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 98 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $76.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
20,300
shares
|
$199,955
0.0% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
19,900
shares
|
$196,015
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
19,084
shares
|
$187,977
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
17,414
shares
|
$171,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
17,385
shares
|
$171,242
0.0% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
17,095
shares
|
$168,385
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
16,748
shares
|
$164,967
0.15% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
16,035
shares
|
$157,944
0.01% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
15,370
shares
|
$151,394
0.08% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,181
shares
|
$139,682
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
14,000
shares
|
$137,900
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$137,900
0.05% of portfolio
|
Q4 2023
Reduced 34.88%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
13,400
shares
|
$131,990
0.07% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
12,500
shares
|
$123,125
0.01% of portfolio
|
Q1 2022
Reduced 16.67%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
12,428
shares
|
$122,415
0.09% of portfolio
|
Q1 2023
Reduced 13.86%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
12,309
shares
|
$121,243
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,176
shares
|
$119,933
0.0% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,000
shares
|
$118,200
0.01% of portfolio
|
Q1 2020
Reduced 16.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
11,940
shares
|
$117,609
0.03% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
11,774
shares
|
$115,973
0.04% of portfolio
|
Q4 2020
Added 0.4%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
11,500
shares
|
$113,275
0.1% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,302
shares
|
$111,324
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
10,601
shares
|
$104,419
0.0% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
10,388
shares
|
$102,321
0.11% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
9,679
shares
|
$95,338
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|