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 |
|---|---|---|---|---|---|
| Robinson Capital Management | 903k | $9.3M | 42% | Dec 2023 |
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| Fiera Capital Corporation | 606k | $6.2M | 100% | Dec 2023 |
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| Melfa Wealth Management | 482k | $4.9M | -1% | Mar 2024 |
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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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| Raymond James & Associates | 220k | $2.2M | 2% | Mar 2024 |
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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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| Park Avenue Securities | 116k | $1.2M | 100% | Mar 2024 |
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| Rockefeller Capital Management | 113k | $1.2M | -14% | Dec 2023 |
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| Capital Investment Advisors | 109k | $1.1M | -2% | Mar 2024 |
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| Landscape Capital Management | 106k | $1.1M | 225% | Dec 2023 |
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| Nova R Wealth | 100k | $1.0M | 0% | Mar 2024 |
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| Baird Financial | 72k | $735k | 5% | Dec 2023 |
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| Wells Fargo & Company | 64k | $658k | 65% | Dec 2023 |
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| Cambridge Investment Research Advisors | 64k | $652k | -3% | Mar 2024 |
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| 1st Source Bank | 64k | $656k | -2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 51k | $518k | -7% | Mar 2024 |
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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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| 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 | $241k | 0% | Mar 2024 |
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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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| 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 | $191k | 1% | Mar 2024 |
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| National Asset Management | 17k | $173k | 4% | Dec 2023 |
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| Integrated Capital Management | 17k | $169k | 100% | Mar 2024 |
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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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| Concurrent Investment Advisors | 15k | $151k | 100% | Dec 2023 |
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| Massey, Quick & Co | 15k | $150k | 11% | Mar 2024 |
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| Indiana Trust & Investment Management | 14k | $142k | 0% | Mar 2024 |
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| Spire Wealth Management | 14k | $142k | 0% | Mar 2024 |
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| Citadel Advisors | 14k | $143k | 100% | Dec 2023 |
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| Nomura Holdings | 13k | $136k | 100% | Dec 2023 |
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| Staley Capital Advisers | 13k | $128k | 0% | Dec 2023 |
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| Successful Portfolios | 12k | $126k | 0% | Mar 2024 |
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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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| HighTower Advisors | 11k | $116k | 100% | Dec 2023 |
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| Financial Network Wealth Management | 11k | $115k | 100% | Dec 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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| Summit Trail Advisors | 10k | $106k | -16% | Mar 2024 |
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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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| 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% | Mar 2024 |
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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% | Mar 2024 |
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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 |
| Moody National Bank Trust Division | Dec 2023 | 12k | $120k |
| Beacon Pointe Advisors | Sep 2023 | 11k | $97k |