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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,900
shares
|
$229,731
0.0% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
21,868
shares
|
$229,395
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
20,325
shares
|
$213,209
0.17% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
20,037
shares
|
$210,188
0.0% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
19,900
shares
|
$208,751
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19,358
shares
|
$203,065
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
18,517
shares
|
$194,243
0.0% of portfolio
|
Q1 2024
Reduced 59.05%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
17,368
shares
|
$182,190
0.01% of portfolio
|
Q3 2024
Reduced 51.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
17,310
shares
|
$181,581
0.0% of portfolio
|
Q3 2024
Reduced 32.26%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
16,853
shares
|
$176,787
0.01% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,765
shares
|
$165,374
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
15,358
shares
|
$161,105
0.01% of portfolio
|
Q4 2024
Added 28.71%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
15,324
shares
|
$160,748
0.08% of portfolio
|
Q1 2021
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,110
shares
|
$158,503
0.0% of portfolio
|
Q1 2024
Added 2.59%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$146,860
0.05% of portfolio
|
Q4 2023
Reduced 34.88%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
14,000
shares
|
$146,860
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
12,500
shares
|
$131,125
0.01% of portfolio
|
Q1 2022
Reduced 16.67%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
12,428
shares
|
$130,369
0.08% of portfolio
|
Q1 2023
Reduced 13.86%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
12,349
shares
|
$129,541
0.0% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
12,309
shares
|
$129,121
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
12,000
shares
|
$125,880
0.01% of portfolio
|
Q1 2020
Reduced 16.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
11,940
shares
|
$125,250
0.03% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
11,774
shares
|
$123,509
0.05% of portfolio
|
Q4 2020
Added 0.4%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,284
shares
|
$118,369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
11,200
shares
|
$117,488
0.06% of portfolio
|
Q4 2024
Reduced 46.47%
|