Who owns Putnam Municipal Opportunities Trust?
- Ticker: PMO
- CUSIP Number: 746922103
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Guggenheim Capital, LLC Managers | 608k | $6.3M | 0% | Sep 2025 |
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| Pathstone Holdings | 564k | $5.8M | 6% | Sep 2025 |
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| Melfa Wealth Management | 480k | $5.0M | 0% | Sep 2025 |
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| Hennion & Walsh Asset Management | 448k | $4.6M | -1% | Sep 2025 |
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| Advisors Asset Management | 421k | $4.3M | 37% | Sep 2025 |
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| Morgan Stanley | 368k | $3.6M | 100% | Jun 2025 |
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| 1607 Capital Partners | 350k | $3.6M | -7% | Sep 2025 |
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| Commonwealth Equity Services | 321k | $3.3M | 0% | Sep 2025 |
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| Fiera Capital Corporation | 289k | $3.0M | -1% | Sep 2025 |
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| Wells Fargo & Company | 280k | $2.9M | 24% | Sep 2025 |
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| Karpus Investment Management | 257k | $2.6M | 11% | Sep 2025 |
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| Rivernorth Capital Management | 248k | $2.6M | 0% | Sep 2025 |
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| Ameriprise Financial | 188k | $1.9M | 2% | Sep 2025 |
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| Van Eck Associates Corp. | 185k | $1.9M | 0% | Sep 2025 |
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| Deschutes Portfolio Strategy | 166k | $1.7M | 0% | Sep 2025 |
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| Robinson Capital Management | 161k | $1.7M | 81% | Sep 2025 |
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| LPL Financial | 152k | $1.6M | 20% | Sep 2025 |
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| UBS Group | 136k | $1.4M | -14% | Sep 2025 |
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| Cohen & Steers Capital Management | 134k | $1.4M | 0% | Sep 2025 |
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| Allspring Global Investments Holdings | 132k | $1.4M | 40% | Sep 2025 |
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| Smith, Moore & Co. | 125k | $1.3M | 61% | Sep 2025 |
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| Envestnet Asset Management | 124k | $1.3M | -2% | Sep 2025 |
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| Park Avenue Securities | 111k | $1.1M | -3% | Sep 2025 |
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| Invesco | 104k | $1.1M | 32% | Sep 2025 |
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| Intellus Advisors | 103k | $1.1M | -19% | Sep 2025 |
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| Rockefeller Capital Management | 94k | $969k | 1% | Sep 2025 |
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| Nova R Wealth | 93k | $961k | 0% | Sep 2025 |
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| Capital Investment Advisors | 90k | $932k | -1% | Sep 2025 |
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| Riverbrige Partners | 77k | $796k | 3% | Sep 2025 |
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| Stifel Financial | 73k | $755k | 113% | Sep 2025 |
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| Raymond James Financial | 66k | $679k | -6% | Sep 2025 |
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| Advisor Group Holdings | 40k | $397k | -7% | Sep 2025 |
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| Cambridge Investment Research Advisors | 35k | $359k | -12% | Sep 2025 |
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| Kovitz Investment Group Partners | 32k | $331k | 0% | Sep 2025 |
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| Twin Focus Capital Partners | 31k | $323k | 0% | Sep 2025 |
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| Royal Bank of Canada | 30k | $311k | 36% | Sep 2025 |
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| Cyndeo Wealth Partners | 26k | $268k | 2% | Sep 2025 |
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| Leigh Baldwin & Co | 26k | $267k | 1% | Sep 2025 |
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| Integrated Capital Management | 23k | $239k | -7% | Sep 2025 |
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| Bank Of Montreal | 22k | $222k | 100% | Jun 2025 |
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| Stratos Wealth Partners | 22k | $230k | 100% | Sep 2025 |
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| HighTower Advisors | 21k | $215k | -6% | Sep 2025 |
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| Susquehanna International | 21k | $215k | -27% | Sep 2025 |
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| Catalina Capital Group | 21k | $212k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 20k | $211k | -1% | Sep 2025 |
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| Cresset Asset Management | 20k | $210k | 0% | Sep 2025 |
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| Ackerman Capital Advisors | 20k | $207k | 100% | Sep 2025 |
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| Burford Brothers | 20k | $206k | 0% | Sep 2025 |
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| Concurrent Investment Advisors | 18k | $190k | 2% | Sep 2025 |
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| Oppenheimer & Co | 18k | $182k | 0% | Sep 2025 |
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| Generation Capital Management | 17k | $173k | 0% | Sep 2025 |
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| Sunpointe | 15k | $159k | 0% | Sep 2025 |
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| Gill Capital Partners | 15k | $153k | -36% | Sep 2025 |
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| Spire Wealth Management | 14k | $145k | 0% | Sep 2025 |
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| Successful Portfolios | 13k | $139k | 8% | Sep 2025 |
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| Collaborative Wealth Managment | 13k | $138k | 0% | Sep 2025 |
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| Staley Capital Advisers | 13k | $129k | 0% | Sep 2025 |
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| Moors & Cabot | 12k | $126k | 7% | Sep 2025 |
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| Hanson McClain Advisors | 12k | $125k | 1% | Sep 2025 |
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| Tyche Wealth Partners | 12k | $123k | 0% | Sep 2025 |
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| Jane Street | 12k | $123k | 100% | Sep 2025 |
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| Private Wealth Advisors | 11k | $115k | -6% | Sep 2025 |
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| Aviance Capital Partners | 11k | $109k | -19% | Sep 2025 |
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| Wellspring Financial Advisors | 11k | $109k | 0% | Sep 2025 |
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| Prospera Financial Services | 10k | $108k | 1% | Sep 2025 |
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| Citadel Advisors | 10k | $106k | 100% | Sep 2025 |
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| Meridian Wealth Management | 10k | $104k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 7.2k | $74k | 0% | Sep 2025 |
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| Brian McDonald | 5.0k | $52k | 0% | Sep 2025 |
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| WealthTrust DunckerStreett | 4.9k | $51k | 0% | Sep 2025 |
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| Global Retirement Partners | 4.3k | $45k | 0% | Sep 2025 |
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| Activest Wealth Management | 4.2k | $43k | 0% | Sep 2025 |
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| D. J. St. Germain | 3.0k | $31k | 0% | Sep 2025 |
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| CX Institutional | 3.0k | $31k | 0% | Sep 2025 |
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| Blue Bell Private Wealth Management | 2.9k | $30k | 0% | Sep 2025 |
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| Fifth Third Bancorp | 2.5k | $26k | 0% | Sep 2025 |
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| Rothschild Investment | 2.4k | $25k | 0% | Sep 2025 |
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| Geneos Wealth Management | 1.6k | $16k | 0% | Sep 2025 |
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| Harbour Investments | 1.4k | $15k | 0% | Sep 2025 |
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| Mascoma Wealth Management | 1.2k | $12k | 0% | Sep 2025 |
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| Anchor Investment Management | 1.0k | $10k | 0% | Sep 2025 |
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| Hilltop National Bank | 780.00 | $8.1k | 0% | Sep 2025 |
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| Oliver Lagore Vanvalin Investment Group | 476.00 | $4.9k | 100% | Jun 2025 |
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Who sold out of Putnam Municipal Opportunities Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tectonic Advisors | Jun 2025 | 36k | $359k |
| American National Bank | Jun 2025 | 20k | $198k |
| Wolverine Asset Management | Jun 2025 | 18k | $179k |
| Cetera Investment Advisers | Jun 2025 | 11k | $108k |
| Nomura Holdings | Jun 2025 | 10k | $99k |
| Financial Network Wealth Management | Mar 2025 | 9.4k | $96k |
| Us Bancorp | Jun 2025 | 4.7k | $46k |