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 104 institutions that hold shares in the stock, with a total of 7.98 Million shares, which have been reported (via 13F filing form) to have a value of $83.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
95,485
shares
|
$994,953
0.02% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
94,408
shares
|
$983,731
0.0% of portfolio
|
Q4 2024
Added 129.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
93,526
shares
|
$974,540
0.0% of portfolio
|
Q4 2024
Reduced 32.94%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
93,059
shares
|
$969,674
0.5% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
90,454
shares
|
$942,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
77,712
shares
|
$809,759
0.07% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
65,618
shares
|
$683,739
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
51,866
shares
|
$540,443
0.24% of portfolio
|
Q2 2020
Reduced 8.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
48,380
shares
|
$504,119
0.0% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
46,795
shares
|
$487,603
0.0% of portfolio
|
Q4 2024
Reduced 29.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,577
shares
|
$474,912
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
45,531
shares
|
$474,433
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
38,629
shares
|
$402,514
0.03% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
36,713
shares
|
$382,549
0.0% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35,936
shares
|
$374,453
0.17% of portfolio
|
Q4 2024
Reduced 84.76%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
35,397
shares
|
$368,836
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
32,000
shares
|
$333,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
31,845
shares
|
$331,824
0.0% of portfolio
|
Q4 2024
Added 26.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,441
shares
|
$327,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
31,294
shares
|
$326,083
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
30,437
shares
|
$317,153
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
29,972
shares
|
$312,308
0.0% of portfolio
|
Q4 2024
Added 172.55%
|
|
|
Nine Masts Capital LTD
|
Feb 06, 2025 Q4 2024 |
26,736
shares
|
$278,589
0.03% of portfolio
|
Q4 2024
Reduced 66.4%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
24,892
shares
|
$259,374
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
23,090
shares
|
$240,597
0.09% of portfolio
|
Q4 2023
Reduced 25.1%
|