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 |
|---|---|---|---|---|---|
| Advisors Asset Management | 694k | $7.1M | 16% | Mar 2026 |
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| Rivernorth Capital Management | 686k | $7.1M | 60% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 599k | $6.2M | -10% | Mar 2026 |
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| Robinson Capital Management | 578k | $6.0M | 17% | Mar 2026 |
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| Hennion & Walsh Asset Management | 562k | $5.8M | 8% | Mar 2026 |
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| Melfa Wealth Management | 472k | $4.9M | 0% | Mar 2026 |
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| Morgan Stanley | 435k | $4.5M | 8% | Mar 2026 |
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| 1607 Capital Partners | 311k | $3.2M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 308k | $3.2M | 1% | Mar 2026 |
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| Wells Fargo & Company | 293k | $3.0M | -21% | Mar 2026 |
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| Pathstone Holdings | 246k | $2.5M | -34% | Mar 2026 |
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| Ameriprise Financial | 215k | $2.2M | 20% | Mar 2026 |
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| Van Eck Associates Corp. | 210k | $2.2M | 14% | Dec 2025 |
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| Invesco | 195k | $2.0M | 22% | Mar 2026 |
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| LPL Financial | 184k | $1.9M | 3% | Mar 2026 |
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| Envestnet Asset Management | 163k | $1.7M | -2% | Mar 2026 |
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| Karpus Investment Management | 162k | $1.7M | -37% | Dec 2025 |
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| Bank of America Corporation | 153k | $1.6M | 100% | Mar 2026 |
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| Allspring Global Investments Holdings | 150k | $1.5M | 0% | Mar 2026 |
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| Worthington Financial Partners | 143k | $1.5M | -6% | Mar 2026 |
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| Cohen & Steers Capital Management | 134k | $1.4M | 0% | Dec 2025 |
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| UBS Group | 126k | $1.3M | -9% | Mar 2026 |
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| Park Avenue Securities | 106k | $1.1M | -2% | Mar 2026 |
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| Fiera Capital Corporation | 99k | $1.0M | -65% | Mar 2026 |
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| Intellus Advisors | 96k | $988k | -5% | Mar 2026 |
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| Nova R Wealth | 93k | $959k | 0% | Mar 2026 |
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| Stifel Financial | 81k | $835k | 3% | Mar 2026 |
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| Rockefeller Capital Management | 80k | $826k | -10% | Mar 2026 |
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| Riverbrige Partners | 77k | $792k | -35% | Mar 2026 |
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| Smith, Moore & Co. | 76k | $779k | -34% | Mar 2026 |
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| Capital Investment Advisors | 74k | $761k | -6% | Mar 2026 |
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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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| Bank of New York Mellon | 49k | $500k | 100% | Mar 2026 |
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| Summit Trail Advisors | 43k | $442k | 100% | Mar 2026 |
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| Noble Wealth Management PBC | 43k | $440k | 3% | Mar 2026 |
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| Ackerman Capital Advisors | 38k | $396k | 71% | Mar 2026 |
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| Cambridge Investment Research Advisors | 33k | $338k | 1% | Mar 2026 |
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| Royal Bank of Canada | 31k | $335k | 4% | Mar 2026 |
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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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| Cyndeo Wealth Partners | 29k | $294k | 10% | Mar 2026 |
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| Stratos Wealth Partners | 26k | $267k | 16% | Mar 2026 |
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| Susquehanna International | 23k | $248k | 12% | Dec 2025 |
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| Generation Capital Management | 23k | $234k | 0% | Mar 2026 |
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| Closed-End Fund Advisors | 22k | $223k | 100% | Mar 2026 |
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| Catalina Capital Group | 21k | $211k | 0% | Mar 2026 |
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| Cresset Asset Management | 20k | $209k | 0% | Mar 2026 |
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| Oppenheimer & Co | 20k | $208k | 0% | Mar 2026 |
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| Integrated Capital Management | 20k | $207k | -12% | Mar 2026 |
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| Burford Brothers | 20k | $205k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 20k | $204k | -3% | Mar 2026 |
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| Concurrent Investment Advisors | 18k | $189k | 0% | Mar 2026 |
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| HighTower Advisors | 16k | $162k | -35% | Mar 2026 |
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| Westview Management dba Westview Investment Advisors | 15k | $158k | 0% | Mar 2026 |
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| Spire Wealth Management | 14k | $144k | 0% | Mar 2026 |
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| Moors & Cabot | 14k | $144k | 1% | Mar 2026 |
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| Successful Portfolios | 13k | $138k | 0% | Mar 2026 |
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| Collaborative Wealth Managment | 13k | $138k | 0% | Mar 2026 |
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| Gill Capital Partners | 13k | $131k | -14% | Mar 2026 |
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| Staley Capital Advisers | 13k | $129k | 0% | Mar 2026 |
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| Folger Nolan Fleming Douglas | 12k | $126k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 12k | $128k | -1% | Dec 2025 |
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| Tyche Wealth Partners | 12k | $123k | 0% | Mar 2026 |
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| Aviance Capital Partners | 11k | $114k | 4% | Mar 2026 |
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| Wellspring Financial Advisors | 11k | $112k | 0% | Dec 2025 |
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| Meridian Wealth Management | 10k | $104k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 9.4k | $97k | 269% | Mar 2026 |
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| MAI Wealth Advisors | 7.2k | $74k | 0% | Mar 2026 |
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| Brian McDonald | 5.0k | $54k | 0% | Dec 2025 |
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| WealthTrust DunckerStreett | 4.9k | $51k | 0% | Mar 2026 |
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| Global Retirement Partners | 4.3k | $47k | 0% | Dec 2025 |
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| Activest Wealth Management | 4.2k | $43k | 10% | Mar 2026 |
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| CX Institutional | 3.0k | $31k | 1% | Mar 2026 |
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| D. J. St. Germain | 3.0k | $31k | 0% | Mar 2026 |
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| Harbour Investments | 2.9k | $30k | 107% | Mar 2026 |
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| Rothschild Investment | 2.4k | $25k | 0% | Mar 2026 |
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| Wolverine Asset Management | 2.2k | $23k | 100% | Mar 2026 |
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| Blue Bell Private Wealth Management | 2.1k | $22k | 0% | Mar 2026 |
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| Geneos Wealth Management | 1.6k | $16k | 0% | Mar 2026 |
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| Cullen Frost Bankers | 1.3k | $13k | 100% | Mar 2026 |
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| Kilter Group | 1.3k | $13k | 6% | Dec 2025 |
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| International Assets Investment Management | 1.2k | $13k | 0% | Mar 2026 |
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| Mascoma Wealth Management | 1.2k | $12k | 0% | Mar 2026 |
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| Anchor Investment Management | 1.0k | $10k | 0% | Mar 2026 |
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| Community Fin'l Svs | 935.00 | $9.6k | 100% | Mar 2026 |
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| Hilltop National Bank | 780.00 | $8.0k | 0% | Mar 2026 |
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| Western Wealth Management | 640.00 | $6.6k | 100% | Mar 2026 |
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| Elevated Capital Advisors | 595.00 | $6.1k | 0% | Mar 2026 |
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Who sold out of Putnam Municipal Opportunities Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2025 | 13k | $139k |
| Mml Investors Services | Dec 2025 | 10k | $107k |
| Elyxium Wealth | Dec 2025 | 4.2k | $45k |