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 | 664k | $7.1M | 9% | Dec 2025 |
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| Advisors Asset Management | 598k | $6.4M | 42% | Dec 2025 |
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| Hennion & Walsh Asset Management | 519k | $5.5M | 16% | Dec 2025 |
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| Robinson Capital Management | 493k | $5.3M | 207% | Dec 2025 |
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| Melfa Wealth Management | 472k | $5.1M | -2% | Dec 2025 |
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| Pathstone Holdings | 373k | $4.0M | -34% | Dec 2025 |
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| Wells Fargo & Company | 372k | $4.0M | 33% | Dec 2025 |
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| 1607 Capital Partners | 350k | $3.6M | -7% | Sep 2025 |
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| Commonwealth Equity Services | 304k | $3.3M | -5% | Dec 2025 |
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| Fiera Capital Corporation | 284k | $3.0M | -2% | Dec 2025 |
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| Rivernorth Capital Management | 248k | $2.6M | 0% | Sep 2025 |
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| Van Eck Associates Corp. | 210k | $2.2M | 14% | Dec 2025 |
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| Ameriprise Financial | 179k | $1.9M | -5% | Dec 2025 |
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| LPL Financial | 179k | $1.9M | 17% | Dec 2025 |
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| Envestnet Asset Management | 165k | $1.8M | 34% | Dec 2025 |
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| Karpus Investment Management | 162k | $1.7M | -37% | Dec 2025 |
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| Invesco | 159k | $1.7M | 53% | Dec 2025 |
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| Allspring Global Investments Holdings | 150k | $1.6M | 13% | Dec 2025 |
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| UBS Group | 138k | $1.5M | 1% | Dec 2025 |
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| Cohen & Steers Capital Management | 134k | $1.4M | 0% | Dec 2025 |
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| Riverbrige Partners | 118k | $1.3M | 53% | Dec 2025 |
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| Smith, Moore & Co. | 115k | $1.2M | -8% | Dec 2025 |
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| Park Avenue Securities | 108k | $1.2M | -2% | Dec 2025 |
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| Intellus Advisors | 101k | $1.1M | -1% | Dec 2025 |
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| Nova R Wealth | 93k | $996k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 89k | $957k | -5% | Dec 2025 |
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| Capital Investment Advisors | 79k | $842k | -13% | Dec 2025 |
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| Stifel Financial | 79k | $841k | 8% | Dec 2025 |
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| Raymond James Financial | 66k | $710k | 1% | Dec 2025 |
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| Colony | 53k | $567k | 100% | Dec 2025 |
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| Noble Wealth Management PBC | 42k | $445k | -5% | Dec 2025 |
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| Cambridge Investment Research Advisors | 33k | $347k | -7% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 31k | $335k | 100% | Dec 2025 |
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| Twin Focus Capital Partners | 31k | $335k | 0% | Dec 2025 |
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| Advisor Group Holdings | 31k | $332k | -22% | Dec 2025 |
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| Royal Bank of Canada | 30k | $311k | 36% | Sep 2025 |
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| Cyndeo Wealth Partners | 26k | $278k | 0% | Dec 2025 |
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| HighTower Advisors | 24k | $258k | 16% | Dec 2025 |
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| Susquehanna International | 23k | $248k | 12% | Dec 2025 |
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| Integrated Capital Management | 23k | $245k | -1% | Dec 2025 |
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| Generation Capital Management | 23k | $243k | 36% | Dec 2025 |
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| Ackerman Capital Advisors | 23k | $241k | 12% | Dec 2025 |
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| Stratos Wealth Partners | 22k | $239k | 0% | Dec 2025 |
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| Catalina Capital Group | 21k | $220k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 20k | $218k | 0% | Dec 2025 |
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| Cresset Asset Management | 20k | $217k | 0% | Dec 2025 |
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| Oppenheimer & Co | 20k | $216k | 14% | Dec 2025 |
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| Burford Brothers | 20k | $213k | 0% | Dec 2025 |
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| Concurrent Investment Advisors | 18k | $196k | 0% | Dec 2025 |
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| Westview Management dba Westview Investment Advisors | 15k | $164k | 100% | Dec 2025 |
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| Gill Capital Partners | 15k | $159k | 0% | Dec 2025 |
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| Spire Wealth Management | 14k | $150k | 0% | Dec 2025 |
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| Moors & Cabot | 14k | $148k | 13% | Dec 2025 |
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| Successful Portfolios | 13k | $143k | 0% | Dec 2025 |
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| Collaborative Wealth Managment | 13k | $143k | 0% | Dec 2025 |
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| Jane Street | 13k | $139k | 9% | Dec 2025 |
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| Staley Capital Advisers | 13k | $134k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 12k | $128k | -1% | Dec 2025 |
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| Tyche Wealth Partners | 12k | $128k | 0% | Dec 2025 |
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| Aviance Capital Partners | 11k | $113k | 0% | Dec 2025 |
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| Wellspring Financial Advisors | 11k | $112k | 0% | Dec 2025 |
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| Citadel Advisors | 10k | $106k | 100% | Sep 2025 |
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| Meridian Wealth Management | 10k | $108k | 0% | Dec 2025 |
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| Mml Investors Services | 10k | $107k | 100% | Dec 2025 |
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| MAI Wealth Advisors | 7.2k | $77k | 0% | Dec 2025 |
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| Brian McDonald | 5.0k | $54k | 0% | Dec 2025 |
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| WealthTrust DunckerStreett | 4.9k | $52k | 0% | Dec 2025 |
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| Global Retirement Partners | 4.3k | $47k | 0% | Dec 2025 |
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| Elyxium Wealth | 4.2k | $45k | 100% | Dec 2025 |
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| Activest Wealth Management | 3.8k | $40k | -9% | Dec 2025 |
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| CX Institutional | 3.0k | $32k | 1% | Dec 2025 |
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| D. J. St. Germain | 3.0k | $32k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 2.5k | $27k | 0% | Dec 2025 |
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| Rothschild Investment | 2.4k | $26k | 0% | Dec 2025 |
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| Blue Bell Private Wealth Management | 2.1k | $23k | -27% | Dec 2025 |
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| Geneos Wealth Management | 1.6k | $17k | 0% | Dec 2025 |
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| Harbour Investments | 1.4k | $15k | 0% | Dec 2025 |
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| Kilter Group | 1.3k | $13k | 6% | Dec 2025 |
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| International Assets Investment Management | 1.2k | $13k | 100% | Dec 2025 |
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| Mascoma Wealth Management | 1.2k | $13k | 0% | Dec 2025 |
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| Anchor Investment Management | 1.0k | $11k | 0% | Dec 2025 |
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| Hilltop National Bank | 780.00 | $8.3k | 0% | Dec 2025 |
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| Elevated Capital Advisors | 595.00 | $6.4k | 100% | Dec 2025 |
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Who sold out of Putnam Municipal Opportunities Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Deschutes Portfolio Strategy | Sep 2025 | 166k | $1.7M |
| Kovitz Investment Group Partners | Sep 2025 | 32k | $331k |
| Leigh Baldwin & Co | Sep 2025 | 26k | $267k |
| Sunpointe | Sep 2025 | 15k | $159k |
| Private Wealth Advisors | Sep 2025 | 11k | $115k |
| Prospera Financial Services | Sep 2025 | 10k | $108k |