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 |
|---|---|---|---|---|---|
| Rivernorth Capital Management | 949k | $10M | 38% | Jun 2026 |
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| Advisors Asset Management | 702k | $7.4M | 1% | Jun 2026 |
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| Robinson Capital Management | 645k | $6.8M | 12% | Jun 2026 |
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| Hennion & Walsh Asset Management | 551k | $5.8M | -2% | Jun 2026 |
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| Melfa Wealth Management | 460k | $4.8M | -3% | Jun 2026 |
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| Morgan Stanley | 435k | $4.5M | 8% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 431k | $4.5M | -28% | Jun 2026 |
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| Allspring Global Investments Holdings | 307k | $3.2M | 105% | Jun 2026 |
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| Commonwealth Equity Services | 307k | $3.2M | 0% | Jun 2026 |
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| Wells Fargo & Company | 281k | $3.0M | -4% | Jun 2026 |
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| Van Eck Associates Corp. | 256k | $2.7M | 1% | Jun 2026 |
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| Invesco | 237k | $2.5M | 21% | Jun 2026 |
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| 1607 Capital Partners | 212k | $2.2M | -32% | Jun 2026 |
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| Ameriprise Financial | 210k | $2.2M | -2% | Jun 2026 |
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| Pathstone Holdings | 203k | $2.1M | -17% | Jun 2026 |
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| Bank of America Corporation | 197k | $2.1M | 29% | Jun 2026 |
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| LPL Financial | 179k | $1.9M | -3% | Jun 2026 |
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| Envestnet Asset Management | 166k | $1.7M | 2% | Jun 2026 |
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| Cohen & Steers Capital Management | 162k | $1.7M | -4% | Jun 2026 |
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| Worthington Financial Partners | 135k | $1.4M | -5% | Jun 2026 |
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| UBS Group | 124k | $1.3M | -2% | Jun 2026 |
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| Park Avenue Securities | 104k | $1.1M | -2% | Jun 2026 |
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| Fiera Capital Corporation | 94k | $988k | -5% | Jun 2026 |
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| Nova R Wealth | 93k | $981k | 0% | Jun 2026 |
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| Intellus Advisors | 91k | $961k | -5% | Jun 2026 |
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| Stifel Financial | 86k | $909k | 6% | Jun 2026 |
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| Raymond James Financial | 83k | $877k | -9% | Jun 2026 |
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| Noble Wealth Management PBC | 83k | $869k | 93% | Jun 2026 |
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| Smith, Moore & Co. | 80k | $841k | 5% | Jun 2026 |
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| Rockefeller Capital Management | 77k | $814k | -4% | Jun 2026 |
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| Capital Investment Advisors | 74k | $774k | -1% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 71k | $745k | 100% | Jun 2026 |
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| Bank of New York Mellon | 60k | $630k | 23% | Jun 2026 |
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| Riverbrige Partners | 58k | $609k | -25% | Jun 2026 |
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| Advisor Group Holdings | 44k | $466k | 37% | Jun 2026 |
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| Summit Trail Advisors | 41k | $427k | -6% | Jun 2026 |
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| Cyndeo Wealth Partners | 37k | $394k | 31% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 32k | $336k | -7% | Jun 2026 |
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| Twin Focus Capital Partners | 31k | $330k | 0% | Jun 2026 |
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| Royal Bank of Canada | 29k | $313k | -7% | Jun 2026 |
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| Cambridge Investment Research Advisors | 29k | $309k | -11% | Jun 2026 |
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| Toronto-Dominion Bank | 28k | $296k | 100% | Jun 2026 |
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| Stratos Wealth Partners | 26k | $273k | 0% | Jun 2026 |
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| Generation Capital Management | 23k | $240k | 0% | Jun 2026 |
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| Closed-End Fund Advisors | 22k | $228k | 0% | Jun 2026 |
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| Ackerman Capital Advisors | 21k | $224k | -45% | Jun 2026 |
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| Colony | 21k | $221k | -15% | Jun 2026 |
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| Catalina Capital Group | 21k | $211k | 0% | Mar 2026 |
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| Cresset Asset Management | 20k | $214k | 0% | Jun 2026 |
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| Oppenheimer & Co | 20k | $213k | 0% | Jun 2026 |
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| Burford Brothers | 20k | $210k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 20k | $209k | 0% | Jun 2026 |
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| Concurrent Investment Advisors | 18k | $193k | 0% | Jun 2026 |
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| Integrated Capital Management | 18k | $190k | -10% | Jun 2026 |
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| Karpus Investment Management | 17k | $179k | -73% | Jun 2026 |
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| Westview Management dba Westview Investment Advisors | 15k | $161k | 0% | Jun 2026 |
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| Moors & Cabot | 14k | $149k | 1% | Jun 2026 |
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| Spire Wealth Management | 14k | $148k | 0% | Jun 2026 |
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| Successful Portfolios | 13k | $143k | 0% | Jun 2026 |
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| Collaborative Wealth Managment | 13k | $141k | 0% | Jun 2026 |
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| Gill Capital Partners | 13k | $134k | 0% | Jun 2026 |
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| Smith Asset Management | 13k | $132k | -9% | Jun 2026 |
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| Staley Capital Advisers | 13k | $132k | 0% | Jun 2026 |
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| Folger Nolan Fleming Douglas | 12k | $129k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 12k | $127k | 0% | Jun 2026 |
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| Tyche Wealth Partners | 12k | $126k | 0% | Jun 2026 |
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| Hrt Financial | 12k | $124k | 100% | Jun 2026 |
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| Lyell Wealth Management | 12k | $122k | 100% | Jun 2026 |
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| HighTower Advisors | 10k | $108k | -35% | Jun 2026 |
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| Meridian Wealth Management | 10k | $107k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 9.4k | $99k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 7.2k | $76k | 100% | Jun 2026 |
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| Clear Street Group | 5.1k | $53k | 100% | Jun 2026 |
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| WealthTrust DunckerStreett | 4.9k | $52k | 0% | Jun 2026 |
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| Global Retirement Partners | 4.3k | $46k | 0% | Jun 2026 |
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| Huntington National Bank | 3.2k | $34k | 0% | Jun 2026 |
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| CX Institutional | 3.1k | $32k | 1% | Jun 2026 |
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| D. J. St. Germain | 3.0k | $32k | 0% | Jun 2026 |
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| Harbour Investments | 2.9k | $31k | 0% | Jun 2026 |
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| Rothschild Investment | 2.4k | $25k | 0% | Jun 2026 |
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| Blue Bell Private Wealth Management | 2.1k | $22k | 0% | Jun 2026 |
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| Mercer Global Advisors | 1.7k | $18k | 100% | Jun 2026 |
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| International Assets Investment Management | 1.6k | $17k | 28% | Jun 2026 |
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| Geneos Wealth Management | 1.6k | $17k | 0% | Jun 2026 |
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| Cullen Frost Bankers | 1.3k | $13k | 0% | Jun 2026 |
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| Mascoma Wealth Management | 1.2k | $13k | 0% | Jun 2026 |
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| Anchor Investment Management | 1.0k | $10k | 0% | Mar 2026 |
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| Community Fin'l Svs | 935.00 | $10k | 0% | Jun 2026 |
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| Hilltop National Bank | 780.00 | $8.2k | 0% | Jun 2026 |
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| Elevated Capital Advisors | 595.00 | $6.3k | 0% | Jun 2026 |
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| Capital Analysts | 447.00 | $5.0k | 100% | Jun 2026 |
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Who sold out of Putnam Municipal Opportunities Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Mar 2026 | 24k | $250k |
| Aviance Capital Partners | Mar 2026 | 11k | $114k |
| MAI Wealth Advisors | Mar 2026 | 7.2k | $74k |
| Activest Wealth Management | Mar 2026 | 4.2k | $43k |
| Advisory Services Network | Mar 2026 | 2.5k | $26k |
| Wolverine Asset Management | Mar 2026 | 2.2k | $23k |