RP
PMO

Riverbridge Partners’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Riverbridge Partners’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
Q2 		$609K Sell
57,807
-19,035
-25% -$199K 0.02% 161
2026
Q1 		$791K Sell
76,842
-41,388
-35% -$438K 0.02% 153
2025
Q4 		$1.27M Buy
118,230
+41,190
+53% +$428K 0.02% 145
2025
Q3 		$796K Buy
77,040
+2,074
+3% +$20.7K 0.01% 143
2025
Q2 		$741K Buy
74,966
+3,101
+4% +$30.5K 0.01% 139
2025
Q1 		$732K Buy
71,865
+6,247
+10% +$65.1K 0.01% 136
2024
Q4 		$665K Sell
65,618
-1,181
-2% -$12.4K 0.01% 135
2024
Q3 		$728K Buy
+66,799
New +$700K 0.01% 131

Other funds holding PMO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return