Cresset Asset Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Cresset Asset Management’s Portfolio PMO Stock Details PMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$209K	Hold	20,300	–	–	﹤0.01%	1451
2025 Q4	$217K	Hold	20,300	–	–	﹤0.01%	1454
2025 Q3	$210K	Hold	20,300	–	–	﹤0.01%	1408
2025 Q2	$201K	Hold	20,300	–	–	﹤0.01%	1303
2025 Q1	$207K	Hold	20,300	–	–	﹤0.01%	1514
2024 Q4	$206K	Sell	20,300 -1,600	-7%	-$16.8K	﹤0.01%	1550
2024 Q3	$239K	Hold	21,900	–	–	﹤0.01%	1913
2024 Q2	$225K	Sell	21,900 -280	-1%	-$2.79K	﹤0.01%	1846
2024 Q1	$226K	Buy	22,180 +280	+1%	+$2.88K	﹤0.01%	1721
2023 Q4	$225K	Hold	21,900	–	–	﹤0.01%	1638
2023 Q3	$202K	Hold	21,900	–	–	﹤0.01%	1623
2023 Q2	$224K	Buy	+21,900	New	+$222K	﹤0.01%	1678

Other funds holding PMO

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return