Latest Institutional Transactions on Putnam Municipal Opportunities Trust (PMO)
This table provides information on the latest institutional transactions involving Putnam Municipal Opportunities Trust (PMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1K+ 8.05% |
$9.72K - $10.5K
|
13.4K
$140K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-172- 0.77% |
$1.63K - $1.76K
|
22.1K
$230K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
234+ 17.61% |
$2.21K - $2.39K
|
1.56K
$16.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.82K+ 0.74% |
$17.3K - $18.7K
|
248K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$94.6K - $102K
|
10K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 8.05% |
$94.6K - $102K
|
134K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5KNew |
$99.3K - $107K
|
10.5K
$109K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-10- 0.2% |
$94.6 - $102
|
5.04K
$52.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-161K- 98.54% |
$1.52M - $1.65M
|
2.39K
$24.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.1K- 99.89% |
$67.1K - $72.6K
|
8
$83.2
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$95.6K - $103K
|
10.1K
$105K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.28K- 23.15% |
$31.1K - $33.6K
|
10.9K
$113K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.1K+ 265.04% |
$124K - $134K
|
18K
$188K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
457+ 4.04% |
$4.32K - $4.68K
|
11.8K
$122K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.6KNew |
$167K - $181K
|
17.6K
$184K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.9KNew |
$46.4K - $50.1K
|
4.9K
$51K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
415+ 1.16% |
$3.93K - $4.25K
|
36.3K
$377K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
141+ 3.1% |
$1.33K - $1.44K
|
4.69K
$48.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20.5KNew |
$194K - $210K
|
20.5K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-350- 0.07% |
$3.31K - $3.58K
|
480K
$5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3KNew |
$28.4K - $30.7K
|
3K
$31.2K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20KNew |
$189K - $205K
|
20K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.97KNew |
$28.1K - $30.4K
|
2.97K
$30.9K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-11K- 78.57% |
$110K - $118K
|
3K
$31.2K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-171- 62.18% |
$1.7K - $1.84K
|
104
$1.08K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$9.96 - $10.8
|
45.5K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
55New |
$548 - $592
|
55
$572
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 0.95% |
$996 - $1.08K
|
10.4K
$108K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6.13K- 26.81% |
$61.1K - $66K
|
16.7K
$174K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.92K- 12.56% |
$19.2K - $20.7K
|
13.4K
$139K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-734- 34.27% |
$7.31K - $7.9K
|
1.41K
$14.6K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 27.34% |
$11K - $11.8K
|
2.92K
$30.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9.44KNew |
$94K - $102K
|
9.44K
$98.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-683- 6.05% |
$6.8K - $7.35K
|
10.6K
$110K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-23.6K- 12.44% |
$235K - $254K
|
166K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
677+ 4.41% |
$6.74K - $7.28K
|
16K
$167K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-200K- 84.76% |
$2M - $2.19M
|
35.9K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 7.31% |
$16K - $17.5K
|
20.3K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.4KNew |
$174K - $190K
|
17.4K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.2KNew |
$72.1K - $78.7K
|
7.2K
$74.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
379+ 68.66% |
$3.79K - $4.14K
|
931
$9.68K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-475Closed |
$4.75K - $5.19K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-31.3K- 71.47% |
$313K - $342K
|
12.5K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.68K- 50.0% |
$96.9K - $106K
|
9.68K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.89KClosed |
$58.9K - $64.4K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-52.8K- 66.4% |
$529K - $578K
|
26.7K
$278K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.43K- 21.71% |
$34.8K - $37.3K
|
12.3K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9KNew |
$110K - $119K
|
10.9K
$113K
|
|