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 |
|---|---|---|---|---|---|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
11,774
shares
|
$122,685
0.05% of portfolio
|
Q4 2020
Added 0.4%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,284
shares
|
$117,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
11,200
shares
|
$116,704
0.06% of portfolio
|
Q4 2024
Reduced 46.47%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,989
shares
|
$114,505
0.01% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
10,488
shares
|
$109,284
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
9,679
shares
|
$100,855
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,201
shares
|
$75,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,054
shares
|
$52,662
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,545
shares
|
$47,358
0.0% of portfolio
|
Q3 2022
Reduced 68.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,348
shares
|
$45,306
0.0% of portfolio
|
Q2 2024
Added 1149.43%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
4,150
shares
|
$43,243
0.01% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,023
shares
|
$41,919
0.01% of portfolio
|
Q4 2024
Reduced 42.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,700
shares
|
$38,554
0.0% of portfolio
|
Q2 2020
Added 109.83%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,539
shares
|
$26,456
0.0% of portfolio
|
Q4 2022
Reduced 13.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,142
shares
|
$22,319
0.0% of portfolio
|
Q4 2024
Added 52.13%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,660
shares
|
$17,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,585
shares
|
$16,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
1,191
shares
|
$12,410
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$10,420
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
931
shares
|
$9,701
0.0% of portfolio
|
Q4 2024
Added 68.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
869
shares
|
$9,054
0.0% of portfolio
|
Q2 2024
Added 402.31%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
797
shares
|
$8,304
0.0% of portfolio
|
Q4 2024
Added 52.98%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
780
shares
|
$8,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
585
shares
|
$6,095
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
476
shares
|
$4,959
0.0% of portfolio
|
Q3 2024
New holding
|