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Putnam Municipal Opportunities Trust (PMO) Institutional Ownership

Putnam Municipal Opportunities Trust logo
$10.22 -0.01 (-0.10%)
(As of 12/20/2024 04:33 PM ET)
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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)
35
Total
Institutional Inflows
(last 12 months)
$23.99M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.89M
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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
12/13/2024 B. Riley Wealth Advisors Inc.12,349$135K0.0%-21.7%0.039%
12/3/2024 Rivernorth Capital Management LLC179,697$1.96M0.1%+61.4%0.565%
11/15/2024 Kovitz Investment Group Partners LLC32,000$349K0.0%N/A0.101%
11/15/2024 Stifel Financial Corp35,601$388K0.0%+9.3%0.112%
11/15/2024 Rivernorth Capital Management LLC179,697$1.96M0.1%+61.4%0.565%
11/15/2024 Integrated Wealth Concepts LLC10,879$119K0.0%N/A0.034%
11/15/2024 HighTower Advisors LLC25,095$267K0.0%N/A0.079%
11/14/2024 Rockefeller Capital Management L.P.139,457$1.52M0.0%+4.3%0.438%
11/9/2024 Landscape Capital Management L.L.C.43,792$477K0.0%-61.2%0.138%
11/8/2024 Moors & Cabot Inc.16,853$184K0.0%+18.2%0.053%
11/8/2024 Advisors 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%
11/7/2024 Pathstone Holdings LLC357,624$3.90M0.0%N/A1.124%
11/6/2024 Oppenheimer & Co. Inc.50,209$547K0.0%-17.3%0.158%
11/4/2024 Wolverine Asset Management LLC63,488$692K0.0%+116.1%0.200%
11/1/2024 Fiera Capital Corp307,586$3.35M0.0%-2.1%0.967%
10/29/2024 Van ECK Associates Corp227,641$2.39M0.0%-1.7%0.716%
10/25/2024 Tyche 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%
10/18/2024Capital 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%
10/15/2024 Nova 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%
8/16/2024 Northwestern Mutual Wealth Management Co.32,920$338K0.0%-38.0%0.103%
8/15/2024 Logan Stone Capital LLC80,343$824K0.2%+19.8%0.253%
8/8/2024 1ST Source Bank39,791$408K0.0%-35.7%0.125%
8/5/2024 Blue Bell Private Wealth Management LLC6,000$62K0.0%N/A0.019%
8/2/2024 Wolverine Asset Management LLC29,384$301K0.0%+700.7%0.092%
8/1/2024 Fiera Capital Corp314,317$3.23M0.0%-32.8%0.988%
7/31/2024 Van ECK Associates Corp231,553$2.38M0.0%+13.9%0.728%
7/31/2024Rothschild Investment LLC194,921$2M0.1%N/A0.613%
7/26/2024 Allspring Global Investments Holdings LLC41,086$422K0.0%N/A0.129%
7/22/2024 Sunpointe 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%
7/12/2024Capital 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%
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5/24/2024Cetera Advisors LLC15,282$155K0.0%N/A0.048%
5/14/2024 Advisors Asset Management Inc.156,288$1.59M0.0%-2.0%0.491%
5/14/2024 Robinson Capital Management LLC935,354$9.15M3.3%+3.6%2.940%
5/10/2024 1ST Source Bank61,894$629K0.0%-3.5%0.195%
4/30/2024 Van 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%
4/23/2024 Summit 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%
3/27/2024 Nomura Holdings Inc.13,250$136K0.0%N/A0.042%
2/8/2024 Robinson Capital Management LLC902,947$9.27M3.3%+41.6%2.655%
2/8/2024 Fiera Capital Corp605,654$6.20M0.0%N/A1.781%
2/8/2024 1ST Source Bank64,111$656K0.0%-1.7%0.189%
2/6/2024 Summit Trail Advisors LLC12,443$128K0.0%N/A0.037%
2/6/2024 Spire Wealth Management14,000$143K0.0%N/A0.041%
2/6/2024 ARS Wealth Advisors Group LLC15,094$154K0.0%-78.7%0.044%
2/5/2024 Van ECK Associates Corp236,283$2.42M0.0%+15.5%0.695%
1/30/2024 Tyche Wealth Partners LLC23,685$242K0.1%N/A0.070%
1/30/2024 Bison 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%
1/23/2024 Indiana 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%
1/10/2024 Financial Network Wealth Management LLC11,250$115K0.0%N/A0.033%
1/8/2024 Gill Capital Partners LLC23,090$236K0.1%-25.1%0.068%
1/5/2024Capital Investment Advisors LLC110,935$1.14M0.0%-3.2%0.326%
11/15/2023 Advisors Asset Management Inc.148,067$1.36M0.0%+47.6%0.435%
11/14/2023 Robinson Capital Management LLC637,673$5.69M2.5%N/A1.875%
11/13/2023 Wolverine Asset Management LLC55,183$508K0.0%+51.6%0.162%
11/9/2023 1ST Source Bank65,211$600K0.0%-20.0%0.192%
11/9/2023 UBS Group AG230,595$2.12M0.0%+5.1%0.678%
11/8/2023 Van ECK Associates Corp204,601$1.88M0.0%+17.5%0.602%
11/8/2023 Landscape Capital Management L.L.C.32,639$300K0.0%-33.5%0.096%
11/8/2023 Oppenheimer & 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%
10/24/2023 Tectonic Advisors LLC33,614$309K0.0%-12.0%0.099%
10/23/2023Commonwealth Equity Services LLC380,257$3.50M0.0%-6.3%1.118%
10/17/2023 Avior Wealth Management LLC9,927$91K0.0%-25.4%0.029%
10/16/2023Capital Investment Advisors LLC114,572$1.05M0.0%-3.1%0.337%
10/10/2023 Indiana Trust & Investment Management CO21,500$198K0.1%N/A0.063%
9/12/2023 Farther Finance Advisors LLC9,356$96K0.0%N/A0.028%
9/7/2023ST Germain D J Co. Inc.3,000$31K0.0%N/A0.009%
8/15/2023 Cohen & Steers Inc.150,923$1.54M0.0%+300.3%0.444%
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8/11/2023 Smith Moore & CO.76,737$783K0.1%-5.8%0.226%
8/11/2023 Landscape 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%
8/10/2023 Moors & Cabot Inc.12,150$124K0.0%+10.0%0.036%
8/10/2023 Cetera Investment Advisers10,904$111K0.0%-8.5%0.032%
8/9/2023 1ST Source Bank81,503$832K0.1%-6.8%0.240%
8/7/2023 Wolverine Asset Management LLC36,399$372K0.0%+180.8%0.107%
8/4/2023 Cullen Frost Bankers Inc.4,165$43K0.0%N/A0.012%
8/4/2023IFP Advisors Inc26,346$307K0.0%-26.6%0.077%
8/3/2023 Van ECK Associates Corp174,130$1.78M0.0%+43.5%0.512%
(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), Fiera Capital Corp ($3.35M), Commonwealth Equity Services LLC ($3.34M), and Van ECK Associates Corp ($2.39M).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 55 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), Rothschild Investment LLC ($194.92K), Van ECK Associates Corp ($173.53K), and Rivernorth Capital Management LLC ($136.76K).

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

Institutional investors have bought a total of 4,160,981 shares in the last 24 months. This purchase volume represents approximately $42.59M in transactions.

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

Of the 37 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 854,496 shares in the last 24 months. This volume of shares sold represents approximately $8.80M in transactions.


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This page (NYSE:PMO) was last updated on 12/21/2024 by MarketBeat.com Staff
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