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 |
|---|---|---|---|---|---|
| Melfa Wealth Management | 481k | $5.2M | 0% | Sep 2024 |
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| Pathstone Holdings | 358k | $3.9M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 333k | $3.6M | 1% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 329k | $3.6M | 174% | Sep 2024 |
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| Morgan Stanley | 328k | $3.4M | 47% | Jun 2024 |
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| Fiera Capital Corporation | 308k | $3.4M | -2% | Sep 2024 |
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| Logan Stone Capital | 236k | $2.6M | 194% | Sep 2024 |
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| 1607 Capital Partners | 235k | $2.6M | 100% | Sep 2024 |
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| Van Eck Associates Corp. | 228k | $2.4M | -2% | Sep 2024 |
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| Rothschild Investment | 193k | $2.1M | -1% | Sep 2024 |
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| Deschutes Portfolio Strategy | 190k | $2.1M | 100% | Sep 2024 |
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| Raymond James & Associates | 184k | $2.0M | -10% | Sep 2024 |
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| Rivernorth Capital Management | 180k | $2.0M | 61% | Sep 2024 |
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| Bank of America Corporation | 166k | $1.8M | 10% | Sep 2024 |
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| Advisors Asset Management | 152k | $1.7M | -1% | Sep 2024 |
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| Rockefeller Capital Management | 134k | $1.4M | 7% | Jun 2024 |
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| Wells Fargo & Company | 132k | $1.4M | 1% | Sep 2024 |
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| LPL Financial | 122k | $1.3M | 19% | Sep 2024 |
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| Envestnet Asset Management | 117k | $1.3M | -2% | Sep 2024 |
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| Park Avenue Securities | 105k | $1.1M | -7% | Sep 2024 |
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| Capital Investment Advisors | 105k | $1.1M | -3% | Sep 2024 |
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| Nova R Wealth | 93k | $1.0M | -7% | Sep 2024 |
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| Nine Masts Capital | 80k | $867k | 22% | Sep 2024 |
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| Riverbrige Partners | 67k | $728k | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 67k | $725k | -1% | Sep 2024 |
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| Smith, Moore & Co. | 66k | $723k | 86% | Sep 2024 |
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| Wolverine Asset Management | 64k | $692k | 116% | Sep 2024 |
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| Karpus Investment Management | 62k | $674k | 100% | Sep 2024 |
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| Oppenheimer & Co | 50k | $547k | -10% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 50k | $544k | 52% | Sep 2024 |
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| Invesco | 48k | $521k | -46% | Sep 2024 |
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| Raymond James Financial Services Advisors | 46k | $497k | -4% | Sep 2024 |
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| Saba Capital Management | 45k | $464k | 100% | Jun 2024 |
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| Landscape Capital Management | 44k | $477k | -61% | Sep 2024 |
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| Allspring Global Investments Holdings | 41k | $448k | 0% | Sep 2024 |
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| 1st Source Bank | 40k | $408k | -36% | Jun 2024 |
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| Tectonic Advisors | 35k | $382k | 1% | Sep 2024 |
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| Advisor Group Holdings | 34k | $372k | -71% | Sep 2024 |
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| Cyndeo Wealth Partners | 33k | $357k | 100% | Sep 2024 |
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| Stifel Financial | 33k | $334k | 24% | Jun 2024 |
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| Kovitz Investment Group Partners | 32k | $349k | 100% | Sep 2024 |
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| Twin Focus Capital Partners | 31k | $341k | 0% | Sep 2024 |
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| IFP Advisors | 27k | $281k | 1% | Jun 2024 |
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| Goss Wealth Management | 26k | $262k | 0% | Jun 2024 |
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| Gill Capital Partners | 23k | $252k | 0% | Sep 2024 |
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| Sunpointe | 21k | $229k | 0% | Sep 2024 |
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| Royal Bank of Canada | 20k | $216k | 22% | Sep 2024 |
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| Burford Brothers | 20k | $204k | 0% | Jun 2024 |
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| Huntington National Bank | 19k | $211k | 0% | Sep 2024 |
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| Ellis Investment Partners | 19k | $209k | 1% | Sep 2024 |
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| Integrated Capital Management | 18k | $201k | 0% | Sep 2024 |
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| CNH Partners | 17k | $189k | -52% | Sep 2024 |
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| Moors & Cabot | 17k | $184k | 18% | Sep 2024 |
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| National Asset Management | 16k | $162k | -3% | Jun 2024 |
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| Cetera Investment Advisers | 16k | $161k | 0% | Jun 2024 |
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| Hennion & Walsh Asset Management | 15k | $167k | 100% | Sep 2024 |
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| Collaborative Wealth Managment | 15k | $167k | 0% | Sep 2024 |
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| Concurrent Investment Advisors | 15k | $165k | 0% | Sep 2024 |
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| Spire Wealth Management | 14k | $153k | 0% | Sep 2024 |
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| Indiana Trust & Investment Management | 14k | $153k | 0% | Sep 2024 |
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| International Assets Investment Management | 13k | $1.2M | 1001% | Sep 2024 |
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| Staley Capital Advisers | 13k | $136k | 0% | Sep 2024 |
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| Successful Portfolios | 12k | $136k | 0% | Sep 2024 |
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| Fortitude Family Office | 12k | $134k | 100% | Sep 2024 |
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| Sheaff Brock Investment Advisors | 12k | $131k | 0% | Sep 2024 |
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| Tyche Wealth Partners | 12k | $130k | -50% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 12k | $130k | 23% | Sep 2024 |
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| Private Wealth Advisors | 12k | $129k | 0% | Sep 2024 |
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| Davenport & Co | 11k | $123k | 100% | Sep 2024 |
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| Citadel Advisors | 11k | $121k | 100% | Sep 2024 |
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| Nomura Holdings | 11k | $120k | -72% | Sep 2024 |
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| Integrated Wealth Concepts | 11k | $119k | 100% | Sep 2024 |
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| Granite Springs Asset Management | 11k | $114k | 0% | Sep 2024 |
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| Massey, Quick & Co | 10k | $111k | 100% | Sep 2024 |
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| Blue Bell Private Wealth Management | 7.0k | $77k | 17% | Sep 2024 |
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| Farther Finance Advisors | 5.9k | $64k | -11% | Sep 2024 |
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| Brian McDonald | 5.0k | $55k | 0% | Sep 2024 |
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| Us Bancorp | 4.5k | $50k | 0% | Sep 2024 |
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| Global Retirement Partners | 4.3k | $47k | 0% | Sep 2024 |
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| Activest Wealth Management | 4.2k | $45k | 10% | Sep 2024 |
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| Fifth Third Bancorp | 2.5k | $28k | 0% | Sep 2024 |
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| Bank Of Oklahoma National Association / | 1.7k | $18k | 100% | Sep 2024 |
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| FinTrust Capital Advisors | 1.6k | $17k | 0% | Sep 2024 |
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| Harbour Investments | 1.4k | $15k | 0% | Sep 2024 |
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| Jaffetilchin Investment Partners | 1.3k | $14k | 100% | Sep 2024 |
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| Umb Bank N A | 1.3k | $14k | 0% | Sep 2024 |
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| Mascoma Wealth Management | 1.2k | $13k | 0% | Sep 2024 |
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| Anchor Investment Management | 1.0k | $10k | 0% | Jun 2024 |
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| Benjamin F. Edwards & Company | 869.00 | $9.0k | 402% | Jun 2024 |
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| Hilltop National Bank | 780.00 | $8.5k | 0% | Sep 2024 |
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| Bessemer | 552.00 | $6.0k | 100% | Sep 2024 |
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| Geneos Wealth Management | 521.00 | $5.3k | 0% | Jun 2024 |
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| Oliver Lagore Vanvalin Investment Group | 476.00 | $5.2k | 100% | Sep 2024 |
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| FNY Investment Advisers | 400.00 | $4.0k | 100% | Sep 2024 |
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Who sold out of Putnam Municipal Opportunities Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Robinson Capital Management | Jun 2024 | 709k | $7.2M |
| Lakeview Capital Partners | Jun 2024 | 34k | $344k |
| Relative Value Partners | Mar 2024 | 32k | $334k |
| Cohen & Steers Capital Management | Mar 2024 | 28k | $284k |
| Susquehanna International | Jun 2024 | 26k | $262k |
| Millennium Management | Jun 2024 | 19k | $190k |
| Sonora Investment Management Group | Jun 2024 | 10k | $102k |
| Massmutual Trust | Jun 2024 | 1.0k | $10k |
| Tower Research Capital | Mar 2024 | 509.00 | $5.2k |