Purchases and Sales Made in Q3 2025 in Putnam Municipal Opportunities Trust (PMO)
This table provides information about the institutional ownership of Putnam Municipal Opportunities Trust (PMO) during Q3 2025. The information is specifically focused on institutions that hold shares of PUTNAM MUNICIPAL OPPORTUNITIES TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
113K+ 36.94% |
$1.1M - $1.19M
|
421K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
72K+ 81.43% |
$700K - $754K
|
160K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.8K+ 24.4% |
$533K - $574K
|
280K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
47.3K+ 60.64% |
$460K - $495K
|
125K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.8K+ 112.82% |
$377K - $406K
|
73.1K
$760K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
37.6K+ 39.87% |
$366K - $394K
|
132K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33.8K+ 6.39% |
$329K - $354K
|
564K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
25.8KNew |
$251K - $270K
|
25.8K
$268K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.3K+ 32.13% |
$246K - $265K
|
104K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 19.5% |
$241K - $260K
|
152K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
24.5K+ 10.56% |
$238K - $257K
|
256K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3KNew |
$217K - $233K
|
22.3K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
20KNew |
$195K - $210K
|
20K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.8K+ 4.57% |
$163K - $176K
|
384K
$4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$116K - $125K
|
11.9K
$124K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$99.7K - $107K
|
10.3K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8K+ 36.25% |
$77.8K - $83.8K
|
30.1K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.11K+ 2.24% |
$40K - $43K
|
188K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.79K+ 0.46% |
$27.1K - $29.2K
|
608K
$6.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.07K+ 2.77% |
$20.2K - $21.7K
|
77K
$801K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.87K+ 1.23% |
$18.2K - $19.6K
|
154K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1K+ 8.05% |
$9.72K - $10.5K
|
13.4K
$140K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
769+ 6.72% |
$7.47K - $8.05K
|
12.2K
$127K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
658+ 0.21% |
$6.4K - $6.89K
|
321K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
538+ 0.58% |
$5.23K - $5.63K
|
93.8K
$975K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
512+ 2.01% |
$4.98K - $5.36K
|
26K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
350+ 1.95% |
$3.4K - $3.66K
|
18.3K
$191K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
326+ 1.46% |
$3.17K - $3.41K
|
22.7K
$236K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
139+ 1.16% |
$1.35K - $1.46K
|
12.1K
$126K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
94+ 0.91% |
$914 - $984
|
10.4K
$108K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.07% |
$97.2 - $105
|
15.4K
$160K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-245- 1.19% |
$2.38K - $2.57K
|
20.4K
$212K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-513- 0.28% |
$4.99K - $5.37K
|
185K
$1.92M
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-681- 5.78% |
$6.62K - $7.13K
|
11.1K
$115K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-812- 0.89% |
$7.89K - $8.5K
|
90.2K
$938K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 5.92% |
$12.8K - $13.7K
|
20.9K
$217K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.87K- 7.46% |
$18.1K - $19.5K
|
23.2K
$241K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.36K- 0.81% |
$22.9K - $24.7K
|
289K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.41K- 0.54% |
$23.4K - $25.2K
|
448K
$4.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.43K- 18.77% |
$23.6K - $25.4K
|
10.5K
$109K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.52K- 2.0% |
$24.5K - $26.4K
|
124K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.88K- 6.72% |
$28K - $30.1K
|
39.9K
$415K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.13K- 2.75% |
$30.4K - $32.7K
|
111K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.47K- 6.36% |
$43.4K - $46.7K
|
65.7K
$683K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.79K- 12.1% |
$46.5K - $50.1K
|
34.8K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.77K- 27.21% |
$75.5K - $81.4K
|
20.8K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.28K- 35.85% |
$80.5K - $86.7K
|
14.8K
$154K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.2K- 13.99% |
$216K - $232K
|
136K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-24K- 18.98% |
$233K - $251K
|
102K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-27.1K- 7.17% |
$263K - $283K
|
350K
$3.64M
|
|