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Putnam Municipal Opportunities Trust (PMO) Institutional Ownership

Putnam Municipal Opportunities Trust logo
$10.26 -0.06 (-0.58%)
As of 03/25/2025 03:52 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)
$24.78M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$9.11M
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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
2/25/2025 Leigh Baldwin & CO. LLC24,883$252K0.1%N/A0.078%
2/17/2025 Nomura Holdings Inc.29,972$304K0.0%+172.5%0.094%
2/17/2025 Logan Stone Capital LLC35,936$364K0.1%-84.8%0.113%
2/17/2025 Cresset Asset Management LLC20,300$206K0.0%-7.3%0.064%
2/17/2025 Citadel Advisors LLC12,176$123K0.0%+9.5%0.038%
2/17/2025 Bank of America Corp DE124,073$1.26M0.0%-25.2%0.390%
2/17/2025 Ameriprise Financial Inc.195,647$1.98M0.0%-2.7%0.615%
2/14/2025 Jane Street Group LLC31,441$318K0.0%N/A0.099%
2/14/2025 Stifel Financial Corp36,713$372K0.0%+3.1%0.115%
2/14/2025 Generation Capital Management LLC22,882$232K0.2%N/A0.072%
2/13/2025 1607 Capital Partners LLC362,681$3.67M0.3%+54.1%1.140%
2/13/2025 Guggenheim Capital LLC368,040$3.73M0.0%+11.9%1.157%
2/13/2025 Rockefeller Capital Management L.P.93,526$947K0.0%-32.9%0.294%
2/13/2025 Raymond James Financial Inc.90,454$916K0.0%N/A0.284%
2/13/2025 Invesco Ltd.22,760$231K0.0%-52.4%0.072%
2/13/2025 Envestnet Asset Management Inc.125,584$1.27M0.0%+7.2%0.395%
2/13/2025 Wells Fargo & Company MN151,244$1.53M0.0%+14.7%0.475%
2/13/2025 Smith Moore & CO.77,712$787K0.1%+17.1%0.244%
2/12/2025 Landscape Capital Management L.L.C.12,495$127K0.0%-71.5%0.039%
2/11/2025 LPL Financial LLC107,686$1.09M0.0%-11.8%0.339%
2/11/2025 Intellus Advisors LLC126,931$1.29M0.2%N/A0.399%
2/10/2025 Advisors Asset Management Inc.291,314$2.95M0.1%+92.2%0.916%
2/10/2025 Commonwealth Equity Services LLC307,683$3.12M0.0%-7.7%0.967%
2/7/2025 HighTower Advisors LLC31,845$323K0.0%+26.9%0.100%
2/7/2025 Blue Bell Private Wealth Management LLC4,023$41K0.0%-42.7%0.013%
2/6/2025 Raymond James Financial Inc.90,454$916K0.0%N/A0.284%
2/6/2025 NINE MASTS CAPITAL Ltd26,736$271K0.0%-66.4%0.084%
2/5/2025 Noble Wealth Management PBC13,800$140K0.1%N/A0.043%
2/5/2025 Oppenheimer & Co. Inc.19,496$197K0.0%-61.2%0.061%
2/4/2025 Rothschild Investment LLC186,921$1.89M0.1%-3.1%0.588%
2/3/2025 Sunpointe LLC11,200$114K0.1%-46.5%0.035%
1/29/2025 Van ECK Associates Corp233,858$2.37M0.0%+2.7%0.735%
1/29/2025 Allspring Global Investments Holdings LLC94,408$956K0.0%+129.8%0.297%
1/21/2025 Cyndeo Wealth Partners LLC38,629$391K0.0%+17.8%0.121%
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%
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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%
10/19/2024 Cyndeo 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%
10/15/2024 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%
7/31/2024 Rothschild 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%
7/12/2024 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%
5/14/2024 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%
4/29/2024 Commonwealth 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%
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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%
(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, 84 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), Guggenheim Capital LLC ($3.73M), 1607 Capital Partners LLC ($3.67M), and Hennion & Walsh Asset Management Inc. ($3.49M).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 62 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), Pathstone Holdings LLC ($357.62K), Hennion & Walsh Asset Management Inc. ($344.53K), 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 4,670,944 shares in the last 24 months. This purchase volume represents approximately $47.27M 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 1,251,651 shares in the last 24 months. This volume of shares sold represents approximately $12.74M in transactions.


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This page (NYSE:PMO) was last updated on 3/26/2025 by MarketBeat.com Staff
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