Institutional Ownership Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 7.24 Million shares, which have been reported (via 13F filing form) to have a value of $76.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
480,850
shares
|
$5.04 Million
3.26% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
357,624
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
344,532
shares
|
$3.61 Million
0.17% of portfolio
|
Q4 2024
Added 2144.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
333,317
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
328,768
shares
|
$3.45 Million
0.03% of portfolio
|
Q3 2024
Added 173.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
323,657
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
315,632
shares
|
$3.31 Million
0.01% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
257,162
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
235,873
shares
|
$2.47 Million
0.73% of portfolio
|
Q3 2024
Added 193.58%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
235,381
shares
|
$2.47 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
233,858
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
201,084
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
192,921
shares
|
$2.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
190,000
shares
|
$1.99 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,561
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Dec 03, 2024 Q3 2024 |
179,697
shares
|
$1.89 Million
0.11% of portfolio
|
Q3 2024
Added 61.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
165,921
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
151,575
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
139,457
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
131,807
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
122,153
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 19.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
117,115
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
112,497
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
104,200
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
95,485
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.01%
|