PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

87 hedge funds and large institutions have $73.8M invested in Putnam Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
23
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$2.29M
2
GC
2
Guggenheim Capital
Illinois
$5.98M
3
PAS
3
Park Avenue Securities
New York
$1.13M
4
RCM
4
Robinson Capital Management
Michigan
$875K
5
AAM
5
Advisors Asset Management
Colorado
$3.04M

Top Sellers

1
RIL
1
Rothschild Investment LLC
Illinois
$23.6K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$5.24M
3
UBS Group
3
UBS Group
Switzerland
$1.57M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.98M 604,966 +125,200 +26%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$5.24M 529,718 -111,598 -17%
MWM
3
Melfa Wealth Management
Massachusetts
$4.75M 480,444 -350 -0.1%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.45M 450,366 -6,927 -2%
1CP
5
1607 Capital Partners
Virginia
$3.73M 377,411 -5,350 -1%
Morgan Stanley
6
Morgan Stanley
New York
$3.64M 367,661 -43,693 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.17M 319,994 +4,450 +1%
AAM
8
Advisors Asset Management
Colorado
$3.04M 307,116 +60,021 +24%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$2.88M 291,232 -3,623 -1%
RCM
10
Rivernorth Capital Management
Florida
$2.45M 247,520 +1,824 +0.7%
KIM
11
Karpus Investment Management
New York
$2.29M 231,992 +132,444 +133%
Wells Fargo
12
Wells Fargo
California
$2.22M 224,814 +13,100 +6%
VanEck Associates
13
VanEck Associates
New York
$1.83M 185,254 +2,367 +1%
Ameriprise
14
Ameriprise
Minnesota
$1.82M 183,878 -32,949 -15%
MC
15
Matisse Capital
Oregon
$1.65M 166,367 – –
UBS Group
16
UBS Group
Switzerland
$1.57M 158,635 -106,886 -40%
Bank of America
17
Bank of America
North Carolina
$1.51M 152,349 +26,015 +21%
Cohen & Steers
18
Cohen & Steers
New York
$1.33M 134,200 +10,000 +8%
LPL Financial
19
LPL Financial
California
$1.26M 127,233 +5,033 +4%
IA
20
Intellus Advisors
Florida
$1.25M 126,464 +2,267 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.25M 126,126 +8,054 +7%
PAS
22
Park Avenue Securities
New York
$1.13M 113,916 +113,916 New
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$934K 94,408 – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$922K 93,238 +518 +0.6%
NRW
25
Nova R Wealth
Kansas
$920K 93,059 – –
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