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Putnam Municipal Opportunities Trust (PMO) Institutional Ownership

Putnam Municipal Opportunities Trust logo
$10.33 +0.03 (+0.29%)
As of 01/17/2025 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)
31
Total
Institutional Inflows
(last 12 months)
$26.56M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$4.77M
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PMO Institutional Buying and Selling by Quarter

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
1/17/2025 Avior Wealth Management LLC15,358$156K0.0%+28.7%0.048%
1/17/2025 Riverbridge 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%
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%
11/8/2024 Avior 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%
10/25/2024 Fortitude Family Office LLC12,309$134K0.1%N/A0.039%
10/23/2024 Hennion & Walsh Asset Management Inc.15,353$167K0.0%N/A0.048%
10/22/2024 International 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%
10/16/2024 Melfa 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%
7/31/2024Rothschild Investment LLC194,921$2M0.1%N/A0.613%
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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%
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%
1/30/2024Tyche Wealth Partners LLC23,685$242K0.1%N/A0.070%
1/30/2024Bison Wealth LLC28,498$292K0.1%N/A0.084%
1/25/2024 International Assets Investment Management LLC11,781$1.15M0.0%+934.3%0.035%
1/24/2024 International Assets Investment Management LLC11,781$1.15M0.0%+934.3%0.035%
1/23/2024Indiana Trust & Investment Management CO14,000$143K0.1%-34.9%0.041%
1/23/2024 UMB Bank n.a.2,699$28K0.0%N/A0.008%
1/16/2024 Simon Quick Advisors LLC13,219$135K0.0%N/A0.039%
1/16/2024Raymond James Financial Services Advisors Inc.54,777$560K0.0%-16.1%0.161%
1/16/2024Raymond James & Associates215,399$2.20M0.0%+31.8%0.633%
1/11/2024 Moody National Bank Trust Division11,681$119K0.0%N/A0.034%
1/10/2024Financial Network Wealth Management LLC11,250$115K0.0%N/A0.033%
1/8/2024 Gill Capital Partners LLC23,090$236K0.1%-25.1%0.068%
1/5/2024 Capital Investment Advisors LLC110,935$1.14M0.0%-3.2%0.326%
11/15/2023Advisors Asset Management Inc.148,067$1.36M0.0%+47.6%0.435%
11/14/2023Robinson Capital Management LLC637,673$5.69M2.5%N/A1.875%
11/13/2023Wolverine Asset Management LLC55,183$508K0.0%+51.6%0.162%
11/9/20231ST Source Bank65,211$600K0.0%-20.0%0.192%
11/9/2023UBS Group AG230,595$2.12M0.0%+5.1%0.678%
11/8/2023Van ECK Associates Corp204,601$1.88M0.0%+17.5%0.602%
11/8/2023Landscape Capital Management L.L.C.32,639$300K0.0%-33.5%0.096%
11/8/2023Oppenheimer & Co. Inc.55,344$509K0.0%-22.8%0.163%
10/30/2023 Melfa Wealth Management LLC484,293$4.46M4.5%-0.4%1.424%
10/26/2023 ARS Wealth Advisors Group LLC70,836$652K0.1%N/A0.208%
10/24/2023Raymond James Financial Services Advisors Inc.65,307$601K0.0%-6.3%0.192%
10/24/2023Raymond James & Associates163,451$1.50M0.0%-4.6%0.481%
10/24/2023Tectonic Advisors LLC33,614$309K0.0%-12.0%0.099%
10/23/2023Commonwealth Equity Services LLC380,257$3.50M0.0%-6.3%1.118%
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10/17/2023 Avior Wealth Management LLC9,927$91K0.0%-25.4%0.029%
10/16/2023 Capital Investment Advisors LLC114,572$1.05M0.0%-3.1%0.337%
10/10/2023Indiana Trust & Investment Management CO21,500$198K0.1%N/A0.063%
9/12/2023Farther Finance Advisors LLC9,356$96K0.0%N/A0.028%
9/7/2023 ST Germain D J Co. Inc.3,000$31K0.0%N/A0.009%
8/15/2023Cohen & Steers Inc.150,923$1.54M0.0%+300.3%0.444%
8/11/2023Smith Moore & CO.76,737$783K0.1%-5.8%0.226%
8/11/2023Landscape Capital Management L.L.C.49,096$501K0.1%+68.7%0.144%
8/10/2023Commonwealth Equity Services LLC405,651$4.14M0.0%+0.3%1.193%
8/10/2023Moors & Cabot Inc.12,150$124K0.0%+10.0%0.036%
(Data available from 1/1/2016 forward)

PMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMO shares?

During the previous two years, 72 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), Melfa Wealth Management LLC ($4.46M), Pathstone Holdings LLC ($3.90M), Hennion & Walsh Asset Management Inc. ($3.49M), Fiera Capital Corp ($3.35M), and Commonwealth Equity Services LLC ($3.34M).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 54 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), Melfa Wealth Management LLC ($486.21K), Pathstone Holdings LLC ($357.62K), Hennion & Walsh Asset Management Inc. ($344.53K), Rothschild Investment LLC ($194.92K), and Van ECK Associates Corp ($173.53K).

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

Institutional investors have bought a total of 4,492,480 shares in the last 24 months. This purchase volume represents approximately $45.94M in transactions.

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

Of the 38 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: Fiera Capital Corp ($160.35K), 1ST Source Bank ($98.70K), Landscape Capital Management L.L.C. ($85.53K), LPL Financial LLC ($66.01K), ARS Wealth Advisors Group LLC ($55.74K), Commonwealth Equity Services LLC ($53.08K), and Raymond James & Associates ($43.83K).

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

Institutional investors have sold a total of 858,690 shares in the last 24 months. This volume of shares sold represents approximately $8.84M in transactions.


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This page (NYSE:PMO) was last updated on 1/20/2025 by MarketBeat.com Staff
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