Latest Institutional Purchases of Putnam Municipal Opportunities Trust (PMO)
This list provides information on the latest institutional transactions involving Putnam Municipal Opportunities Trust (PMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
113K+ 36.94% |
$1.1M - $1.19M
|
421K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
72K+ 81.43% |
$700K - $754K
|
160K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.8K+ 24.4% |
$533K - $574K
|
280K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
47.3K+ 60.64% |
$460K - $495K
|
125K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.8K+ 112.82% |
$377K - $406K
|
73.1K
$760K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
37.6K+ 39.87% |
$366K - $394K
|
132K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33.8K+ 6.39% |
$329K - $354K
|
564K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
25.8KNew |
$251K - $270K
|
25.8K
$268K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.3K+ 32.13% |
$246K - $265K
|
104K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 19.5% |
$241K - $260K
|
152K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
24.5K+ 10.56% |
$238K - $257K
|
256K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3KNew |
$217K - $233K
|
22.3K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
20KNew |
$195K - $210K
|
20K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.8K+ 4.57% |
$163K - $176K
|
384K
$4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$116K - $125K
|
11.9K
$124K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$99.7K - $107K
|
10.3K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.11K+ 2.24% |
$40K - $43K
|
188K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.79K+ 0.46% |
$27.1K - $29.2K
|
608K
$6.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.07K+ 2.77% |
$20.2K - $21.7K
|
77K
$801K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.87K+ 1.23% |
$18.2K - $19.6K
|
154K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1K+ 8.05% |
$9.72K - $10.5K
|
13.4K
$140K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
769+ 6.72% |
$7.47K - $8.05K
|
12.2K
$127K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
658+ 0.21% |
$6.4K - $6.89K
|
321K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
538+ 0.58% |
$5.23K - $5.63K
|
93.8K
$975K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
512+ 2.01% |
$4.98K - $5.36K
|
26K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
350+ 1.95% |
$3.4K - $3.66K
|
18.3K
$191K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
326+ 1.46% |
$3.17K - $3.41K
|
22.7K
$236K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
139+ 1.16% |
$1.35K - $1.46K
|
12.1K
$126K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
94+ 0.91% |
$914 - $984
|
10.4K
$108K
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
20.5KNew |
$194K - $210K
|
20.5K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20KNew |
$189K - $205K
|
20K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.6KNew |
$167K - $181K
|
17.6K
$184K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.1K+ 265.04% |
$124K - $134K
|
18K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5KNew |
$99.3K - $107K
|
10.5K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$95.6K - $103K
|
10.1K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 8.05% |
$94.6K - $102K
|
134K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$94.6K - $102K
|
10K
$104K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.9KNew |
$46.4K - $50.1K
|
4.9K
$51K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3KNew |
$28.4K - $30.7K
|
3K
$31.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.97KNew |
$28.1K - $30.4K
|
2.97K
$30.9K
|
|
|
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 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
457+ 4.04% |
$4.32K - $4.68K
|
11.8K
$122K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
415+ 1.16% |
$3.93K - $4.25K
|
36.3K
$377K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
234+ 17.61% |
$2.21K - $2.39K
|
1.56K
$16.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
141+ 3.1% |
$1.33K - $1.44K
|
4.69K
$48.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9.44KNew |
$94K - $102K
|
9.44K
$98.2K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
55New |
$548 - $592
|
55
$572
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$9.96 - $10.8
|
45.5K
$474K
|
|