Who owns Putnam Municipal Opportunities Trust?

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Analyze quarterly positions in Putnam Municipal Opportunities Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Putnam Municipal Opportunities Trust stock

Who bought or sold Putnam Municipal Opportunities Trust this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Robinson Capital Management 903k $9.3M 42% Dec 2023
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Ameriprise Financial 787k $7.2M 6% Sep 2023
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Fiera Capital Corporation 606k $6.2M 100% Dec 2023
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Melfa Wealth Management 485k $5.0M 0% Dec 2023
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Commonwealth Equity Services 330k $3.4M -13% Dec 2023
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UBS Group 287k $2.9M 25% Dec 2023
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Saba Capital Management 283k $2.9M 2070% Dec 2023
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Van Eck Associates Corp. 236k $2.4M 15% Dec 2023
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Morgan Stanley 225k $2.1M -4% Sep 2023
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Raymond James & Associates 215k $2.2M 32% Dec 2023
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Advisors Asset Management 160k $1.6M 8% Dec 2023
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Bank of America Corporation 148k $1.5M -24% Dec 2023
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Advisor Group Holdings 122k $1.2M -13% Dec 2023
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Invesco 120k $1.1M 4% Sep 2023
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Rockefeller Capital Management 113k $1.2M -14% Dec 2023
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Capital Investment Advisors 111k $1.1M -3% Dec 2023
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Landscape Capital Management 106k $1.1M 225% Dec 2023
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Nova R Wealth 100k $1.0M 0% Dec 2023
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Baird Financial 72k $735k 5% Dec 2023
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Northwestern Mutual Wealth Management Company 68k $624k 65% Sep 2023
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Cambridge Investment Research Advisors 66k $674k 26% Dec 2023
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Wells Fargo & Company 64k $658k 65% Dec 2023
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1st Source Bank 64k $656k -2% Dec 2023
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LPL Financial 61k $564k -2% Sep 2023
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Oppenheimer & Co 55k $509k -23% Sep 2023
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Raymond James Financial Services Advisors 55k $560k -16% Dec 2023
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Cohen & Steers Capital Management 54k $496k -64% Sep 2023
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Daniel L. Goodwin 52k $477k 0% Sep 2023
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Millennium Management 45k $463k 2% Dec 2023
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Bank Of Montreal 39k $451k 100% Dec 2023
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Smith, Moore & Co. 35k $325k -54% Sep 2023
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Goss Wealth Management 34k $315k -32% Sep 2023
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Tectonic Advisors 34k $348k 1% Dec 2023
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Relative Value Partners 32k $327k 0% Dec 2023
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Twin Focus Capital Partners 31k $320k 0% Dec 2023
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Lakeview Capital Partners 29k $292k 100% Dec 2023
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IFP Advisors 27k $275k 1% Dec 2023
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Tyche Wealth Partners 24k $242k 100% Dec 2023
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Gill Capital Partners 23k $236k -25% Dec 2023
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Stifel Financial 22k $225k 51% Dec 2023
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Cresset Asset Management 22k $202k 0% Sep 2023
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Royal Bank of Canada 21k $218k -18% Dec 2023
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Burford Brothers 20k $204k 100% Dec 2023
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Huntington National Bank 19k $198k 100% Dec 2023
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Ellis Investment Partners 19k $190k 1% Dec 2023
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National Asset Management 17k $173k 4% Dec 2023
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Collaborative Wealth Managment 15k $157k 0% Dec 2023
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ARS Wealth Advisors Group 15k $154k -79% Dec 2023
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Indiana Trust & Investment Management 14k $143k -35% Dec 2023
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Spire Wealth Management 14k $143k 100% Dec 2023
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Citadel Advisors 14k $143k 100% Dec 2023
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Susquehanna International 14k $127k -5% Sep 2023
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Nomura Holdings 13k $136k 100% Dec 2023
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Massey, Quick & Co 13k $135k 100% Dec 2023
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Staley Capital Advisers 13k $128k 0% Dec 2023
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Summit Trail Advisors 12k $128k 100% Dec 2023
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Successful Portfolios 12k $127k 0% Dec 2023
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Moors & Cabot 12k $126k 1% Dec 2023
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Sheaff Brock Investment Advisors 12k $123k 0% Dec 2023
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Private Wealth Advisors 12k $121k 0% Dec 2023
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Moody National Bank Trust Division 12k $120k 100% Dec 2023
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HighTower Advisors 11k $116k 100% Dec 2023
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Financial Network Wealth Management 11k $115k 100% Dec 2023
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Cetera Investment Advisers 11k $100k 0% Sep 2023
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Granite Springs Asset Management 11k $107k 0% Dec 2023
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Elequin Capital 11k $107k 100% Dec 2023
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Sonora Investment Management Group 10k $92k 0% Sep 2023
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Nelson, Van Denburg & Campbell Wealth Management 9.9k $102k 0% Dec 2023
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Farther Finance Advisors 6.6k $68k -45% Dec 2023
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Us Bancorp 4.5k $47k 0% Dec 2023
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Brian McDonald 4.4k $41k 100% Sep 2023
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D. J. St. Germain 3.0k $31k 0% Dec 2023
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Umb Bank N A 2.7k $28k 100% Dec 2023
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Fifth Third Bancorp 2.5k $26k 0% Dec 2023
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Wolverine Asset Management 1.7k $17k -97% Dec 2023
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Harbour Investments 1.4k $14k 0% Dec 2023
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Mascoma Wealth Management 1.2k $12k 0% Dec 2023
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Anchor Investment Management 1.0k $10k 0% Dec 2023
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Geneos Wealth Management 521.00 $5.3k 0% Dec 2023
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FNY Investment Advisers 400.00 $4.0k 0% Dec 2023
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Global Retirement Partners 348.00 $3.5k 0% Dec 2023
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Benjamin F. Edwards & Company 173.00 $2.0k 100% Dec 2023
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Who sold out of Putnam Municipal Opportunities Trust?

Fund or Company Name Date Sold Shares Held Valued At
Creative Planning Sep 2023 14k $131k
RFG Advisory Sep 2023 11k $103k
Dynamic Advisors Solutions Sep 2023 11k $103k
Beacon Pointe Advisors Sep 2023 11k $97k
CWM Sep 2023 1.5k $14k