PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

77 hedge funds and large institutions have $58M invested in Putnam Municipal Opportunities Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.31M
2
Bank of America
2
Bank of America
North Carolina
$3.81M
3
LB
3
Leo Brokerage
Texas
$775K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$386K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.46M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.62M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.05M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.42M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$459K
Name Market Value Shares Shares
Change 		Shares
Change %
GCP
26
Gill Capital Partners
Colorado
$598K 44,624 +360 +0.8%
Stifel Financial
27
Stifel Financial
Missouri
$579K 43,221 -52 -0.1%
RVPG
28
Relative Value Partners Group
$552K 41,000 – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$462K 34,474 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$459K 34,279 -48,530 -59%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$424K 31,674 -43,182 -58%
TFCP
32
Twin Focus Capital Partners
Massachusetts
$419K 31,294 – –
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$386K 28,800 +28,800 New
SIA
34
Sit Investment Associates
Minnesota
$361K 26,931 -32,169 -54%
OC
35
Oppenheimer & Co
New York
$356K 26,530 +800 +3%
AWS
36
AJ Wealth Strategies
New York
$352K 26,266 +366 +1%
LPL Financial
37
LPL Financial
California
$325K 24,250 -6,153 -20%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$319K 23,795 +1,921 +9%
Truist Financial
39
Truist Financial
North Carolina
$274K 20,475 – –
EIP
40
Ellis Investment Partners
Pennsylvania
$273K 20,365 +431 +2%
DADC
41
D.A. Davidson & Co
Montana
$269K 20,097 – –
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$264K 19,730 -1,000 -5%
IWA
43
IBEX Wealth Advisors
New Jersey
$255K 19,002 -1,249 -6%
SCA
44
Snowden Capital Advisors
New York
$249K 18,610 – –
Creative Planning
45
Creative Planning
Kansas
$207K 15,418 – –
FNWM
46
Financial Network Wealth Management
Utah
$206K 15,350 – –
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$201K 15,000 – –
SP
48
Successful Portfolios
Florida
$193K 14,428 – –
WS
49
Wedbush Securities
California
$188K 14,019 +310 +2%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$185K 13,800 – –
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