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Putnam Municipal Opportunities Trust (PMO) Institutional Ownership

Putnam Municipal Opportunities Trust logo
$9.71 0.00 (0.00%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Putnam Municipal Opportunities Trust (NYSE:PMO)

Current
Institutional Ownership
Percentage
20.40%
Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$24.45M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$9.37M
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PMO Institutional Buying and Selling by Quarter

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Putnam Municipal Opportunities Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Noble Wealth Management PBC11,500$117K0.1%-16.7%0.036%
4/10/2025 Hennion & Walsh Asset Management Inc.457,293$4.66M0.2%+32.7%1.438%
4/8/2025 Rothschild Investment LLC163,388$1.67M0.1%-12.6%0.514%
2/25/2025Leigh Baldwin & CO. LLC24,883$252K0.1%N/A0.078%
2/17/2025Nomura Holdings Inc.29,972$304K0.0%+172.5%0.094%
2/17/2025Logan Stone Capital LLC35,936$364K0.1%-84.8%0.113%
2/17/2025Cresset Asset Management LLC20,300$206K0.0%-7.3%0.064%
2/17/2025Citadel Advisors LLC12,176$123K0.0%+9.5%0.038%
2/17/2025Bank of America Corp DE124,073$1.26M0.0%-25.2%0.390%
2/17/2025Ameriprise Financial Inc.195,647$1.98M0.0%-2.7%0.615%
2/14/2025Jane Street Group LLC31,441$318K0.0%N/A0.099%
2/14/2025Stifel Financial Corp36,713$372K0.0%+3.1%0.115%
2/14/2025Generation Capital Management LLC22,882$232K0.2%N/A0.072%
2/13/20251607 Capital Partners LLC362,681$3.67M0.3%+54.1%1.140%
2/13/2025Guggenheim Capital LLC368,040$3.73M0.0%+11.9%1.157%
2/13/2025Rockefeller Capital Management L.P.93,526$947K0.0%-32.9%0.294%
2/13/2025Raymond James Financial Inc.90,454$916K0.0%N/A0.284%
2/13/2025Invesco Ltd.22,760$231K0.0%-52.4%0.072%
2/13/2025Envestnet Asset Management Inc.125,584$1.27M0.0%+7.2%0.395%
2/13/2025Wells Fargo & Company MN151,244$1.53M0.0%+14.7%0.475%
2/13/2025Smith Moore & CO.77,712$787K0.1%+17.1%0.244%
2/12/2025Landscape Capital Management L.L.C.12,495$127K0.0%-71.5%0.039%
2/11/2025LPL Financial LLC107,686$1.09M0.0%-11.8%0.339%
2/11/2025Intellus Advisors LLC126,931$1.29M0.2%N/A0.399%
2/10/2025Advisors Asset Management Inc.291,314$2.95M0.1%+92.2%0.916%
2/10/2025Commonwealth Equity Services LLC307,683$3.12M0.0%-7.7%0.967%
2/7/2025HighTower Advisors LLC31,845$323K0.0%+26.9%0.100%
2/7/2025Blue Bell Private Wealth Management LLC4,023$41K0.0%-42.7%0.013%
2/6/2025Raymond James Financial Inc.90,454$916K0.0%N/A0.284%
2/6/2025NINE MASTS CAPITAL Ltd26,736$271K0.0%-66.4%0.084%
2/5/2025Noble Wealth Management PBC13,800$140K0.1%N/A0.043%
2/5/2025Oppenheimer & Co. Inc.19,496$197K0.0%-61.2%0.061%
2/4/2025 Rothschild Investment LLC186,921$1.89M0.1%-3.1%0.588%
2/3/2025Sunpointe LLC11,200$114K0.1%-46.5%0.035%
1/29/2025Van ECK Associates Corp233,858$2.37M0.0%+2.7%0.735%
1/29/2025Allspring Global Investments Holdings LLC94,408$956K0.0%+129.8%0.297%
1/21/2025Cyndeo Wealth Partners LLC38,629$391K0.0%+17.8%0.121%
1/17/2025Avior Wealth Management LLC15,358$156K0.0%+28.7%0.048%
1/17/2025Riverbridge Partners LLC65,618$665K0.0%-1.8%0.206%
1/15/2025 Hennion & Walsh Asset Management Inc.344,532$3.49M0.2%+2,144.1%1.083%
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1/14/2025 Park Avenue Securities LLC112,497$1.14M0.0%+7.1%0.354%
1/14/2025 Integrated Capital Management Inc.20,325$206K0.2%+10.5%0.064%
1/13/2025 Capital Investment Advisors LLC95,485$967K0.0%-9.0%0.300%
12/13/2024B. Riley Wealth Advisors Inc.12,349$135K0.0%-21.7%0.039%
12/3/2024Rivernorth Capital Management LLC179,697$1.96M0.1%+61.4%0.565%
11/15/2024Kovitz Investment Group Partners LLC32,000$349K0.0%N/A0.101%
11/15/2024Stifel Financial Corp35,601$388K0.0%+9.3%0.112%
11/15/2024Rivernorth Capital Management LLC179,697$1.96M0.1%+61.4%0.565%
11/15/2024Integrated Wealth Concepts LLC10,879$119K0.0%N/A0.034%
11/15/2024HighTower Advisors LLC25,095$267K0.0%N/A0.079%
11/14/2024Rockefeller Capital Management L.P.139,457$1.52M0.0%+4.3%0.438%
11/9/2024Landscape Capital Management L.L.C.43,792$477K0.0%-61.2%0.138%
11/8/2024Moors & Cabot Inc.16,853$184K0.0%+18.2%0.053%
11/8/2024Advisors Asset Management Inc.151,575$1.65M0.0%-0.8%0.477%
11/8/2024Avior Wealth Management LLC11,932$130K0.0%+23.1%0.038%
11/7/2024Pathstone Holdings LLC357,624$3.90M0.0%N/A1.124%
11/6/2024Oppenheimer & Co. Inc.50,209$547K0.0%-17.3%0.158%
11/4/2024Wolverine Asset Management LLC63,488$692K0.0%+116.1%0.200%
11/1/2024Fiera Capital Corp307,586$3.35M0.0%-2.1%0.967%
10/29/2024Van ECK Associates Corp227,641$2.39M0.0%-1.7%0.716%
10/25/2024Tyche Wealth Partners LLC11,940$130K0.0%-49.6%0.038%
10/25/2024Fortitude Family Office LLC12,309$134K0.1%N/A0.039%
10/23/2024 Hennion & Walsh Asset Management Inc.15,353$167K0.0%N/A0.048%
10/22/2024International Assets Investment Management LLC12,944$141K0.0%+1,000.7%0.041%
10/19/2024Cyndeo Wealth Partners LLC32,793$357K0.0%N/A0.103%
10/18/2024 Capital Investment Advisors LLC104,939$1.14M0.0%-2.7%0.330%
10/16/2024Melfa Wealth Management Inc.480,850$5.24M3.5%-0.2%1.512%
10/15/2024Nova R Wealth Inc.93,059$1.01M0.5%-6.9%0.293%
10/3/2024 Park Avenue Securities LLC105,047$1.15M0.0%-6.8%0.330%
8/16/2024Northwestern Mutual Wealth Management Co.32,920$338K0.0%-38.0%0.103%
8/15/2024Logan Stone Capital LLC80,343$824K0.2%+19.8%0.253%
8/8/20241ST Source Bank39,791$408K0.0%-35.7%0.125%
8/5/2024Blue Bell Private Wealth Management LLC6,000$62K0.0%N/A0.019%
8/2/2024Wolverine Asset Management LLC29,384$301K0.0%+700.7%0.092%
8/1/2024Fiera Capital Corp314,317$3.23M0.0%-32.8%0.988%
7/31/2024Van ECK Associates Corp231,553$2.38M0.0%+13.9%0.728%
7/31/2024 Rothschild Investment LLC194,921$2M0.1%N/A0.613%
7/26/2024Allspring Global Investments Holdings LLC41,086$422K0.0%N/A0.129%
7/22/2024Sunpointe LLC21,019$216K0.1%N/A0.066%
7/19/2024Raymond James & Associates203,737$2.09M0.0%-7.3%0.640%
7/12/2024 Integrated Capital Management Inc.18,399$189K0.2%+10.9%0.058%
7/12/2024 Capital Investment Advisors LLC107,874$1.11M0.0%-1.1%0.339%
7/9/2024 Park Avenue Securities LLC112,754$1.16M0.0%-2.6%0.354%
5/24/2024Cetera Advisors LLC15,282$155K0.0%N/A0.048%
5/14/2024Advisors Asset Management Inc.156,288$1.59M0.0%-2.0%0.491%
5/14/2024Robinson Capital Management LLC935,354$9.15M3.3%+3.6%2.940%
5/10/20241ST Source Bank61,894$629K0.0%-3.5%0.195%
4/30/2024Van ECK Associates Corp203,372$2.07M0.0%-13.9%0.639%
4/29/2024Commonwealth Equity Services LLC328,355$3.34M0.0%-0.3%1.032%
4/23/2024Summit Trail Advisors LLC10,420$106K0.0%-16.3%0.033%
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4/11/2024 Integrated Capital Management Inc.16,594$169K0.1%N/A0.052%
4/10/2024 Park Avenue Securities LLC115,800$1.18M0.0%N/A0.364%
3/27/2024Nomura Holdings Inc.13,250$136K0.0%N/A0.042%
2/8/2024Robinson Capital Management LLC902,947$9.27M3.3%+41.6%2.655%
2/8/2024Fiera Capital Corp605,654$6.20M0.0%N/A1.781%
2/8/20241ST Source Bank64,111$656K0.0%-1.7%0.189%
2/6/2024Summit Trail Advisors LLC12,443$128K0.0%N/A0.037%
2/6/2024Spire Wealth Management14,000$143K0.0%N/A0.041%
2/6/2024 ARS Wealth Advisors Group LLC15,094$154K0.0%-78.7%0.044%
2/5/2024Van ECK Associates Corp236,283$2.42M0.0%+15.5%0.695%
(Data available from 1/1/2016 forward)

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PMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMO shares?

During the previous two years, 83 institutional investors and hedge funds held shares of Putnam Municipal Opportunities Trust. The most heavily invested institutionals were Robinson Capital Management LLC ($9.15M), Melfa Wealth Management Inc. ($5.24M), Hennion & Walsh Asset Management Inc. ($4.66M), Melfa Wealth Management LLC ($4.46M), Pathstone Holdings LLC ($3.90M), Guggenheim Capital LLC ($3.73M), and 1607 Capital Partners LLC ($3.67M).Learn more on PMO's institutional investors.

What percentage of Putnam Municipal Opportunities Trust stock is owned by institutional investors?

20.40% of Putnam Municipal Opportunities Trust stock is owned by institutional investors. Learn more on PMO's institutional investor holdings.

Which institutional investors have been buying Putnam Municipal Opportunities Trust stock?

Of the 61 institutional investors that purchased Putnam Municipal Opportunities Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robinson Capital Management LLC ($954.42K), Fiera Capital Corp ($605.65K), Hennion & Walsh Asset Management Inc. ($457.29K), Pathstone Holdings LLC ($357.62K), Rothschild Investment LLC ($194.92K), Advisors Asset Management Inc. ($187.51K), and Raymond James Financial Inc. ($180.91K).

How much institutional buying is happening at Putnam Municipal Opportunities Trust?

Institutional investors have bought a total of 4,759,467 shares in the last 24 months. This purchase volume represents approximately $48.16M in transactions.

Which Putnam Municipal Opportunities Trust major shareholders have been selling company stock?

Of the 44 institutional investors that sold Putnam Municipal Opportunities Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Logan Stone Capital LLC ($199.94K), Fiera Capital Corp ($160.35K), Landscape Capital Management L.L.C. ($116.83K), LPL Financial LLC ($80.48K), Commonwealth Equity Services LLC ($63.41K), Oppenheimer & Co. Inc. ($57.58K), and ARS Wealth Advisors Group LLC ($55.74K).

How much institutional selling is happening at Putnam Municipal Opportunities Trust?

Institutional investors have sold a total of 1,276,455 shares in the last 24 months. This volume of shares sold represents approximately $13.00M in transactions.


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This page (NYSE:PMO) was last updated on 4/16/2025 by MarketBeat.com Staff
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