Purchases and Sales Made in Q4 2024 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
329K+ 2144.07% |
$3.3M - $3.6M
|
345K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
252KNew |
$2.52M - $2.76M
|
252K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
218K+ 60.83% |
$2.18M - $2.38M
|
575K
$6.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
140K+ 92.19% |
$1.4M - $1.53M
|
291K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
127K+ 54.08% |
$1.27M - $1.39M
|
363K
$3.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
127KNew |
$1.27M - $1.39M
|
127K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90.5KNew |
$905K - $989K
|
90.5K
$973K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.9K+ 27.48% |
$890K - $972K
|
413K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
82.9K+ 46.12% |
$830K - $906K
|
263K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
53.3K+ 129.78% |
$534K - $583K
|
94.4K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
39.3K+ 11.95% |
$393K - $429K
|
368K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
36.2K+ 58.51% |
$362K - $396K
|
98K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.4KNew |
$315K - $344K
|
31.4K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
26.5K+ 10.31% |
$265K - $290K
|
284K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
22.9KNew |
$229K - $250K
|
22.9K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2KNew |
$202K - $221K
|
20.2K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.4K+ 14.75% |
$195K - $212K
|
151K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19K+ 172.55% |
$190K - $207K
|
30K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.4KNew |
$174K - $190K
|
17.4K
$187K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
13.8KNew |
$138K - $151K
|
13.8K
$148K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.4K+ 17.15% |
$114K - $124K
|
77.7K
$836K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.47K+ 7.23% |
$84.8K - $92.6K
|
126K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.05K+ 2.62% |
$80.5K - $87.9K
|
316K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.45K+ 7.09% |
$74.6K - $81.4K
|
112K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.2KNew |
$72.1K - $78.7K
|
7.2K
$77.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.75K+ 26.9% |
$67.6K - $73.8K
|
31.8K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
6.22K+ 2.73% |
$62.2K - $68K
|
234K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.84K+ 17.8% |
$58.4K - $63.8K
|
38.6K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.43K+ 28.71% |
$34.3K - $37.4K
|
15.4K
$165K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.93K+ 10.5% |
$19.3K - $21.1K
|
20.3K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.11K+ 3.12% |
$11.1K - $12.2K
|
36.7K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.06K+ 9.53% |
$10.6K - $11.6K
|
12.2K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
896+ 4.1% |
$8.97K - $9.79K
|
22.8K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
767+ 7.5% |
$7.68K - $8.38K
|
11K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
734+ 52.13% |
$7.35K - $8.02K
|
2.14K
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
379+ 68.66% |
$3.79K - $4.14K
|
931
$10K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
343+ 0.98% |
$3.43K - $3.75K
|
35.4K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
276+ 52.98% |
$2.76K - $3.02K
|
797
$8.58K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
101+ 0.6% |
$1.01K - $1.1K
|
17K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
16+ 0.32% |
$160 - $175
|
5.05K
$54.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-248- 0.54% |
$2.48K - $2.71K
|
45.5K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-276- 1.75% |
$2.76K - $3.02K
|
15.5K
$167K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-475Closed |
$4.75K - $5.19K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-953- 4.76% |
$9.54K - $10.4K
|
19.1K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.18K- 1.77% |
$11.8K - $12.9K
|
65.6K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.5K- 3.0% |
$15K - $16.4K
|
48.4K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 7.31% |
$16K - $17.5K
|
20.3K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3K- 42.72% |
$30K - $32.8K
|
4.02K
$43.3K
|