- 10.62% |
$413K - $447K
|
368K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-107K- 40.26% |
$1.01M - $1.09M
|
159K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-112K- 17.4% |
$1.06M - $1.14M
|
530K
$5.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-161K- 98.54% |
$1.52M - $1.65M
|
2.39K
$23.6K
|